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DOW   39,087.38
QQQ   445.61
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S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
Critical asset just had biggest fall on record (Ad)
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
How major US stock indexes fared Friday, 3/1/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
Question of whether Nebraska public money can go to private schools still set for November ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
Critical asset just had biggest fall on record (Ad)
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
How major US stock indexes fared Friday, 3/1/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
Question of whether Nebraska public money can go to private schools still set for November ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
Critical asset just had biggest fall on record (Ad)
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
How major US stock indexes fared Friday, 3/1/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
Question of whether Nebraska public money can go to private schools still set for November ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices

Flaherty & Crumrine Preferred Income Opportunity Fund (PFO) Institutional Ownership

$8.29
+0.03 (+0.36%)
(As of 03/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Preferred Income Opportunity Fund (NYSE:PFO)

Current
Institutional Ownership
Percentage
8.79%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$7.95 M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$618,789.52
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PFO Institutional Buying and Selling by Quarter


Flaherty & Crumrine Preferred Income Opportunity Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/12/2024ORBA Wealth Advisors L.L.C.14,000$0.11M0.1%N/A0.107%
2/12/2024RPO LLC12,287$98K0.1%N/A0.094%
2/9/2024Cambridge Investment Research Advisors Inc.81,479$0.65M0.0%-3.5%0.623%
2/9/2024D.A. Davidson & CO.159,349$1.27M0.0%-7.5%1.219%
2/8/2024Matisse Capital132,281$1.05M0.6%+658.1%1.011%
2/7/2024Arlington Capital Management Inc.15,524$0.12M0.1%N/A0.119%
2/6/2024Private Advisor Group LLC204,176$1.63M0.0%+1.4%1.561%
2/1/2024Wolverine Asset Management LLC130,757$1.04M0.0%+29.9%1.000%
1/29/2024Consolidated Portfolio Review Corp101,163$0.81M0.2%+28.7%0.773%
1/25/2024International Assets Investment Management LLC22,415$0.18M0.0%N/A0.171%
1/24/2024Sowell Financial Services LLC39,073$0.31M0.0%N/A0.299%
11/14/2023AQR Arbitrage LLC39,585$0.30M0.0%N/A0.303%
11/14/2023Saba Capital Management L.P.70,962$0.53M0.0%N/A0.543%
11/13/2023Consolidated Portfolio Review Corp78,630$0.59M0.1%+65.9%0.601%
11/13/2023LPL Financial LLC45,892$0.34M0.0%+9.8%0.351%
11/13/2023Wolverine Asset Management LLC100,687$0.75M0.0%+282.6%0.770%
11/9/2023UBS Group AG18,142$0.14M0.0%+22.9%0.139%
11/8/2023D.A. Davidson & CO.172,335$1.28M0.0%-12.7%1.318%
11/3/2023Private Advisor Group LLC201,368$1.50M0.0%+2.1%1.540%
10/24/2023Financial Management Network Inc.11,064$80K0.0%N/A0.085%
10/13/2023Matisse Capital17,450$0.13M0.1%N/A0.133%
8/21/2023Osaic Holdings Inc.55,932$0.45M0.0%-2.5%0.428%
8/15/2023Wells Fargo & Company MN39,086$0.31M0.0%+7.8%0.299%
8/11/2023D.A. Davidson & CO.197,481$1.58M0.0%+15.0%1.510%
8/11/2023PNC Financial Services Group Inc.33,920$0.27M0.0%+100.0%0.259%
8/10/2023Osaic Holdings Inc.55,932$0.45M0.0%-2.5%0.428%
8/10/2023Private Advisor Group LLC197,209$1.58M0.0%+1.6%1.508%
8/10/2023Cetera Investment Advisers20,784$0.17M0.0%-6.7%0.159%
8/10/2023Summit X LLC92,399$0.74M0.2%-4.0%0.707%
8/7/2023Wolverine Asset Management LLC26,316$0.21M0.0%N/A0.201%
8/3/2023SPC Financial Inc.18,600$0.15M0.0%-21.5%0.142%
7/31/2023LPL Financial LLC41,809$0.34M0.0%+30.7%0.320%
7/26/2023Resonant Capital Advisors LLC10,000$80K0.0%N/A0.076%
7/13/2023Cambridge Investment Research Advisors Inc.83,471$0.67M0.0%+23.4%0.638%
5/12/2023Bank of America Corp DE25,484$0.21M0.0%+5.8%0.195%
5/12/2023UBS Group AG15,796$0.13M0.0%-48.4%0.121%
