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

Cohen & Steers Closed-End Opportunity Fund logo
$13.70 -0.02 (-0.11%)
Closing price 07/21/2026 03:58 PM Eastern
Extended Trading
$13.84 +0.13 (+0.95%)
As of 07:38 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$6.23M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$2.18M
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FOF Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,710$176K0.0%N/A0.000%
5/19/2026Bank of America Corp DE551,868$7.08M0.0%+1.8%0.000%
5/18/2026Royal Bank of Canada233,633$3.00M0.0%-8.7%0.000%
5/13/2026Cetera Investment Advisers53,158$682K0.0%-4.6%0.000%
5/1/2026Fifth Third Bancorp33,200$426K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC33,876$435K0.0%+2.9%0.000%
2/18/2026Garton & Associates Financial Advisors LLC4,160$55K0.0%N/A0.000%
2/17/2026Cetera Investment Advisers55,744$736K0.0%+15.7%0.000%
2/17/2026Osaic Holdings Inc.104,781$1.38M0.0%-4.0%0.000%
2/17/2026Royal Bank of Canada255,818$3.38M0.0%+8.0%0.000%
2/16/2026MML Investors Services LLC10,538$139K0.0%-13.5%0.000%
2/13/2026Kestra Advisory Services LLC32,910$434K0.0%+130.2%0.000%
2/13/2026Stifel Financial Corp31,220$412K0.0%+14.9%0.000%
2/13/2026Wells Fargo & Company MN328,068$4.33M0.0%+9.6%0.000%
2/12/2026Jane Street Group LLC11,492$152K0.0%N/A0.000%
2/12/2026Commonwealth Equity Services LLC208,861$2.76M0.0%-0.8%0.000%
2/12/2026Wedbush Securities Inc.24,346$321K0.0%+7.3%0.000%
2/12/2026Principal Securities Inc.11,080$146K0.0%+7.6%0.000%
2/11/2026LPL Financial LLC917,228$12.11M0.0%-5.4%0.000%
2/11/2026J.W. Cole Advisors Inc.121,384$1.60M0.0%-7.9%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.29,233$386K0.0%+164.8%0.000%
2/10/2026IFG Advisory LLC12,012$159K0.0%-30.5%0.000%
2/6/2026EverSource Wealth Advisors LLC12,157$160K0.0%-21.9%0.000%
2/6/2026HighTower Advisors LLC74,984$990K0.0%-5.3%0.000%
2/5/2026Kapstone Financial Advisors LLC21,390$282K0.1%+3.7%0.000%
2/3/2026MGO One Seven LLC18,212$240K0.0%-25.1%0.000%
2/2/2026Benjamin Edwards Inc.15,317$202K0.0%+17.4%0.000%
1/29/2026UBS Group AG249,572$3.29M0.0%+2.0%0.000%
1/26/2026 Shaker Financial Services LLC95,327$1.26M0.4%-16.0%0.000%
1/26/2026 Merit Financial Group LLC10,956$145K0.0%-8.4%0.000%
1/13/2026Dakota Wealth Management13,973$184K0.0%N/A0.000%
11/17/2025Northwestern Mutual Wealth Management Co.11,039$144K0.0%-8.0%0.000%
11/17/2025Mariner LLC157,974$2.06M0.0%+3.5%0.000%
11/17/2025Bank of America Corp DE528,537$6.89M0.0%+2.4%0.000%
11/14/2025Raymond James Financial Inc.372,929$4.86M0.0%+13.1%0.000%
11/13/2025UBS Group AG244,605$3.19M0.0%+0.6%0.000%
11/12/2025Level Four Advisory Services LLC21,575$281K0.0%+27.2%0.000%
11/12/2025Huntington National Bank2,568$33K0.0%N/A0.000%
11/10/2025Clearstead Advisors LLC52,702$687K0.0%+1.9%0.000%
11/7/2025Kapstone Financial Advisors LLC20,620$269K0.1%+10.9%0.000%
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11/6/2025Wedbush Securities Inc.22,694$296K0.0%+9.4%0.000%
11/5/2025J.W. Cole Advisors Inc.131,850$1.72M0.0%+8.4%0.000%
10/28/2025Wolverine Asset Management LLC2,201$29K0.0%N/A0.000%
10/28/2025Silverlake Wealth Management LLC11,470$150K0.0%-9.5%0.000%
10/24/2025MGO One Seven LLC24,306$317K0.0%+9.0%0.000%
10/23/2025Benjamin Edwards Inc.13,052$170K0.0%N/A0.000%
10/22/2025 Shaker Financial Services LLC113,506$1.48M0.5%+702.0%0.000%
9/9/2025NWF Advisory Services Inc.50,173$633K0.1%+15.6%0.000%
9/4/2025Osaic Holdings Inc.99,705$1.26M0.0%-4.1%0.000%
8/19/2025Newbridge Financial Services Group Inc.14,561$184K0.0%N/A0.000%
8/15/2025Bank of America Corp DE515,946$6.51M0.0%-3.7%0.000%
8/15/2025Ameriprise Financial Inc.23,200$293K0.0%-11.5%0.000%
8/14/2025Raymond James Financial Inc.329,715$4.16M0.0%+6.8%0.000%
8/13/2025Level Four Advisory Services LLC16,968$214K0.0%+4.8%0.000%
