MORGAN STANLEY
Position in PFO — Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
CIK 895421
NEW YORK, NY
Position in PFO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$717,735
-$139,528 QoQ
Shares Held
77,677
-18.1% QoQ
Ownership
0.594%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 49 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. PFO ranks #405 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in PFO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,735 | 77,677 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $857,263 | 94,830 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $854,780 | 90,453 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,113,683 | 114,224 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,029,784 | 111,328 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,251,817 | 135,772 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,230,027 | 136,518 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,051,331 | 111,725 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $920,756 | 108,708 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $897,838 | 106,379 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $750,674 | 94,306 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $772,234 | 103,795 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $770,666 | 96,213 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $886,800 | 107,491 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $970,441 | 112,842 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,125,858 | 131,372 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,199,091 | 125,955 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,678,563 | 145,962 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,035,053 | 159,612 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,051,071 | 159,990 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,079,916 | 155,799 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,031,219 | 154,348 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,888,282 | 143,924 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,678,911 | 141,085 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,696,089 | 152,389 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,521,006 | 153,637 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||