Latest Institutional Transactions on Cohen & Steers Closed End Opportunity Fund, Inc. (FOF)
This table provides information on the latest institutional transactions involving Cohen & Steers Closed End Opportunity Fund, Inc. (FOF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.89K+ 7.42% |
$51.2K - $61.7K
|
70.8K
$923K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.69K- 5.79% |
$28.2K - $34K
|
43.8K
$571K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9K+ 53.42% |
$94.3K - $114K
|
25.8K
$337K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
111+ 1.48% |
$1.16K - $1.4K
|
7.62K
$99.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-3.4K- 23.72% |
$35.6K - $42.9K
|
10.9K
$143K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
114KNew |
$1.35M - $1.48M
|
114K
$1.49M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-431- 39.8% |
$5.1K - $5.62K
|
652
$8.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.45K- 14.1% |
$64.5K - $71K
|
33.2K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4New |
$47.3 - $52.1
|
4
$52.2
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.21K- 7.8% |
$26.2K - $28.8K
|
26.1K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
105+ 8.22% |
$1.24K - $1.37K
|
1.38K
$18K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
300New |
$3.55K - $3.91K
|
300
$3.91K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 33.33% |
$1.18K - $1.3K
|
200
$2.61K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
13.9KNew |
$165K - $182K
|
13.9K
$182K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.4K+ 10.17% |
$28.4K - $31.3K
|
26K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.47K+ 5.4% |
$17.4K - $19.1K
|
28.7K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-20- 0.15% |
$237 - $261
|
13.1K
$171K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.59KNew |
$18.8K - $20.7K
|
1.59K
$20.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$11.8K - $13K
|
1K
$13K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.75K+ 19.28% |
$34K - $36.7K
|
17K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-102- 2.53% |
$1.26K - $1.36K
|
3.94K
$51.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
142New |
$1.76K - $1.89K
|
142
$1.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
590New |
$7.29K - $7.87K
|
590
$7.69K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10KNew |
$124K - $133K
|
10K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-161- 9.94% |
$1.99K - $2.15K
|
1.46K
$19K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.43KNew |
$16.7K - $18.5K
|
1.43K
$18.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.5KNew |
$17.6K - $19.5K
|
1.5K
$19.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-317- 62.77% |
$3.72K - $4.12K
|
188
$2.45K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.19KNew |
$25.6K - $28.4K
|
2.19K
$28.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.2K- 4.77% |
$61K - $67.6K
|
104K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.59K+ 4.44% |
$53.8K - $59.6K
|
108K
$1.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6KNew |
$70.4K - $78K
|
6K
$78.2K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-600- 5.48% |
$6.61K - $7.2K
|
10.4K
$135K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.4KNew |
$26.4K - $28.8K
|
2.4K
$31.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$22K - $24K
|
2K
$26.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.89K+ 19.32% |
$97.9K - $107K
|
54.9K
$716K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
72New |
$793 - $864
|
72
$939
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.6KNew |
$28.6K - $31.2K
|
2.6K
$33.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.1K- 9.22% |
$12.1K - $12.8K
|
10.8K
$141K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.2KNew |
$113K - $119K
|
10.2K
$133K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.3KNew |
$114K - $121K
|
10.3K
$135K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
313+ 100.0% |
$3K - $3.52K
|
626
$8.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
219New |
$2.1K - $2.46K
|
219
$2.86K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.5K- 35.18% |
$33.6K - $39.4K
|
6.45K
$84.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
151New |
$1.45K - $1.7K
|
151
$1.97K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$14.6K - $17.1K
|
1.52K
$19.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.01K- 17.56% |
$38.4K - $45.1K
|
18.8K
$245K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.86K+ 4.92% |
$80.1K - $87.7K
|
168K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
407New |
$4.15K - $4.54K
|
407
$5.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.7KClosed |
$27.5K - $30.1K
|
0
$0
|
|