Latest Institutional Transactions on Cohen & Steers Real Estate Opportunities & Income Fund (RLTY)
This table provides information on the latest institutional transactions involving Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 0.88% |
$2.94K - $3.46K
|
22.4K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.02KNew |
$29.7K - $35K
|
2.02K
$31.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.14K+ 1.49% |
$16.7K - $19.8K
|
77.5K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.3K+ 16.19% |
$151K - $179K
|
74K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8.37K- 6.98% |
$123K - $145K
|
112K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
160+ 44.2% |
$2.35K - $2.77K
|
522
$8.17K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
422+ 3.51% |
$5.97K - $7.39K
|
12.5K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.94K+ 19.1% |
$41.6K - $51.5K
|
18.3K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.9K+ 11.62% |
$366K - $453K
|
249K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-19- 0.68% |
$269 - $333
|
2.78K
$43.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-352K- 18.44% |
$4.98M - $6.17M
|
1.56M
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.07K- 1.86% |
$29.3K - $36.3K
|
110K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.42K+ 33.29% |
$105K - $130K
|
29.7K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28KNew |
$397K - $491K
|
28K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.12% |
$56.6 - $70
|
3.48K
$54.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.5KNew |
$190K - $236K
|
13.5K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.2K+ 14.06% |
$145K - $179K
|
83.1K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.4K+ 25.58% |
$62.3K - $77K
|
21.6K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.3K- 32.79% |
$103K - $128K
|
15K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
70.5KNew |
$998K - $1.23M
|
70.5K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.53K+ 13.94% |
$35.8K - $44.3K
|
20.7K
$324K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-290K- 29.72% |
$4.11M - $5.08M
|
687K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.9K+ 22.12% |
$69.3K - $85.8K
|
27.1K
$424K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20+ 0.16% |
$283 - $350
|
12.8K
$201K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$234K - $289K
|
16.5K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.52K+ 3.17% |
$35.6K - $44.1K
|
81.9K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.9K+ 52.78% |
$225K - $278K
|
46K
$720K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.75K+ 4.86% |
$24.8K - $30.7K
|
37.8K
$592K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
311New |
$4.4K - $5.45K
|
311
$4.87K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
250New |
$3.54K - $4.38K
|
250
$3.92K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
148New |
$2.09K - $2.59K
|
148
$2.32K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
16.9KNew |
$220K - $247K
|
16.9K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-48- 66.67% |
$624 - $699
|
24
$376
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.8KNew |
$205K - $229K
|
15.8K
$247K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.72K+ 13.48% |
$126K - $142K
|
81.9K
$1.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
145New |
$1.89K - $2.11K
|
145
$2.27K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
21.4KNew |
$279K - $312K
|
21.4K
$336K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-26.4K- 58.03% |
$357K - $389K
|
19.1K
$299K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
406+ 101.5% |
$5.49K - $5.98K
|
806
$12.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14KNew |
$189K - $206K
|
14K
$219K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-101K- 23.37% |
$1.16M - $1.43M
|
332K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.3KNew |
$118K - $146K
|
10.3K
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
11.7KNew |
$133K - $164K
|
11.7K
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
42.6KNew |
$487K - $601K
|
42.6K
$667K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.4K+ 10.94% |
$16K - $19.8K
|
14.2K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$1.14K - $1.41K
|
100
$1.57K
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
115K+ 101.07% |
$1.32M - $1.63M
|
230K
$3.6M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
188New |
$2.15K - $2.65K
|
188
$2.94K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$17.1K - $21.2K
|
1.5K
$23.5K
|
|