Free Trial

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

+0.02 (+0.17%)
(As of 11:47 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
Get FOF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cohen & Steers Closed-End Opportunity Fund stock? Sign up for's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
5/1/2024 Concourse 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%
4/25/2024 L.M. Kohn & Company13,387$156K0.0%-6.3%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.112,172$1.31M0.0%-16.5%0.000%
4/18/2024 Silverlake Wealth Management LLC34,305$401K0.2%-16.9%0.000%
4/15/2024 Future Financial Wealth Managment LLC8,500$99K0.1%N/A0.000%
2/12/2024 Tradition Wealth Management LLC6,450$72K0.0%-35.2%0.000%
2/7/2024 Principal Securities Inc.28,243$316K0.0%N/A0.000%
2/6/2024 Private Advisor Group LLC46,645$522K0.0%+3.4%0.000%
2/6/2024 Spire Wealth Management2,542$28K0.0%-38.8%0.000%
2/6/2024 Merit Financial Group LLC12,884$144K0.0%-7.2%0.000%
2/2/2024 Atria Wealth Solutions Inc.24,881$279K0.0%-26.7%0.000%
1/29/2024 Saxony Capital Management LLC24,243$272K0.4%N/A0.000%
1/22/2024 Silverlake Wealth Management LLC41,272$462K0.3%-6.7%0.000%
1/16/2024 Raymond James & Associates108,869$1.22M0.0%+7.9%0.000%
1/16/2024CoreCap Advisors LLC10,083$113K0.0%-20.1%0.000%
1/11/2024 Brookstone Capital Management18,814$211K0.0%-17.6%0.000%
11/24/2023 EP Wealth Advisors LLC14,266$147K0.0%N/A0.000%
11/13/2023 LPL Financial LLC639,327$6.60M0.0%+3.5%0.000%
11/9/2023 UBS Group AG269,026$2.78M0.0%-2.4%0.000%
11/8/2023 HighTower Advisors LLC160,705$1.66M0.0%-10.8%0.000%
11/8/2023 Atria Wealth Solutions Inc.33,954$350K0.0%+26.9%0.000%
11/6/2023 L.M. Kohn & Company14,287$147K0.1%+24.4%0.000%
11/3/2023 Private Advisor Group LLC45,103$465K0.0%-2.2%0.000%
11/2/2023 Shaker Financial Services LLC51,456$531K0.2%-52.7%0.000%
10/30/2023 SFI Advisors LLC12,990$134K0.1%-34.8%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.134,399$1.39M0.0%+4.6%0.000%
10/24/2023 Raymond James & Associates100,867$1.04M0.0%+10.2%0.000%
10/24/2023 Cambridge 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%
8/18/2023 SFI Advisors LLC19,918$214K0.2%+64.8%0.000%
8/10/2023Commonwealth Equity Services LLC206,088$2.21M0.0%-14.5%0.000%
8/7/2023 Shaker Financial Services LLC108,816$1.17M0.5%N/A0.000%
8/1/2023 Merit Financial Group LLC13,884$149K0.0%+14.0%0.000%
7/31/2023 LPL Financial LLC617,680$6.63M0.0%+4.1%0.000%
7/27/2023Virtu Financial LLC16,167$174K0.0%N/A0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.128,449$1.38M0.0%+5.1%0.000%
7/25/2023 Raymond James & Associates91,518$983K0.0%+4.2%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.21,218$228K0.0%-9.5%0.000%
6/14/2023 Atria Wealth Solutions Inc.26,067$286K0.0%N/A0.000%
4 Cryptos BETTER than Bitcoin (Ad)

Former Wall Street Insider and Professional Money Manager Reveals 4 Cryptos BETTER Than Bitcoin

