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

$9.03 +0.01 (+0.11%)

(As of 11/22/2024 ET)

Current Institutional Ownership Percentage: 12.90%
Number of Institutional Buyers (last 12 months): 15
Total Institutional Inflows (last 12 months): $4.21M

Number of Institutional Sellers (last 12 months): 7
Total Institutional Outflows (last 12 months): $2.04M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/13/2024	D.A. Davidson & CO.	67,434	$635K	0.0%	-59.3%	0.516%
11/9/2024	Landscape Capital Management L.L.C.	23,729	$223K	0.0%	-37.7%	0.181%
11/7/2024	Napa Wealth Management	97,047	$913K	0.4%	+21.6%	0.742%
11/4/2024	Jag Capital Management LLC	12,700	$120K	0.0%	N/A	0.097%
10/25/2024	S.A. Mason LLC	3,500	$33K	0.0%	-50.0%	0.027%
10/24/2024	Consolidated Portfolio Review Corp	88,070	$829K	0.2%	-14.3%	0.673%
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10/22/2024	Private Advisor Group LLC	201,582	$1.90M	0.0%	-3.6%	1.542%
10/16/2024	SPC Financial Inc.	13,400	$126K	0.0%	-25.1%	0.102%
8/16/2024	Northwestern Mutual Wealth Management Co.	5,500	$47K	0.0%	N/A	0.042%
8/5/2024	Private Advisor Group LLC	209,185	$1.77M	0.0%	+0.6%	1.600%
8/2/2024	Wolverine Asset Management LLC	93,874	$795K	0.0%	-41.2%	0.718%
8/1/2024	Consolidated Portfolio Review Corp	102,726	$870K	0.2%	-4.1%	0.785%
7/30/2024	Matisse Capital	177,623	$1.50M	0.7%	+26.3%	1.358%
7/24/2024	Catalina Capital Group LLC	17,885	$151K	0.1%	N/A	0.137%
7/10/2024	Apella Capital LLC	15,066	$127K	0.0%	N/A	0.115%
5/24/2024	Cetera Advisors LLC	22,124	$187K	0.0%	N/A	0.169%
5/1/2024	Matisse Capital	140,611	$1.19M	0.6%	+6.3%	1.075%
4/30/2024	Private Advisor Group LLC	207,966	$1.76M	0.0%	+1.9%	1.590%
4/30/2024	Consolidated Portfolio Review Corp	107,160	$904K	0.2%	+5.9%	0.819%
4/24/2024	Arlington Capital Management Inc.	17,363	$147K	0.1%	+11.8%	0.133%
4/22/2024	PFG Investments LLC	109,160	$921K	0.1%	N/A	0.835%
2/12/2024	ORBA Wealth Advisors L.L.C.	14,000	$111K	0.1%	N/A	0.107%
2/12/2024	RPO LLC	12,287	$98K	0.1%	N/A	0.094%
2/9/2024	D.A. Davidson & CO.	159,349	$1.27M	0.0%	-7.5%	1.219%
2/8/2024	Matisse Capital	132,281	$1.05M	0.6%	+658.1%	1.011%
2/7/2024	Arlington Capital Management Inc.	15,524	$124K	0.1%	N/A	0.119%
2/6/2024	Private Advisor Group LLC	204,176	$1.63M	0.0%	+1.4%	1.561%
2/1/2024	Wolverine Asset Management LLC	130,757	$1.04M	0.0%	+29.9%	1.000%
1/29/2024	Consolidated Portfolio Review Corp	101,163	$805K	0.2%	+28.7%	0.773%
1/24/2024	Sowell Financial Services LLC	39,073	$311K	0.0%	N/A	0.299%
11/14/2023	AQR Arbitrage LLC	39,585	$295K	0.0%	N/A	0.303%
11/14/2023	Saba Capital Management L.P.	70,962	$528K	0.0%	N/A	0.543%
11/13/2023	Consolidated Portfolio Review Corp	78,630	$585K	0.1%	+65.9%	0.601%
11/13/2023	Wolverine Asset Management LLC	100,687	$749K	0.0%	+282.6%	0.770%
11/8/2023	D.A. Davidson & CO.	172,335	$1.28M	0.0%	-12.7%	1.318%
11/3/2023	Private Advisor Group LLC	201,368	$1.50M	0.0%	+2.1%	1.540%
10/24/2023	Financial Management Network Inc.	11,064	$80K	0.0%	N/A	0.085%
10/13/2023	Matisse Capital	17,450	$130K	0.1%	N/A	0.133%
8/11/2023	D.A. Davidson & CO.	197,481	$1.58M	0.0%	+15.0%	1.510%
8/10/2023	Private Advisor Group LLC	197,209	$1.58M	0.0%	+1.6%	1.508%
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8/10/2023	Cetera Investment Advisers	20,784	$166K	0.0%	-6.7%	0.159%
8/10/2023	Summit X LLC	92,399	$740K	0.2%	-4.0%	0.707%
8/7/2023	Wolverine Asset Management LLC	26,316	$211K	0.0%	N/A	0.201%
8/3/2023	SPC Financial Inc.	18,600	$149K	0.0%	-21.5%	0.142%
7/26/2023	Resonant Capital Advisors LLC	10,000	$80K	0.0%	N/A	0.076%
7/13/2023	Cambridge Investment Research Advisors Inc.	83,471	$669K	0.0%	+23.4%	0.638%
5/10/2023	Private Advisor Group LLC	194,148	$1.60M	0.0%	N/A	1.484%
