Security key
33848E106
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC - Common Stock (PFO)
CUSIP: 33848E106
Q3 2024 13F Holders as of 30 Sep 2024
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 2,528,406
- Total 13F value
- $23,712,552
- Share change
- +451,356
- SEC-reported price per share
- $9.41
- Number of holders
- 47
- Value change
- +$4,517,555
- Number of buys
- 20
- Number of sells
- 23
- Shares outstanding
- 13,024,961
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2024
Institutions
47
Top holders
10
PFO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 33848E106
Recent filing periods:
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.
Comparable stake leader
Private Advisor Group, LLC
Disclosed value leader
Private Advisor Group, LLC
Comparable rows
15/15
Latest evidence
30 Jun 2024
13F
Lead comparable stake: 1.6%
Showing 1-6 of 15 holder rows.
Quick read
Private Advisor Group, LLC leads the comparable SEC ownership view at 1.6%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Private Advisor Group, LLC's linked filing trail.
Comparable ownership
Top 5
Private Advisor Group, LLC
1.6%
Matisse Capital
1.4%
D.A. DAVIDSON & CO.
1.3%
SIT INVESTMENT ASSOCIATES INC
1.2%
Saba Capital Management, L.P.
1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Private Advisor Group, LLC |
13F
Company
|
1.6%
|
$1,771,800
209,185 shares
|
— | 30 Jun 2024 |
| Matisse Capital |
13F
Company
|
1.4%
|
$1,504,467
177,623 shares
|
— | 30 Jun 2024 |
| D.A. DAVIDSON & CO. |
13F
Company
|
1.3%
|
$1,403,010
165,644 shares
|
— | 30 Jun 2024 |
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
1.2%
|
$1,316,000
155,424 shares
|
— | 30 Jun 2024 |
| Saba Capital Management, L.P. |
13F
Company
|
1%
|
$1,125,561
132,888 shares
|
— | 30 Jun 2024 |
| MORGAN STANLEY |
13F
Company
|
0.83%
|
$920,759
108,708 shares
|
— | 30 Jun 2024 |
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 Q3 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
47
Shares
2,528,406
Rows available
47
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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 did not pass the local price check.
Compare Q3 2024 vs Q1 2026 Across Filers
Q1 2026 holders
52
Q3 2024 holders
47
Holder diff
-5
| Investor | Q1 2026 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q1 2026 value | Q3 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend