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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.5K+ 3.91% |
$603K - $726K
|
1.53M
$19.8M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47K+ 5.17% |
$492K - $593K
|
955K
$12.4M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.5K+ 17.25% |
$446K - $537K
|
289K
$3.75M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
31.6K+ 14.93% |
$331K - $399K
|
243K
$3.15M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.6KNew |
$247K - $297K
|
23.6K
$305K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.9K+ 6.77% |
$219K - $264K
|
330K
$4.27M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
20.4KNew |
$213K - $257K
|
20.4K
$264K
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
14.2KNew |
$148K - $179K
|
14.2K
$183K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.9K+ 12.94% |
$146K - $176K
|
122K
$1.58M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$145K - $175K
|
13.9K
$180K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13K+ 5.67% |
$136K - $164K
|
242K
$3.14M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.9KNew |
$125K - $151K
|
11.9K
$155K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9K+ 53.42% |
$94.3K - $114K
|
25.8K
$335K
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.94K+ 36.19% |
$51.8K - $62.3K
|
18.6K
$241K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.89K+ 7.42% |
$51.2K - $61.7K
|
70.8K
$917K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.01K+ 1.33% |
$21K - $25.3K
|
153K
$1.98M
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.22K+ 6.27% |
$12.8K - $15.4K
|
20.7K
$269K
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
771+ 4.76% |
$8.08K - $9.73K
|
17K
$220K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
365+ 0.16% |
$3.83K - $4.61K
|
234K
$3.03M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
235+ 2.04% |
$2.46K - $2.97K
|
11.7K
$152K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
111+ 1.48% |
$1.16K - $1.4K
|
7.62K
$98.8K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
91+ 0.53% |
$954 - $1.15K
|
17.2K
$223K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12+ 0.2% |
$126 - $151
|
6.16K
$79.8K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
8+ 50.0% |
$83.8 - $101
|
24
$311
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
8+ 2.34% |
$83.8 - $101
|
350
$4.54K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 2.0% |
$52.4 - $63.1
|
255
$3.3K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
43.4KNew |
$513K - $566K
|
43.4K
$562K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
13.9KNew |
$165K - $182K
|
13.9K
$181K
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.4K+ 10.17% |
$28.4K - $31.3K
|
26K
$337K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.59KNew |
$18.8K - $20.7K
|
1.59K
$20.6K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.47K+ 5.4% |
$17.4K - $19.1K
|
28.7K
$372K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$11.8K - $13K
|
1K
$13K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
300New |
$3.55K - $3.91K
|
300
$3.89K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
105+ 8.22% |
$1.24K - $1.37K
|
1.38K
$17.9K
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4New |
$47.3 - $52.1
|
4
$51.8
|
|
Q4 2024 | |||||||
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10KNew |
$124K - $133K
|
10K
$130K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.75K+ 19.28% |
$34K - $36.7K
|
17K
$221K
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
590New |
$7.29K - $7.87K
|
590
$7.65K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
142New |
$1.76K - $1.89K
|
142
$1.84K
|
|
Q3 2024 | |||||||
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6KNew |
$70.4K - $78K
|
6K
$77.8K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.59K+ 4.44% |
$53.8K - $59.6K
|
108K
$1.4M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.19KNew |
$25.6K - $28.4K
|
2.19K
$28.3K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.5KNew |
$17.6K - $19.5K
|
1.5K
$19.4K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.43KNew |
$16.7K - $18.5K
|
1.43K
$18.5K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
193+ 1.76% |
$2.26K - $2.51K
|
11.2K
$145K
|
|
Q2 2024 | |||||||
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.89K+ 19.32% |
$97.9K - $107K
|
54.9K
$712K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.6KNew |
$28.6K - $31.2K
|
2.6K
$33.6K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.4KNew |
$26.4K - $28.8K
|
2.4K
$31.1K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$22K - $24K
|
2K
$25.9K
|