5/10/2023	Summit X LLC	96,274	$794K	0.2%	+31.2%	0.736%
5/9/2023	SPC Financial Inc.	23,700	$196K	0.0%	-12.9%	0.181%
4/25/2023	D.A. Davidson & CO.	171,725	$1.42M	0.0%	+111.8%	1.313%
4/19/2023	International Assets Investment Management LLC	19,290	$261K	0.0%	N/A	0.147%
4/14/2023	Raymond James & Associates	18,313	$151K	0.0%	-19.2%	0.140%
2/8/2023	Belpointe Asset Management LLC	6,500	$56K	0.0%	N/A	0.050%
2/7/2023	Commonwealth Equity Services LLC	14,398	$123K	0.0%	-27.6%	0.110%
2/3/2023	D.A. Davidson & CO.	81,060	$697K	0.0%	+17.1%	0.621%
2/1/2023	Wolverine Asset Management LLC	14,178	$122K	0.0%	N/A	0.109%
2/1/2023	SPC Financial Inc.	27,200	$234K	0.0%	-20.5%	0.208%
1/25/2023	Fifth Third Bancorp	5,395	$46K	0.0%	-36.5%	0.041%
1/18/2023	Private Advisor Group LLC	143,872	$1.24M	0.0%	+3.7%	1.103%
1/11/2023	McElhenny Sheffield Capital Management LLC	9,375	$81K	0.0%	N/A	0.072%
1/5/2023	Future Financial Wealth Managment LLC	16,282	$140K	0.2%	+21.1%	0.125%
11/16/2022	Covington Capital Management	30,109	$258K	0.0%	-5.0%	0.231%
11/7/2022	D.A. Davidson & CO.	69,238	$593K	0.0%	+33.7%	0.531%
11/3/2022	Financial Management Network Inc.	16,634	$149K	0.1%	N/A	0.128%
11/2/2022	Summit X LLC	85,447	$731K	0.2%	+16.4%	0.655%
10/27/2022	SPC Financial Inc.	34,200	$293K	0.0%	-8.3%	0.262%
10/26/2022	Quaker Wealth Management LLC	10,075	$86K	0.0%	N/A	0.077%
10/26/2022	Truist Financial Corp	49,766	$426K	0.0%	N/A	0.381%
10/25/2022	Fifth Third Bancorp	8,495	$73K	0.0%	-22.5%	0.065%
10/25/2022	Raymond James & Associates	19,492	$167K	0.0%	-37.2%	0.149%
10/21/2022	Vanguard Capital Wealth Advisors	34,000	$291K	0.4%	+13.3%	0.261%
10/14/2022	Private Advisor Group LLC	138,782	$1.19M	0.0%	+89.9%	1.064%
10/13/2022	Future Financial Wealth Managment LLC	13,444	$128K	0.1%	N/A	0.103%
8/24/2022	Schmidt P J Investment Management Inc.	20,000	$196K	0.0%	N/A	0.153%
8/11/2022	Cetera Investment Advisers	32,336	$308K	0.0%	-9.1%	0.248%
8/3/2022	SPC Financial Inc.	37,300	$355K	0.0%	+9.4%	0.286%
7/28/2022	D.A. Davidson & CO.	51,801	$493K	0.0%	+25.7%	0.397%
7/19/2022	Commonwealth Equity Services LLC	15,779	$150K	0.0%	-11.1%	0.121%
7/13/2022	Private Advisor Group LLC	73,093	$696K	0.0%	+88.2%	0.560%
7/13/2022	Cambridge Investment Research Advisors Inc.	54,583	$520K	0.0%	+7.2%	0.418%
5/12/2022	D.A. Davidson & CO.	41,211	$474K	0.0%	+9.2%	0.316%
5/5/2022	Summit X LLC	74,561	$863K	0.2%	-9.4%	0.571%
5/4/2022	Advisor Group Holdings Inc.	59,340	$684K	0.0%	+5.8%	0.455%
5/3/2022	Future Financial Wealth Managment LLC	8,806	$101K	0.1%	+181.3%	0.067%
5/2/2022	SPC Financial Inc.	34,100	$392K	0.0%	+16.8%	0.261%
2/16/2022	Covington Capital Management	31,709	$404K	0.0%	-9.9%	0.249%
2/10/2022	Private Advisor Group LLC	15,003	$191K	0.0%	+28.4%	0.118%
2/8/2022	Raymond James & Associates	20,780	$265K	0.0%	+20.1%	0.163%
2/3/2022	Cambridge Investment Research Advisors Inc.	46,777	$596K	0.0%	+14.9%	0.367%
2/3/2022	Advisor Group Holdings Inc.	56,111	$715K	0.0%	+109.4%	0.440%
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1/31/2022	Commonwealth Equity Services LLC	17,681	$225K	0.0%	-26.1%	0.139%
1/31/2022	SPC Financial Inc.	29,200	$372K	0.0%	+39.7%	0.229%
1/19/2022	Summit X LLC	82,325	$1.05M	0.2%	-3.6%	0.646%
1/7/2022	Future Financial Wealth Managment LLC	3,131	$40K	0.0%	N/A	0.025%
11/16/2021	Cetera Investment Advisers	42,178	$541K	0.0%	-1.9%	0.331%
11/12/2021	Wolverine Asset Management LLC	14,643	$187K	0.0%	N/A	0.115%
11/10/2021	Oxbow Advisors LLC	10,685	$137K	0.0%	N/A	0.084%
11/5/2021	SPC Financial Inc.	20,900	$268K	0.0%	+25.1%	0.164%
11/5/2021	Advisor Group Holdings Inc.	26,795	$343K	0.0%	+50.9%	0.210%
11/2/2021	Cambridge Investment Research Advisors Inc.	40,697	$522K	0.0%	+29.1%	0.319%

