Latest Institutional Purchases of Cohen & Steers Closed End Opportunity Fund, Inc. (FOF)
This list provides information on the latest institutional transactions involving Cohen & Steers Closed End Opportunity Fund, Inc. (FOF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.75K+ 19.28% |
$34K - $36.7K
|
17K
$222K
|
|
|
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
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
142New |
$1.76K - $1.89K
|
142
$1.85K
|
|
| Q3 2024 | |||||||
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6KNew |
$70.4K - $78K
|
6K
$78.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.59K+ 4.44% |
$53.8K - $59.6K
|
108K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.19KNew |
$25.6K - $28.4K
|
2.19K
$28.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.5KNew |
$17.6K - $19.5K
|
1.5K
$19.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.43KNew |
$16.7K - $18.5K
|
1.43K
$18.6K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.89K+ 19.32% |
$97.9K - $107K
|
54.9K
$716K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.6KNew |
$28.6K - $31.2K
|
2.6K
$33.9K
|
|
|
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 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
72New |
$793 - $864
|
72
$939
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.3KNew |
$114K - $121K
|
10.3K
$135K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.2KNew |
$113K - $119K
|
10.2K
$133K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$14.6K - $17.1K
|
1.52K
$19.9K
|
|
|
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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
151New |
$1.45K - $1.7K
|
151
$1.97K
|
|
| 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 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
23+ 1.56% |
$234 - $256
|
1.5K
$19.5K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.2KNew |
$166K - $180K
|
16.2K
$211K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 2.4% |
$123 - $134
|
512
$6.68K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.4KNew |
$13.6K - $16.4K
|
1.4K
$18.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.7KNew |
$104K - $134K
|
10.7K
$140K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
2.31K+ 1.11% |
$22.5K - $29K
|
211K
$2.76M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.4KNew |
$146K - $187K
|
14.4K
$188K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.77KNew |
$68.7K - $87.7K
|
6.77K
$88.2K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$10.2K - $13K
|
1K
$13K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500New |
$5.08K - $6.48K
|
500
$6.52K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
454New |
$4.61K - $5.88K
|
454
$5.92K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
300+ 21.43% |
$3.05K - $3.89K
|
1.7K
$22.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
74+ 22.84% |
$752 - $959
|
398
$5.19K
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.25KNew |
$15K - $18.5K
|
1.25K
$16.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
215New |
$2.58K - $3.18K
|
215
$2.8K
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.1KNew |
$258K - $282K
|
19.1K
$249K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
3.21KNew |
$43.3K - $47.4K
|
3.21K
$41.8K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.01KNew |
$13.6K - $14.9K
|
1.01K
$13.1K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.05KNew |
$109K - $121K
|
8.05K
$105K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.18KNew |
$12K - $14.6K
|
1.18K
$15.3K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
125New |
$1.28K - $1.55K
|
125
$1.63K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
70+ 2.66% |
$616 - $802
|
2.71K
$35.3K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.09KNew |
$13.3K - $14.2K
|
1.09K
$14.1K
|
|
| Q2 2017 | |||||||
|
Aug 07, 2017
Q2 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
39New |
N/A
|
39
$509
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300New |
N/A
|
300
$3.91K
|
|