Institutional Ownership Cohen & Steers Closed End Opportunity Fund, Inc. (FOF)
This table provides information about the institutional ownership of Cohen & Steers Closed End Opportunity Fund, Inc. (FOF). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 6.15 Million shares, which have been reported (via 13F filing form) to have a value of $80.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,833
shares
|
$336,862
0.01% of portfolio
|
Q2 2025
Added 53.42%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
24,306
shares
|
$316,950
0.01% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
23,200
shares
|
$302,528
0.0% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
22,694
shares
|
$295,929
0.01% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
21,575
shares
|
$281,338
0.01% of portfolio
|
Q3 2025
Added 27.15%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
21,147
shares
|
$275,756
0.02% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
20,620
shares
|
$268,884
0.13% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
17,294
shares
|
$225,513
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
14,561
shares
|
$189,875
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
14,295
shares
|
$186,406
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
13,052
shares
|
$170,198
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
12,769
shares
|
$166,507
0.07% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
12,181
shares
|
$158,840
0.0% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12,157
shares
|
$158,527
0.01% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
11,963
shares
|
$155,997
0.0% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
11,470
shares
|
$149,568
0.04% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
11,039
shares
|
$143,948
0.0% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
10,935
shares
|
$142,592
0.02% of portfolio
|
Q2 2025
Reduced 23.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
10,293
shares
|
$134,220
0.0% of portfolio
|
Q2 2025
Reduced 60.55%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
10,085
shares
|
$131,508
0.02% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
10,035
shares
|
$130,856
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
10,000
shares
|
$130,399
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
6,000
shares
|
$78,240
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5,573
shares
|
$72,671
0.0% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,590
shares
|
$46,813
0.0% of portfolio
|
Q3 2025
New holding
|
|