(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, 33 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred Income Opportunity Fund. The most heavily invested institutionals were Private Advisor Group LLC ($1.90M), Matisse Capital ($1.50M), PFG Investments LLC ($921K), Napa Wealth Management ($913K), Consolidated Portfolio Review Corp ($829K), Wolverine Asset Management LLC ($795K), 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 26 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 ($214.28K), Matisse Capital ($177.62K), Wolverine Asset Management LLC ($144.94K), D.A. Davidson & CO. ($128.24K), 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 1,215,580 shares in the last 24 months. This purchase volume represents approximately $9.83M in transactions.
Which Flaherty & Crumrine Preferred Income Opportunity Fund major shareholders have been selling company stock?: Of the 12 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. ($136.34K), Wolverine Asset Management LLC ($65.81K), SPC Financial Inc. ($20.10K), Consolidated Portfolio Review Corp ($19.09K), Landscape Capital Management L.L.C. ($14.34K), Private Advisor Group LLC ($7.60K), and Commonwealth Equity Services LLC ($5.50K).
How much institutional selling is happening at Flaherty & Crumrine Preferred Income Opportunity Fund?: Institutional investors have sold a total of 285,111 shares in the last 24 months. This volume of shares sold represents approximately $2.51M in transactions.

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This page (NYSE:PFO) was last updated on 11/23/2024 by MarketBeat.com Staff

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

PFO Institutional Buying and Selling by Quarter

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

PFO Institutional Ownership - Frequently Asked Questions

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

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

PFO Institutional Buying and Selling by Quarter

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

PFO Institutional Ownership - Frequently Asked Questions

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