Flaherty & Crumrine Preferred and Income Opportunity Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 1.33 M | $12.56 M | 5.87% | 10.16% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 588.51 K | $5.56 M | 0.00% | 4.50% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 339.63 K | $3.21 M | 7.76% | 2.60% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 309.69 K | $2.93 M | 228.59% | 2.37% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 263.24 K | $2.49 M | 32.54% | 2.01% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 190.13 K | $1.80 M | -0.54% | 1.45% |
| FIERA CAPITAL CORP | 02/11/2026 | 129.86 K | $1.23 M | 115.91% | 0.99% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 111.75 K | $1.06 M | 62.63% | 0.85% |
| 02/11/2026 | 96.22 K | $909.30 M | 100.00% | 0.74% | |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 95.35 K | $901.01 K | -4.68% | 0.73% |
| MORGAN STANLEY | 02/13/2026 | 90.45 K | $854.79 K | -20.81% | 0.69% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 85.50 K | $807.94 K | -2.86% | 0.65% |
| MUSTICO FINANCIAL GROUP, INC. | 02/17/2026 | 81.34 K | $770.12 K | 6.25% | 0.62% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 70.70 K | $668.09 K | 2.89% | 0.54% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 63.12 K | $596.00 K | -1.89% | 0.48% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 48.87 K | $461.85 K | -3.93% | 0.37% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 47.00 K | $444.15 K | 6.02% | 0.36% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 42.84 K | $404.83 K | -0.77% | 0.33% |
| INVESCO LTD. | 02/19/2026 | 41.67 K | $393.79 K | -2.23% | 0.32% |
| LPL FINANCIAL LLC | 02/11/2026 | 40.74 K | $384.98 K | -6.23% | 0.31% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 39.07 K | $369.24 K | 0.00% | 0.30% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 02/11/2026 | 29.50 K | $278.78 K | 0.00% | 0.23% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 26.27 K | $248.27 K | -4.02% | 0.20% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 24.54 K | $231.92 K | 100.00% | 0.19% |
| CATALINA CAPITAL GROUP, LLC | 01/16/2026 | 18.82 K | $177.88 K | 0.00% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 15.66 K | $148.03 K | -19.52% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 15.08 K | $142.46 K | 100.00% | 0.12% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 13.40 K | $126.63 K | 100.00% | 0.10% |
| 02/10/2026 | 12.85 K | $121.43 K | -27.09% | 0.10% | |
| JAG CAPITAL MANAGEMENT, LLC | 02/06/2026 | 12.70 K | $120.02 K | 0.00% | 0.10% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 02/13/2026 | 11.82 K | $111.73 K | 0.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 11.70 K | $110.60 K | -38.21% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 11.15 K | $105.41 K | -1.85% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 8.99 K | $84.94 K | -25.03% | 0.07% |
| UBS GROUP AG | 01/29/2026 | 6.76 K | $63.87 K | -7.74% | 0.05% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 3.35 K | $31.61 K | 4.08% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 3.32 K | $31.39 K | -0.09% | 0.03% |
| WEBSTER BANK, N. A. | 01/23/2026 | 3.00 K | $28.35 K | 100.00% | 0.02% |
| WEST BRANCH CAPITAL LLC | 01/16/2026 | 2.34 K | $22.07 K | 1.52% | 0.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 2.18 K | $21.00 K | 36.38% | 0.02% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 1.30 K | $12.29 K | 0.00% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 1.00 K | $9.45 K | 0.00% | 0.01% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 1.00 K | $9.45 K | 0.00% | 0.01% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 685 | $6.47 K | 100.00% | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 0 | $0 | -100.00% | 0.00% |
| APELLA CAPITAL, LLC | 01/21/2026 | 0 | $0 | -100.00% | 0.00% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
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Flaherty & Crumrine Preferred and Income Opportunity Fund Inc institutional Ownership - FAQ's
During the previous two years, 69 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred and Income Opportunity Fund Inc. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.33 M
CIBC Private Wealth Group, LLC: 588,511
Pathstone Holdings, LLC: 339,627
Advisors Asset Management, Inc.: 309,687
1607 Capital Partners, LLC: 263,244
Private Advisor Group, LLC: 190,128
33.20% of Flaherty & Crumrine Preferred and Income Opportunity Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.75 M shares in the last 24 months. This purchase volume represents approximately $45.27 M in transactions.