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

Flaherty & Crumrine Preferred Income Opportunity Fund logo
$8.49 -0.04 (-0.41%)
Closing price 04/11/2025 03:58 PM Eastern
Extended Trading
$8.50 +0.01 (+0.11%)
As of 04/11/2025 08:00 PM Eastern
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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)
23
Total
Institutional Inflows
(last 12 months)
$7.72M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.05M
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PFO Institutional Buying and Selling by Quarter

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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
4/11/2025Vanguard Capital Wealth Advisors14,000$129K0.2%N/A0.000%
2/17/2025Napa Wealth Management62,424$562K0.2%-35.7%0.000%
2/17/2025Ewing Morris & Co. Investment Partners Ltd.75,690$682K0.3%N/A0.000%
2/17/2025Citadel Advisors LLC10,715$97K0.0%N/A0.000%
2/17/2025Bank of America Corp DE21,790$196K0.0%+7.4%0.000%
2/14/2025AQR Arbitrage LLC41,344$373K0.0%-43.7%0.000%
2/13/2025NewEdge Advisors LLC28,372$256K0.0%-5.3%0.000%
2/13/2025Invesco Ltd.12,587$113K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.116,029$1.05M0.0%+205.5%0.000%
2/13/2025Sit Investment Associates Inc.542,802$4.89M0.1%+85.4%0.000%
2/13/2025Wells Fargo & Company MN33,668$303K0.0%+47.8%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.39,919$360K0.1%+77.1%0.000%
2/11/2025LPL Financial LLC49,630$447K0.0%+29.9%0.000%
2/7/2025Summit X LLC70,257$633K0.1%-16.4%0.000%
2/7/2025HighTower Advisors LLC19,176$173K0.0%-8.9%0.000%
2/7/2025Independent Advisor Alliance45,150$407K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC83,760$755K0.5%N/A0.000%
2/3/2025Private Advisor Group LLC192,929$1.74M0.0%-4.3%0.000%
1/31/2025D.A. Davidson & CO.65,549$591K0.0%-2.8%0.000%
1/27/2025Consolidated Portfolio Review Corp59,058$532K0.1%-32.9%0.000%
11/13/2024D.A. Davidson & CO.67,434$635K0.0%-59.3%0.516%
11/9/2024Landscape Capital Management L.L.C.23,729$223K0.0%-37.7%0.181%
11/7/2024Napa Wealth Management97,047$913K0.4%+21.6%0.742%
11/4/2024Jag Capital Management LLC12,700$120K0.0%N/A0.097%
10/25/2024S.A. Mason LLC3,500$33K0.0%-50.0%0.027%
10/24/2024Consolidated Portfolio Review Corp88,070$829K0.2%-14.3%0.673%
10/22/2024Private Advisor Group LLC201,582$1.90M0.0%-3.6%1.542%
10/16/2024SPC Financial Inc.13,400$126K0.0%-25.1%0.102%
8/16/2024Northwestern Mutual Wealth Management Co.5,500$47K0.0%N/A0.042%
8/5/2024Private Advisor Group LLC209,185$1.77M0.0%+0.6%1.600%
8/2/2024Wolverine Asset Management LLC93,874$795K0.0%-41.2%0.718%
8/1/2024Consolidated Portfolio Review Corp102,726$870K0.2%-4.1%0.785%
7/30/2024Matisse Capital177,623$1.50M0.7%+26.3%1.358%
7/24/2024Catalina Capital Group LLC17,885$151K0.1%N/A0.137%
7/10/2024 Apella Capital LLC15,066$127K0.0%N/A0.115%
5/24/2024Cetera Advisors LLC22,124$187K0.0%N/A0.169%
5/1/2024Matisse Capital140,611$1.19M0.6%+6.3%1.075%
4/30/2024Private Advisor Group LLC207,966$1.76M0.0%+1.9%1.590%
4/30/2024Consolidated Portfolio Review Corp107,160$904K0.2%+5.9%0.819%
4/24/2024Arlington Capital Management Inc.17,363$147K0.1%+11.8%0.133%
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4/22/2024PFG Investments LLC109,160$921K0.1%N/A0.835%
2/12/2024ORBA Wealth Advisors L.L.C.14,000$111K0.1%N/A0.107%
2/12/2024RPO LLC12,287$98K0.1%N/A0.094%
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$124K0.1%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$805K0.2%+28.7%0.773%
1/24/2024Sowell 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%
11/13/2023Consolidated Portfolio Review Corp78,630$585K0.1%+65.9%0.601%
11/13/2023Wolverine Asset Management LLC100,687$749K0.0%+282.6%0.770%
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$130K0.1%N/A0.133%
8/11/2023D.A. Davidson & CO.197,481$1.58M0.0%+15.0%1.510%
8/10/2023Private Advisor Group LLC197,209$1.58M0.0%+1.6%1.508%
8/10/2023Cetera Investment Advisers20,784$166K0.0%-6.7%0.159%
8/10/2023Summit X LLC92,399$740K0.2%-4.0%0.707%
8/7/2023Wolverine Asset Management LLC26,316$211K0.0%N/A0.201%
8/3/2023SPC Financial Inc.18,600$149K0.0%-21.5%0.142%
7/26/2023Resonant Capital Advisors LLC10,000$80K0.0%N/A0.076%
7/13/2023Cambridge Investment Research Advisors Inc.83,471$669K0.0%+23.4%0.638%
5/10/2023Private Advisor Group LLC194,148$1.60M0.0%N/A1.484%
5/10/2023Summit X LLC96,274$794K0.2%+31.2%0.736%
5/9/2023SPC Financial Inc.23,700$196K0.0%-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$261K0.0%N/A0.147%
4/14/2023Raymond James & Associates18,313$151K0.0%-19.2%0.140%
2/8/2023Belpointe Asset Management LLC6,500$56K0.0%N/A0.050%
2/7/2023Commonwealth Equity Services LLC14,398$123K0.0%-27.6%0.110%
2/3/2023D.A. Davidson & CO.81,060$697K0.0%+17.1%0.621%
2/1/2023Wolverine Asset Management LLC14,178$122K0.0%N/A0.109%
2/1/2023SPC Financial Inc.27,200$234K0.0%-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%
1/5/2023 Future Financial Wealth Managment LLC16,282$140K0.2%+21.1%0.125%
11/16/2022Covington Capital Management30,109$258K0.0%-5.0%0.231%
11/7/2022D.A. Davidson & CO.69,238$593K0.0%+33.7%0.531%
11/3/2022Financial Management Network Inc.16,634$149K0.1%N/A0.128%
11/2/2022Summit X LLC85,447$731K0.2%+16.4%0.655%
10/27/2022SPC Financial Inc.34,200$293K0.0%-8.3%0.262%
10/26/2022Quaker Wealth Management LLC10,075$86K0.0%N/A0.077%
10/26/2022Truist Financial Corp49,766$426K0.0%N/A0.381%
10/25/2022Fifth Third Bancorp8,495$73K0.0%-22.5%0.065%
10/25/2022Raymond James & Associates19,492$167K0.0%-37.2%0.149%
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10/21/2022Vanguard Capital Wealth Advisors34,000$291K0.4%+13.3%0.261%
10/14/2022Private 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%
8/24/2022Schmidt P J Investment Management Inc.20,000$196K0.0%N/A0.153%
8/11/2022Cetera Investment Advisers32,336$308K0.0%-9.1%0.248%
8/3/2022SPC Financial Inc.37,300$355K0.0%+9.4%0.286%
7/28/2022D.A. Davidson & CO.51,801$493K0.0%+25.7%0.397%
7/19/2022Commonwealth Equity Services LLC15,779$150K0.0%-11.1%0.121%
7/13/2022Private Advisor Group LLC73,093$696K0.0%+88.2%0.560%
7/13/2022Cambridge Investment Research Advisors Inc.54,583$520K0.0%+7.2%0.418%
(Data available from 1/1/2016 forward)

