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 66 institutions that hold shares in the stock, with a total of 5.37 Million shares, which have been reported (via 13F filing form) to have a value of $66.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
25,094
shares
|
$315,933
0.23% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
22,598
shares
|
$284,508
0.01% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
21,935
shares
|
$276,161
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
21,166
shares
|
$266,479
0.0% of portfolio
|
Q3 2024
Added 40.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
19,108
shares
|
$240,569
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
17,358
shares
|
$218,537
0.0% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
17,223
shares
|
$216,837
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
14,335
shares
|
$180,477
0.02% of portfolio
|
Q4 2022
Added 10.27%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
14,266
shares
|
$179,608
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
13,650
shares
|
$171,853
0.11% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
13,387
shares
|
$168,542
0.04% of portfolio
|
Q1 2024
Reduced 6.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
12,761
shares
|
$160,660
0.0% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
12,532
shares
|
$157,777
0.07% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
12,205
shares
|
$153,660
0.01% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,186
shares
|
$140,831
0.0% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
11,069
shares
|
$139,358
0.0% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,272
shares
|
$129,324
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,320
shares
|
$92,158
0.0% of portfolio
|
Q3 2024
Added 19.82%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
6,000
shares
|
$75,540
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
4,039
shares
|
$50,851
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,285
shares
|
$41,358
0.0% of portfolio
|
Q2 2020
Added 2.66%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,205
shares
|
$40,350
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,596
shares
|
$32,683
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
2,185
shares
|
$27,509
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,129
shares
|
$26,804
0.0% of portfolio
|
Q1 2024
New holding
|