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ícone de PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
TCM
26
Traub Capital Management
Massachusetts
US$ 155 mil +US$ 154 mil +16.759 Nova
Bank of America
27
Bank of America
North Carolina
US$ 135 mil – – –
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
US$ 127 mil +US$ 18,5 mil +2.015 +17%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
US$ 125 mil -US$ 3,36 mil -365 -3%
JCM
30
Jag Capital Management
Missouri
US$ 117 mil – – –
Mosaic Family Wealth Partners
31
Mosaic Family Wealth Partners
Missouri
US$ 109 mil – – –
Clear Creek Financial Management
32
Clear Creek Financial Management
Washington
US$ 102 mil +US$ 322 +35 +0,3%
Citadel Advisors
33
Citadel Advisors
Florida
US$ 102 mil +US$ 102 mil +11.062 Nova
AlphaCore Capital
34
AlphaCore Capital
California
US$ 97,9 mil -US$ 21,1 mil -2.300 -18%
UBS Group
35
UBS Group
Switzerland
US$ 79,3 mil +US$ 21,9 mil +2.378 +38%
BW
36
Basepoint Wealth
Iowa
US$ 59 mil -US$ 32,6 mil -3.550 -36%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
US$ 51 mil +US$ 40,6 mil +4.416 +408%
Wolverine Asset Management
38
Wolverine Asset Management
Illinois
US$ 50 mil +US$ 49,8 mil +5.416 Nova
TJHA
39
Thomas J. Herzfeld Advisors
Florida
US$ 34 mil -US$ 414 -45 -1%
PP
40
Paladin Partners
Wisconsin
US$ 30,2 mil – – –
Mather Group
41
Mather Group
Illinois
US$ 29,9 mil -US$ 24,4 mil -2.649 -45%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
US$ 27,7 mil – – –
WBC
43
West Branch Capital
Massachusetts
US$ 22,2 mil +US$ 313 +34 +1%
APFP
44
Action Point Financial Planning
Michigan
US$ 15,7 mil +US$ 15,6 mil +1.700 Nova
Clear Street
45
Clear Street
New York
US$ 14,2 mil +US$ 14,1 mil +1.535 Nova
Federation des caisses Desjardins du Quebec
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$ 12 mil – – –
Blue Bell Private Wealth Management
47
Blue Bell Private Wealth Management
Pennsylvania
US$ 5,52 mil – – –
Harbour Investments
48
Harbour Investments
Wisconsin
US$ 3,7 mil – – –
HWP
49
Highline Wealth Partners
California
US$ 2,86 mil – – –
Advisors Asset Management
50
Advisors Asset Management
Colorado
– -US$ 3,17 mi -350.620 Encerrada
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