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Cohen & Steers Closed-End Opportunity Fund (FOF) Institutional Ownership

Cohen & Steers Closed-End Opportunity Fund logo
$13.00 +0.25 (+1.96%)
(As of 03:00 PM ET)
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Institutional Ownership Changes (13F Filings) for Cohen & Steers Closed-End Opportunity Fund (NYSE:FOF)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$3.39M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$1.07M
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FOF Institutional Buying and Selling by Quarter

Cohen & Steers Closed-End Opportunity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 HighTower Advisors LLC138,232$1.79M0.0%-2.8%0.000%
11/7/2024 Thrivent Financial for Lutherans109,165$1.42M0.0%+24.4%0.000%
11/6/2024 Kapstone Financial Advisors LLC13,650$177K0.1%+17.2%0.000%
10/24/2024 J.W. Cole Advisors Inc.47,283$615K0.0%N/A0.000%
10/24/2024 GHP Investment Advisors Inc.2,185$28K0.0%N/A0.000%
10/22/2024 Private Advisor Group LLC67,092$872K0.0%+2.5%0.000%
10/10/2024 Silverlake Wealth Management LLC29,371$382K0.1%-14.5%0.000%
10/8/2024 Future Financial Wealth Managment LLC6,000$78K0.1%N/A0.000%
8/13/2024 Thrivent Financial for Lutherans87,732$1.05M0.0%-19.9%0.000%
8/7/2024 Wedbush Securities Inc.21,851$261K0.0%-4.7%0.000%
8/5/2024 Private Advisor Group LLC65,442$782K0.0%+37.8%0.000%
8/3/2024 Kapstone Financial Advisors LLC11,650$139K0.1%N/A0.000%
7/31/2024Commonwealth Equity Services LLC419,457$5.01M0.0%+7.1%0.000%
7/26/2024 Saxony Capital Management LLC25,493$305K0.3%+5.2%0.000%
7/25/2024 Raymond James Trust N.A.54,925$656K0.0%+19.3%0.000%
7/19/2024Raymond James & Associates103,249$1.23M0.0%-4.4%0.000%
5/1/2024 Concourse Financial Group Securities Inc.2,129$25K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC391,818$4.58M0.0%+14.4%0.000%
4/25/2024 L.M. Kohn & Company13,387$156K0.0%-6.3%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.112,172$1.31M0.0%-16.5%0.000%
4/18/2024 Silverlake Wealth Management LLC34,305$401K0.2%-16.9%0.000%
4/15/2024 Future Financial Wealth Managment LLC8,500$99K0.1%N/A0.000%
2/12/2024 Tradition Wealth Management LLC6,450$72K0.0%-35.2%0.000%
2/7/2024 Principal Securities Inc.28,243$316K0.0%N/A0.000%
2/6/2024 Private Advisor Group LLC46,645$522K0.0%+3.4%0.000%
2/6/2024 Spire Wealth Management2,542$28K0.0%-38.8%0.000%
2/6/2024Merit Financial Group LLC12,884$144K0.0%-7.2%0.000%
2/2/2024 Atria Wealth Solutions Inc.24,881$279K0.0%-26.7%0.000%
1/29/2024 Saxony Capital Management LLC24,243$272K0.4%N/A0.000%
1/22/2024 Silverlake Wealth Management LLC41,272$462K0.3%-6.7%0.000%
1/16/2024Raymond James & Associates108,869$1.22M0.0%+7.9%0.000%
1/16/2024 CoreCap Advisors LLC10,083$113K0.0%-20.1%0.000%
1/11/2024 Brookstone Capital Management18,814$211K0.0%-17.6%0.000%
11/24/2023 EP Wealth Advisors LLC14,266$147K0.0%N/A0.000%
11/13/2023 LPL Financial LLC639,327$6.60M0.0%+3.5%0.000%
11/9/2023 UBS Group AG269,026$2.78M0.0%-2.4%0.000%
11/8/2023 HighTower Advisors LLC160,705$1.66M0.0%-10.8%0.000%
11/8/2023 Atria Wealth Solutions Inc.33,954$350K0.0%+26.9%0.000%
11/6/2023 L.M. Kohn & Company14,287$147K0.1%+24.4%0.000%
11/3/2023 Private Advisor Group LLC45,103$465K0.0%-2.2%0.000%
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11/2/2023 Shaker Financial Services LLC51,456$531K0.2%-52.7%0.000%
10/30/2023 SFI Advisors LLC12,990$134K0.1%-34.8%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.134,399$1.39M0.0%+4.6%0.000%
10/24/2023Raymond James & Associates100,867$1.04M0.0%+10.2%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.23,437$242K0.0%+10.5%0.000%
