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Flaherty & Crumrine Pref. Incme Opp shares owned by HighTower Advisors

Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Incme Opp (PFO) shares owned by HighTower Advisors from 13F filings

Historical chart of HighTower Advisors investment in Flaherty & Crumrine Pref. Incme Opp

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All positions including Flaherty & Crumrine Pref. Incme Opp held by HighTower Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Pref. Incme Opp by HighTower Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $147k 15k 9.75
2025-06-30 $146k 16k 9.25
2025-03-31 $146k 16k 9.22
2024-12-31 $173k 19k 9.01
2024-09-30 $196k 21k 9.31
2024-06-30 $168k 21k 8.16

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Top funds holding Flaherty & Crumrine Pref. Incme Opp

Sit Investment Associates
Atlantic Trust
Pathstone Holdings
1607 Capital Partners
Private Advisor
Envestnet Asset Management
Morgan Stanley
Advisors Asset Management
D.A. Davidson & Co.
Mustico Financial Group
TrueMark Investments
Rivernorth Capital Management
Cambridge Investment Research Advisors
Fiera Capital Corporation
Napa Wealth Management

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