We are live on ! Find out more
PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$3.47M -$361K -31,566 -10%
Morgan Stanley
2
Morgan Stanley
New York
$1.29M +$124K +10,866 +11%
Wells Fargo
3
Wells Fargo
California
$992K +$207K +18,108 +27%
LPL Financial
4
LPL Financial
California
$803K +$15.7K +1,371 +2%
CCM
5
Covington Capital Management
California
$645K -$45.7K -4,000 -7%
CHA
6
Cedar Hill Associates
Illinois
$426K -$110K -9,600 -21%
FAAS
7
First Allied Advisory Services
California
$296K +$289K +25,329 New
ICAS
8
Investors Capital Advisory Services
Massachusetts
$282K +$13.2K +1,153 +5%
Bank of America
9
Bank of America
North Carolina
$235K -$48K -4,206 -17%
GC
10
Guggenheim Capital
Illinois
$231K -$65.8K -5,760 -22%
DADC
11
D.A. Davidson & Co
Montana
$218K
VFS
12
VSR Financial Services
Kansas
$217K -$15.1K -1,325 -7%
CA
13
Cetera Advisors
Colorado
$155K +$151K +13,200 New
UBS Group
14
UBS Group
Switzerland
$149K +$147K +12,876 New
SI
15
SII Investments
Wisconsin
$141K
Citigroup
16
Citigroup
New York
$119K
WA
17
WFG Advisors
Texas
$91K
NPC
18
National Planning Corporation
California
$56.7K +$54.7K +4,785 New
Creative Planning
19
Creative Planning
Kansas
$40K +$17.1K +1,500 +76%
SF
20
Synovus Financial
Georgia
$24K
AIG
21
American International Group
New York
$23.7K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$23K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$23K
FAM
24
Formidable Asset Management
Ohio
$6K
SIA
25
Sit Investment Associates
Minnesota
-$445K -40,956 Closed