10/23/2023Commonwealth Equity Services LLC218,028$2.25M0.0%+5.8%0.000%
8/18/2023 SFI Advisors LLC19,918$214K0.2%+64.8%0.000%
8/10/2023Commonwealth Equity Services LLC206,088$2.21M0.0%-14.5%0.000%
8/7/2023 Shaker Financial Services LLC108,816$1.17M0.5%N/A0.000%
8/1/2023Merit Financial Group LLC13,884$149K0.0%+14.0%0.000%
7/31/2023 LPL Financial LLC617,680$6.63M0.0%+4.1%0.000%
7/27/2023Virtu Financial LLC16,167$174K0.0%N/A0.000%
7/25/2023Raymond James Financial Services Advisors Inc.128,449$1.38M0.0%+5.1%0.000%
7/25/2023Raymond James & Associates91,518$983K0.0%+4.2%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.21,218$228K0.0%-9.5%0.000%
6/14/2023 Atria Wealth Solutions Inc.26,067$286K0.0%N/A0.000%
5/15/2023ICA Group Wealth Management LLC11,895$130K0.0%+10.2%0.000%
5/12/2023 Tradition Wealth Management LLC16,726$183K0.0%-27.1%0.000%
5/11/2023Commonwealth Equity Services LLC240,921$2.64M0.0%-3.3%0.000%
5/10/2023 Private Advisor Group LLC46,118$505K0.0%N/A0.000%
5/10/2023 LPL Financial LLC593,630$6.51M0.0%+10.1%0.000%
5/9/2023 Wedbush Securities Inc.13,348$146K0.0%-14.4%0.000%
5/2/2023 Sargent Investment Group LLC15,085$166K0.0%-21.0%0.000%
4/26/2023 IFG Advisory LLC15,477$170K0.0%-14.1%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.122,165$1.34M0.0%+2.2%0.000%
4/14/2023Raymond James & Associates87,868$963K0.0%+152.1%0.000%
4/13/2023 Silverlake Wealth Management LLC44,469$487K0.3%-6.3%0.000%
3/10/2023 Financial Alternatives Inc46,487$486K0.5%N/A0.000%
2/10/2023 Motco125,804$5.35M0.4%N/A0.000%
2/9/2023 EverSource Wealth Advisors LLC12,235$128K0.0%N/A0.000%
2/9/2023 HighTower Advisors LLC182,205$1.90M0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.119,488$1.25M0.0%+11.5%0.000%
2/8/2023 UBS Group AG245,343$2.56M0.0%-2.0%0.000%
2/7/2023Commonwealth Equity Services LLC249,168$2.60M0.0%-2.6%0.000%
2/7/2023 LPL Financial LLC538,961$5.63M0.0%+0.2%0.000%
2/7/2023 Hollencrest Capital Management2,700$28K0.0%N/A0.000%
2/3/2023 Shaker Financial Services LLC18,043$189K0.1%-58.6%0.000%
2/3/2023 Tradition Wealth Management LLC22,948$240K0.0%-11.9%0.000%
2/2/2023 Raymond James Trust N.A.46,032$481K0.0%+27.1%0.000%
1/31/2023 Kestra Advisory Services LLC11,273$118K0.0%-19.7%0.000%
1/31/2023 Wedbush Securities Inc.15,595$163K0.0%-22.3%0.000%
1/25/2023 MGO One Seven LLC31,134$325K0.0%-48.5%0.000%
1/18/2023 Private Advisor Group LLC51,177$535K0.0%-3.6%0.000%
1/17/2023 LVZ Inc.14,335$150K0.0%+10.3%0.000%
11/15/2022Commonwealth Equity Services LLC255,909$2.49M0.0%+0.9%0.000%
11/10/2022 Wolverine Asset Management LLC5,505$53K0.0%N/A0.000%
11/10/2022 UBS Group AG250,331$2.43M0.0%-1.2%0.000%
11/9/2022 Shaker Financial Services LLC43,564$423K0.2%N/A0.000%
11/1/2022 Kestra Advisory Services LLC14,031$136K0.0%+16.7%0.000%
10/31/2022 Raymond James Trust N.A.36,215$352K0.0%+88.2%0.000%
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10/28/2022 IFG Advisory LLC17,944$174K0.0%+12.6%0.000%
10/25/2022Hightower 6M Holding LLC211,450$2.06M0.2%+1.1%0.000%
10/25/2022Raymond James & Associates12,722$124K0.0%N/A0.000%
10/25/2022Raymond James Financial Services Advisors Inc.107,174$1.04M0.0%+20.5%0.000%
10/17/2022 Independent Wealth Network Inc.11,893$116K0.1%-12.1%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.19,352$188K0.0%+9.8%0.000%
10/14/2022 Private Advisor Group LLC53,077$516K0.0%-5.1%0.000%
10/11/2022 LVZ Inc.13,000$126K0.0%N/A0.000%
8/13/2022Virtu Financial LLC33,904$362K0.0%N/A0.000%
8/11/2022 CoreCap Advisors LLC7,013$75K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FOF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FOF shares?

