Institutional Ownership Cohen & Steers Closed End Opportunity Fund, Inc. (FOF)
This table provides information about the institutional ownership of Cohen & Steers Closed End Opportunity Fund, Inc. (FOF). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 5.86 Million shares, which have been reported (via 13F filing form) to have a value of $74.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
26,002
shares
|
$330,485
0.29% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
23,425
shares
|
$297,731
0.0% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
22,306
shares
|
$283,509
0.01% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
19,525
shares
|
$248,162
0.01% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19,108
shares
|
$242,862
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
18,590
shares
|
$236,278
0.12% of portfolio
|
Q2 2025
Added 36.19%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
17,145
shares
|
$217,912
0.01% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
16,838
shares
|
$214,010
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
16,197
shares
|
$205,863
0.01% of portfolio
|
Q1 2025
Added 35.61%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
14,335
shares
|
$182,197
0.03% of portfolio
|
Q4 2022
Added 10.27%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
13,936
shares
|
$177,126
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
13,117
shares
|
$166,717
0.04% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
12,636
shares
|
$160,603
0.06% of portfolio
|
Q1 2025
Reduced 45.89%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
12,293
shares
|
$156,244
0.07% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
12,265
shares
|
$155,888
0.0% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,189
shares
|
$154,922
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
11,505
shares
|
$146,228
0.0% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
11,085
shares
|
$140,890
0.02% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
10,146
shares
|
$128,955
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
10,000
shares
|
$127,100
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
7,512
shares
|
$95,477
0.04% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,143
shares
|
$78,077
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
6,000
shares
|
$76,260
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,285
shares
|
$41,752
0.0% of portfolio
|
Q2 2020
Added 2.66%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,205
shares
|
$40,735
0.01% of portfolio
|
Q4 2021
New holding
|