Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
13,024,961
-
Total 13F shares
-
4,006,694
-
Share change
-
+817,150
-
Total reported value
-
$38,983,655
-
Price per share
-
$9.75
-
Number of holders
-
45
-
Value change
-
+$8,170,567
-
Number of buys
-
22
-
Number of sells
-
21
Institutional Holders of Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC - Common Stock (PFO) as of Q3 2025
As of 30 Sep 2025,
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC - Common Stock (PFO) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,006,694 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, CIBC Private Wealth Group LLC, Pathstone Holdings, LLC, 1607 Capital Partners, LLC, Private Advisor Group, LLC, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, Noble Wealth Management PBC, Advisors Asset Management, Inc., and D.A. DAVIDSON & CO..
This page lists
45
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.