Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-196K- 46.74% |
$2.3M - $2.55M
|
223K
$2.76M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.3K- 4.7% |
$156K - $173K
|
269K
$3.33M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.2K- 4.77% |
$61K - $67.6K
|
104K
$1.28M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.97K- 14.47% |
$58.3K - $64.6K
|
29.4K
$363K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.04K- 2.84% |
$47.4K - $52.5K
|
138K
$1.71M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.82K- 14.09% |
$21.3K - $23.6K
|
11.1K
$137K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.48K- 10.41% |
$17.4K - $19.3K
|
12.8K
$158K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.41K- 0.65% |
$16.6K - $18.4K
|
215K
$2.66M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.29K- 6.91% |
$15.1K - $16.7K
|
17.4K
$215K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1K- 3.21% |
$11.7K - $13K
|
30.2K
$373K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-750- 2.39% |
$8.8K - $9.75K
|
30.6K
$378K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500- 33.33% |
$5.87K - $6.5K
|
1K
$12.4K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-494- 44.03% |
$5.79K - $6.42K
|
628
$7.76K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-454- 0.86% |
$5.33K - $5.9K
|
52.3K
$646K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-317- 62.77% |
$3.72K - $4.12K
|
188
$2.32K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-139- 7.91% |
$1.63K - $1.81K
|
1.62K
$20K
|
|
Q2 2024 | |||||||
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.89K- 7.72% |
$20.8K - $22.7K
|
22.6K
$279K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-600- 5.48% |
$6.61K - $7.2K
|
10.4K
$128K
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-270- 2.11% |
$2.97K - $3.24K
|
12.5K
$155K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.13% |
$176 - $192
|
12.2K
$151K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.1K- 9.22% |
$12.1K - $12.8K
|
10.8K
$133K
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-900- 6.3% |
$9.95K - $10.5K
|
13.4K
$165K
|
|
Q4 2023 | |||||||
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.01K- 17.56% |
$38.4K - $45.1K
|
18.8K
$233K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.5K- 35.18% |
$33.6K - $39.4K
|
6.45K
$79.7K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.7KClosed |
$27.5K - $30.1K
|
0
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.6K- 44.65% |
$139K - $151K
|
16.8K
$208K
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-116- 0.67% |
$1.19K - $1.29K
|
17.3K
$213K
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4K- 20.96% |
$41.4K - $47.9K
|
15.1K
$186K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-500- 12.58% |
$5.18K - $5.99K
|
3.48K
$43K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 11.34% |
$518 - $599
|
391
$4.83K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-344- 99.71% |
$3.35K - $4.04K
|
1
$12.4
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.3KClosed |
$115K - $147K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-10.5KClosed |
$106K - $135K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.07KClosed |
$41.3K - $52.7K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-471Closed |
$4.79K - $6.1K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.4KClosed |
$341K - $421K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-10.7KClosed |
$129K - $159K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-10.2KClosed |
$123K - $151K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.76K- 89.75% |
$105K - $130K
|
1K
$12.4K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.4KClosed |
$28.8K - $35.5K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.07KClosed |
$24.9K - $30.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.38KClosed |
$16.6K - $20.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-795- 49.07% |
$9.54K - $11.8K
|
825
$10.2K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-84- 0.75% |
$1.01K - $1.24K
|
11.1K
$137K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-75.5KClosed |
$1.02M - $1.12M
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.01KClosed |
$13.6K - $14.9K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-4KClosed |
$53.3K - $58.1K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.19KClosed |
$29.2K - $31.8K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2021 | |||||||
Apr 29, 2021
Q1 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-134KClosed |
$1.65M - $1.8M
|
0
$0
|