Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
13.1M
-
Number of holders
-
45
-
Total 13F shares, excl. options
-
3.04M
-
Shares change
-
+12.8K
-
Total reported value, excl. options
-
$28.1M
-
Value change
-
+$123K
-
Number of buys
-
22
-
Number of sells
-
-17
-
Price
-
$9.25
Significant Holders of Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC - Common Stock (PFO) as of Q2 2025
52 filings reported holding PFO - Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC - Common Stock as of Q2 2025.
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC - Common Stock (PFO) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.04M shares
of 13.1M outstanding shares and own 23.13% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (669K shares), CIBC Private Wealth Group LLC (589K shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (248K shares), Private Advisor Group, LLC (189K shares), Matisse Capital (171K shares), ENVESTNET ASSET MANAGEMENT INC (138K shares), MORGAN STANLEY (111K shares), D.A. DAVIDSON & CO. (77.2K shares), Ewing Morris & Co. Investment Partners Ltd. (75.7K shares), and MUSTICO FINANCIAL GROUP, INC. (75.6K shares).
This table shows the top 45 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.