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
Download as csv
Download as Excel
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 | $13M | 6% | Dec 2025 |
|
| Atlantic Trust | 589k | $5.6M | 0% | Dec 2025 |
|
| Pathstone Holdings | 340k | $3.2M | 8% | Dec 2025 |
|
| Advisors Asset Management | 310k | $2.9M | 229% | Dec 2025 |
|
| 1607 Capital Partners | 199k | $1.9M | 100% | Sep 2025 |
|
| Private Advisor | 190k | $1.8M | -1% | Dec 2025 |
|
| Fiera Capital Corporation | 130k | $1.2M | 116% | Dec 2025 |
|
| Noble Wealth Management PBC | 95k | $901k | -5% | Dec 2025 |
|
| D.A. Davidson & Co. | 86k | $808k | -3% | Dec 2025 |
|
| Mustico Financial Group | 81k | $770k | 6% | Dec 2025 |
|
| TrueMark Investments | 71k | $668k | 3% | Dec 2025 |
|
| Rivernorth Capital Management | 69k | $670k | -72% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 63k | $596k | -2% | Dec 2025 |
|
| Napa Wealth Management | 56k | $546k | 2% | Sep 2025 |
|
| SRS Capital Advisors | 49k | $462k | -4% | Dec 2025 |
|
| Wells Fargo & Company | 47k | $444k | 6% | Dec 2025 |
|
| Baird Financial | 43k | $405k | -1% | Dec 2025 |
|
| Invesco | 42k | $394k | -2% | Dec 2025 |
|
| LPL Financial | 41k | $385k | -6% | Dec 2025 |
|
| Sowell Financial Services | 39k | $369k | 0% | Dec 2025 |
|
| Clifford Swan Investment Counsel | 30k | $279k | 0% | Dec 2025 |
|
| Goss Wealth Management | 26k | $248k | -4% | Dec 2025 |
|
| Guggenheim Capital, LLC Managers | 25k | $232k | 100% | Dec 2025 |
|
| Catalina Capital Group | 19k | $178k | 0% | Dec 2025 |
|
| Susquehanna International | 15k | $143k | 100% | Dec 2025 |
|
| AlphaCore Capital | 13k | $127k | 100% | Dec 2025 |
|
| SPC Financial | 13k | $131k | 0% | Sep 2025 |
|
| Basepoint Wealth | 13k | $121k | -27% | Dec 2025 |
|
| Roberta J. Maue | 13k | $120k | 0% | Dec 2025 |
|
| Mosaic Family Wealth Partners | 12k | $112k | 0% | Dec 2025 |
|
| Cetera Investment Advisers | 12k | $111k | -38% | Dec 2025 |
|
| Commonwealth Equity Services | 11k | $105k | -2% | Dec 2025 |
|
| Advisor Group Holdings | 9.0k | $85k | -25% | Dec 2025 |
|
| UBS Group | 6.8k | $64k | -8% | Dec 2025 |
|
| Thomas J. Herzfeld Advisors | 3.3k | $32k | 4% | Dec 2025 |
|
| Rockefeller Capital Management | 3.3k | $31k | 0% | Dec 2025 |
|
| Webster Bank, N. A. | 3.0k | $28k | 100% | Dec 2025 |
|
| West Branch Capital | 2.3k | $22k | 2% | Dec 2025 |
|
| Royal Bank of Canada | 1.6k | $16k | 0% | Sep 2025 |
|
| Federation des caisses Desjardins du Quebec | 1.3k | $12k | 0% | Dec 2025 |
|
| CoreCap Advisors | 1.0k | $9.5k | 0% | Dec 2025 |
|
| Blue Bell Private Wealth Management | 1.0k | $9.5k | 0% | Dec 2025 |
|
| Parallel Advisors | 685.00 | $6.5k | 100% | Dec 2025 |
|
Who sold out of Flaherty & Crumrine Pref. Incme Opp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Asset Management | Sep 2025 | 147k | $1.4M |
| Summit X | Jun 2025 | 57k | $528k |
| Apella Capital | Sep 2025 | 15k | $146k |
| HighTower Advisors | Sep 2025 | 15k | $147k |
| Consolidated Portfolio Review Corp | Sep 2025 | 11k | $103k |
| Hanson McClain Advisors | Sep 2025 | 2.5k | $25k |