Cohen & Steers Closed-End Opportunity Fund (FOF) Institutional Ownership

$13.60 +0.07 (+0.52%)

Closing price 08/31/2026 03:57 PM Eastern

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$13.61 +0.01 (+0.07%)

As of 04:00 AM Eastern

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Number of Institutional Buyers (last 12 months): 31
Total Institutional Inflows (last 12 months): $6.10M

Number of Institutional Sellers (last 12 months): 15
Total Institutional Outflows (last 12 months): $2.08M

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FOF Institutional Buying and Selling by Quarter

Cohen & Steers Closed-End Opportunity Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/26/2026	HighTower Advisors LLC	64,101	$890K	0.0%	-3.3%	0.000%
8/22/2026	Compass Financial Management LLC	2,981	$41K	0.0%	N/A	0.000%
8/22/2026	Highland Investment Advisors LLC	3,725	$52K	0.0%	N/A	0.000%
8/20/2026	Northwestern Mutual Wealth Management Co.	20,774	$288K	0.0%	-41.7%	0.000%
8/11/2026	Financial Alternatives Inc	43,796	$608K	0.3%	N/A	0.000%
8/6/2026	Silverlake Wealth Management LLC	11,570	$161K	0.0%	N/A	0.000%
7/10/2026	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	12,710	$176K	0.0%	N/A	0.000%
5/19/2026	Bank of America Corp DE	551,868	$7.08M	0.0%	+1.8%	0.000%
5/18/2026	Royal Bank of Canada	233,633	$3.00M	0.0%	-8.7%	0.000%
5/13/2026	Cetera Investment Advisers	53,158	$682K	0.0%	-4.6%	0.000%
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5/1/2026	Fifth Third Bancorp	33,200	$426K	0.0%	N/A	0.000%
4/30/2026	Kestra Advisory Services LLC	33,876	$435K	0.0%	+2.9%	0.000%
2/18/2026	Garton & Associates Financial Advisors LLC	4,160	$55K	0.0%	N/A	0.000%
2/17/2026	Cetera Investment Advisers	55,744	$736K	0.0%	+15.7%	0.000%
2/17/2026	Osaic Holdings Inc.	104,781	$1.38M	0.0%	-4.0%	0.000%
2/17/2026	Royal Bank of Canada	255,818	$3.38M	0.0%	+8.0%	0.000%
2/16/2026	MML Investors Services LLC	10,538	$139K	0.0%	-13.5%	0.000%
2/13/2026	Kestra Advisory Services LLC	32,910	$434K	0.0%	+130.2%	0.000%
2/13/2026	Stifel Financial Corp	31,220	$412K	0.0%	+14.9%	0.000%
2/13/2026	Wells Fargo & Company MN	328,068	$4.33M	0.0%	+9.6%	0.000%
2/12/2026	Jane Street Group LLC	11,492	$152K	0.0%	N/A	0.000%
2/12/2026	Commonwealth Equity Services LLC	208,861	$2.76M	0.0%	-0.8%	0.000%
2/12/2026	Wedbush Securities Inc.	24,346	$321K	0.0%	+7.3%	0.000%
2/12/2026	Principal Securities Inc.	11,080	$146K	0.0%	+7.6%	0.000%
2/11/2026	LPL Financial LLC	917,228	$12.11M	0.0%	-5.4%	0.000%
2/11/2026	J.W. Cole Advisors Inc.	121,384	$1.60M	0.0%	-7.9%	0.000%
2/10/2026	Northwestern Mutual Wealth Management Co.	29,233	$386K	0.0%	+164.8%	0.000%
2/10/2026	IFG Advisory LLC	12,012	$159K	0.0%	-30.5%	0.000%
2/6/2026	EverSource Wealth Advisors LLC	12,157	$160K	0.0%	-21.9%	0.000%
2/6/2026	HighTower Advisors LLC	74,984	$990K	0.0%	-5.3%	0.000%
2/5/2026	Kapstone Financial Advisors LLC	21,390	$282K	0.1%	+3.7%	0.000%
2/3/2026	MGO One Seven LLC	18,212	$240K	0.0%	-25.1%	0.000%
2/2/2026	Benjamin Edwards Inc.	15,317	$202K	0.0%	+17.4%	0.000%
1/29/2026	UBS Group AG	249,572	$3.29M	0.0%	+2.0%	0.000%
1/26/2026	Shaker Financial Services LLC	95,327	$1.26M	0.4%	-16.0%	0.000%
1/26/2026	Merit Financial Group LLC	10,956	$145K	0.0%	-8.4%	0.000%
1/13/2026	Dakota Wealth Management	13,973	$184K	0.0%	N/A	0.000%
11/17/2025	Northwestern Mutual Wealth Management Co.	11,039	$144K	0.0%	-8.0%	0.000%
11/17/2025	Mariner LLC	157,974	$2.06M	0.0%	+3.5%	0.000%
11/17/2025	Bank of America Corp DE	528,537	$6.89M	0.0%	+2.4%	0.000%
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11/14/2025	Raymond James Financial Inc.	372,929	$4.86M	0.0%	+13.1%	0.000%
11/13/2025	UBS Group AG	244,605	$3.19M	0.0%	+0.6%	0.000%
11/12/2025	Level Four Advisory Services LLC	21,575	$281K	0.0%	+27.2%	0.000%
11/12/2025	Huntington National Bank	2,568	$33K	0.0%	N/A	0.000%
