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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,285
shares
|
$42,836
0.0% of portfolio
|
Q2 2020
Added 2.66%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,205
shares
|
$41,793
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,596
shares
|
$33,851
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,568
shares
|
$33,486
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
2,201
shares
|
$28,701
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,523
shares
|
$19,859
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,495
shares
|
$19,494
0.03% of portfolio
|
Q3 2023
Added 1.56%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,458
shares
|
$19,012
0.0% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,250
shares
|
$16,299
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$13,040
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$13,040
0.0% of portfolio
|
Q1 2022
Reduced 89.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
825
shares
|
$10,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
600
shares
|
$7,823
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
512
shares
|
$6,676
0.0% of portfolio
|
Q2 2023
Added 2.4%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
357
shares
|
$4,655
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
332
shares
|
$4,329
0.0% of portfolio
|
Q3 2025
Added 1283.33%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
300
shares
|
$3,911
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
259
shares
|
$3,377
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
221
shares
|
$2,881
0.0% of portfolio
|
Q2 2025
Reduced 43.48%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
200
shares
|
$2,608
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
188
shares
|
$2,451
0.0% of portfolio
|
Q3 2024
Reduced 62.77%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
142
shares
|
$1,851
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|