Recent Quarter Total Invested
$62.67 M
Recent Quarter Institutional Ownership Percentage
19.05%
Total Invested of Last Quarter
$58.82 M
Ownership Percentage of Last Quarter
18.28%
Cohen & Steers Closed-End Opportunity Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/14/2024 | 1.50 M | $17.90 M | -1.64% | 5.44% |
| LPL FINANCIAL LLC | 08/07/2024 | 727,730 | $8.70 M | 3.72% | 2.64% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 446,655 | $5.34 M | 7.57% | 1.62% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 419,457 | $5.01 M | 7.05% | 1.52% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 282,367 | $3.37 M | 6.33% | 1.03% |
| UBS GROUP AG | 08/14/2024 | 228,051 | $2.73 M | -1.09% | 0.83% |
| ROYAL BANK OF CANADA | 08/14/2024 | 216,225 | $2.58 M | -1.62% | 0.79% |
| MARINER, LLC | 08/13/2024 | 150,574 | $1.80 M | 100.00% | 0.55% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 142,270 | $1.70 M | -7.76% | 0.52% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 109,031 | $1.30 M | -2.80% | 0.40% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 103,249 | $1.23 M | -4.36% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 89,290 | $1.07 M | -25.36% | 0.32% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/13/2024 | 87,732 | $1.05 M | -19.86% | 0.32% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 65,442 | $782,034 | 37.83% | 0.24% |
| RAYMOND JAMES TRUST N.A. | 07/25/2024 | 54,925 | $656,354 | 19.32% | 0.20% |
| CLEARSTEAD ADVISORS, LLC | 08/12/2024 | 52,714 | $629,935 | 100.00% | 0.19% |
| FINANCIAL ALTERNATIVES, INC | 08/08/2024 | 46,487 | $555,520 | 0.00% | 0.17% |
| COMERICA BANK | 08/15/2024 | 35,200 | $420,640 | 0.00% | 0.13% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 08/02/2024 | 34,339 | $410,354 | 0.10% | 0.12% |
| PRINCIPAL SECURITIES, INC. | 07/31/2024 | 31,343 | $374,544 | -4.28% | 0.11% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 31,200 | $372,840 | -1.27% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 27,044 | $323,000 | 12.99% | 0.10% |
| SAXONY CAPITAL MANAGEMENT, LLC | 07/26/2024 | 25,493 | $304,643 | 5.16% | 0.09% |
| SFI ADVISORS, LLC | 08/14/2024 | 24,317 | $290,588 | -0.36% | 0.09% |
| MGO ONE SEVEN LLC | 08/07/2024 | 22,598 | $270,046 | -7.72% | 0.08% |
| WEDBUSH SECURITIES INC | 08/07/2024 | 21,851 | $261,000 | -4.70% | 0.08% |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 08/14/2024 | 19,108 | $228,340 | 0.00% | 0.07% |
| BROOKSTONE CAPITAL MANAGEMENT | 07/18/2024 | 18,814 | $227,085 | 0.00% | 0.07% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 18,646 | $222,820 | -9.64% | 0.07% |
| IFG ADVISORY, LLC | 07/30/2024 | 17,140 | $204,833 | 0.51% | 0.06% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 15,107 | $180,539 | 100.00% | 0.05% |
| SARGENT INVESTMENT GROUP, LLC | 08/09/2024 | 15,085 | $180,266 | 0.00% | 0.05% |
| LVZ, INC. | 07/24/2024 | 14,335 | $171,303 | 0.00% | 0.05% |
| EP WEALTH ADVISORS, LLC | 08/19/2024 | 14,266 | $170,479 | 0.00% | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/16/2024 | 14,243 | $170,205 | 3.71% | 0.05% |
| L.M. KOHN & COMPANY | 07/31/2024 | 13,387 | $159,977 | 0.00% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 08/13/2024 | 12,884 | $153,964 | 0.00% | 0.05% |
| INDEPENDENT WEALTH NETWORK INC. | 07/18/2024 | 12,871 | $153,807 | 0.61% | 0.05% |
| LOKKEN INVESTMENT GROUP LLC | 08/12/2024 | 12,532 | $149,757 | -2.11% | 0.05% |
| EVERSOURCE WEALTH ADVISORS, LLC | 08/13/2024 | 12,205 | $150,976 | -0.13% | 0.04% |
| KAPSTONE FINANCIAL ADVISORS LLC | 08/02/2024 | 11,650 | $139,218 | 100.00% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 10,993 | $131,366 | 100.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 10,354 | $123,730 | -5.48% | 0.04% |
| CORECAP ADVISORS, LLC | 08/08/2024 | 6,109 | $73,003 | -48.87% | 0.02% |
| BESSEMER GROUP INC | 08/13/2024 | 3,988 | $48,000 | -1.56% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 07/12/2024 | 2,596 | $31,022 | 100.00% | 0.01% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/09/2024 | 2,400 | $28,728 | 100.00% | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 07/23/2024 | 2,129 | $25,441 | 0.00% | 0.01% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 08/07/2024 | 2,000 | $23,900 | 100.00% | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 08/06/2024 | 1,758 | $21,011 | 0.00% | 0.01% |
Cohen & Steers Closed-End Opportunity Fund, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of FOF shares?
During the previous two years, 88 institutional investors and hedge funds held shares of Cohen & Steers Closed-End Opportunity Fund, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 1.5 M
LPL Financial LLC: 727,730
BANK OF AMERICA CORP /DE/: 446,655
COMMONWEALTH EQUITY SERVICES, LLC: 419,457
WELLS FARGO & COMPANY/MN: 282,367
UBS Group AG: 228,051
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What percentage of Cohen & Steers Closed-End Opportunity Fund, Inc. stock is owned by institutional investors?
19.05% of Cohen & Steers Closed-End Opportunity Fund, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at FOF ?
Institutional investors have bought a total of 6.25 M shares in the last 24 months. This purchase volume represents approximately $81.19 M in transactions.