Flaherty & Crumrine P&I OppPFO
13F holders, Q4 2025 (December 31)45holders
5new positions
5sold out
$9.45avg. 13F price*
At the end of Q4 2025, 45 institutions reported holding Flaherty & Crumrine P&I Opp (PFO) in their 13F filings, unchanged from Q3 2025. 5 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($12.6M), CIBC Private Wealth Group LLC ($5.6M) and Pathstone Holdings, LLC ($3.2M).
- Company
- Flaherty & Crumrine P&I Opp
- CUSIP
- 33848E106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $536K |
| Exits | 5 | $1.9M |
All 13F filers, Q3 2025 → Q4 2025: 557,881 shares bought and 249,720 shares sold, net +308,161 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Sit Investment Associates Inc. | 0.25% | Add +5.9% | 1,328,546 | $12.6M |
| CIBC Private Wealth Group LLC | 0.01% | No change | 588,511 | $5.6M |
| Pathstone Holdings, LLC | 0.01% | Add +7.8% | 339,627 | $3.2M |
| Advisors Asset Management, Inc. | 0.05% | Add +228.6% | 309,687 | $2.9M |
| 1607 Capital Partners, LLC | 0.17% | Add +32.5% | 263,244 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.5% | 190,128 | $1.8M |
| Fiera Capital Corp | 0.00% | Add +115.9% | 129,862 | $1.2M |
| Rivernorth Capital Management, LLC | 0.05% | Add +62.6% | 111,745 | $1.1M |
| Closed-End Fund Advisors, Inc. | 0.54% | — | 96,222 | $909K |
| Noble Wealth Management PBC | 0.45% | Reduce -4.7% | 95,345 | $901K |
| Morgan Stanley | 0.00% | Reduce -20.8% | 90,453 | $855K |
| D.A. Davidson & Co. | 0.01% | Reduce -2.9% | 85,496 | $808K |
| Mustico Financial Group, Inc. | 0.59% | Add +6.3% | 81,339 | $770K |
| TrueMark Investments, LLC | 0.13% | Add +2.9% | 70,697 | $668K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 63,117 | $596K |
| Arax Advisory Partners | 0.01% | Reduce -3.9% | 48,873 | $462K |
| Wells Fargo & Company | 0.00% | Add +6.0% | 47,000 | $444K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 42,839 | $405K |
| Invesco Ltd. | 0.00% | Reduce -2.2% | 41,671 | $394K |
| LPL Financial LLC | 0.00% | Reduce -6.2% | 40,739 | $385K |
| Sowell Financial Services LLC | 0.01% | No change | 39,073 | $369K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 29,500 | $279K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.0% | 26,272 | $248K |
| Guggenheim Capital LLC | 0.00% | New | 24,542 | $232K |
| Catalina Capital Group, LLC | 0.11% | No change | 18,823 | $178K |
| Bank of America Corp. | 0.00% | Reduce -19.5% | 15,664 | $148K |
| Susquehanna International Group, LLP | 0.00% | New | 15,075 | $142K |
| AlphaCore Capital LLC | 0.00% | New | 13,400 | $127K |
| Basepoint Wealth LLC | 0.07% | Reduce -27.1% | 12,850 | $121K |
| Jag Capital Management, LLC | 0.01% | No change | 12,700 | $120K |
| Mosaic Family Wealth Partners, LLC | 0.01% | No change | 11,824 | $112K |
| Cetera Investment Advisers | 0.00% | Reduce -38.2% | 11,704 | $111K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 11,154 | $105K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.0% | 8,988 | $85K |
| UBS Group AG | 0.00% | Reduce -7.7% | 6,759 | $64K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | Add +4.1% | 3,345 | $32K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.1% | 3,322 | $31K |
| Paladin Partners, LLC | 0.02% | — | 3,271 | $31K |
| Webster Bank, N. A. | 0.00% | New | 3,000 | $28K |
| West Branch Capital LLC | 0.01% | Add +1.5% | 2,335 | $22K |
| Royal Bank of Canada | 0.00% | Add +36.4% | 2,182 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,300 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 1,000 | $9K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,000 | $9K |
| Parallel Advisors, LLC | 0.00% | New | 685 | $6K |
"% 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.