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

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(As of 05/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Preferred Income Opportunity Fund (NYSE:PFO)

Current
Institutional Ownership
Percentage
12.90%
Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$5.59M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$374.05K
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PFO Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Matisse Capital140,611$1.19M0.6%+6.3%1.075%
4/30/2024 Private Advisor Group LLC207,966$1.76M0.0%+1.9%1.590%
4/30/2024 Consolidated Portfolio Review Corp107,160$904K0.2%+5.9%0.819%
4/24/2024 Arlington Capital Management Inc.17,363$147K0.1%+11.8%0.133%
4/22/2024 PFG Investments LLC109,160$921K0.1%N/A0.835%
2/12/2024 ORBA Wealth Advisors L.L.C.14,000$111K0.1%N/A0.107%
2/12/2024 RPO LLC12,287$98K0.1%N/A0.094%
2/9/2024 D.A. Davidson & CO.159,349$1.27M0.0%-7.5%1.219%
2/8/2024 Matisse Capital132,281$1.05M0.6%+658.1%1.011%
2/7/2024 Arlington Capital Management Inc.15,524$124K0.1%N/A0.119%
2/6/2024 Private Advisor Group LLC204,176$1.63M0.0%+1.4%1.561%
2/1/2024 Wolverine Asset Management LLC130,757$1.04M0.0%+29.9%1.000%
1/29/2024 Consolidated Portfolio Review Corp101,163$805K0.2%+28.7%0.773%
1/24/2024 Sowell Financial Services LLC39,073$311K0.0%N/A0.299%
11/14/2023AQR Arbitrage LLC39,585$295K0.0%N/A0.303%
11/14/2023Saba Capital Management L.P.70,962$528K0.0%N/A0.543%
11/13/2023 Consolidated Portfolio Review Corp78,630$585K0.1%+65.9%0.601%
11/13/2023 Wolverine Asset Management LLC100,687$749K0.0%+282.6%0.770%
11/8/2023 D.A. Davidson & CO.172,335$1.28M0.0%-12.7%1.318%
11/3/2023 Private Advisor Group LLC201,368$1.50M0.0%+2.1%1.540%
10/24/2023 Financial Management Network Inc.11,064$80K0.0%N/A0.085%
10/13/2023 Matisse Capital17,450$130K0.1%N/A0.133%
8/11/2023 D.A. Davidson & CO.197,481$1.58M0.0%+15.0%1.510%
8/10/2023 Private Advisor Group LLC197,209$1.58M0.0%+1.6%1.508%
8/10/2023Cetera Investment Advisers20,784$166K0.0%-6.7%0.159%
8/10/2023 Summit X LLC92,399$740K0.2%-4.0%0.707%
8/7/2023 Wolverine Asset Management LLC26,316$211K0.0%N/A0.201%
8/3/2023 SPC Financial Inc.18,600$149K0.0%-21.5%0.142%
7/26/2023 Resonant Capital Advisors LLC10,000$80K0.0%N/A0.076%
7/13/2023 Cambridge Investment Research Advisors Inc.83,471$669K0.0%+23.4%0.638%
5/10/2023 Private Advisor Group LLC194,148$1.60M0.0%N/A1.484%
5/10/2023 Summit X LLC96,274$794K0.2%+31.2%0.736%
5/9/2023 SPC Financial Inc.23,700$196K0.0%-12.9%0.181%
4/25/2023 D.A. Davidson & CO.171,725$1.42M0.0%+111.8%1.313%
4/19/2023 International Assets Investment Management LLC19,290$261K0.0%N/A0.147%
4/14/2023 Raymond James & Associates18,313$151K0.0%-19.2%0.140%
2/8/2023 Belpointe Asset Management LLC6,500$56K0.0%N/A0.050%
2/7/2023Commonwealth Equity Services LLC14,398$123K0.0%-27.6%0.110%
2/3/2023 D.A. Davidson & CO.81,060$697K0.0%+17.1%0.621%
2/1/2023 Wolverine Asset Management LLC14,178$122K0.0%N/A0.109%
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2/1/2023 SPC Financial Inc.27,200$234K0.0%-20.5%0.208%
1/25/2023 Fifth Third Bancorp5,395$46K0.0%-36.5%0.041%
1/18/2023 Private Advisor Group LLC143,872$1.24M0.0%+3.7%1.103%
1/11/2023 McElhenny Sheffield Capital Management LLC9,375$81K0.0%N/A0.072%
1/5/2023 Future Financial Wealth Managment LLC16,282$140K0.2%+21.1%0.125%
11/16/2022Covington Capital Management30,109$258K0.0%-5.0%0.231%
11/7/2022 D.A. Davidson & CO.69,238$593K0.0%+33.7%0.531%
11/3/2022 Financial Management Network Inc.16,634$149K0.1%N/A0.128%
11/2/2022 Summit X LLC85,447$731K0.2%+16.4%0.655%
10/27/2022 SPC Financial Inc.34,200$293K0.0%-8.3%0.262%
10/26/2022 Quaker Wealth Management LLC10,075$86K0.0%N/A0.077%
10/26/2022 Truist Financial Corp49,766$426K0.0%N/A0.381%
10/25/2022 Fifth Third Bancorp8,495$73K0.0%-22.5%0.065%
10/25/2022 Raymond James & Associates19,492$167K0.0%-37.2%0.149%
10/21/2022 Vanguard Capital Wealth Advisors34,000$291K0.4%+13.3%0.261%
10/14/2022 Private Advisor Group LLC138,782$1.19M0.0%+89.9%1.064%
10/13/2022 Future Financial Wealth Managment LLC13,444$128K0.1%N/A0.103%
8/24/2022 Schmidt P J Investment Management Inc.20,000$196K0.0%N/A0.153%
8/11/2022Cetera Investment Advisers32,336$308K0.0%-9.1%0.248%
8/3/2022 SPC Financial Inc.37,300$355K0.0%+9.4%0.286%
7/28/2022 D.A. Davidson & CO.51,801$493K0.0%+25.7%0.397%
7/19/2022Commonwealth Equity Services LLC15,779$150K0.0%-11.1%0.121%
