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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.94K+ 36.19% |
$51.8K - $62.3K
|
18.6K
$236K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-431- 39.8% |
$5.1K - $5.62K
|
652
$8.29K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.7K- 2.44% |
$434K - $478K
|
1.47M
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
105+ 1.42% |
$1.24K - $1.37K
|
7.51K
$95.5K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.97K+ 2.22% |
$58.8K - $64.8K
|
229K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13K+ 2.48% |
$153K - $169K
|
536K
$6.81M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.25K+ 35.61% |
$50.3K - $55.4K
|
16.2K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.5K- 8.71% |
$29.6K - $32.6K
|
26.2K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
196+ 1.62% |
$2.32K - $2.55K
|
12.3K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.45K- 14.1% |
$64.5K - $71K
|
33.2K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.13KClosed |
$25.2K - $27.7K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4New |
$47.3 - $52.1
|
4
$50.8
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.49K+ 4.79% |
$29.4K - $32.4K
|
54.4K
$691K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.2K- 2.73% |
$37.9K - $41.7K
|
114K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.13% |
$189 - $208
|
12.2K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-787- 0.32% |
$9.31K - $10.3K
|
247K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.7K+ 11.04% |
$363K - $400K
|
309K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.16K- 2.83% |
$72.9K - $80.3K
|
212K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.21K- 7.8% |
$26.2K - $28.8K
|
26.1K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
105+ 8.22% |
$1.24K - $1.37K
|
1.38K
$17.6K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.5K- 17.64% |
$242K - $267K
|
95.6K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-81- 0.48% |
$958 - $1.06K
|
16.8K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.76K+ 4.36% |
$115K - $127K
|
234K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
300New |
$3.55K - $3.91K
|
300
$3.81K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 33.33% |
$1.18K - $1.3K
|
200
$2.54K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12+ 0.2% |
$142 - $156
|
6.14K
$78.1K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-161- 0.93% |
$1.9K - $2.1K
|
17.1K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.63K- 0.62% |
$66.6K - $73.4K
|
908K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.31K+ 5.94% |
$15.5K - $17.1K
|
23.4K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.63K- 7.71% |
$19.3K - $21.2K
|
19.5K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
13.9KNew |
$165K - $182K
|
13.9K
$177K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
351+ 0.54% |
$4.15K - $4.57K
|
65.9K
$838K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1- 0.01% |
$11.8 - $13
|
11.1K
$141K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27.6K+ 34.49% |
$327K - $360K
|
108K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.1KNew |
$120K - $132K
|
10.1K
$129K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-239- 1.91% |
$2.83K - $3.11K
|
12.3K
$156K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 6.67% |
$11.8 - $13
|
16
$203
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-10.7K- 45.89% |
$127K - $140K
|
12.6K
$161K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 2.09% |
$82.8 - $91.2
|
342
$4.35K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.4K+ 10.17% |
$28.4K - $31.3K
|
26K
$330K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.47K+ 5.4% |
$17.4K - $19.1K
|
28.7K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-20- 0.15% |
$237 - $261
|
13.1K
$167K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
250New |
$2.96K - $3.26K
|
250
$3.18K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$11.8K - $13K
|
1K
$12.7K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.59KNew |
$18.8K - $20.7K
|
1.59K
$20.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
225+ 1.99% |
$2.66K - $2.93K
|
11.5K
$146K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.4K- 4.23% |
$54.4K - $58.7K
|
99.6K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-292- 1.29% |
$3.61K - $3.9K
|
22.3K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.75K+ 19.28% |
$34K - $36.7K
|
17K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-102- 2.53% |
$1.26K - $1.36K
|
3.94K
$50K
|
|