8/12/2025J.W. Cole Advisors Inc.121,634$1.54M0.0%+12.9%0.000%
8/12/2025JPMorgan Chase & Co.3,590$45K0.0%N/A0.000%
8/8/2025Cetera Investment Advisers22,173$280K0.0%-5.3%0.000%
8/6/2025Wedbush Securities Inc.20,749$262K0.0%+6.3%0.000%
8/6/2025Financial Alternatives Inc43,796$553K0.4%-5.8%0.000%
8/5/2025 Shaker Financial Services LLC14,152$179K0.1%N/A0.000%
7/25/2025Atria Wealth Solutions Inc.25,833$326K0.0%+53.4%0.000%
7/15/2025 LVZ Inc.10,935$138K0.0%-23.7%0.000%
7/11/2025Kapstone Financial Advisors LLC18,590$235K0.1%+36.2%0.000%
5/15/2025Royal Bank of Canada229,100$2.77M0.0%+2.2%0.000%
5/14/2025Comerica Bank33,200$401K0.0%-14.1%0.000%
5/13/2025SFI Advisors LLC26,119$315K0.2%-7.8%0.000%
5/13/2025Raymond James Financial Inc.308,816$3.73M0.0%+11.0%0.000%
5/13/2025HighTower Advisors LLC95,617$1.15M0.0%-17.6%0.000%
5/7/2025LPL Financial LLC907,966$10.96M0.0%-0.6%0.000%
5/6/2025Cetera Investment Advisers23,425$283K0.0%+5.9%0.000%
5/6/2025Wedbush Securities Inc.19,525$236K0.0%-7.7%0.000%
5/6/2025Readystate Asset Management LP13,936$168K0.0%N/A0.000%
5/5/2025J.W. Cole Advisors Inc.107,694$1.30M0.0%+34.5%0.000%
5/2/2025Independent Wealth Network Inc.10,146$122K0.0%N/A0.000%
4/30/2025Silverlake Wealth Management LLC12,636$153K0.1%-45.9%0.000%
4/23/2025Saxony Capital Management LLC26,002$314K0.3%+10.2%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.28,676$346K0.0%+5.4%0.000%
2/24/2025Ameriflex Group Inc.7,407$93K0.0%N/A0.000%
2/17/2025EP Wealth Advisors LLC17,016$216K0.0%+19.3%0.000%
2/17/2025CoreCap Advisors LLC6,131$78K0.0%-16.2%0.000%
2/17/2025Cetera Investment Advisers22,112$281K0.0%+4.5%0.000%
2/17/2025Bank of America Corp DE522,690$6.64M0.0%+8.4%0.000%
2/17/2025Ameriprise Financial Inc.28,700$364K0.0%-5.0%0.000%
2/14/2025Comerica Bank38,651$491K0.0%+9.8%0.000%
2/13/2025Raymond James Financial Inc.278,123$3.53M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN247,465$3.14M0.0%-8.0%0.000%
2/12/2025Level Four Advisory Services LLC11,944$152K0.0%+16.3%0.000%
2/12/2025Bay Capital Advisors LLC10,000$127K0.1%N/A0.000%
2/11/2025LPL Financial LLC913,599$11.60M0.0%+18.1%0.000%
2/10/2025Thrivent Financial for Lutherans117,093$1.49M0.0%+7.3%0.000%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
2/7/2025HighTower Advisors LLC116,103$1.48M0.0%-16.0%0.000%
2/6/2025Raymond James Financial Inc.278,123$3.53M0.0%N/A0.000%
2/3/2025Private Advisor Group LLC65,550$832K0.0%-2.3%0.000%
1/31/2025J.W. Cole Advisors Inc.80,077$1.02M0.0%+69.4%0.000%
1/30/2025Principal Securities Inc.26,093$331K0.0%-14.7%0.000%
1/27/2025Silverlake Wealth Management LLC23,353$297K0.1%-20.5%0.000%
1/27/2025Sargent Investment Group LLC11,086$140K0.0%N/A0.000%
1/23/2025Saxony Capital Management LLC23,602$300K0.3%-7.4%0.000%
11/15/2024HighTower Advisors LLC138,232$1.79M0.0%-2.8%0.000%
11/7/2024Thrivent Financial for Lutherans109,165$1.42M0.0%+24.4%0.000%


FOF Institutional Ownership - Frequently Asked Questions

During the previous two years, 58 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 46 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), Fifth Third Bancorp ($33.20K), and Thrivent Financial for Lutherans ($29.36K).

Institutional investors have bought a total of 478,978 shares in the last 24 months. This purchase volume represents approximately $6.23M in transactions.

Of the 18 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), Bank of America Corp DE ($19.72K), Shaker Financial Services LLC ($18.18K), J.W. Cole Advisors Inc. ($10.47K), Osaic Holdings Inc. ($8.71K), and MGO One Seven LLC ($6.09K).

Institutional investors have sold a total of 167,116 shares in the last 24 months. This volume of shares sold represents approximately $2.18M in transactions.



This page (NYSE:FOF) was last updated on 7/22/2026 by MarketBeat.com Staff.
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