Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.8K+ 69.36% |
$405K - $437K
|
80.1K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
11.1KNew |
$137K - $148K
|
11.1K
$140K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
211+ 1.91% |
$2.61K - $2.81K
|
11.3K
$142K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-250- 1.87% |
$3.09K - $3.34K
|
13.1K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-293- 46.66% |
$3.62K - $3.91K
|
335
$4.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-385- 96.25% |
$4.76K - $5.14K
|
15
$189
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-439- 2.53% |
$5.43K - $5.86K
|
16.9K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-999- 99.9% |
$12.3K - $13.3K
|
1
$12.6
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.54K- 2.3% |
$19.1K - $20.6K
|
65.6K
$827K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.89K- 7.42% |
$23.4K - $25.2K
|
23.6K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.5K- 14.71% |
$55.6K - $60K
|
26.1K
$329K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6.02K- 20.49% |
$74.4K - $80.3K
|
23.4K
$295K
|