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Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Institutional holders · 13F as of Dec 31, 2025

46 holders

HolderValueShares% of shares
CIBC Private Wealth Group LLC$5.56M588,511—
Pathstone Holdings, LLC$3.21M339,627—
Advisors Asset Management, Inc.$3.17M350,620—
1607 Capital Partners, LLC$2.49M263,244—
Private Advisor Group, LLC$1.80M190,128—
Fiera Capital Corp$1.19M128,673—
RIVERNORTH CAPITAL MANAGEMENT, LLC$1.06M111,745—
Closed-End Fund Advisors, Inc.$909.3K96,222—
Noble Wealth Management PBC$901.0K95,345—
Morgan Stanley$854.8K90,453—
D.A. DAVIDSON & CO.$771.3K85,315—
MUSTICO FINANCIAL GROUP, INC.$770.1K81,339—
TrueMark Investments, LLC$668.1K70,697—
LPL Financial LLC$504.6K54,614—
Arax Advisory Partners$461.8K48,873—
WELLS FARGO & COMPANY/MN$444.1K47,000—
Baird Financial Group, Inc.$404.8K42,839—
Invesco Ltd.$393.8K41,671—
Sowell Financial Services LLC$369.2K39,073—
CLIFFORD SWAN INVESTMENT COUNSEL LLC$266.7K29,500—
NewEdge Advisors, LLC$248.3K26,272—
GUGGENHEIM CAPITAL LLC$231.5K25,611—
Catalina Capital Group, LLC$177.9K18,823—
BANK OF AMERICA CORP /DE$148.0K15,664—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$142.5K15,075—
AlphaCore Capital LLC$126.6K13,400—
Basepoint Wealth LLC$121.4K12,850—
JAG CAPITAL MANAGEMENT, LLC$114.8K12,700—
MOSAIC FAMILY WEALTH PARTNERS, LLC$111.7K11,824—
Cetera Investment Advisers$110.6K11,704—
COMMONWEALTH EQUITY SERVICES, LLC$105.4K11,154—
OSAIC HOLDINGS, INC.$84.9K8,988—
UBS Group AG$63.9K6,759—
Thomas J. Herzfeld Advisors, Inc.$31.6K3,345—
Rockefeller Capital Management L.P.$31.4K3,322—
Paladin Partners, LLC$30.2K3,271—
WEBSTER BANK, N. A.$27.1K3,000—
West Branch Capital LLC$22.1K2,335—
Sit Investment Associates, Inc.$12.6K1,328,546—
Federation des caisses Desjardins du Quebec$12.3K1,300—
Royal Bank of Canada$10.0K1,082—
CoreCap Advisors, LLC$9.4K1,000—
Parallel Advisors, LLC$6.5K685—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$5.4K597—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.8K204—
Cambridge Investment Research Advisors, Inc.$59663,117—
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