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 |
|---|---|---|---|---|---|---|---|
|
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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.7K+ 11.04% |
$363K - $400K
|
309K
$3.93M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27.6K+ 34.49% |
$327K - $360K
|
108K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
13.9KNew |
$165K - $182K
|
13.9K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13K+ 2.48% |
$153K - $169K
|
536K
$6.81M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.1KNew |
$120K - $132K
|
10.1K
$129K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.76K+ 4.36% |
$115K - $127K
|
234K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.97K+ 2.22% |
$58.8K - $64.8K
|
229K
$2.91M
|
|
|
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 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.49K+ 4.79% |
$29.4K - $32.4K
|
54.4K
$691K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.4K+ 10.17% |
$28.4K - $31.3K
|
26K
$330K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.59KNew |
$18.8K - $20.7K
|
1.59K
$20.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.47K+ 5.4% |
$17.4K - $19.1K
|
28.7K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.31K+ 5.94% |
$15.5K - $17.1K
|
23.4K
$298K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$11.8K - $13K
|
1K
$12.7K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
351+ 0.54% |
$4.15K - $4.57K
|
65.9K
$838K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
300New |
$3.55K - $3.91K
|
300
$3.81K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
250New |
$2.96K - $3.26K
|
250
$3.18K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
225+ 1.99% |
$2.66K - $2.93K
|
11.5K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
196+ 1.62% |
$2.32K - $2.55K
|
12.3K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
105+ 1.42% |
$1.24K - $1.37K
|
7.51K
$95.5K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
105+ 8.22% |
$1.24K - $1.37K
|
1.38K
$17.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12+ 0.2% |
$142 - $156
|
6.14K
$78.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 2.09% |
$82.8 - $91.2
|
342
$4.35K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4New |
$47.3 - $52.1
|
4
$50.8
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 6.67% |
$11.8 - $13
|
16
$203
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10KNew |
$124K - $133K
|
10K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.75K+ 19.28% |
$34K - $36.7K
|
17K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
590New |
$7.29K - $7.87K
|
590
$7.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
142New |
$1.76K - $1.89K
|
142
$1.8K
|
|
| Q3 2024 | |||||||
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6KNew |
$70.4K - $78K
|
6K
$76.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.59K+ 4.44% |
$53.8K - $59.6K
|
108K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.19KNew |
$25.6K - $28.4K
|
2.19K
$27.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.5KNew |
$17.6K - $19.5K
|
1.5K
$19.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.43KNew |
$16.7K - $18.5K
|
1.43K
$18.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
193+ 1.76% |
$2.26K - $2.51K
|
11.2K
$142K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
151KNew |
$1.66M - $1.81M
|
151K
$1.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.89K+ 19.32% |
$97.9K - $107K
|
54.9K
$698K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.6KNew |
$28.6K - $31.2K
|
2.6K
$33K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.4KNew |
$26.4K - $28.8K
|
2.4K
$30.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$22K - $24K
|
2K
$25.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
72New |
$793 - $864
|
72
$915
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.8KNew |
$142K - $150K
|
12.8K
$163K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.3KNew |
$114K - $121K
|
10.3K
$131K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.2KNew |
$113K - $119K
|
10.2K
$130K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30New |
$332 - $351
|
30
$381
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$115K - $135K
|
12K
$153K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$14.6K - $17.1K
|
1.52K
$19.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
313+ 100.0% |
$3K - $3.52K
|
626
$7.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
219New |
$2.1K - $2.46K
|
219
$2.78K
|
|