Latest Institutional Purchases of Cohen & Steers Closed End Opportunity Fund, Inc. (FOF)
This list provides information on the latest institutional transactions involving Cohen & Steers Closed End Opportunity Fund, Inc. (FOF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.3KNew |
$555K - $615K
|
47.3K
$584K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.1K+ 6.33% |
$541K - $599K
|
774K
$9.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.7K+ 8.0% |
$419K - $464K
|
482K
$5.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.4K+ 24.43% |
$251K - $279K
|
109K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$120K - $134K
|
10.3K
$127K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.06K+ 40.11% |
$71.1K - $78.8K
|
21.2K
$262K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6KNew |
$70.4K - $78K
|
6K
$74.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.13K+ 0.34% |
$60.2K - $66.7K
|
1.5M
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.59K+ 4.44% |
$53.8K - $59.6K
|
108K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.99K+ 1.31% |
$35K - $38.8K
|
231K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.19KNew |
$25.6K - $28.4K
|
2.19K
$27K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2K+ 17.17% |
$23.5K - $26K
|
13.7K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.81K+ 2.03% |
$21.2K - $23.5K
|
91.1K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.65K+ 2.52% |
$19.4K - $21.5K
|
67.1K
$829K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.5KNew |
$17.6K - $19.5K
|
1.5K
$18.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.43KNew |
$16.7K - $18.5K
|
1.43K
$17.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.21K+ 19.82% |
$14.2K - $15.7K
|
7.32K
$90.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
777+ 3.2% |
$9.11K - $10.1K
|
25.1K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
600New |
$7.04K - $7.8K
|
600
$7.42K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
193+ 1.76% |
$2.26K - $2.51K
|
11.2K
$138K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104+ 0.38% |
$1.22K - $1.35K
|
27.1K
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
84+ 0.38% |
$985 - $1.09K
|
21.9K
$271K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
83+ 0.48% |
$974 - $1.08K
|
17.2K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
51+ 1.28% |
$598 - $663
|
4.04K
$49.9K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
151KNew |
$1.66M - $1.81M
|
151K
$1.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.89K+ 19.32% |
$97.9K - $107K
|
54.9K
$679K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.6KNew |
$28.6K - $31.2K
|
2.6K
$32.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.4KNew |
$26.4K - $28.8K
|
2.4K
$29.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$22K - $24K
|
2K
$24.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.25K+ 5.16% |
$13.8K - $15K
|
25.5K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
78+ 0.61% |
$859 - $936
|
12.9K
$159K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
72New |
$793 - $864
|
72
$890
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 33.33% |
$11 - $12
|
4
$49.4
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.8KNew |
$142K - $150K
|
12.8K
$159K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.3KNew |
$114K - $121K
|
10.3K
$128K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.2KNew |
$113K - $119K
|
10.2K
$126K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.13KNew |
$23.5K - $24.9K
|
2.13K
$26.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
400New |
$4.42K - $4.68K
|
400
$4.94K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30New |
$332 - $351
|
30
$371
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$115K - $135K
|
12K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
7.5K+ 27.08% |
$71.9K - $84.4K
|
35.2K
$435K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$14.6K - $17.1K
|
1.52K
$18.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
313+ 100.0% |
$3K - $3.52K
|
626
$7.74K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
219New |
$2.1K - $2.46K
|
219
$2.71K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
151New |
$1.45K - $1.7K
|
151
$1.87K
|
|
| Q3 2023 | |||||||
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.3KNew |
$145K - $159K
|
14.3K
$176K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.86K+ 4.92% |
$80.1K - $87.7K
|
168K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
498New |
$5.07K - $5.55K
|
498
$6.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
407New |
$4.15K - $4.54K
|
407
$5.03K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
23+ 1.56% |
$234 - $256
|
1.5K
$18.5K
|
|