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 |
---|---|---|---|---|---|---|---|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.41KNew |
$91.6K - $98.8K
|
7.41K
$91.5K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.3K+ 8.36% |
$498K - $538K
|
523K
$6.46M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
60+ 0.22% |
$742 - $800
|
27.2K
$336K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
83+ 0.48% |
$1.03K - $1.11K
|
17.3K
$214K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.2K- 5.72% |
$163K - $176K
|
218K
$2.69M
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.24K+ 12.9% |
$40K - $43.2K
|
28.3K
$350K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.19K- 16.24% |
$14.7K - $15.9K
|
6.13K
$75.7K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-292- 1.29% |
$3.61K - $3.9K
|
22.3K
$275K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.28KNew |
$15.8K - $17K
|
1.28K
$15.8K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.45K+ 9.8% |
$42.7K - $46K
|
38.7K
$477K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.73K+ 0.31% |
$58.4K - $63.1K
|
1.51M
$18.6M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.5K- 4.97% |
$18.5K - $20K
|
28.7K
$354K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.32K+ 4.34% |
$115K - $124K
|
224K
$2.77M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
946+ 4.47% |
$11.7K - $12.6K
|
22.1K
$273K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.75K+ 19.28% |
$34K - $36.7K
|
17K
$210K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-102- 2.53% |
$1.26K - $1.36K
|
3.94K
$48.6K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.67K+ 16.28% |
$20.7K - $22.3K
|
11.9K
$148K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.6K- 8.04% |
$267K - $289K
|
247K
$3.06M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-780- 3.56% |
$9.64K - $10.4K
|
21.2K
$261K
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10KNew |
$124K - $133K
|
10K
$124K
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
590New |
$7.29K - $7.87K
|
590
$7.29K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 18.06% |
$1.73M - $1.86M
|
914K
$11.3M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-692- 5.42% |
$8.55K - $9.23K
|
12.1K
$149K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
142New |
$1.76K - $1.89K
|
142
$1.75K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
444+ 0.2% |
$5.49K - $5.92K
|
224K
$2.76M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-364- 0.7% |
$4.5K - $4.86K
|
51.9K
$641K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-161- 9.94% |
$1.99K - $2.15K
|
1.46K
$18K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.93K+ 7.26% |
$98K - $106K
|
117K
$1.45M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.1K- 16.01% |
$274K - $295K
|
116K
$1.43M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-103- 0.11% |
$1.27K - $1.37K
|
91K
$1.12M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
278KNew |
$3.44M - $3.71M
|
278K
$3.43M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.54K- 2.3% |
$19.1K - $20.6K
|
65.6K
$810K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-439- 2.53% |
$5.43K - $5.86K
|
16.9K
$209K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.8K+ 69.36% |
$405K - $437K
|
80.1K
$989K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-385- 96.25% |
$4.76K - $5.14K
|
15
$185
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.5K- 14.71% |
$55.6K - $60K
|
26.1K
$322K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-250- 1.87% |
$3.09K - $3.34K
|
13.1K
$162K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6.02K- 20.49% |
$74.4K - $80.3K
|
23.4K
$288K
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
11.1KNew |
$137K - $148K
|
11.1K
$137K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-293- 46.66% |
$3.62K - $3.91K
|
335
$4.14K
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.89K- 7.42% |
$23.4K - $25.2K
|
23.6K
$291K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-999- 99.9% |
$12.3K - $13.3K
|
1
$12.4
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
211+ 1.91% |
$2.61K - $2.81K
|
11.3K
$139K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
193+ 1.76% |
$2.26K - $2.51K
|
11.2K
$138K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.43KNew |
$16.7K - $18.5K
|
1.43K
$17.6K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
600New |
$7.04K - $7.8K
|
600
$7.41K
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2K+ 17.17% |
$23.5K - $26K
|
13.7K
$169K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.5KNew |
$17.6K - $19.5K
|
1.5K
$18.5K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-317- 62.77% |
$3.72K - $4.12K
|
188
$2.32K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.19KNew |
$25.6K - $28.4K
|
2.19K
$27K
|