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PFO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFO shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred Income Opportunity Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($4.89M), Private Advisor Group LLC ($1.74M), Matisse Capital ($1.50M), Envestnet Asset Management Inc. ($1.05M), PFG Investments LLC ($921K), Wolverine Asset Management LLC ($795K), and Noble Wealth Management PBC ($755K).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 35 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: Sit Investment Associates Inc. ($250.02K), Private Advisor Group LLC ($209.19K), Matisse Capital ($177.62K), Wolverine Asset Management LLC ($130.76K), D.A. Davidson & CO. ($116.42K), PFG Investments LLC ($109.16K), and Noble Wealth Management PBC ($83.76K).

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

Institutional investors have bought a total of 1,776,945 shares in the last 24 months. This purchase volume represents approximately $14.91M 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: D.A. Davidson & CO. ($138.23K), Wolverine Asset Management LLC ($65.81K), Consolidated Portfolio Review Corp ($48.10K), Napa Wealth Management ($34.62K), AQR Arbitrage LLC ($32.04K), Summit X LLC ($17.66K), and Private Advisor Group LLC ($16.26K).

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

Institutional investors have sold a total of 392,990 shares in the last 24 months. This volume of shares sold represents approximately $3.49M in transactions.


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This page (NYSE:PFO) was last updated on 4/12/2025 by MarketBeat.com Staff
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