LPL Financial LLC
Position in PFO — Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
CIK 1403438
FORT MILL, SC
Position in PFO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$393,276
+$8,293 QoQ
Shares Held
43,504
+6.8% QoQ
Ownership
0.333%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. PFO ranks #368 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in PFO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $393,276 | 43,504 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $384,983 | 40,739 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $423,579 | 43,444 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $430,652 | 46,557 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $330,490 | 35,845 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $447,166 | 49,630 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $359,414 | 38,195 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $332,981 | 39,313 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $339,667 | 40,245 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $286,138 | 35,947 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $341,436 | 45,892 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $334,890 | 41,809 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $263,901 | 31,988 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $276,429 | 32,143 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $319,412 | 37,271 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $322,547 | 33,881 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $404,190 | 35,147 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $470,704 | 36,918 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $438,879 | 34,234 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $570,926 | 42,766 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $602,148 | 45,756 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $518,043 | 39,485 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $422,021 | 35,464 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $421,237 | 37,847 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $319,591 | 32,282 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||