5/11/2023Cambridge Investment Research Advisors Inc.67,646$0.56M0.0%+24.2%0.517%
5/11/2023Cerity Partners LLC20,131$0.17M0.0%N/A0.154%
5/11/2023Commonwealth Equity Services LLC12,993$0.11M0.0%-9.8%0.099%
5/10/2023Private Advisor Group LLC194,148$1.60M0.0%N/A1.484%
5/10/2023Summit X LLC96,274$0.79M0.2%+31.2%0.736%
5/9/2023SPC Financial Inc.23,700$0.20M0.0%-12.9%0.181%
4/25/2023D.A. Davidson & CO.171,725$1.42M0.0%+111.8%1.313%
4/19/2023International Assets Investment Management LLC19,290$0.26M0.0%N/A0.147%
4/14/2023Raymond James & Associates18,313$0.15M0.0%-19.2%0.140%
2/15/2023Logan Stone Capital LLC26,557$0.23M0.1%N/A0.204%
2/15/2023Morgan Stanley112,842$0.97M0.0%-14.1%0.865%
2/15/2023Mosaic Family Wealth Partners LLC11,824$0.10M0.0%N/A0.091%
2/14/2023Susquehanna International Group LLP13,507$0.12M0.0%+14.4%0.104%
2/14/2023Cetera Investment Advisers22,284$0.19M0.0%-27.2%0.171%
2/13/2023Wells Fargo & Company MN32,349$0.28M0.0%+38.5%0.248%
2/10/2023Bank of America Corp DE24,086$0.21M0.0%+14.1%0.185%
2/10/2023Advisor Group Holdings Inc.55,513$0.48M0.0%+7.9%0.425%
2/8/2023Raymond James & Associates22,672$0.20M0.0%+16.3%0.174%
2/8/2023UBS Group AG30,622$0.26M0.0%-23.9%0.235%
2/8/2023Belpointe Asset Management LLC6,500$56K0.0%N/A0.050%
2/7/2023Commonwealth Equity Services LLC14,398$0.12M0.0%-27.6%0.110%
2/7/2023LPL Financial LLC32,143$0.28M0.0%-13.8%0.246%
2/3/2023D.A. Davidson & CO.81,060$0.70M0.0%+17.1%0.621%
2/1/2023Wolverine Asset Management LLC14,178$0.12M0.0%N/A0.109%
2/1/2023SPC Financial Inc.27,200$0.23M0.0%-20.5%0.208%
1/25/2023Fifth Third Bancorp5,395$46K0.0%-36.5%0.041%
1/18/2023Private Advisor Group LLC143,872$1.24M0.0%+3.7%1.103%
1/11/2023McElhenny Sheffield Capital Management LLC9,375$81K0.0%N/A0.072%
1/5/2023Future Financial Wealth Managment LLC16,282$0.14M0.2%+21.1%0.125%
11/16/2022Covington Capital Management30,109$0.26M0.0%-5.0%0.231%
11/15/2022Commonwealth Equity Services LLC19,893$0.17M0.0%+26.1%0.152%
11/10/2022UBS Group AG40,222$0.35M0.0%-19.4%0.308%
11/7/2022D.A. Davidson & CO.69,238$0.59M0.0%+33.7%0.531%
11/3/2022Financial Management Network Inc.16,634$0.15M0.1%N/A0.128%
11/2/2022Summit X LLC85,447$0.73M0.2%+16.4%0.655%
10/27/2022SPC Financial Inc.34,200$0.29M0.0%-8.3%0.262%
10/26/2022Quaker Wealth Management LLC10,075$86K0.0%N/A0.077%
10/26/2022Truist Financial Corp49,766$0.43M0.0%N/A0.381%
10/25/2022Fifth Third Bancorp8,495$73K0.0%-22.5%0.065%
10/25/2022Raymond James & Associates19,492$0.17M0.0%-37.2%0.149%
10/21/2022Vanguard Capital Wealth Advisors34,000$0.29M0.4%+13.3%0.261%
10/14/2022Private Advisor Group LLC138,782$1.19M0.0%+89.9%1.064%
10/13/2022Future Financial Wealth Managment LLC13,444$0.13M0.1%N/A0.103%
8/24/2022Schmidt P J Investment Management Inc.20,000$0.20M0.0%N/A0.153%
8/13/2022NewEdge Advisors LLC32,162$0.31M0.0%+10.3%0.246%
8/12/2022LPL Financial LLC33,881$0.32M0.0%-3.6%0.260%
8/11/2022Cetera Investment Advisers32,336$0.31M0.0%-9.1%0.248%
8/11/2022UBS Group AG49,886$0.48M0.0%-22.3%0.382%
8/3/2022SPC Financial Inc.37,300$0.36M0.0%+9.4%0.286%
7/28/2022D.A. Davidson & CO.51,801$0.49M0.0%+25.7%0.397%
7/19/2022Commonwealth Equity Services LLC15,779$0.15M0.0%-11.1%0.121%
7/13/2022Private Advisor Group LLC73,093$0.70M0.0%+88.2%0.560%
7/13/2022Cambridge Investment Research Advisors Inc.54,583$0.52M0.0%+7.2%0.418%
6/7/2022Bank of America Corp DE21,383$0.25M0.0%-22.7%0.164%
5/16/2022Rivernorth Capital Management LLC10,388$0.12M0.0%N/A0.080%
5/16/2022United Capital Financial Advisers LLC12,000$0.14M0.0%N/A0.092%
5/13/2022NewEdge Advisors LLC29,162$0.34M0.0%+16.4%0.223%
5/13/2022Cetera Investment Advisers35,586$0.41M0.0%-17.4%0.273%
5/12/2022D.A. Davidson & CO.41,211$0.47M0.0%+9.2%0.316%
5/12/2022Private Advisor Group LLC38,828$0.45M0.0%+158.8%0.298%
5/12/2022Cambridge Investment Research Advisors Inc.50,898$0.59M0.0%+8.8%0.390%
5/11/2022Raymond James & Associates57,807$0.67M0.0%+178.2%0.443%
5/5/2022Summit X LLC74,561$0.86M0.2%-9.4%0.571%
5/4/2022Advisor Group Holdings Inc.59,340$0.68M0.0%+5.8%0.455%
(Data available from 1/1/2016 forward)













