PFO Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
$9.12
Price · Aug 18, 2026
PFO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$9.12
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$9 – $10
PFO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
EPS
—
Free Cash Flow
—
Margins
—
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
PFO
Peer Median
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
PFO
Peer Median
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
PFO
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
PFO
Peer Median
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
PFO
Peer Median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
—
Payout Ratio
—
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| July 24, 2026 | $0.0560 |
| June 23, 2026 | $0.0560 |
| May 21, 2026 | $0.0560 |
| April 23, 2026 | $0.0550 |
| March 24, 2026 | $0.0550 |
| Feb. 20, 2026 | $0.0550 |
| Jan. 23, 2026 | $0.0550 |
| Dec. 23, 2025 | $0.0840 |
| Nov. 20, 2025 | $0.0530 |
| Oct. 24, 2025 | $0.0510 |
| Sept. 23, 2025 | $0.0510 |
| Aug. 22, 2025 | $0.0510 |
| July 24, 2025 | $0.0510 |
| June 23, 2025 | $0.0510 |
| May 23, 2025 | $0.0510 |
| April 23, 2025 | $0.0510 |
| March 24, 2025 | $0.0510 |
| Feb. 21, 2025 | $0.0510 |
| Jan. 24, 2025 | $0.0510 |
| Dec. 23, 2024 | $0.0840 |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
📊
Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Institutional owners (13F) 55 filers · $27.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 8 (-4 vs prior Q) | 6 (+3 vs prior Q) | 17 (+4 vs prior Q) | 13 (-3 vs prior Q) | -52K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| CIBC Private Wealth Group LLC | $5,737,982 | 588,511 | 21.01% | Shares |
| CIBC Bancorp USA Inc. | $5,437,842 | 588,511 | 19.91% | Shares |
| 1607 Capital Partners, LLC | $1,849,645 | 200,178 | 6.77% | Shares |
| Private Advisor Group, LLC | $1,622,774 | 175,625 | 5.94% | Shares |
| Fiera Capital Corp | $1,188,939 | 128,673 | 4.35% | Shares |
| Pathstone Holdings, LLC | $938,091 | 101,525 | 3.44% | Shares |
| Noble Wealth Management PBC | $927,324 | 100,360 | 3.40% | Shares |
| Closed-End Fund Advisors, Inc. | $877,144 | 94,929 | 3.21% | Shares |
| D.A. DAVIDSON & CO. | $826,747 | 89,474 | 3.03% | Shares |
| MUSTICO FINANCIAL GROUP, INC. | $757,083 | 83,652 | 2.77% | Shares |
| MORGAN STANLEY | $717,735 | 77,677 | 2.63% | Shares |
| NAPA WEALTH MANAGEMENT | $546,390 | 56,040 | 2.00% | Shares |
| Atlas Wealth LLC | $530,829 | 57,449 | 1.94% | Shares |
| Summit X, LLC | $528,275 | 57,112 | 1.93% | Shares |
| LPL Financial LLC | $504,635 | 54,614 | 1.85% | Shares |
| Arax Advisory Partners | $499,314 | 54,038 | 1.83% | Shares |
| Baird Financial Group, Inc. | $387,415 | 41,928 | 1.42% | Shares |
| Sowell Financial Services LLC | $361,035 | 39,073 | 1.32% | Shares |
| Smith Asset Management Co., LLC | $283,834 | 30,718 | 1.04% | Shares |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $266,680 | 29,500 | 0.98% | Shares |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $208,242 | 22,537 | 0.76% | Shares |
| TrueMark Investments, LLC | $208,242 | 22,537 | 0.76% | Shares |