Click For My #1 FREE Crypto for 2024
5/15/2023 ICA Group Wealth Management LLC11,895$130K0.0%+10.2%0.000%
5/12/2023 Tradition Wealth Management LLC16,726$183K0.0%-27.1%0.000%
5/11/2023Commonwealth Equity Services LLC240,921$2.64M0.0%-3.3%0.000%
5/10/2023 Private Advisor Group LLC46,118$505K0.0%N/A0.000%
5/10/2023 LPL Financial LLC593,630$6.51M0.0%+10.1%0.000%
5/9/2023 Wedbush Securities Inc.13,348$146K0.0%-14.4%0.000%
5/2/2023 Sargent Investment Group LLC15,085$166K0.0%-21.0%0.000%
4/26/2023 IFG Advisory LLC15,477$170K0.0%-14.1%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.122,165$1.34M0.0%+2.2%0.000%
4/14/2023 Raymond James & Associates87,868$963K0.0%+152.1%0.000%
4/13/2023 Silverlake Wealth Management LLC44,469$487K0.3%-6.3%0.000%
3/10/2023 Financial Alternatives Inc46,487$486K0.5%N/A0.000%
2/10/2023 Motco125,804$5.35M0.4%N/A0.000%
2/9/2023 EverSource Wealth Advisors LLC12,235$128K0.0%N/A0.000%
2/9/2023 HighTower Advisors LLC182,205$1.90M0.0%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.119,488$1.25M0.0%+11.5%0.000%
2/8/2023 UBS Group AG245,343$2.56M0.0%-2.0%0.000%
2/7/2023Commonwealth Equity Services LLC249,168$2.60M0.0%-2.6%0.000%
2/7/2023 LPL Financial LLC538,961$5.63M0.0%+0.2%0.000%
2/7/2023 Hollencrest Capital Management2,700$28K0.0%N/A0.000%
2/3/2023 Shaker Financial Services LLC18,043$189K0.1%-58.6%0.000%
2/3/2023 Tradition Wealth Management LLC22,948$240K0.0%-11.9%0.000%
2/2/2023 Raymond James Trust N.A.46,032$481K0.0%+27.1%0.000%
1/31/2023 Kestra Advisory Services LLC11,273$118K0.0%-19.7%0.000%
1/31/2023 Wedbush Securities Inc.15,595$163K0.0%-22.3%0.000%
1/25/2023 MGO One Seven LLC31,134$325K0.0%-48.5%0.000%
1/18/2023 Private Advisor Group LLC51,177$535K0.0%-3.6%0.000%
1/17/2023 LVZ Inc.14,335$150K0.0%+10.3%0.000%
11/15/2022Commonwealth Equity Services LLC255,909$2.49M0.0%+0.9%0.000%
11/10/2022 Wolverine Asset Management LLC5,505$53K0.0%N/A0.000%
11/10/2022 UBS Group AG250,331$2.43M0.0%-1.2%0.000%
11/9/2022 Shaker Financial Services LLC43,564$423K0.2%N/A0.000%
11/1/2022 Kestra Advisory Services LLC14,031$136K0.0%+16.7%0.000%
10/31/2022 Raymond James Trust N.A.36,215$352K0.0%+88.2%0.000%
10/28/2022 IFG Advisory LLC17,944$174K0.0%+12.6%0.000%
10/25/2022Hightower 6M Holding LLC211,450$2.06M0.2%+1.1%0.000%
10/25/2022 Raymond James & Associates12,722$124K0.0%N/A0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.107,174$1.04M0.0%+20.5%0.000%
10/17/2022 Independent Wealth Network Inc.11,893$116K0.1%-12.1%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.19,352$188K0.0%+9.8%0.000%
10/14/2022 Private Advisor Group LLC53,077$516K0.0%-5.1%0.000%
10/11/2022 LVZ Inc.13,000$126K0.0%N/A0.000%
8/13/2022Virtu Financial LLC33,904$362K0.0%N/A0.000%
8/11/2022CoreCap Advisors LLC7,013$75K0.0%N/A0.000%
8/9/2022 SeaCrest Wealth Management LLC6,765$72K0.0%N/A0.000%
8/8/2022 Lokken Investment Group LLC16,519$176K0.1%-6.6%0.000%
8/5/2022 Landscape Capital Management L.L.C.14,032$150K0.0%N/A0.000%
8/4/2022 Northwestern Mutual Wealth Management Co.39,665$424K0.0%+4.7%0.000%
8/4/2022 IFG Advisory LLC15,931$170K0.0%+12.5%0.000%
8/2/2022 Tradition Wealth Management LLC26,867$287K0.0%-24.7%0.000%
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (Ad)

The latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty.

See why the elites are pouring billions into gold.
7/27/2022Hightower 6M Holding LLC209,137$2.23M0.2%-6.5%0.000%
7/26/2022 Independent Wealth Network Inc.13,533$145K0.1%+7.0%0.000%
7/22/2022 Spire Wealth Management4,581$49K0.0%-30.5%0.000%
7/19/2022Commonwealth Equity Services LLC253,656$2.71M0.0%-1.6%0.000%
7/14/2022 Raymond James Trust N.A.19,241$205K0.0%+47.1%0.000%
7/13/2022 Private Advisor Group LLC55,907$597K0.0%+16.5%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.17,624$188K0.0%+50.0%0.000%
5/25/2022 L.M. Kohn & Company11,489$149K0.1%N/A0.000%
5/11/2022 Lokken Investment Group LLC17,684$203K0.2%-7.7%0.000%
5/11/2022 Tradition Wealth Management LLC35,692$461K0.1%+2.9%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 ($6.60M), Motco ($5.35M), Commonwealth Equity Services LLC ($4.58M), UBS Group AG ($2.78M), Hightower 6M Holding LLC ($2.06M), HighTower Advisors LLC ($1.66M), and Raymond James Financial Services Advisors Inc. ($1.31M).Learn more on FOF's institutional investors.

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

Of the 34 institutional investors that purchased Cohen & Steers Closed-End Opportunity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HighTower Advisors LLC ($182.21K), Shaker Financial Services LLC ($152.38K), Motco ($125.80K), LPL Financial LLC ($101.62K), Raymond James & Associates ($86.73K), Commonwealth Equity Services LLC ($63.41K), and Private Advisor Group LLC ($55.56K).

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

Institutional investors have bought a total of 1,161,412 shares in the last 24 months. This purchase volume represents approximately $12.35M in transactions.

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

Of the 24 institutional investors that sold Cohen & Steers Closed-End Opportunity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($82.88K), Commonwealth Equity Services LLC ($53.97K), MGO One Seven LLC ($29.30K), Raymond James Financial Services Advisors Inc. ($22.10K), Tradition Wealth Management LLC ($21.64K), HighTower Advisors LLC ($19.46K), and UBS Group AG ($14.64K).

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

Institutional investors have sold a total of 326,216 shares in the last 24 months. This volume of shares sold represents approximately $3.48M in transactions.

This page (NYSE:FOF) was last updated on 5/21/2024 by Staff

From Our Partners