Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
PFO- Exchange
- NYSE
- SEC CIK
- 0000882071
No open-market purchases or sales by Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC insiders were filed in the last 90 days; 49 institutions reported holding it in 13F filings for Q2 2026, worth $37.3M in total; no superinvestor holds it.
Q2 2026 vs. Q1 2026
How the institutions holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 52 | 1 | 49 | −2 |
| Shares | 4.41M | 18.8K | 4.04M | −347.2K (−7.9%) |
| Value | $39.9M | $170.2K | $37.3M | −$2.36M (−6.0%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 57,449 | $530.8K | 0.08% |
| Traub Capital Management LLC | 16,759 | $154.9K | 0.14% |
| Citadel Advisors LLC | 11,062 | $102.2K | 0.00% |
| Wolverine Asset Management LLC | 5,416 | $50.0K | 0.00% |
| Action Point Financial Planning, LLC | 1,700 | $15.7K | 0.00% |
| Clear Street Group Inc. | 1,535 | $14.2K | 0.00% |
Sold out (8)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Advisors Asset Management, Inc. | 350,620 | $3.17M |
| Independent Advisor Alliance | 22,140 | $200.1K |
| Invesco Ltd. | 18,471 | $167.0K |
| Commonwealth Equity Services, LLC | 11,220 | $101.4K |
| Webster Bank, N. A. | 3,000 | $27.1K |
| Allworth Financial LP | 2,510 | $22.7K |
| Rossby Financial, LCC | 700 | $6.39K |
| Northwestern Mutual Wealth Management Co | 204 | $1.84K |
Not filed for Q2 2026 yet (1)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Catalina Capital Group, LLC | 18,823 | $170.2K |