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 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.2KNew |
$166K - $180K
|
16.2K
$207K
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.39KNew |
$45K - $49K
|
4.39K
$56.1K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 2.4% |
$123 - $134
|
512
$6.54K
|
|
Q4 2022 | |||||||
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
46.5KNew |
$453K - $546K
|
46.5K
$594K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.4KNew |
$13.6K - $16.4K
|
1.4K
$17.9K
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
1.34K+ 10.27% |
$13K - $15.7K
|
14.3K
$183K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
300New |
$2.92K - $3.52K
|
300
$3.83K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.7KNew |
$104K - $134K
|
10.7K
$137K
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.51KNew |
$53.5K - $69K
|
5.51K
$70.4K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
2.31K+ 1.11% |
$22.5K - $29K
|
211K
$2.7M
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.4KNew |
$146K - $187K
|
14.4K
$184K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.77KNew |
$68.7K - $87.7K
|
6.77K
$86.5K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$10.2K - $13K
|
1K
$12.8K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500New |
$5.08K - $6.48K
|
500
$6.39K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
454New |
$4.61K - $5.88K
|
454
$5.8K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
300+ 21.43% |
$3.05K - $3.89K
|
1.7K
$21.7K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
74+ 22.84% |
$752 - $959
|
398
$5.09K
|
|
Q1 2022 | |||||||
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.25KNew |
$15K - $18.5K
|
1.25K
$16K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
215New |
$2.58K - $3.18K
|
215
$2.75K
|
|
Q4 2021 | |||||||
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.1KNew |
$258K - $282K
|
19.1K
$244K
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
3.21KNew |
$43.3K - $47.4K
|
3.21K
$41K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.01KNew |
$13.6K - $14.9K
|
1.01K
$12.9K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.05KNew |
$109K - $121K
|
8.05K
$103K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.18KNew |
$12K - $14.6K
|
1.18K
$15K
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
125New |
$1.28K - $1.55K
|
125
$1.6K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
70+ 2.66% |
$616 - $802
|
2.71K
$34.6K
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.09KNew |
$13.3K - $14.2K
|
1.09K
$13.9K
|
|
Q2 2017 | |||||||
Aug 07, 2017
Q2 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
39New |
N/A
|
39
$498
|
|
Q1 2016 | |||||||
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300New |
N/A
|
300
$3.83K
|