During the previous two years, 40 institutional investors and hedge funds held shares of Cohen & Steers Closed-End Opportunity Fund. The most heavily invested institutionals were LPL Financial LLC ($6.60M), Motco ($5.35M), Commonwealth Equity Services LLC ($5.01M), UBS Group AG ($2.78M), HighTower Advisors LLC ($1.79M), Thrivent Financial for Lutherans ($1.42M), and Raymond James Financial Services Advisors Inc. ($1.31M).Learn more on FOF's institutional investors.

Which institutional investors have been buying Cohen & Steers Closed-End Opportunity Fund stock?

Of the 29 institutional investors that purchased Cohen & Steers Closed-End Opportunity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HighTower Advisors LLC ($182.21K), Motco ($125.80K), Shaker Financial Services LLC ($108.82K), LPL Financial LLC ($101.62K), Commonwealth Equity Services LLC ($88.80K), Raymond James & Associates ($74.01K), and Private Advisor Group LLC ($67.27K).

How much institutional buying is happening at Cohen & Steers Closed-End Opportunity Fund?

Institutional investors have bought a total of 1,091,476 shares in the last 24 months. This purchase volume represents approximately $11.97M in transactions.

Which Cohen & Steers Closed-End Opportunity Fund major shareholders have been selling company stock?

Of the 23 institutional investors that sold Cohen & Steers Closed-End Opportunity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($82.88K), Commonwealth Equity Services LLC ($49.82K), MGO One Seven LLC ($29.30K), HighTower Advisors LLC ($23.50K), Raymond James Financial Services Advisors Inc. ($22.10K), Thrivent Financial for Lutherans ($21.74K), and Silverlake Wealth Management LLC ($17.87K).

How much institutional selling is happening at Cohen & Steers Closed-End Opportunity Fund?

Institutional investors have sold a total of 324,537 shares in the last 24 months. This volume of shares sold represents approximately $3.52M in transactions.


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This page (NYSE:FOF) was last updated on 11/21/2024 by MarketBeat.com Staff
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