11/10/2025	Clearstead Advisors LLC	52,702	$687K	0.0%	+1.9%	0.000%
11/7/2025	Kapstone Financial Advisors LLC	20,620	$269K	0.1%	+10.9%	0.000%
11/6/2025	Wedbush Securities Inc.	22,694	$296K	0.0%	+9.4%	0.000%
11/5/2025	J.W. Cole Advisors Inc.	131,850	$1.72M	0.0%	+8.4%	0.000%
10/28/2025	Wolverine Asset Management LLC	2,201	$29K	0.0%	N/A	0.000%
10/28/2025	Silverlake Wealth Management LLC	11,470	$150K	0.0%	-9.5%	0.000%
10/24/2025	MGO One Seven LLC	24,306	$317K	0.0%	+9.0%	0.000%
10/23/2025	Benjamin Edwards Inc.	13,052	$170K	0.0%	N/A	0.000%
10/22/2025	Shaker Financial Services LLC	113,506	$1.48M	0.5%	+702.0%	0.000%
9/9/2025	NWF Advisory Services Inc.	50,173	$633K	0.1%	+15.6%	0.000%
9/4/2025	Osaic Holdings Inc.	99,705	$1.26M	0.0%	-4.1%	0.000%
8/19/2025	Newbridge Financial Services Group Inc.	14,561	$184K	0.0%	N/A	0.000%
8/15/2025	Bank of America Corp DE	515,946	$6.51M	0.0%	-3.7%	0.000%
8/15/2025	Ameriprise Financial Inc.	23,200	$293K	0.0%	-11.5%	0.000%
8/14/2025	Raymond James Financial Inc.	329,715	$4.16M	0.0%	+6.8%	0.000%
8/13/2025	Level Four Advisory Services LLC	16,968	$214K	0.0%	+4.8%	0.000%
8/12/2025	J.W. Cole Advisors Inc.	121,634	$1.54M	0.0%	+12.9%	0.000%
8/12/2025	JPMorgan Chase & Co.	3,590	$45K	0.0%	N/A	0.000%
8/8/2025	Cetera Investment Advisers	22,173	$280K	0.0%	-5.3%	0.000%
8/6/2025	Wedbush Securities Inc.	20,749	$262K	0.0%	+6.3%	0.000%
8/6/2025	Financial Alternatives Inc	43,796	$553K	0.4%	-5.8%	0.000%
8/5/2025	Shaker Financial Services LLC	14,152	$179K	0.1%	N/A	0.000%
7/25/2025	Atria Wealth Solutions Inc.	25,833	$326K	0.0%	+53.4%	0.000%
7/15/2025	LVZ Inc.	10,935	$138K	0.0%	-23.7%	0.000%
7/11/2025	Kapstone Financial Advisors LLC	18,590	$235K	0.1%	+36.2%	0.000%
5/15/2025	Royal Bank of Canada	229,100	$2.77M	0.0%	+2.2%	0.000%
5/14/2025	Comerica Bank	33,200	$401K	0.0%	-14.1%	0.000%
5/13/2025	SFI Advisors LLC	26,119	$315K	0.2%	-7.8%	0.000%
5/13/2025	Raymond James Financial Inc.	308,816	$3.73M	0.0%	+11.0%	0.000%
5/13/2025	HighTower Advisors LLC	95,617	$1.15M	0.0%	-17.6%	0.000%
5/7/2025	LPL Financial LLC	907,966	$10.96M	0.0%	-0.6%	0.000%
5/6/2025	Cetera Investment Advisers	23,425	$283K	0.0%	+5.9%	0.000%
5/6/2025	Wedbush Securities Inc.	19,525	$236K	0.0%	-7.7%	0.000%
5/6/2025	Readystate Asset Management LP	13,936	$168K	0.0%	N/A	0.000%
5/5/2025	J.W. Cole Advisors Inc.	107,694	$1.30M	0.0%	+34.5%	0.000%
5/2/2025	Independent Wealth Network Inc.	10,146	$122K	0.0%	N/A	0.000%
4/30/2025	Silverlake Wealth Management LLC	12,636	$153K	0.1%	-45.9%	0.000%
4/23/2025	Saxony Capital Management LLC	26,002	$314K	0.3%	+10.2%	0.000%
4/22/2025	Cambridge Investment Research Advisors Inc.	28,676	$346K	0.0%	+5.4%	0.000%
2/24/2025	Ameriflex Group Inc.	7,407	$93K	0.0%	N/A	0.000%
2/17/2025	EP Wealth Advisors LLC	17,016	$216K	0.0%	+19.3%	0.000%
2/17/2025	CoreCap Advisors LLC	6,131	$78K	0.0%	-16.2%	0.000%
2/17/2025	Cetera Investment Advisers	22,112	$281K	0.0%	+4.5%	0.000%
2/17/2025	Bank of America Corp DE	522,690	$6.64M	0.0%	+8.4%	0.000%
2/17/2025	Ameriprise Financial Inc.	28,700	$364K	0.0%	-5.0%	0.000%
2/14/2025	Comerica Bank	38,651	$491K	0.0%	+9.8%	0.000%
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2/13/2025	Raymond James Financial Inc.	278,123	$3.53M	0.0%	N/A	0.000%
2/13/2025	Wells Fargo & Company MN	247,465	$3.14M	0.0%	-8.0%	0.000%
2/12/2025	Level Four Advisory Services LLC	11,944	$152K	0.0%	+16.3%	0.000%
2/12/2025	Bay Capital Advisors LLC	10,000	$127K	0.1%	N/A	0.000%
2/11/2025	LPL Financial LLC	913,599	$11.60M	0.0%	+18.1%	0.000%
2/10/2025	Thrivent Financial for Lutherans	117,093	$1.49M	0.0%	+7.3%	0.000%
2/7/2025	HighTower Advisors LLC	116,103	$1.48M	0.0%	-16.0%	0.000%
2/6/2025	Raymond James Financial Inc.	278,123	$3.53M	0.0%	N/A	0.000%
2/3/2025	Private Advisor Group LLC	65,550	$832K	0.0%	-2.3%	0.000%
1/31/2025	J.W. Cole Advisors Inc.	80,077	$1.02M	0.0%	+69.4%	0.000%

