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icono de PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
TCM
26
Traub Capital Management
Massachusetts
USD 155 k +USD 154 k +16,759 Nuevas
Bank of America
27
Bank of America
North Carolina
USD 135 k – – –
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
USD 127 k +USD 18.5 k +2,015 +17%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
USD 125 k -USD 3.36 k -365 -3%
JCM
30
Jag Capital Management
Missouri
USD 117 k – – –
Mosaic Family Wealth Partners
31
Mosaic Family Wealth Partners
Missouri
USD 109 k – – –
Clear Creek Financial Management
32
Clear Creek Financial Management
Washington
USD 102 k +USD 322 +35 +0.3%
Citadel Advisors
33
Citadel Advisors
Florida
USD 102 k +USD 102 k +11,062 Nuevas
AlphaCore Capital
34
AlphaCore Capital
California
USD 97.9 k -USD 21.1 k -2,300 -18%
UBS Group
35
UBS Group
Switzerland
USD 79.3 k +USD 21.9 k +2,378 +38%
BW
36
Basepoint Wealth
Iowa
USD 59 k -USD 32.6 k -3,550 -36%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
USD 51 k +USD 40.6 k +4,416 +408%
Wolverine Asset Management
38
Wolverine Asset Management
Illinois
USD 50 k +USD 49.8 k +5,416 Nuevas
TJHA
39
Thomas J. Herzfeld Advisors
Florida
USD 34 k -USD 414 -45 -1%
PP
40
Paladin Partners
Wisconsin
USD 30.2 k – – –
Mather Group
41
Mather Group
Illinois
USD 29.9 k -USD 24.4 k -2,649 -45%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
USD 27.7 k – – –
WBC
43
West Branch Capital
Massachusetts
USD 22.2 k +USD 313 +34 +1%
APFP
44
Action Point Financial Planning
Michigan
USD 15.7 k +USD 15.6 k +1,700 Nuevas
Clear Street
45
Clear Street
New York
USD 14.2 k +USD 14.1 k +1,535 Nuevas
Federation des caisses Desjardins du Quebec
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 12 k – – –
Blue Bell Private Wealth Management
47
Blue Bell Private Wealth Management
Pennsylvania
USD 5.52 k – – –
Harbour Investments
48
Harbour Investments
Wisconsin
USD 3.7 k – – –
HWP
49
Highline Wealth Partners
California
USD 2.86 k – – –
Advisors Asset Management
50
Advisors Asset Management
Colorado
– -USD 3.17 M -350,620 Cerradas
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