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Flaherty & Crumrine P&I OPP (PFO)

CUSIP: 33848E106 | US | Financial Services · Asset Management | Micro Cap | 195 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Noble Wealth Management PBC97,961
0.4% of portfolio›$845.4K
Closed-End Fund Advisors, Inc.91,040
0.8% of portfolio›$785.7K
D.A. Davidson & Co.89,490
0.0% of portfolio›$772.3K
Cambridge Investment Research Advisors, Inc.62,988
0.0% of portfolio›$544.0K
Sowell Financial Services LLC39,073
0.0% of portfolio›$337.2K
Smith Asset Management Co., LLC30,718
0.2% of portfolio›$265.1K
Clifford Swan Investment Counsel LLC26,000
0.0% of portfolio›$224.4K
Clear Creek Financial Management, LLC16,622
0.0% of portfolio›$143.4K
TrueMark Investments, LLC12,593
0.0% of portfolio›$108.7K
AlphaCore Capital LLC10,700
0.0% of portfolio›$92.3K
Paladin Partners, LLC3,271
0.0% of portfolio›$28.2K
Mather Group, Llc.3,238
0.0% of portfolio›$27.9K
West Branch Capital LLC2,438
0.0% of portfolio›$21.0K
Blue Bell Private Wealth Management, LLC576
0.0% of portfolio›$5.0K
Rossby Financial, LCC350
0.0% of portfolio›$3.0K
Highline Wealth Partners LLC310
0.0% of portfolio›$2.7K
StyleTurnoverLocationFiled
Noble Wealth Management PBC
97,961$845.4K0.4%YieldMediumGreenwood Village, CO2026-10-01
Closed-End Fund Advisors, Inc.
91,040$785.7K0.8%YieldMediumRichmond, VA2026-11-04
D.A. Davidson & Co.
89,490$772.3K0.0%CoreLowGreat Falls, MT2026-10-28
Cambridge Investment Research Advisors, Inc.
62,988$544.0K0.0%ETFLowFairfield, IA2026-11-02
Sowell Financial Services LLC
39,073$337.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Smith Asset Management Co., LLC
30,718$265.1K0.2%YieldLowChiefland, FL2026-10-16
Clifford Swan Investment Counsel LLC
26,000$224.4K0.0%CoreVery LowPasadena, CA2026-11-05
Clear Creek Financial Management, LLC
16,622$143.4K0.0%ETFMediumSilverdale, WA2026-10-28
TrueMark Investments, LLC
12,593$108.7K0.0%YieldHighChicago, IL2026-11-05
AlphaCore Capital LLC
10,700$92.3K0.0%ETFLowLa Jolla, CA2026-11-04
Paladin Partners, LLC
3,271$28.2K0.0%ETFVery LowHartland, WI2026-10-06
Mather Group, Llc.
3,238$27.9K0.0%ETFMediumChicago, IL2026-10-14
West Branch Capital LLC
2,438$21.0K0.0%GrowthVery LowAmherst, MA2026-10-20
Blue Bell Private Wealth Management, LLC
576$5.0K0.0%YieldVery LowBlue Bell, PA2026-10-29
Rossby Financial, LCC
350$3.0K0.0%ETFMediumMelbourne, FL2026-11-05
Highline Wealth Partners LLC
310$2.7K0.0%ETFMediumSherman Oaks, CA2026-10-19