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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,596
shares
|
$32,995
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,590
shares
|
$20,208
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,523
shares
|
$19,357
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,495
shares
|
$19,001
0.03% of portfolio
|
Q3 2023
Added 1.56%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,458
shares
|
$18,531
0.0% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
1,383
shares
|
$17,577
0.0% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,250
shares
|
$15,887
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,000
shares
|
$12,710
0.0% of portfolio
|
Q1 2022
Reduced 89.75%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
652
shares
|
$8,286
0.0% of portfolio
|
Q1 2025
Reduced 39.8%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
512
shares
|
$6,507
0.0% of portfolio
|
Q2 2023
Added 2.4%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
391
shares
|
$4,969
0.0% of portfolio
|
Q1 2023
Reduced 11.34%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
342
shares
|
$4,346
0.0% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
300
shares
|
$3,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
250
shares
|
$3,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
200
shares
|
$2,542
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
188
shares
|
$2,389
0.0% of portfolio
|
Q3 2024
Reduced 62.77%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
142
shares
|
$1,804
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
16
shares
|
$203
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
4
shares
|
$50
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|