Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC - Common Stock (PFO)

CUSIP: 33848E106

Q4 2023 13F Holders as of 31 Dec 2023

Security identity
Security type / class
Equity / Common Stock
Shares outstanding
13,024,961
Holder snapshot
Total 13F shares
1,829,820
Share change
+347,385
Total reported value
$14,573,255
Reported price per share
$7.96
Number of holders
46
Value change
+$2,786,708
Number of buys
20
Number of sells
17

Security key

33848E106

Report period

Q4 2023

Institutions

46

Top holders

10

PFO full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2024 Previous quarter: Q3 2023 Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of PFO - Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
Private Advisor Group, LLC
13D/G signal
—
Evidence rows
15
Latest as of
30 Sep 2023
13F Lead comparable stake: 1.5% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
Private Advisor Group, LLC
13F
Company
13F
1.5%
$1,498,178
201,368 shares
 — 30 Sep 2023
D.A. DAVIDSON & CO.
13F
Company
13F
1.3%
$1,282,179
172,335 shares
 — 30 Sep 2023
MORGAN STANLEY
13F
Company
13F
0.8%
$772,235
103,795 shares
 — 30 Sep 2023
WOLVERINE ASSET MANAGEMENT LLC
13F
Company
13F
0.77%
$749,111
100,687 shares
 — 30 Sep 2023
Summit X, LLC
13F
Company
13F
0.71%
$683,579
91,874 shares
 — 30 Sep 2023
Cambridge Investment Research Advisors, Inc.
13F
Company
13F
0.65%
$628,000
84,421 shares
 — 30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
46
Shares
1,829,820
Rows available
46
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
41
Q4 2023 holders
46
Holder diff
5
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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