7/13/2022 Private Advisor Group LLC73,093$696K0.0%+88.2%0.560%
7/13/2022 Cambridge Investment Research Advisors Inc.54,583$520K0.0%+7.2%0.418%
5/12/2022 D.A. Davidson & CO.41,211$474K0.0%+9.2%0.316%
5/5/2022 Summit X LLC74,561$863K0.2%-9.4%0.571%
5/4/2022 Advisor Group Holdings Inc.59,340$684K0.0%+5.8%0.455%
5/3/2022 Future Financial Wealth Managment LLC8,806$101K0.1%+181.3%0.067%
5/2/2022 SPC Financial Inc.34,100$392K0.0%+16.8%0.261%
2/16/2022Covington Capital Management31,709$404K0.0%-9.9%0.249%
2/10/2022 Private Advisor Group LLC15,003$191K0.0%+28.4%0.118%
2/8/2022 Raymond James & Associates20,780$265K0.0%+20.1%0.163%
2/3/2022 Cambridge Investment Research Advisors Inc.46,777$596K0.0%+14.9%0.367%
2/3/2022 Advisor Group Holdings Inc.56,111$715K0.0%+109.4%0.440%
1/31/2022Commonwealth Equity Services LLC17,681$225K0.0%-26.1%0.139%
1/31/2022 SPC Financial Inc.29,200$372K0.0%+39.7%0.229%
1/19/2022 Summit X LLC82,325$1.05M0.2%-3.6%0.646%
1/7/2022 Future Financial Wealth Managment LLC3,131$40K0.0%N/A0.025%
11/16/2021Cetera Investment Advisers42,178$541K0.0%-1.9%0.331%
11/12/2021 Wolverine Asset Management LLC14,643$187K0.0%N/A0.115%
11/10/2021 Oxbow Advisors LLC10,685$137K0.0%N/A0.084%
11/5/2021 SPC Financial Inc.20,900$268K0.0%+25.1%0.164%
11/5/2021 Advisor Group Holdings Inc.26,795$343K0.0%+50.9%0.210%
11/2/2021 Cambridge Investment Research Advisors Inc.40,697$522K0.0%+29.1%0.319%
10/29/2021Commonwealth Equity Services LLC23,912$306K0.0%+33.7%0.188%
10/19/2021 Summit X LLC85,398$1.09M0.3%-1.6%0.670%
9/7/2021 Newbridge Financial Services Group Inc.35,493$474K0.3%+22.1%0.278%
8/13/2021 LPL Financial LLC42,766$571K0.0%-6.5%0.335%
8/13/2021Northwestern Mutual Wealth Management Co.11,622$155K0.0%+10.9%0.091%
8/10/2021 Cambridge Investment Research Advisors Inc.31,525$421K0.0%+72.5%0.247%
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8/10/2021Mid Atlantic Financial Management Inc. ADV13,500$180K0.0%N/A0.106%
8/6/2021 Bessemer Group Inc.9,000$120K0.0%N/A0.071%
8/6/2021 Fifth Third Bancorp10,955$146K0.0%-6.8%0.086%
8/4/2021 Creative Planning18,207$243K0.0%+6.7%0.143%
8/2/2021 Advisor Group Holdings Inc.17,751$237K0.0%+6.0%0.139%
7/31/2021 SPC Financial Inc.16,700$223K0.0%+28.5%0.131%
5/18/2021Morgan Stanley154,348$2.03M0.0%+7.2%1.211%
5/12/2021 UBS Group AG63,766$839K0.0%-9.0%0.500%
5/7/2021 Cambridge Investment Research Advisors Inc.18,276$241K0.0%N/A0.143%
5/7/2021 Fifth Third Bancorp11,755$155K0.0%-32.3%0.092%
(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, 30 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred Income Opportunity Fund. The most heavily invested institutionals were Private Advisor Group LLC ($1.76M), D.A. Davidson & CO. ($1.27M), Matisse Capital ($1.19M), Wolverine Asset Management LLC ($1.04M), PFG Investments LLC ($921K), Consolidated Portfolio Review Corp ($904K), and Summit X LLC ($740K).Learn more on PFO's institutional investors.

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

12.90% 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 25 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 ($313.01K), D.A. Davidson & CO. ($156.27K), Wolverine Asset Management LLC ($144.94K), Matisse Capital ($140.61K), PFG Investments LLC ($109.16K), Saba Capital Management L.P. ($70.96K), and Consolidated Portfolio Review Corp ($59.75K).

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

Institutional investors have bought a total of 1,347,674 shares in the last 24 months. This purchase volume represents approximately $11.02M in transactions.

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

The following institutional investors have sold Flaherty & Crumrine Preferred Income Opportunity Fund stock in the last 24 months: D.A. Davidson & CO. ($38.13K), SPC Financial Inc. ($18.70K), Raymond James & Associates ($15.89K), Commonwealth Equity Services LLC ($7.46K), Fifth Third Bancorp ($5.56K), Cetera Investment Advisers ($4.75K), and Summit X LLC ($3.88K).

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

Institutional investors have sold a total of 95,968 shares in the last 24 months. This volume of shares sold represents approximately $782.84K in transactions.


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This page (NYSE:PFO) was last updated on 5/15/2024 by MarketBeat.com Staff

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