Flaherty & Crumrine Preferred Income Opportunity Fund (PFO)
Company Profile
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated | – | 1.65 | 1.75 | 6.29 | 211.80 mm | 238 | Aug 2024 |
| 13F holders | Current |
|---|---|
| Total holders | 32 |
| Opened positions | 15 |
| Closed positions | 5 |
| Increased positions | 4 |
| Reduced positions | 9 |
| 13F shares | Current |
|---|---|
| Total value | 15.58 bn |
| Total shares | 2.03 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| CIBC Private Wealth | 588.51 k | $5.54 bn |
| Sit Investment Associates | 292.78 k | $2.76 mm |
| Private Advisor | 201.58 k | $1.90 bn |
| Matisse Capital | 170.78 k | $1.61 bn |
| Napa Wealth Management | 97.05 k | $913.21 mm |
| Consolidated Portfolio Review | 88.07 k | $828.74 mm |
| Summit X | 84.05 k | $711.86 mm |
| Cambridge Investment Research Advisors | 73.48 k | $691.00 k |
| D.a. Davidson & Co. | 67.43 k | $634.56 mm |
| Sowell Financial Services | 39.07 k | $368.00 mm |