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

Cohen & Steers Closed-End Opportunity Fund logo
$13.08 +0.05 (+0.35%)
As of 03:51 PM Eastern
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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)
26
Total
Institutional Inflows
(last 12 months)
$13.56M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$1.82M
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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
8/19/2025 Newbridge Financial Services Group Inc.14,561$184K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE515,946$6.51M0.0%-3.7%0.000%
8/15/2025 Ameriprise Financial Inc.23,200$293K0.0%-11.5%0.000%
8/14/2025 Raymond James Financial Inc.329,715$4.16M0.0%+6.8%0.000%
8/13/2025 Level Four Advisory Services LLC16,968$214K0.0%+4.8%0.000%
8/12/2025 J.W. Cole Advisors Inc.121,634$1.54M0.0%+12.9%0.000%
8/12/2025 JPMorgan Chase & Co.3,590$45K0.0%N/A0.000%
8/8/2025 Cetera Investment Advisers22,173$280K0.0%-5.3%0.000%
8/6/2025 Wedbush Securities Inc.20,749$262K0.0%+6.3%0.000%
8/6/2025 Financial Alternatives Inc43,796$553K0.4%-5.8%0.000%
8/5/2025 Shaker Financial Services LLC14,152$179K0.1%N/A0.000%
7/25/2025 Atria Wealth Solutions Inc.25,833$326K0.0%+53.4%0.000%
7/15/2025 LVZ Inc.10,935$138K0.0%-23.7%0.000%
7/11/2025 Kapstone Financial Advisors LLC18,590$235K0.1%+36.2%0.000%
5/15/2025 Royal Bank of Canada229,100$2.77M0.0%+2.2%0.000%
5/14/2025 Comerica Bank33,200$401K0.0%-14.1%0.000%
5/13/2025 SFI Advisors LLC26,119$315K0.2%-7.8%0.000%
5/13/2025 Raymond James Financial Inc.308,816$3.73M0.0%+11.0%0.000%
5/13/2025 HighTower Advisors LLC95,617$1.15M0.0%-17.6%0.000%
5/7/2025 LPL Financial LLC907,966$10.96M0.0%-0.6%0.000%
5/6/2025 Cetera Investment Advisers23,425$283K0.0%+5.9%0.000%
5/6/2025 Wedbush Securities Inc.19,525$236K0.0%-7.7%0.000%
5/6/2025 Readystate Asset Management LP13,936$168K0.0%N/A0.000%
5/5/2025 J.W. Cole Advisors Inc.107,694$1.30M0.0%+34.5%0.000%
5/2/2025 Independent Wealth Network Inc.10,146$122K0.0%N/A0.000%
4/30/2025Silverlake Wealth Management LLC12,636$153K0.1%-45.9%0.000%
4/23/2025 Saxony Capital Management LLC26,002$314K0.3%+10.2%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.28,676$346K0.0%+5.4%0.000%
2/24/2025 Ameriflex Group Inc.7,407$93K0.0%N/A0.000%
2/17/2025 EP Wealth Advisors LLC17,016$216K0.0%+19.3%0.000%
2/17/2025 CoreCap Advisors LLC6,131$78K0.0%-16.2%0.000%
2/17/2025 Cetera Investment Advisers22,112$281K0.0%+4.5%0.000%
2/17/2025 Bank of America Corp DE522,690$6.64M0.0%+8.4%0.000%
2/17/2025 Ameriprise Financial Inc.28,700$364K0.0%-5.0%0.000%
2/14/2025 Comerica Bank38,651$491K0.0%+9.8%0.000%
2/13/2025 Raymond James Financial Inc.278,123$3.53M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN247,465$3.14M0.0%-8.0%0.000%
2/12/2025 Level Four Advisory Services LLC11,944$152K0.0%+16.3%0.000%
2/12/2025 Bay Capital Advisors LLC10,000$127K0.1%N/A0.000%
2/11/2025 LPL Financial LLC913,599$11.60M0.0%+18.1%0.000%
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2/10/2025 Thrivent Financial for Lutherans117,093$1.49M0.0%+7.3%0.000%
2/7/2025 HighTower Advisors LLC116,103$1.48M0.0%-16.0%0.000%
2/6/2025 Raymond James Financial Inc.278,123$3.53M0.0%N/A0.000%
2/3/2025 Private Advisor Group LLC65,550$832K0.0%-2.3%0.000%
1/31/2025 J.W. Cole Advisors Inc.80,077$1.02M0.0%+69.4%0.000%
1/30/2025 Principal Securities Inc.26,093$331K0.0%-14.7%0.000%
1/27/2025Silverlake Wealth Management LLC23,353$297K0.1%-20.5%0.000%
1/27/2025 Sargent Investment Group LLC11,086$140K0.0%N/A0.000%
1/23/2025 Saxony Capital Management LLC23,602$300K0.3%-7.4%0.000%
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%
10/10/2024Silverlake 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%
7/31/2024 Commonwealth 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%
7/25/2024Raymond 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%
4/29/2024 Commonwealth 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%
4/18/2024Silverlake 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%
2/6/2024 Merit 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%
1/22/2024Silverlake 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%
11/2/2023 Shaker Financial Services LLC51,456$531K0.2%-52.7%0.000%
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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%
10/23/2023 Commonwealth Equity Services LLC218,028$2.25M0.0%+5.8%0.000%
8/18/2023 SFI Advisors LLC19,918$214K0.2%+64.8%0.000%
8/10/2023 Commonwealth 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%
8/1/2023 Merit Financial Group LLC13,884$149K0.0%+14.0%0.000%
7/31/2023 LPL Financial LLC617,680$6.63M0.0%+4.1%0.000%
(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, 46 institutional investors and hedge funds held shares of Cohen & Steers Closed-End Opportunity Fund. The most heavily invested institutionals were LPL Financial LLC ($10.96M), Bank of America Corp DE ($6.51M), Commonwealth Equity Services LLC ($5.01M), Raymond James Financial Inc. ($4.16M), Wells Fargo & Company MN ($3.14M), UBS Group AG ($2.78M), and Royal Bank of Canada ($2.77M).Learn more on Cohen & Steers Closed-End Opportunity Fund's institutional investors.

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

Of the 33 institutional investors that purchased Cohen & Steers Closed-End Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($607.84K), LPL Financial LLC ($161.43K), J.W. Cole Advisors Inc. ($121.63K), Commonwealth Equity Services LLC ($88.80K), Bank of America Corp DE ($40.31K), Thrivent Financial for Lutherans ($29.36K), and Principal Securities Inc. ($28.24K).

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

Institutional investors have bought a total of 1,070,537 shares in the last 24 months. This purchase volume represents approximately $13.56M in transactions.

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

Of the 16 institutional investors that sold Cohen & Steers Closed-End Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HighTower Advisors LLC ($46.65K), Silverlake Wealth Management LLC ($21.70K), Wells Fargo & Company MN ($21.63K), Bank of America Corp DE ($19.72K), LPL Financial LLC ($5.63K), Comerica Bank ($5.45K), and Ameriprise Financial Inc. ($4.50K).

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

Institutional investors have sold a total of 145,590 shares in the last 24 months. This volume of shares sold represents approximately $1.82M in transactions.


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This page (NYSE:FOF) was last updated on 8/26/2025 by MarketBeat.com Staff
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