Latest Institutional Purchases of Cohen & Steers Total Return Realty Fund Inc (RFI)
This list provides information on the latest institutional transactions involving Cohen & Steers Total Return Realty Fund Inc (RFI) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
91.7KNew |
$1.05M - $1.23M
|
91.7K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
70.9KNew |
$813K - $947K
|
70.9K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.4K+ 120.65% |
$589K - $687K
|
93.9K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$150K - $175K
|
13.1K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.21K+ 13.76% |
$106K - $123K
|
76.2K
$878K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.02K+ 2.63% |
$92K - $107K
|
313K
$3.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.6K+ 15.96% |
$87.2K - $102K
|
55.2K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3K+ 4.5% |
$34.4K - $40.2K
|
69.8K
$804K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 2.4% |
$19.1K - $22.3K
|
71.3K
$821K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.66K+ 4.65% |
$19.1K - $22.2K
|
37.4K
$431K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33K+ 23.21% |
$15.3K - $17.8K
|
7.08K
$81.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1K+ 100.0% |
$11.5K - $13.4K
|
2K
$23K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
707+ 176.75% |
$8.11K - $9.45K
|
1.11K
$12.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
519+ 1.71% |
$5.95K - $6.94K
|
30.9K
$356K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
450New |
$5.16K - $6.02K
|
450
$5.18K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
388New |
$4.45K - $5.19K
|
388
$4.47K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
328New |
$3.76K - $4.39K
|
328
$3.78K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
200+ 1.08% |
$2.29K - $2.67K
|
18.7K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
169+ 0.87% |
$1.94K - $2.26K
|
19.7K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
158New |
$1.81K - $2.11K
|
158
$1.82K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
99+ 1.87% |
$1.14K - $1.32K
|
5.4K
$62.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60+ 1.94% |
$688 - $802
|
3.16K
$36.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18+ 0.52% |
$206 - $241
|
3.45K
$39.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
25.9KNew |
$277K - $306K
|
25.9K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.46KNew |
$79.6K - $87.9K
|
7.46K
$85.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
640+ 5.88% |
$6.84K - $7.55K
|
11.5K
$133K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133+ 2.15% |
$1.42K - $1.57K
|
6.31K
$72.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
131New |
$1.4K - $1.54K
|
131
$1.51K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
59New |
$630 - $696
|
59
$680
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
65.3KNew |
$753K - $801K
|
65.3K
$753K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
42.5KNew |
$490K - $521K
|
42.5K
$490K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
28.3KNew |
$326K - $347K
|
28.3K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 23.49% |
$124K - $132K
|
56.6K
$652K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.51KNew |
$52K - $55.3K
|
4.51K
$52K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.47KNew |
$39.9K - $42.5K
|
3.47K
$39.9K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.3K+ 16.79% |
$26.5K - $28.2K
|
16K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2KNew |
$23K - $24.5K
|
2K
$23K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
871+ 0.8% |
$10K - $10.7K
|
110K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
396+ 2.23% |
$4.56K - $4.85K
|
18.2K
$209K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.58KNew |
$15.3K - $18.9K
|
1.58K
$18.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
231New |
$2.23K - $2.77K
|
231
$2.66K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
231New |
$2.23K - $2.77K
|
231
$2.66K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
223New |
$2.15K - $2.67K
|
223
$2.57K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.6K+ 11.59% |
$131K - $150K
|
121K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.7KNew |
$110K - $127K
|
10.7K
$123K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3K+ 38.01% |
$31.1K - $35.7K
|
10.9K
$125K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
800New |
$8.29K - $9.51K
|
800
$9.22K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
844+ 104.2% |
$9.12K - $10.3K
|
1.65K
$19.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
750New |
$8.11K - $9.15K
|
750
$8.64K
|
|