Latest Institutional Transactions on Cohen & Steers Closed End Opportunity Fund, Inc. (FOF)
This table provides information on the latest institutional transactions involving Cohen & Steers Closed End Opportunity Fund, Inc. (FOF) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
308+ 1283.33% |
$3.89K - $4.05K
|
332
$4.33K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
600New |
$7.58K - $7.88K
|
600
$7.82K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-959- 7.99% |
$12.1K - $12.6K
|
11K
$144K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.48K+ 9.5% |
$120K - $125K
|
109K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
242+ 2.03% |
$3.06K - $3.18K
|
12.2K
$159K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
825New |
$10.4K - $10.8K
|
825
$10.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.6K+ 2.44% |
$159K - $165K
|
529K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.4K- 2.97% |
$574K - $597K
|
1.48M
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26K+ 117.21% |
$328K - $341K
|
48.2K
$628K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.4K+ 3.54% |
$68.1K - $70.9K
|
158K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
780+ 3.83% |
$9.85K - $10.2K
|
21.1K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.2K+ 13.11% |
$546K - $568K
|
373K
$4.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10K+ 3.47% |
$127K - $132K
|
299K
$3.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.35K+ 0.55% |
$17K - $17.7K
|
245K
$3.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.3KNew |
$181K - $188K
|
14.3K
$186K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.59K+ 15.24% |
$45.4K - $47.2K
|
27.2K
$354K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 1.58% |
$190K - $198K
|
970K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.61K+ 27.15% |
$58.2K - $60.5K
|
21.6K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
58+ 0.34% |
$733 - $762
|
17.3K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.57KNew |
$32.4K - $33.7K
|
2.57K
$33.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.01K+ 1.95% |
$12.7K - $13.2K
|
52.7K
$687K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1KNew |
$12.6K - $13.1K
|
1K
$13K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.21% |
$316 - $329
|
12.2K
$159K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.59KNew |
$45.3K - $47.2K
|
3.59K
$46.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.03K+ 10.92% |
$25.6K - $26.7K
|
20.6K
$269K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 4.67% |
$49K - $51K
|
79.2K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.95K+ 9.37% |
$24.6K - $25.6K
|
22.7K
$296K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2K+ 8.4% |
$129K - $134K
|
132K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
476+ 3.87% |
$6.01K - $6.25K
|
12.8K
$167K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 1.57% |
$50.5 - $52.6
|
259
$3.38K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.2KNew |
$27.8K - $28.9K
|
2.2K
$28.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.2K- 9.48% |
$15.2K - $15.8K
|
11.5K
$150K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2K+ 8.97% |
$25.3K - $26.3K
|
24.3K
$317K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.1KNew |
$165K - $172K
|
13.1K
$170K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 2.0% |
$88.4 - $92
|
357
$4.66K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-582- 9.46% |
$7.35K - $7.65K
|
5.57K
$72.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.3K- 9.97% |
$295K - $307K
|
211K
$2.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
99.4K+ 702.05% |
$1.25M - $1.31M
|
114K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
223+ 1.9% |
$2.82K - $2.93K
|
12K
$156K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3+ 0.03% |
$37.9 - $39.4
|
10K
$131K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13K+ 5.67% |
$136K - $164K
|
242K
$3.16M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
14.6KNew |
$153K - $184K
|
14.6K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$145K - $175K
|
13.9K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3K- 11.45% |
$31.4K - $37.9K
|
23.2K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1K- 9.02% |
$10.5K - $12.6K
|
10.1K
$132K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-170- 43.48% |
$1.78K - $2.15K
|
221
$2.88K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-15.8K- 60.55% |
$166K - $199K
|
10.3K
$134K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.89K+ 7.42% |
$51.2K - $61.7K
|
70.8K
$923K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.69K- 5.79% |
$28.2K - $34K
|
43.8K
$571K
|
|