Flaherty & Crumrine P&I OppPFO
13F holders, Q2 2025 (June 30)47holders +1
8new positions
7sold out
$9.25avg. 13F price*
At the end of Q2 2025, 47 institutions reported holding Flaherty & Crumrine P&I Opp (PFO) in their 13F filings, up 1 from Q1 2025. 8 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($6.2M), CIBC Private Wealth Group LLC ($5.4M) and Rivernorth Capital Management, LLC ($2.3M).
- Company
- Flaherty & Crumrine P&I Opp
- CUSIP
- 33848E106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $980K |
| Exits | 7 | $687K |
All 13F filers, Q1 2025 → Q2 2025: 227,935 shares bought and 182,626 shares sold, net +45,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Sit Investment Associates Inc. | 0.13% | Add +10.1% | 669,332 | $6.2M |
| CIBC Private Wealth Group LLC | 0.01% | No change | 588,511 | $5.4M |
| Rivernorth Capital Management, LLC | 0.13% | Add +1.8% | 247,722 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +0.7% | 189,408 | $1.8M |
| Matisse Capital | 0.75% | No change | 170,775 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.6% | 138,408 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -18.0% | 111,328 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +21.6% | 77,228 | $714K |
| Mustico Financial Group, Inc. | 0.65% | — | 75,568 | $702K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.32% | No change | 75,690 | $700K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.0% | 65,942 | $610K |
| Summit X, LLC | 0.10% | Reduce -8.5% | 57,112 | $528K |
| Napa Wealth Management | 0.24% | Reduce -0.9% | 55,056 | $509K |
| LPL Financial LLC | 0.00% | Add +29.9% | 46,557 | $431K |
| Invesco Ltd. | 0.00% | Add +17.1% | 43,592 | $403K |
| Baird Financial Group, Inc. | 0.00% | Add +37.5% | 42,878 | $397K |
| Wells Fargo & Company | 0.00% | Reduce -3.5% | 42,482 | $393K |
| Wolverine Asset Management LLC | 0.03% | New | 39,431 | $365K |
| Sowell Financial Services LLC | 0.01% | No change | 39,073 | $361K |
| Smith Asset Management Co., LLC | 0.26% | New | 32,193 | $298K |
| NewEdge Advisors, LLC | 0.00% | Add +9.6% | 31,081 | $287K |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 21,464 | $199K |
| Basepoint Wealth LLC | 0.15% | Add +1.4% | 20,354 | $188K |
| Catalina Capital Group, LLC | 0.12% | No change | 18,855 | $174K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 15,803 | $146K |
| Apella Capital, LLC | 0.00% | No change | 15,066 | $139K |
| Clifford Swan Investment Counsel LLC | 0.00% | Reduce -49.1% | 15,000 | $139K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 14,085 | $130K |
| SPC Financial, Inc. | 0.01% | No change | 13,400 | $124K |
| Jag Capital Management, LLC | 0.01% | No change | 12,700 | $117K |
| Osaic Holdings, Inc. | 0.00% | Reduce -55.4% | 11,988 | $111K |
| Mosaic Family Wealth Partners, LLC | 0.01% | No change | 11,824 | $109K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,301 | $105K |
| Susquehanna International Group, LLP | 0.00% | New | 10,654 | $99K |
| Consolidated Portfolio Review Corp | 0.01% | Reduce -79.3% | 10,607 | $98K |
| Byrne Financial Freedom, LLC | 0.05% | No change | 10,200 | $94K |
| UBS Group AG | 0.00% | Reduce -24.5% | 7,121 | $66K |
| Raymond James Financial Inc. | 0.00% | New | 5,308 | $49K |
| CoreCap Advisors, LLC | 0.00% | Add +320.0% | 4,200 | $39K |
| S.A. Mason LLC | 0.02% | No change | 3,500 | $32K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,500 | $32K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | Add +0.1% | 2,868 | $27K |
| Allworth Financial LP | 0.00% | New | 2,510 | $23K |
| West Branch Capital LLC | 0.01% | Add +1.3% | 2,271 | $21K |
| Royal Bank of Canada | 0.00% | Add +52.4% | 1,600 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,300 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 1,000 | $9K |
"% of holder's portfolio" is PFO's weight in each manager's 13F, not the share of Flaherty & Crumrine P&I Opp the manager owns.