Who owns Flaherty & Crumrine Pref. Incme Opp. Fd.?
- Ticker: PFO
- CUSIP Number: 33848E106
Tip: Access positions for across all investors
Analyze quarterly positions in Flaherty & Crumrine Pref. Incme Opp with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Flaherty & Crumrine Pref. Incme Opp. Fd. this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Atlantic Trust | 589k | $5.5M | 100% | Sep 2024 |
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Private Advisor | 202k | $1.9M | -4% | Sep 2024 |
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Deschutes Portfolio Strategy | 171k | $1.6M | -4% | Sep 2024 |
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D.A. Davidson & Co. | 166k | $1.4M | 4% | Jun 2024 |
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Saba Capital Management | 133k | $1.1M | 1087% | Jun 2024 |
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Morgan Stanley | 109k | $921k | 2% | Jun 2024 |
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Consolidated Portfolio Review Corp | 103k | $870k | -4% | Jun 2024 |
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Napa Wealth Management | 97k | $913k | 22% | Sep 2024 |
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Summit X | 84k | $712k | 0% | Sep 2024 |
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Cambridge Investment Research Advisors | 74k | $691k | -7% | Sep 2024 |
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CNH Partners | 73k | $691k | -23% | Sep 2024 |
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Rivernorth Capital Management | 70k | $663k | 0% | Sep 2024 |
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Brooklyn Capital Management | 48k | $450k | 100% | Sep 2024 |
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Sowell Financial Services | 39k | $368k | 0% | Sep 2024 |
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LPL Financial | 38k | $359k | -3% | Sep 2024 |
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Envestnet Asset Management | 38k | $357k | 100% | Sep 2024 |
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Robinson Capital Management | 38k | $358k | 100% | Sep 2024 |
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Goss Wealth Management | 32k | $271k | 10% | Jun 2024 |
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Clifford Swan Investment Counsel | 30k | $278k | 0% | Sep 2024 |
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Advisor Group Holdings | 25k | $232k | -37% | Sep 2024 |
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Landscape Capital Management | 24k | $223k | -38% | Sep 2024 |
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Wells Fargo & Company | 23k | $214k | -10% | Sep 2024 |
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Thomas J. Herzfeld Advisors | 23k | $212k | 100% | Sep 2024 |
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HighTower Advisors | 21k | $168k | 100% | Jun 2024 |
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Bank of America Corporation | 20k | $191k | -2% | Sep 2024 |
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Cetera Investment Advisers | 20k | $166k | -11% | Jun 2024 |
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Catalina Capital Group | 19k | $177k | 5% | Sep 2024 |
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Innova Wealth Partners | 17k | $164k | 100% | Sep 2024 |
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Arlington Capital Management | 17k | $164k | -1% | Sep 2024 |
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Apella Capital | 15k | $143k | 0% | Sep 2024 |
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ORBA Wealth Advisors | 14k | $132k | 0% | Sep 2024 |
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SPC Financial | 13k | $126k | -25% | Sep 2024 |
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Roberta J. Maue | 13k | $120k | 100% | Sep 2024 |
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Mosaic Family Wealth Partners | 12k | $100k | 0% | Jun 2024 |
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Stifel Financial | 11k | $91k | 0% | Jun 2024 |
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Resonant Capital Advisors | 10k | $94k | 0% | Sep 2024 |
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Pnc Financial Services | 8.5k | $80k | -50% | Sep 2024 |
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Blue Bell Private Wealth Management | 3.7k | $35k | 42% | Sep 2024 |
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S.A. Mason | 3.5k | $33k | -50% | Sep 2024 |
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Atticus Wealth Management | 2.7k | $26k | 2% | Sep 2024 |
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West Branch Capital | 2.2k | $21k | 1% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 1.3k | $12k | 0% | Sep 2024 |
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Royal Bank of Canada | 1.1k | $10k | 385% | Sep 2024 |
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CoreCap Advisors | 1.0k | $9.4k | 100% | Sep 2024 |
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Benjamin F. Edwards & Company | 650.00 | $6.0k | 0% | Jun 2024 |
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Bessemer | 436.00 | $4.0k | 8% | Sep 2024 |
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Who sold out of Flaherty & Crumrine Pref. Incme Opp?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
PFG Investments | Mar 2024 | 109k | $921k |
Wolverine Asset Management | Jun 2024 | 94k | $795k |
Commonwealth Equity Services | Jun 2024 | 13k | $108k |
Millennium Management | Jun 2024 | 13k | $106k |
Rpo | Jun 2024 | 12k | $104k |
Nomura Holdings | Jun 2024 | 10k | $85k |
Northwestern Mutual Wealth Management Company | Jun 2024 | 5.5k | $47k |
International Assets Investment Management | Jun 2024 | 1.0k | $8.8k |