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

Cohen & Steers Closed-End Opportunity Fund logo
$12.79 +0.02 (+0.16%)
Closing price 03:59 PM Eastern
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$12.78 -0.01 (-0.08%)
As of 05:14 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cohen & Steers Closed-End Opportunity Fund (NYSE:FOF)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$13.38M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$1.77M
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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
7/11/2025Kapstone 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%
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%
11/6/2024Kapstone Financial Advisors LLC13,650$177K0.1%+17.2%0.000%
10/24/2024J.W. Cole Advisors Inc.47,283$615K0.0%N/A0.000%
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10/24/2024GHP Investment Advisors Inc.2,185$28K0.0%N/A0.000%
10/22/2024Private Advisor Group LLC67,092$872K0.0%+2.5%0.000%
10/10/2024Silverlake Wealth Management LLC29,371$382K0.1%-14.5%0.000%
10/8/2024Future Financial Wealth Managment LLC6,000$78K0.1%N/A0.000%
8/13/2024Thrivent Financial for Lutherans87,732$1.05M0.0%-19.9%0.000%
8/7/2024Wedbush Securities Inc.21,851$261K0.0%-4.7%0.000%
8/5/2024Private Advisor Group LLC65,442$782K0.0%+37.8%0.000%
8/3/2024Kapstone Financial Advisors LLC11,650$139K0.1%N/A0.000%
7/31/2024Commonwealth Equity Services LLC419,457$5.01M0.0%+7.1%0.000%
7/26/2024Saxony Capital Management LLC25,493$305K0.3%+5.2%0.000%
7/25/2024Raymond James Trust N.A.54,925$656K0.0%+19.3%0.000%
7/19/2024Raymond James & Associates103,249$1.23M0.0%-4.4%0.000%
5/1/2024Concourse Financial Group Securities Inc.2,129$25K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC391,818$4.58M0.0%+14.4%0.000%
4/25/2024L.M. Kohn & Company13,387$156K0.0%-6.3%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.112,172$1.31M0.0%-16.5%0.000%
4/18/2024Silverlake Wealth Management LLC34,305$401K0.2%-16.9%0.000%
4/15/2024Future Financial Wealth Managment LLC8,500$99K0.1%N/A0.000%
2/12/2024Tradition Wealth Management LLC6,450$72K0.0%-35.2%0.000%
2/7/2024Principal Securities Inc.28,243$316K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC46,645$522K0.0%+3.4%0.000%
2/6/2024Spire Wealth Management2,542$28K0.0%-38.8%0.000%
2/6/2024Merit Financial Group LLC12,884$144K0.0%-7.2%0.000%
2/2/2024Atria Wealth Solutions Inc.24,881$279K0.0%-26.7%0.000%
1/29/2024Saxony Capital Management LLC24,243$272K0.4%N/A0.000%
1/22/2024Silverlake Wealth Management LLC41,272$462K0.3%-6.7%0.000%
1/16/2024Raymond James & Associates108,869$1.22M0.0%+7.9%0.000%
1/16/2024CoreCap Advisors LLC10,083$113K0.0%-20.1%0.000%
1/11/2024Brookstone Capital Management18,814$211K0.0%-17.6%0.000%
11/24/2023EP Wealth Advisors LLC14,266$147K0.0%N/A0.000%
11/13/2023LPL Financial LLC639,327$6.60M0.0%+3.5%0.000%
11/9/2023UBS Group AG269,026$2.78M0.0%-2.4%0.000%
11/8/2023HighTower Advisors LLC160,705$1.66M0.0%-10.8%0.000%
11/8/2023Atria Wealth Solutions Inc.33,954$350K0.0%+26.9%0.000%
11/6/2023L.M. Kohn & Company14,287$147K0.1%+24.4%0.000%
11/3/2023Private Advisor Group LLC45,103$465K0.0%-2.2%0.000%
11/2/2023Shaker Financial Services LLC51,456$531K0.2%-52.7%0.000%
10/30/2023SFI Advisors LLC12,990$134K0.1%-34.8%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.134,399$1.39M0.0%+4.6%0.000%
10/24/2023Raymond James & Associates100,867$1.04M0.0%+10.2%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.23,437$242K0.0%+10.5%0.000%
10/23/2023Commonwealth Equity Services LLC218,028$2.25M0.0%+5.8%0.000%
8/18/2023SFI Advisors LLC19,918$214K0.2%+64.8%0.000%
8/10/2023Commonwealth Equity Services LLC206,088$2.21M0.0%-14.5%0.000%
8/7/2023Shaker Financial Services LLC108,816$1.17M0.5%N/A0.000%
8/1/2023Merit Financial Group LLC13,884$149K0.0%+14.0%0.000%
7/31/2023LPL Financial LLC617,680$6.63M0.0%+4.1%0.000%
7/27/2023Virtu Financial LLC16,167$174K0.0%N/A0.000%
7/25/2023Raymond James Financial Services Advisors Inc.128,449$1.38M0.0%+5.1%0.000%
7/25/2023Raymond James & Associates91,518$983K0.0%+4.2%0.000%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
7/13/2023Cambridge Investment Research Advisors Inc.21,218$228K0.0%-9.5%0.000%
6/14/2023Atria Wealth Solutions Inc.26,067$286K0.0%N/A0.000%
5/15/2023ICA Group Wealth Management LLC11,895$130K0.0%+10.2%0.000%
5/12/2023Tradition Wealth Management LLC16,726$183K0.0%-27.1%0.000%
5/11/2023Commonwealth Equity Services LLC240,921$2.64M0.0%-3.3%0.000%
5/10/2023Private Advisor Group LLC46,118$505K0.0%N/A0.000%
5/10/2023LPL Financial LLC593,630$6.51M0.0%+10.1%0.000%
5/9/2023Wedbush Securities Inc.13,348$146K0.0%-14.4%0.000%
5/2/2023Sargent Investment Group LLC15,085$166K0.0%-21.0%0.000%
4/26/2023IFG Advisory LLC15,477$170K0.0%-14.1%0.000%
(Data available from 1/1/2016 forward)

