Latest Institutional Transactions on Cohen & Steers Real Estate Opportunities & Income Fund (RLTY)
This table provides information on the latest institutional transactions involving Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.45K+ 53.53% |
$73.7K - $91K
|
18.5K
$290K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-13.2K- 39.82% |
$170K - $192K
|
19.9K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 63.58% |
$262K - $297K
|
52.5K
$821K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.73KNew |
$73.7K - $83.5K
|
5.73K
$89.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.74K- 7.74% |
$22.4K - $25.4K
|
20.8K
$325K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
267KNew |
$3.43M - $3.88M
|
267K
$4.17M
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2.34KNew |
$29.3K - $32.2K
|
2.34K
$36.6K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
347New |
$4.38K - $5.58K
|
347
$5.43K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
4KNew |
$49.4K - $59.6K
|
4K
$62.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
120New |
$1.48K - $1.79K
|
120
$1.88K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
164+ 86.77% |
$2.03K - $2.44K
|
353
$5.53K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1KNew |
$12.4K - $14.9K
|
1K
$15.7K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
192New |
$2.49K - $3.43K
|
192
$3.01K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$130 - $179
|
10
$157
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.5KNew |
$32.4K - $44.7K
|
2.5K
$39.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
10.5KNew |
$137K - $189K
|
10.5K
$165K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
89New |
$1.15K - $1.59K
|
89
$1.39K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
9.92KNew |
$140K - $198K
|
9.92K
$155K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.2KClosed |
$144K - $203K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
352New |
$4.98K - $7.02K
|
352
$5.51K
|
|