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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Top investors of Flaherty & Crumrine Pref. Incme Opp stock
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 |
|---|---|---|---|---|---|
| Sit Investment Associates | 1.3M | $12M | 87% | Sep 2025 |
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| Atlantic Trust | 589k | $5.7M | 0% | Sep 2025 |
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| Pathstone Holdings | 315k | $3.1M | 100% | Sep 2025 |
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| 1607 Capital Partners | 199k | $1.9M | 100% | Sep 2025 |
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| Private Advisor | 191k | $1.9M | 1% | Sep 2025 |
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| Envestnet Asset Management | 147k | $1.4M | 6% | Sep 2025 |
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| Morgan Stanley | 111k | $1.0M | 100% | Jun 2025 |
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| Advisors Asset Management | 94k | $919k | 100% | Sep 2025 |
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| D.A. Davidson & Co. | 88k | $858k | 14% | Sep 2025 |
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| Mustico Financial Group | 77k | $669k | 1% | Sep 2025 |
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| TrueMark Investments | 69k | $670k | 100% | Sep 2025 |
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| Rivernorth Capital Management | 69k | $670k | -72% | Sep 2025 |
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| Cambridge Investment Research Advisors | 64k | $627k | -2% | Sep 2025 |
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| Fiera Capital Corporation | 60k | $586k | 100% | Sep 2025 |
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| Napa Wealth Management | 56k | $546k | 2% | Sep 2025 |
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| SRS Capital Advisors | 51k | $496k | 100% | Sep 2025 |
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| Wells Fargo & Company | 44k | $432k | 4% | Sep 2025 |
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| LPL Financial | 43k | $424k | -7% | Sep 2025 |
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| Baird Financial | 43k | $421k | 1% | Sep 2025 |
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| Invesco | 43k | $416k | -2% | Sep 2025 |
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| Sowell Financial Services | 39k | $381k | 0% | Sep 2025 |
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| Clifford Swan Investment Counsel | 30k | $288k | 97% | Sep 2025 |
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| Goss Wealth Management | 27k | $267k | -12% | Sep 2025 |
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| Cetera Investment Advisers | 19k | $185k | 34% | Sep 2025 |
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| Catalina Capital Group | 19k | $184k | 0% | Sep 2025 |
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| Basepoint Wealth | 18k | $172k | -13% | Sep 2025 |
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| Apella Capital | 15k | $146k | 0% | Sep 2025 |
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| HighTower Advisors | 15k | $147k | -5% | Sep 2025 |
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| SPC Financial | 13k | $131k | 0% | Sep 2025 |
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| Roberta J. Maue | 13k | $124k | 0% | Sep 2025 |
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| Advisor Group Holdings | 12k | $117k | 0% | Sep 2025 |
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| Mosaic Family Wealth Partners | 12k | $115k | 0% | Sep 2025 |
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| Commonwealth Equity Services | 11k | $111k | 1% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 11k | $103k | 0% | Sep 2025 |
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| UBS Group | 7.3k | $71k | 3% | Sep 2025 |
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| Rockefeller Capital Management | 3.3k | $32k | 100% | Sep 2025 |
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| Thomas J. Herzfeld Advisors | 3.2k | $31k | 12% | Sep 2025 |
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| Hanson McClain Advisors | 2.5k | $25k | 0% | Sep 2025 |
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| West Branch Capital | 2.3k | $22k | 1% | Sep 2025 |
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| Royal Bank of Canada | 1.6k | $16k | 0% | Sep 2025 |
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| Federation des caisses Desjardins du Quebec | 1.3k | $13k | 0% | Sep 2025 |
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| CoreCap Advisors | 1.0k | $9.8k | -76% | Sep 2025 |
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| Blue Bell Private Wealth Management | 1.0k | $9.8k | 0% | Sep 2025 |
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Who sold out of Flaherty & Crumrine Pref. Incme Opp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Deschutes Portfolio Strategy | Jun 2025 | 171k | $1.6M |
| Ewing Morris & Co. Investment Partners | Jun 2025 | 76k | $700k |
| Summit X | Jun 2025 | 57k | $528k |
| Wolverine Asset Management | Jun 2025 | 39k | $365k |
| Smith Asset Management | Jun 2025 | 32k | $298k |
| Susquehanna International | Jun 2025 | 11k | $99k |
| Byrne Financial Freedom | Jun 2025 | 10k | $94k |
| Raymond James Financial | Jun 2025 | 5.3k | $49k |
| S.A. Mason | Jun 2025 | 3.5k | $32k |
| Ameritas Advisory Services | Jun 2025 | 3.5k | $32k |