PFO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFO shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred Income Opportunity Fund. The most heavily invested institutionals were Private Advisor Group LLC ($1.63M), D.A. Davidson & CO. ($1.27M), Matisse Capital ($1.05M), Wolverine Asset Management LLC ($1.04M), Morgan Stanley ($0.97M), Consolidated Portfolio Review Corp ($0.81M), and Summit X LLC ($0.74M).Learn more on PFO's institutional investors.

What percentage of Flaherty & Crumrine Preferred Income Opportunity Fund stock is owned by institutional investors?

8.79% of Flaherty & Crumrine Preferred Income Opportunity Fund stock is owned by institutional investors. Learn more on PFO's institutional investor holdings.

Which institutional investors have been buying Flaherty & Crumrine Preferred Income Opportunity Fund stock?

Of the 39 institutional investors that purchased Flaherty & Crumrine Preferred Income Opportunity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($0.33M), D.A. Davidson & CO. ($0.16M), Wolverine Asset Management LLC ($0.14M), Matisse Capital ($0.13M), Saba Capital Management L.P. ($70.96K), Consolidated Portfolio Review Corp ($53.76K), and Truist Financial Corp ($49.77K).

How much institutional buying is happening at Flaherty & Crumrine Preferred Income Opportunity Fund?

Institutional investors have bought a total of 1,487,878 shares in the last 24 months. This purchase volume represents approximately $12.51M in transactions.

Which Flaherty & Crumrine Preferred Income Opportunity Fund major shareholders have been selling company stock?

Of the 14 institutional investors that sold Flaherty & Crumrine Preferred Income Opportunity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($48.42K), D.A. Davidson & CO. ($38.13K), Cetera Investment Advisers ($20.53K), SPC Financial Inc. ($18.70K), Morgan Stanley ($18.53K), Raymond James & Associates ($15.89K), and Summit X LLC ($11.64K).

How much institutional selling is happening at Flaherty & Crumrine Preferred Income Opportunity Fund?

Institutional investors have sold a total of 206,321 shares in the last 24 months. This volume of shares sold represents approximately $1.80M in transactions.


This page (NYSE:PFO) was last updated on 3/2/2024 by MarketBeat.com Staff