PFO · Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
$9.02
-0.06 (-0.66%)
At close · Jul 29
Market Cap
$117.96M
Shares
13.08M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 51
Total Value: $40,436,032
Total Shares: 4,457,072
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 51 13F filersTop Holder
34.5%
of institutional value
Top 5
69.3%
of institutional value
Top 10
82.8%
of institutional value
HHI
1,580
Moderately concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid SIT INVESTMENT ASSOCIATES INC | $13,743,566 | 33.99% | 1,520,306 | Shares | Sole | 2026-05-13 | ||||
| Large CIBC Bancorp USA Inc. Bank | $5,320,139 | 13.16% | 588,511 | Shares | Defined | 2026-05-12 | ||||
| Mid Advisors Asset Management, Inc. | $3,169,604 | 7.84% | 350,620 | Shares | Sole | 2026-05-15 | ||||
| Small 1607 Capital Partners, LLC | $2,907,083 | 7.19% | 321,580 | Shares | Sole | 2026-05-15 | ||||
| Large Pathstone Holdings, LLC | $2,447,869 | 6.05% | 270,782 | Shares | Defined | 2026-05-11 | ||||
| Mid Private Advisor Group, LLC | $1,622,775 | 4.01% | 175,625 | Shares | Sole | 2026-07-27 | ||||
| Large Fiera Capital Corp | $1,132,350 | 2.80% | 125,260 | Shares | Other | 2026-05-12 | ||||
| Small Noble Wealth Management PBC | $927,326 | 2.29% | 100,360 | Shares | Sole | 2026-07-01 | ||||
| Micro Closed-End Fund Advisors, Inc. | $877,143 | 2.17% | 94,929 | Shares | Sole | 2026-07-27 | ||||
| Mega MORGAN STANLEY | $857,263 | 2.12% | 94,830 | Shares | Defined | 2026-05-15 | ||||
| Mid D.A. DAVIDSON & CO. | $826,739 | 2.04% | 89,474 | Shares | Sole | 2026-07-24 | ||||
| Micro MUSTICO FINANCIAL GROUP, INC. | $735,964 | 1.82% | 81,412 | Shares | Sole | 2026-05-15 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $591,036 | 1.46% | 63,965 | Shares | Sole | 2026-07-27 | ||||
| Small Atlas Wealth LLC | $530,828 | 1.31% | 57,449 | Shares | Sole | 2026-07-28 | ||||
| Mega LPL Financial LLC | $393,276 | 0.97% | 43,504 | Shares | Sole | 2026-05-06 | ||||
| Mega WELLS FARGO & COMPANY/MN | $389,442 | 0.96% | 43,080 | Shares | Defined | 2026-05-11 | ||||
| Large Baird Financial Group, Inc. | $384,236 | 0.95% | 42,504 | Shares | Defined | 2026-05-14 | ||||
| Mid Sowell Financial Services LLC | $361,034 | 0.89% | 39,073 | Shares | Sole | 2026-07-20 | ||||
| Small Smith Asset Management Co., LLC | $283,834 | 0.70% | 30,718 | Shares | Sole | 2026-07-14 | ||||
| Mid CLIFFORD SWAN INVESTMENT COUNSEL LLC | $266,680 | 0.66% | 29,500 | Shares | Sole | 2026-05-06 | ||||
| Large GUGGENHEIM CAPITAL LLC | $231,522 | 0.57% | 25,611 | Shares | Defined | 2026-05-15 | ||||
| Small TrueMark Investments, LLC | $208,241 | 0.51% | 22,537 | Shares | Sole | 2026-07-22 | ||||
| Mid Independent Advisor Alliance | $200,145 | 0.49% | 22,140 | Shares | Sole | 2026-05-12 | ||||
| Mid RIVERNORTH CAPITAL MANAGEMENT, LLC | $190,228 | 0.47% | 21,043 | Shares | Sole | 2026-05-15 | ||||
| Micro Catalina Capital Group, LLC | $170,159 | 0.42% | 18,823 | Shares | Sole | 2026-04-23 | ||||
| Mega Invesco Ltd. | $166,977 | 0.41% | 18,471 | Shares | Defined | 2026-05-12 | ||||
| Micro Traub Capital Management LLC | $154,853 | 0.38% | 16,759 | Shares | Sole | 2026-07-23 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $131,658 | 0.33% | 14,564 | Shares | Defined | 2026-05-18 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $125,194 | 0.31% | 13,849 | Shares | Other | 2026-05-15 | ||||
| Mid JAG CAPITAL MANAGEMENT, LLC | $117,348 | 0.29% | 12,700 | Shares | Sole | 2026-07-29 | ||||
| Mid AlphaCore Capital LLC | $116,616 | 0.29% | 12,900 | Shares | Sole | 2026-05-15 | ||||
| Small MOSAIC FAMILY WEALTH PARTNERS, LLC | $106,888 | 0.26% | 11,824 | Shares | Sole | 2026-04-30 | ||||
| Large Cetera Investment Advisers | $105,930 | 0.26% | 11,718 | Shares | Sole | 2026-05-13 | ||||
| Small Clear Creek Financial Management, LLC | $102,379 | 0.25% | 11,080 | Shares | Sole | 2026-07-28 | ||||
| Small Logan Stone Capital, LLC | $94,956 | 0.23% | 10,504 | Shares | Sole | 2026-05-15 | ||||
| Small Basepoint Wealth LLC | $89,830 | 0.22% | 9,937 | Shares | Sole | 2026-05-07 | ||||
| Large OSAIC HOLDINGS, INC. | $83,059 | 0.21% | 9,188 | Shares | Defined | 2026-05-15 | ||||
| Mega UBS Group AG | $56,048 | 0.14% | 6,200 | Shares | Defined | 2026-05-05 | ||||
| Mid Arax Advisory Partners | $38,646 | 0.10% | 4,275 | Shares | Sole | 2026-05-13 | ||||
| Small Thomas J. Herzfeld Advisors, Inc. | $33,664 | 0.08% | 3,724 | Shares | Sole | 2026-05-12 | ||||
| Mid MATHER GROUP, LLC. | $29,919 | 0.07% | 3,238 | Shares | Sole | 2026-07-27 | ||||
| Large Rockefeller Capital Management L.P. | $27,120 | 0.07% | 3,000 | Shares | Defined | 2026-05-14 | ||||
| Mid Allworth Financial LP | $22,690 | 0.06% | 2,510 | Shares | Sole | 2026-05-15 | ||||
| Small West Branch Capital LLC | $22,194 | 0.05% | 2,402 | Shares | Sole | 2026-07-10 | ||||
| Large Federation des caisses Desjardins du Quebec | $11,752 | 0.03% | 1,300 | Shares | Defined | 2026-05-14 | ||||
| Mega ROYAL BANK OF CANADA Bank | $9,781 | 0.02% | 1,082 | Shares | Defined | 2026-05-15 | ||||
| Small Rossby Financial, LCC | $6,328 | 0.02% | 700 | Shares | Sole | 2026-05-11 | ||||
| Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5,396 | 0.01% | 597 | Shares | Sole | 2026-05-11 | ||||
| Mid HARBOUR INVESTMENTS, INC. | $3,616 | 0.01% | 400 | Shares | Sole | 2026-05-15 | ||||
| Small HIGHLINE WEALTH PARTNERS LLC | $2,864 | 0.01% | 310 | Shares | Sole | 2026-07-15 | ||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,844 | 0.00% | 204 | Shares | Defined | 2026-05-07 | ||||
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