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 67 institutions that hold shares in the stock, with a total of 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $71.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
23,602
shares
|
$286,056
0.26% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
23,353
shares
|
$283,038
0.11% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
22,306
shares
|
$270,348
0.01% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
22,112
shares
|
$267,997
0.0% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
21,155
shares
|
$256,398
0.01% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
19,108
shares
|
$231,588
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
17,306
shares
|
$209,748
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
17,016
shares
|
$206,233
0.0% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
16,919
shares
|
$205,058
0.0% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
14,335
shares
|
$173,740
0.03% of portfolio
|
Q4 2022
Added 10.27%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
13,650
shares
|
$165,438
0.09% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
13,137
shares
|
$159,220
0.04% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
12,532
shares
|
$151,887
0.07% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
12,205
shares
|
$147,924
0.01% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
12,069
shares
|
$146,276
0.0% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
11,944
shares
|
$144,761
0.01% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,280
shares
|
$136,713
0.0% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
11,086
shares
|
$134,362
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$121,199
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
7,407
shares
|
$89,772
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
6,131
shares
|
$74,307
0.0% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
6,000
shares
|
$72,720
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
3,937
shares
|
$47,716
0.0% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,285
shares
|
$39,814
0.0% of portfolio
|
Q2 2020
Added 2.66%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,205
shares
|
$38,844
0.01% of portfolio
|
Q4 2021
New holding
|