Latest Institutional Purchases of Cohen & Steers Total Return Realty Fund Inc (RFI)
This list provides information on the latest institutional transactions involving Cohen & Steers Total Return Realty Fund Inc (RFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
2.63KNew |
$41.9K - $45.8K
|
2.63K
$30K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.12KNew |
$17.6K - $19.8K
|
1.12K
$12.7K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
15.7KNew |
$232K - $265K
|
15.7K
$180K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.19KNew |
$15K - $17.5K
|
1.19K
$13.6K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.9K+ 50.62% |
$78.8K - $93.5K
|
20.5K
$234K
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Valley National Advisers Inc
|
BUY
|
- |
110New |
$1.02K - $1.55K
|
110
$1.26K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.71KNew |
$24K - $26.9K
|
1.71K
$19.5K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$184K - $208K
|
13.5K
$154K
|
|
| Q1 2019 | |||||||
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$10.8K - $13.2K
|
1K
$11.4K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.25K+ 24.56% |
$13.3K - $15.3K
|
6.32K
$72.1K
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2KNew |
$24.7K - $25.6K
|
2K
$22.8K
|
|
| Q4 2015 | |||||||
|
Sep 15, 2017
Q4 2015
|
Assetmark, Inc
|
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$30.7K
|
|