Cohen & Steers Quality Income Realty Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2024 | 4.60 M | $65.22 M | 9.83% | 3.42% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 2.55 M | $36.06 M | 1.16% | 1.89% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1.20 M | $17.00 M | 6.50% | 0.89% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 955,501 | $13.54 M | 0.41% | 0.71% |
| ROYAL BANK OF CANADA | 11/14/2024 | 887,190 | $12.57 M | 12.22% | 0.66% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 871,115 | $12.34 M | -35.97% | 0.65% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 815,279 | $11.55 M | 0.16% | 0.61% |
| LPL FINANCIAL LLC | 11/08/2024 | 748,004 | $10.60 M | 1.02% | 0.56% |
| UBS GROUP AG | 11/14/2024 | 612,645 | $8.68 M | 25.47% | 0.46% |
| MARINER, LLC | 11/13/2024 | 556,779 | $7.89 M | 13.90% | 0.41% |
| 11/12/2024 | 473,776 | $6.36 B | 100.00% | 0.35% | |
| LAKE STREET FINANCIAL LLC | 10/22/2024 | 418,100 | $5.92 M | 1.27% | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 358,292 | $5.08 M | 2.56% | 0.27% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 349,240 | $4.95 M | -16.50% | 0.26% |
| APOLLON WEALTH MANAGEMENT, LLC | 11/05/2024 | 282,722 | $4.01 M | -1.43% | 0.21% |
| KARPUS MANAGEMENT, INC. | 11/13/2024 | 264,557 | $3.75 M | -3.48% | 0.20% |
| CASTLE WEALTH MANAGEMENT LLC | 10/31/2024 | 230,736 | $3.27 M | 5.56% | 0.17% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 11/14/2024 | 213,335 | $3.02 M | 25.24% | 0.16% |
| WEALTH ADVISORY SOLUTIONS, LLC | 10/21/2024 | 211,405 | $3.00 M | 5.00% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 209,017 | $2.96 M | 7.54% | 0.16% |
| SARGENT INVESTMENT GROUP, LLC | 11/06/2024 | 201,080 | $2.85 M | 1.21% | 0.15% |
| CYNDEO WEALTH PARTNERS, LLC | 10/18/2024 | 196,960 | $2.79 M | -4.14% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 192,883 | $2.73 M | -2.82% | 0.14% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 10/16/2024 | 183,620 | $2.60 M | 2.40% | 0.14% |
| PRIVATE ADVISOR GROUP, LLC | 10/22/2024 | 180,034 | $2.55 M | 2.65% | 0.13% |
| OPPENHEIMER & CO INC | 11/05/2024 | 178,175 | $2.52 M | -8.70% | 0.13% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 162,451 | $2.30 M | 6.63% | 0.12% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 10/24/2024 | 161,408 | $2.29 M | 4.20% | 0.12% |
| MUTUAL ADVISORS, LLC | 10/25/2024 | 146,642 | $2.03 M | 0.23% | 0.11% |
| SAMALIN INVESTMENT COUNSEL, LLC | 11/13/2024 | 121,145 | $1.72 M | -0.02% | 0.09% |
| FORTRESS WEALTH MANAGEMENT, INC. | 10/18/2024 | 120,279 | $1.70 M | -14.58% | 0.09% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 117,104 | $1.66 M | 3.34% | 0.09% |
| LIDO ADVISORS, LLC | 11/14/2024 | 116,600 | $1.65 M | -0.43% | 0.09% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 106,344 | $1.51 M | 1.74% | 0.08% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 104,022 | $7.34 M | 100.00% | 0.08% |
| COOPER FINANCIAL GROUP | 11/14/2024 | 101,208 | $1.43 M | -16.31% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 88,533 | $1.26 M | 2.66% | 0.07% |
| PROSPERA FINANCIAL SERVICES INC | 11/07/2024 | 87,580 | $1.24 M | 1.76% | 0.07% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/13/2024 | 76,827 | $1.09 M | 51.73% | 0.06% |
| ORG PARTNERS LLC | 10/11/2024 | 76,080 | $1.08 B | 3.15% | 0.06% |
| SHUFRO ROSE & CO LLC | 11/12/2024 | 69,400 | $810,592 | 0.00% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/24/2024 | 68,724 | $973,814 | 6.72% | 0.05% |
| HBW ADVISORY SERVICES LLC | 10/04/2024 | 66,920 | $948,250 | 1.42% | 0.05% |
| 11/25/2024 | 63,585 | $866,659 | -13.36% | 0.05% | |
| SOWELL FINANCIAL SERVICES LLC | 10/04/2024 | 63,579 | $901,000 | 3.38% | 0.05% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 10/08/2024 | 60,436 | $856,378 | 1.09% | 0.05% |
| AMERITAS ADVISORY SERVICES, LLC | 10/30/2024 | 59,633 | $845,005 | -72.16% | 0.04% |
| SWEENEY & MICHEL, LLC | 10/21/2024 | 59,035 | $829,436 | 1.72% | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/13/2024 | 57,469 | $814,336 | -30.52% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 56,759 | $804,285 | 0.13% | 0.04% |
Cohen & Steers Quality Income Realty Fund, Inc.institutional Ownership - FAQ's
During the previous two years, 250 institutional investors and hedge funds held shares of Cohen & Steers Quality Income Realty Fund, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 4.6 M
BANK OF AMERICA CORP /DE/: 2.55 M
WELLS FARGO & COMPANY/MN: 1.2 M
Raymond James Financial Services Advisors, Inc.: 955,501
ROYAL BANK OF CANADA: 887,190
RAYMOND JAMES & ASSOCIATES: 871,115
16.37% of Cohen & Steers Quality Income Realty Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 26.00 M shares in the last 24 months. This purchase volume represents approximately $318.03 M in transactions.