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
$1.89M -$891K -81,044 -32%
Morgan Stanley
2
Morgan Stanley
New York
$1.57M -$7.07K -643 -0.5%
CHA
3
Cedar Hill Associates
Illinois
$1.15M
LPL Financial
4
LPL Financial
California
$898K +$75.8K +6,897 +9%
CCM
5
Covington Capital Management
California
$592K -$5.5K -500 -0.9%
GC
6
Guggenheim Capital
Illinois
$492K -$75.8K -6,893 -13%
Wells Fargo
7
Wells Fargo
California
$345K +$35.4K +3,225 +12%
IA
8
IFP Advisors
Florida
$300K +$297K +27,000 New
Citigroup
9
Citigroup
New York
$249K +$155K +14,103 +170%
FAAS
10
First Allied Advisory Services
California
$224K +$33.1K +3,014 +18%
Invesco
11
Invesco
Georgia
$177K +$175K +15,904 New
AIA
12
Allegis Investment Advisors
Idaho
$175K +$173K +15,702 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$162K +$27.5K +2,500 +21%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$145K -$87.3K -7,941 -38%
MFW
15
Mosaic Family Wealth
Missouri
$145K +$98.5K +8,957 +219%
CA
16
Cetera Advisors
Colorado
$139K
CSIC
17
Clifford Swan Investment Counsel
California
$139K
HK
18
Horizon Kinetics
New York
$137K +$135K +12,290 New
US Bancorp
19
US Bancorp
Minnesota
$127K +$31.1K +2,830 +33%
SI
20
SII Investments
Wisconsin
$121K
DADC
21
D.A. Davidson & Co
Montana
$102K +$102K +9,245 New
Bank of America
22
Bank of America
North Carolina
$75K -$13.4K -1,223 -15%
UBS Group
23
UBS Group
Switzerland
$50K -$78.8K -7,167 -61%
SF
24
Synovus Financial
Georgia
$42K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$39K +$10.1K +915 +36%