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 | 1.7M | $16M | 13% | Jun 2026 |
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| CIBC Bancorp USA | 589k | $5.4M | 0% | Jun 2026 |
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| 1607 Capital Partners | 200k | $1.8M | -38% | Jun 2026 |
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| Private Advisor | 176k | $1.6M | -6% | Jun 2026 |
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| Fiera Capital Corporation | 129k | $1.2M | 3% | Jun 2026 |
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| Pathstone Holdings | 102k | $938k | -63% | Jun 2026 |
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| Noble Wealth Management PBC | 100k | $927k | 3% | Jun 2026 |
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| Closed-End Fund Advisors | 95k | $877k | 0% | Jun 2026 |
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| Morgan Stanley | 95k | $857k | 5% | Mar 2026 |
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| D.A. Davidson & Co. | 90k | $827k | 5% | Jun 2026 |
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| Mustico Financial Group | 84k | $757k | 3% | Jun 2026 |
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| Cambridge Investment Research Advisors | 64k | $591k | -5% | Jun 2026 |
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| Atlas Wealth | 57k | $531k | 100% | Jun 2026 |
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| LPL Financial | 55k | $505k | 26% | Jun 2026 |
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| SRS Capital Advisors | 54k | $499k | 1164% | Jun 2026 |
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| Baird Financial | 42k | $387k | -1% | Jun 2026 |
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| Sowell Financial Services | 39k | $361k | 0% | Jun 2026 |
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| Wells Fargo & Company | 36k | $333k | -16% | Jun 2026 |
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| Smith Asset Management | 31k | $284k | -3% | Jun 2026 |
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| Clifford Swan Investment Counsel | 30k | $273k | 0% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 26k | $237k | 0% | Jun 2026 |
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| Advisor Group Holdings | 24k | $225k | 166% | Jun 2026 |
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| Rivernorth Capital Management | 23k | $208k | 7% | Jun 2026 |
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| TrueMark Investments | 23k | $208k | 7% | Jun 2026 |
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| Catalina Capital Group | 19k | $170k | 0% | Mar 2026 |
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| Logan Stone Capital | 17k | $157k | 62% | Jun 2026 |
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| Traub Capital Management | 17k | $155k | 100% | Jun 2026 |
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| Bank of America Corporation | 15k | $135k | 0% | Jun 2026 |
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| Cetera Investment Advisers | 14k | $127k | 17% | Jun 2026 |
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| Susquehanna International | 14k | $125k | -3% | Jun 2026 |
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| Roberta J. Maue | 13k | $117k | 0% | Jun 2026 |
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| Mosaic Family Wealth Partners | 12k | $109k | 0% | Jun 2026 |
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| Clear Creek Financial Management | 11k | $102k | 0% | Jun 2026 |
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| Citadel Advisors | 11k | $102k | 100% | Jun 2026 |
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| AlphaCore Capital | 11k | $98k | -18% | Jun 2026 |
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| UBS Group | 8.6k | $79k | 38% | Jun 2026 |
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| Basepoint Wealth | 6.4k | $59k | -36% | Jun 2026 |
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| Royal Bank of Canada | 5.5k | $51k | 408% | Jun 2026 |
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| Wolverine Asset Management | 5.4k | $50k | 100% | Jun 2026 |
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| Mercer Global Advisors | 4.6k | $43k | 100% | Jun 2026 |
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| Thomas J. Herzfeld Advisors | 3.7k | $34k | -1% | Jun 2026 |
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| Paladin Partners | 3.3k | $30k | 0% | Jun 2026 |
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| Mather Group | 3.2k | $30k | -45% | Jun 2026 |
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| Rockefeller Capital Management | 3.0k | $28k | 0% | Jun 2026 |
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| West Branch Capital | 2.4k | $22k | 1% | Jun 2026 |
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| Action Point Financial Planning | 1.7k | $16k | 100% | Jun 2026 |
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| Clear Street Group | 1.5k | $14k | 100% | Jun 2026 |
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| Federation des caisses Desjardins du Quebec | 1.3k | $12k | 0% | Jun 2026 |
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| Blue Bell Private Wealth Management | 597.00 | $5.5k | 0% | Jun 2026 |
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| Harbour Investments | 400.00 | $3.7k | 0% | Jun 2026 |
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| Highline Wealth Partners | 310.00 | $2.9k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 284.00 | $2.6k | 100% | Jun 2026 |
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Who sold out of Flaherty & Crumrine Pref. Incme Opp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisors Asset Management | Mar 2026 | 351k | $3.2M |
| Independent Advisor Alliance | Mar 2026 | 22k | $200k |
| Invesco | Mar 2026 | 19k | $167k |
| Commonwealth Equity Services | Mar 2026 | 11k | $101k |
| Webster Bank, N. A. | Mar 2026 | 3.0k | $27k |
| Hanson McClain Advisors | Mar 2026 | 2.5k | $23k |
| Rossby Financial, LCC | Mar 2026 | 700.00 | $6.4k |