Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of Cohen & Steers Closed-End Opportunity Fund, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
99.4K+ 702.05% |
$1.25M - $1.31M
|
114K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.2K+ 13.11% |
$546K - $568K
|
373K
$4.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26K+ 117.21% |
$328K - $341K
|
48.2K
$628K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 1.58% |
$190K - $198K
|
970K
$12.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.3KNew |
$181K - $188K
|
14.3K
$186K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.1KNew |
$165K - $172K
|
13.1K
$170K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.6K+ 2.44% |
$159K - $165K
|
529K
$6.89M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2K+ 8.4% |
$129K - $134K
|
132K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10K+ 3.47% |
$127K - $132K
|
299K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.48K+ 9.5% |
$120K - $125K
|
109K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.4K+ 3.54% |
$68.1K - $70.9K
|
158K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.61K+ 27.15% |
$58.2K - $60.5K
|
21.6K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.59K+ 15.24% |
$45.4K - $47.2K
|
27.2K
$354K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.59KNew |
$45.3K - $47.2K
|
3.59K
$46.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.57KNew |
$32.4K - $33.7K
|
2.57K
$33.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.2KNew |
$27.8K - $28.9K
|
2.2K
$28.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.03K+ 10.92% |
$25.6K - $26.7K
|
20.6K
$269K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2K+ 8.97% |
$25.3K - $26.3K
|
24.3K
$317K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.95K+ 9.37% |
$24.6K - $25.6K
|
22.7K
$296K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.35K+ 0.55% |
$17K - $17.7K
|
245K
$3.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.01K+ 1.95% |
$12.7K - $13.2K
|
52.7K
$687K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1KNew |
$12.6K - $13.1K
|
1K
$13K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
825New |
$10.4K - $10.8K
|
825
$10.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
780+ 3.83% |
$9.85K - $10.2K
|
21.1K
$276K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
600New |
$7.58K - $7.88K
|
600
$7.82K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
476+ 3.87% |
$6.01K - $6.25K
|
12.8K
$167K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
308+ 1283.33% |
$3.89K - $4.05K
|
332
$4.33K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
242+ 2.03% |
$3.06K - $3.18K
|
12.2K
$159K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
223+ 1.9% |
$2.82K - $2.93K
|
12K
$156K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
137+ 0.27% |
$1.73K - $1.8K
|
50.3K
$656K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
58+ 0.34% |
$733 - $762
|
17.3K
$226K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 2.0% |
$88.4 - $92
|
357
$4.66K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 1.57% |
$50.5 - $52.6
|
259
$3.38K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3+ 0.03% |
$37.9 - $39.4
|
10K
$131K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.21% |
$316 - $329
|
12.2K
$159K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-582- 9.46% |
$7.35K - $7.65K
|
5.57K
$72.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-959- 7.99% |
$12.1K - $12.6K
|
11K
$144K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.2K- 9.48% |
$15.2K - $15.8K
|
11.5K
$150K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 4.67% |
$49K - $51K
|
79.2K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.12K- 2.11% |
$64.6K - $67.2K
|
237K
$3.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.3K- 9.97% |
$295K - $307K
|
211K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.4K- 2.97% |
$574K - $597K
|
1.48M
$19.3M
|
|