FOF Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 institutional investors and hedge funds held shares of Cohen & Steers Closed-End Opportunity Fund. The most heavily invested institutionals were LPL Financial LLC ($12.11M), Bank of America Corp DE ($7.08M), Raymond James Financial Inc. ($4.86M), Wells Fargo & Company MN ($4.33M), UBS Group AG ($3.29M), Royal Bank of Canada ($3.00M), and Commonwealth Equity Services LLC ($2.76M).Learn more on Cohen & Steers Closed-End Opportunity Fund's institutional investors.

Of the 48 institutional investors that purchased Cohen & Steers Closed-End Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($651.05K), LPL Financial LLC ($139.78K), J.W. Cole Advisors Inc. ($131.85K), Shaker Financial Services LLC ($113.51K), Bank of America Corp DE ($62.40K), Financial Alternatives Inc ($43.80K), and Fifth Third Bancorp ($33.20K).

Institutional investors have bought a total of 462,918 shares in the last 24 months. This purchase volume represents approximately $6.10M in transactions.

Of the 15 institutional investors that sold Cohen & Steers Closed-End Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($52.78K), Royal Bank of Canada ($22.19K), Shaker Financial Services LLC ($18.18K), Northwestern Mutual Wealth Management Co. ($15.82K), J.W. Cole Advisors Inc. ($10.47K), Osaic Holdings Inc. ($8.71K), and HighTower Advisors LLC ($6.38K).

Institutional investors have sold a total of 157,506 shares in the last 24 months. This volume of shares sold represents approximately $2.08M in transactions.

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Institutional ownership data for NYSE:FOF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.

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Cohen & Steers Closed-End Opportunity Fund (FOF) Institutional Ownership

FOF Institutional Buying and Selling by Quarter

Cohen & Steers Closed-End Opportunity Fund Major Shareholders & Ownership History

FOF Institutional Ownership - Frequently Asked Questions

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Cohen & Steers Closed-End Opportunity Fund (FOF) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Cohen & Steers Closed-End Opportunity Fund (NYSE:FOF)

FOF Institutional Buying and Selling by Quarter

Cohen & Steers Closed-End Opportunity Fund Major Shareholders & Ownership History

FOF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FOF shares?

Which institutional investors have been buying Cohen & Steers Closed-End Opportunity Fund's stock?

How much institutional buying is happening at Cohen & Steers Closed-End Opportunity Fund?

Which of Cohen & Steers Closed-End Opportunity Fund's major shareholders have been selling company stock?

How much institutional selling is happening at Cohen & Steers Closed-End Opportunity Fund?

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