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Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC hedge fund holdings

PFONYSE
$8.50-0.03 (-0.35%)as of Oct 7, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

PFO · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 7, 2025 to Oct 7, 2026. Price (-12.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251611$2.12M$1.48M46Aug 14, 2025
Q3 20251017$11.7M$5.92M43Nov 14, 2025
Q4 20251312$5.15M$2.34M42Feb 14, 2026
Q1 20261515$3.54M$2.56M49May 15, 2026
Q2 20261715$3.81M$6.88M47Aug 14, 2026

Quarterly action breakdown

Q2 2026
47 filers
New position
7
$870K+94.2K sh
Increased
10
$2.94M+318K sh
Reduced
8
-$3.11M-336K sh
Out / sold
7
-$3.78M-409K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Sit Investment Associates IncAdded 13.15%+$1.85M$15.9M0.30%Aug 12, 2026
1607 Capital Partners, LLCReduce 37.75%-$1.12M$1.85M0.16%Aug 14, 2026
Atlas Wealth LLCNew Buy+$531K$531K0.08%Jul 28, 2026
Independent Advisor AllianceSell 100%-$200K$00.00%Aug 12, 2026
Traub Capital Management LLCNew Buy+$155K$155K0.14%Jul 23, 2026
Logan Stone Capital, LLCAdded 61.69%+$59.9K$157K0.03%Aug 14, 2026
D.A. Davidson & Co.Added 4.87%+$38.4K$827K0.00%Jul 24, 2026
Basepoint Wealth LLCReduce 35.73%-$32.8K$59K0.03%Aug 10, 2026
Fiera Capital CorpAdded 2.72%+$31.5K$1.19M0.00%Aug 7, 2026
Webster Bank, N. A.Sell 100%-$27.1K$00.00%Jul 20, 2026
Noble Wealth Management PBCAdded 2.99%+$26.9K$927K0.42%Jul 1, 2026
Mather Group, LLC.Reduce 45.00%-$24.5K$29.9K0.00%Jul 27, 2026
AlphaCore Capital LLCReduce 17.83%-$21.3K$97.9K0.00%Aug 6, 2026
Mustico Financial Group, Inc.Added 2.75%+$20.3K$757K0.49%Aug 11, 2026
Fiduciary Financial AdvisorsNew Buy+$15.7K$15.7K0.00%Aug 14, 2026
TrueMark Investments, LLCAdded 7.10%+$13.8K$208K0.03%Jul 22, 2026
Smith Asset Management Co., LLCReduce 3.46%-$10.2K$284K0.22%Jul 14, 2026
Rossby Financial, LCCSell 100%-$6.39K$00.00%Aug 4, 2026
Baird Financial Group, Inc.Reduce 1.36%-$5.32K$387K0.00%Aug 12, 2026
Closed-End Fund Advisors, Inc.Added 0.21%+$1.81K$877K0.86%Jul 27, 2026
Thomas J. Herzfeld Advisors, Inc.Reduce 1.21%-$416$34K0.01%Aug 10, 2026
Clear Creek Financial Management, LLCAdded 0.32%+$323$102K0.01%Jul 28, 2026
West Branch Capital LLCAdded 1.44%+$314$22.2K0.01%Jul 10, 2026
Guggenheim Capital LLCAdded 0.10%+$231$237K0.00%Aug 12, 2026

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