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 | 08/12/2026 | 1.72 M | $15.89 M | 13.15% | 13.15% |
| CIBC BANCORP USA INC. | 08/13/2026 | 588.51 K | $5.44 M | 0.00% | 4.50% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 200.18 K | $1.85 M | -37.75% | 1.53% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 175.63 K | $1.62 M | -5.75% | 1.34% |
| FIERA CAPITAL CORP | 08/07/2026 | 128.67 K | $1.19 M | 2.72% | 0.98% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 101.53 K | $938.09 K | -62.51% | 0.78% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 100.36 K | $927.32 K | 2.99% | 0.77% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 94.93 K | $877.14 K | 0.21% | 0.73% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 89.47 K | $826.75 K | 4.87% | 0.68% |
| MUSTICO FINANCIAL GROUP, INC. | 08/11/2026 | 83.65 K | $757.08 K | 2.75% | 0.64% |
| MORGAN STANLEY | 08/13/2026 | 77.68 K | $717.74 K | -18.09% | 0.59% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 63.97 K | $591.00 K | -4.97% | 0.49% |
| ATLAS WEALTH LLC | 07/28/2026 | 57.45 K | $530.83 K | 100.00% | 0.44% |
| LPL FINANCIAL LLC | 08/07/2026 | 54.61 K | $504.64 K | 25.54% | 0.42% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 54.04 K | $499.31 K | 1,164.05% | 0.41% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 41.93 K | $387.42 K | -1.36% | 0.32% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 39.07 K | $361.04 K | 0.00% | 0.30% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 36.06 K | $333.21 K | -16.29% | 0.28% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 30.72 K | $283.83 K | -3.46% | 0.23% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 08/20/2026 | 29.50 K | $272.58 K | 0.00% | 0.23% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 25.64 K | $236.88 K | 0.10% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 24.40 K | $225.44 K | 165.54% | 0.19% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 22.54 K | $208.24 K | 7.10% | 0.17% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 22.54 K | $208.24 K | 7.10% | 0.17% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 16.98 K | $156.93 K | 61.69% | 0.13% |
| TRAUB CAPITAL MANAGEMENT LLC | 07/23/2026 | 16.76 K | $154.85 K | 100.00% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 14.56 K | $134.57 K | 0.00% | 0.11% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 13.73 K | $126.90 K | 17.20% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 13.48 K | $124.59 K | -2.64% | 0.10% |
| JAG CAPITAL MANAGEMENT, LLC | 07/29/2026 | 12.70 K | $117.35 K | 0.00% | 0.10% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 08/05/2026 | 11.82 K | $109.25 K | 0.00% | 0.09% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 07/28/2026 | 11.08 K | $102.38 K | 0.32% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 11.06 K | $102.21 K | 100.00% | 0.08% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 10.60 K | $97.94 K | -17.83% | 0.08% |
| UBS GROUP AG | 08/13/2026 | 8.58 K | $79.26 K | 38.35% | 0.07% |
| BASEPOINT WEALTH LLC | 08/10/2026 | 6.39 K | $59.01 K | -35.73% | 0.05% |
| ROYAL BANK OF CANADA | 08/14/2026 | 5.50 K | $51.00 K | 408.13% | 0.04% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 5.42 K | $50.04 K | 100.00% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 4.64 K | $42.85 K | 100.00% | 0.04% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 3.68 K | $33.99 K | -1.21% | 0.03% |
| PALADIN PARTNERS, LLC | 08/07/2026 | 3.27 K | $30.22 K | 0.00% | 0.03% |
| MATHER GROUP, LLC. | 07/27/2026 | 3.24 K | $29.92 K | -45.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 3.00 K | $27.72 K | 0.00% | 0.02% |
| WEST BRANCH CAPITAL LLC | 07/10/2026 | 2.40 K | $22.19 K | 1.44% | 0.02% |
| FIDUCIARY FINANCIAL ADVISORS | 08/14/2026 | 1.70 K | $15.71 K | 100.00% | 0.01% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 1.54 K | $14.18 K | 100.00% | 0.01% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 1.30 K | $12.01 K | 0.00% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 597 | $5.52 K | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 400 | $3.70 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 310 | $2.86 K | 0.00% | 0.00% |
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Flaherty & Crumrine Preferred and Income Opportunity Fund Inc institutional Ownership - FAQ's
During the previous two years, 83 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: 1.72 M
CIBC Bancorp USA Inc.: 588,511
1607 Capital Partners, LLC: 200,178
Private Advisor Group, LLC: 175,625
Fiera Capital Corp: 128,673
Pathstone Holdings, LLC: 101,525
30.96% of Flaherty & Crumrine Preferred and Income Opportunity Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 5.17 M shares in the last 24 months. This purchase volume represents approximately $47.39 M in transactions.