FOF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FOF shares?

During the previous two years, 43 institutional investors and hedge funds held shares of Cohen & Steers Closed-End Opportunity Fund. The most heavily invested institutionals were LPL Financial LLC ($10.96M), Bank of America Corp DE ($6.64M), Commonwealth Equity Services LLC ($5.01M), Raymond James Financial Inc. ($3.73M), Wells Fargo & Company MN ($3.14M), UBS Group AG ($2.78M), and Royal Bank of Canada ($2.77M).Learn more on Cohen & Steers Closed-End Opportunity Fund's institutional investors.

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

Of the 33 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. ($586.94K), LPL Financial LLC ($185.48K), Shaker Financial Services LLC ($108.82K), J.W. Cole Advisors Inc. ($107.69K), Commonwealth Equity Services LLC ($88.80K), Bank of America Corp DE ($40.31K), and Thrivent Financial for Lutherans ($29.36K).

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

Institutional investors have bought a total of 1,059,799 shares in the last 24 months. This purchase volume represents approximately $13.38M in transactions.

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

Of the 14 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: HighTower Advisors LLC ($46.65K), Thrivent Financial for Lutherans ($21.74K), Silverlake Wealth Management LLC ($21.70K), Wells Fargo & Company MN ($21.63K), LPL Financial LLC ($5.63K), Comerica Bank ($5.45K), and Raymond James & Associates ($4.71K).

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

Institutional investors have sold a total of 143,053 shares in the last 24 months. This volume of shares sold represents approximately $1.77M in transactions.



This page (NYSE:FOF) was last updated on 7/11/2025 by MarketBeat.com Staff
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