Latest Institutional Transactions on Cohen & Steers Total Return Realty Fund Inc (RFI)
This table provides information on the latest institutional transactions involving Cohen & Steers Total Return Realty Fund Inc (RFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.91K- 33.92% |
$102K - $110K
|
17.3K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
2.78K+ 3.78% |
$31.7K - $34.4K
|
76.1K
$888K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
320+ 244.27% |
$3.66K - $3.97K
|
451
$5.26K
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
6.72K+ 52.15% |
$76.9K - $83.3K
|
19.6K
$229K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-500- 1.57% |
$5.72K - $6.2K
|
31.3K
$365K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$34.3 - $37.2
|
3
$35
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3K- 18.75% |
$34.6K - $39.5K
|
13K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.34K- 33.93% |
$73K - $83.4K
|
12.3K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.2K- 16.57% |
$71.4K - $81.6K
|
31.2K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.6K- 25.27% |
$203K - $232K
|
52.1K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.5KNew |
$28.8K - $32.9K
|
2.5K
$29.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.2K- 4.21% |
$152K - $174K
|
300K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
23.2K+ 1160.75% |
$267K - $306K
|
25.2K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.2K- 6.08% |
$118K - $135K
|
158K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.52K+ 2.68% |
$29K - $33.1K
|
96.5K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
47.6KNew |
$548K - $626K
|
47.6K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.52KNew |
$63.6K - $72.6K
|
5.52K
$64.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.56K+ 7.0% |
$18K - $20.6K
|
23.9K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
52.1KNew |
$600K - $686K
|
52.1K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$125K - $143K
|
10.8K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73.9K- 4.92% |
$851K - $973K
|
1.43M
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.2K+ 54.08% |
$475K - $542K
|
117K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-600- 1.86% |
$6.91K - $7.9K
|
31.7K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-189- 1.21% |
$2.18K - $2.49K
|
15.5K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
27.1KNew |
$313K - $357K
|
27.1K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.5K- 2.92% |
$97.9K - $112K
|
283K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-10.5K- 11.44% |
$121K - $138K
|
81.2K
$947K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.8KNew |
$367K - $419K
|
31.8K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.52K+ 13.38% |
$110K - $125K
|
80.6K
$940K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6+ 0.0% |
$69.1 - $79
|
272K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
10KNew |
$115K - $132K
|
10K
$117K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-588- 20.74% |
$6.77K - $7.74K
|
2.25K
$26.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
148+ 1.98% |
$1.7K - $1.95K
|
7.6K
$88.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-369K- 48.93% |
$4.25M - $4.86M
|
385K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
30.6K+ 294.21% |
$352K - $402K
|
40.9K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 0.0% |
$34.6 - $39.5
|
417K
$4.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.62K+ 65.29% |
$53.3K - $60.9K
|
11.7K
$136K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.43K- 70.41% |
$28K - $32K
|
1.02K
$11.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83.7KNew |
$964K - $1.1M
|
83.7K
$976K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-700- 63.23% |
$8.06K - $9.21K
|
407
$4.75K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
8.81KNew |
$102K - $116K
|
8.81K
$103K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
92.8KNew |
$1.07M - $1.22M
|
92.8K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6.06K+ 10.97% |
$69.8K - $79.8K
|
61.3K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.11K+ 25.16% |
$70.3K - $80.4K
|
30.4K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.35KNew |
$15.5K - $17.7K
|
1.35K
$15.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 4.81% |
$39.5K - $45.2K
|
74.7K
$871K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.09K+ 10.0% |
$35.6K - $40.7K
|
34K
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1K- 50.0% |
$11.5K - $13.2K
|
1K
$11.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
272+ 1.38% |
$3.13K - $3.58K
|
19.9K
$233K
|
|