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 | 1.5M | $14M | 14% | Mar 2026 |
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| CIBC Bancorp USA | 589k | $5.3M | 100% | Mar 2026 |
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| Atlantic Trust | 589k | $5.6M | 0% | Dec 2025 |
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| Advisors Asset Management | 351k | $3.2M | 13% | Mar 2026 |
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| 1607 Capital Partners | 322k | $2.9M | 22% | Mar 2026 |
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| Pathstone Holdings | 271k | $2.4M | -20% | Mar 2026 |
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| Private Advisor | 186k | $1.7M | -2% | Mar 2026 |
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| Fiera Capital Corporation | 125k | $1.1M | -4% | Mar 2026 |
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| Noble Wealth Management PBC | 97k | $881k | 2% | Mar 2026 |
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| Morgan Stanley | 95k | $857k | 5% | Mar 2026 |
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| Closed-End Fund Advisors | 95k | $856k | 100% | Mar 2026 |
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| D.A. Davidson & Co. | 85k | $771k | 0% | Mar 2026 |
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| Mustico Financial Group | 81k | $770k | 6% | Dec 2025 |
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| Cambridge Investment Research Advisors | 67k | $608k | 7% | Mar 2026 |
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| LPL Financial | 44k | $393k | 7% | Mar 2026 |
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| Wells Fargo & Company | 43k | $389k | -8% | Mar 2026 |
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| Baird Financial | 43k | $405k | -1% | Dec 2025 |
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| Sowell Financial Services | 39k | $353k | 0% | Mar 2026 |
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| Clifford Swan Investment Counsel | 30k | $267k | 0% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 26k | $232k | 4% | Mar 2026 |
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| Independent Advisor Alliance | 22k | $200k | 100% | Mar 2026 |
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| TrueMark Investments | 21k | $190k | -70% | Mar 2026 |
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| Rivernorth Capital Management | 21k | $190k | -81% | Mar 2026 |
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| Catalina Capital Group | 19k | $170k | 0% | Mar 2026 |
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| Invesco | 19k | $167k | -56% | Mar 2026 |
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| Susquehanna International | 15k | $143k | 100% | Dec 2025 |
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| Bank of America Corporation | 15k | $132k | 100% | Mar 2026 |
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| AlphaCore Capital | 13k | $117k | -4% | Mar 2026 |
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| Roberta J. Maue | 13k | $115k | 0% | Mar 2026 |
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| Mosaic Family Wealth Partners | 12k | $107k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 12k | $106k | 0% | Mar 2026 |
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| Commonwealth Equity Services | 11k | $101k | 1% | Mar 2026 |
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| Clear Creek Financial Management | 11k | $100k | 100% | Mar 2026 |
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| Logan Stone Capital | 11k | $95k | 100% | Mar 2026 |
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| Basepoint Wealth | 9.9k | $90k | -23% | Mar 2026 |
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| Advisor Group Holdings | 9.0k | $85k | -25% | Dec 2025 |
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| UBS Group | 6.2k | $56k | -8% | Mar 2026 |
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| Mather Group | 5.9k | $53k | 100% | Mar 2026 |
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| SRS Capital Advisors | 4.3k | $39k | -91% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 3.7k | $34k | 11% | Mar 2026 |
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| Webster Bank, N. A. | 3.0k | $27k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 3.0k | $27k | -10% | Mar 2026 |
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| West Branch Capital | 2.4k | $21k | 1% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 1.3k | $12k | 0% | Mar 2026 |
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| Royal Bank of Canada | 1.1k | $10k | -32% | Mar 2026 |
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| Rossby Financial, LCC | 700.00 | $6.4k | 100% | Mar 2026 |
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| Blue Bell Private Wealth Management | 597.00 | $5.4k | -40% | Mar 2026 |
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| Harbour Investments | 400.00 | $3.6k | 100% | Mar 2026 |
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| Highline Wealth Partners | 310.00 | $2.8k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 204.00 | $1.8k | 100% | Mar 2026 |
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Who sold out of Flaherty & Crumrine Pref. Incme Opp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Dec 2025 | 26k | $248k |
| Hanson McClain Advisors | Sep 2025 | 2.5k | $25k |
| CoreCap Advisors | Dec 2025 | 1.0k | $9.5k |
| Parallel Advisors | Dec 2025 | 685.00 | $6.5k |