| Catalina Capital Group, LLC | $170,160 | 18,823 | 0.62% | Shares |
| Logan Stone Capital, LLC | $156,932 | 16,984 | 0.57% | Shares |
| Traub Capital Management LLC | $154,853 | 16,759 | 0.57% | Shares |
| BANK OF AMERICA CORP /DE/ | $134,571 | 14,564 | 0.49% | Shares |
| SPC Financial, Inc. | $130,650 | 13,400 | 0.48% | Shares |
| Cetera Investment Advisers | $126,897 | 13,733 | 0.46% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $124,592 | 13,484 | 0.46% | Shares |
| JAG CAPITAL MANAGEMENT, LLC | $117,348 | 12,700 | 0.43% | Shares |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $109,251 | 11,824 | 0.40% | Shares |
| Clear Creek Financial Management, LLC | $102,379 | 11,080 | 0.37% | Shares |
| CITADEL ADVISORS LLC | $102,213 | 11,062 | 0.37% | Shares |
| AlphaCore Capital LLC | $97,944 | 10,600 | 0.36% | Shares |
| UBS Group AG | $79,261 | 8,578 | 0.29% | Shares |
| WELLS FARGO & COMPANY/MN | $59,931 | 6,486 | 0.22% | Shares |
| Basepoint Wealth LLC | $59,013 | 6,387 | 0.22% | Shares |
| ROYAL BANK OF CANADA | $51,000 | 5,498 | 0.19% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $50,044 | 5,416 | 0.18% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $42,846 | 4,637 | 0.16% | Shares |
| OSAIC HOLDINGS, INC. | $42,273 | 4,575 | 0.15% | Shares |
| Thomas J. Herzfeld Advisors, Inc. | $33,994 | 3,679 | 0.12% | Shares |
| MATHER GROUP, LLC. | $29,919 | 3,238 | 0.11% | Shares |
| Rockefeller Capital Management L.P. | $27,720 | 3,000 | 0.10% | Shares |
| West Branch Capital LLC | $21,405 | 2,368 | 0.08% | Shares |
| SIT INVESTMENT ASSOCIATES INC | $15,894 | 1,720,165 | 0.06% | Shares |
| FIDUCIARY FINANCIAL ADVISORS | $15,708 | 1,700 | 0.06% | Shares |
| Clear Street Group Inc. | $14,183 | 1,535 | 0.05% | Shares |
| Federation des caisses Desjardins du Quebec | $12,012 | 1,300 | 0.04% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5,516 | 597 | 0.02% | Shares |
| GUGGENHEIM CAPITAL LLC | $5,082 | 550 | 0.02% | Shares |
| HARBOUR INVESTMENTS, INC. | $3,696 | 400 | 0.01% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $2,864 | 310 | 0.01% | Shares |
| Integrated Wealth Concepts LLC | $2,632 | 284 | 0.01% | Shares |
| Cambridge Investment Research Advisors, Inc. | $591 | 63,965 | 0.00% | Shares |
Company insiders 10 insiders · 0 officers · 0 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Karen Hanovice Hogan | — | Aug. 6, 2013 P | 900 | 0 | 0 | $0 |
| Chad Conwell | — | June 3, 2013 P | 500 | 0 | 0 | $0 |
| Robert F Wulf | — | April 14, 2010 S | 1,024 | 0 | 0 | $0 |
| Robert E Chadwick | — | Dec. 17, 2007 P | 8,013 | 0 | 0 | $0 |
| Robert M Ettinger | — | Dec. 17, 2007 P | 20,000 | 0 | 0 | $0 |
| Bradford S Stone | — | Aug. 20, 2007 P | 5,000 | 0 | 0 | $0 |
| Donald F Crumrine | — | Aug. 14, 2007 P | 7,143 | 0 | 0 | $0 |
| David Gale | — | Jan. 24, 2006 P | 3,000 | 0 | 0 | $0 |
| Martin Brody | — | Dec. 27, 2004 S | 0 | 0 | 0 | $0 |
| Peter C Stimes | — | April 5, 2004 P | 3,778 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| S.S. OR I.R.S. ID NO. OF ABOVE PERSON The Commerce Group Inc. ID ×13 filings | July 22, 2003 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.