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Flaherty & Crumrine Pref. Incme Opp shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Flaherty & Crumrine Pref. Incme Opp

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All positions including Flaherty & Crumrine Pref. Incme Opp held by Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 191k 9.75
2025-06-30 $1.8M 189k 9.25
2025-03-31 $1.7M 188k 9.22
2024-12-31 $1.7M 193k 9.01
2024-09-30 $1.9M 202k 9.41
2024-06-30 $1.8M 209k 8.47
2024-03-31 $1.8M 208k 8.44
2023-12-31 $1.6M 204k 7.96
2023-09-30 $1.5M 201k 7.44
2023-06-30 $1.6M 197k 8.01
2023-03-31 $1.6M 194k 8.25
2022-12-31 $1.2k 144k 0.01
2022-09-30 $1.2M 139k 8.57
2022-06-30 $696k 73k 9.52
2022-03-31 $191k 15k 12.73
2021-12-31 $191k 15k 12.73
2021-09-30 $150k 12k 12.84
2021-06-30 $153k 11k 13.39
2021-03-31 $158k 12k 13.12
2020-12-31 $1.2M 90k 13.12
2020-09-30 $1.1M 95k 11.90
2020-06-30 $985k 89k 11.13
2020-03-31 $786k 79k 9.90
2019-12-31 $706k 57k 12.32
2019-09-30 $685k 56k 12.23
2019-06-30 $644k 55k 11.71
2018-12-31 $365k 35k 10.53
2018-09-30 $484k 42k 11.65
2018-03-31 $275k 25k 10.87
2017-12-31 $134k 12k 11.69
2017-09-30 $359k 30k 12.11
2017-06-30 $335k 27k 12.64
2017-03-31 $267k 23k 11.79
2016-03-31 $233k 20k 11.81
2015-12-31 $182k 17k 10.67
2015-09-30 $108k 11k 10.24

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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

View all funds holding Flaherty & Crumrine Pref. Incme Opp