Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC - PFO

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$41.01M

QoQ value delta ($000)

+$5.838M (+16.6%)

Implied price effect (QoQ)

-2.84%

Total shares

4,341,638

QoQ shares delta

+723,659 (+20.0%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 9 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
SIT INVESTMENT ASSOCIATES INC	12,555	1,328,546	15.4%
CIBC Private Wealth Group LLC	5,561	588,511	0.01%
Pathstone Holdings, LLC	3,209	339,627	0.01%
Advisors Asset Management, Inc.	2,926	309,687	0.05%
1607 Capital Partners, LLC	2,487	263,244	0.17%
Private Advisor Group, LLC	1,796	190,128	0.01%
Fiera Capital Corp	1,227	129,862	0.0%
RIVERNORTH CAPITAL MANAGEMENT, LLC	1,055	111,745	0.05%
Closed-End Fund Advisors, Inc.	909	96,222	0.54%
Noble Wealth Management PBC	901	95,345	0.45%
MORGAN STANLEY	854	90,453	0.0%
D.A. DAVIDSON & CO.	807	85,496	0.0%
MUSTICO FINANCIAL GROUP, INC.	770	81,339	0.59%
TrueMark Investments, LLC	668	70,697	0.13%
Cambridge Investment Research Advisors, Inc.	596	63,117	0.0%
Arax Advisory Partners	461	48,873	0.01%
WELLS FARGO & COMPANY/MN	444	47,000	0.0%
Baird Financial Group, Inc.	404	42,839	0.0%
Invesco Ltd.	393	41,671	0.0%
LPL Financial LLC	384	40,739	0.0%
Sowell Financial Services LLC	369	39,073	0.01%
CLIFFORD SWAN INVESTMENT COUNSEL LLC	278	29,500	0.01%
NewEdge Advisors, LLC	248	26,272	0.0%
GUGGENHEIM CAPITAL LLC	231	24,542	0.0%
Catalina Capital Group, LLC	177	18,823	0.11%