Latest Institutional Purchases of Cohen & Steers Real Estate Opportunities & Income Fund (RLTY)
This list provides information on the latest institutional transactions involving Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) 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 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
70.5KNew |
$998K - $1.23M
|
70.5K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
30.4K+ 66.0% |
$430K - $532K
|
76.4K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28KNew |
$397K - $491K
|
28K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.9K+ 11.62% |
$366K - $453K
|
249K
$3.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$234K - $289K
|
16.5K
$243K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.9K+ 52.78% |
$225K - $278K
|
46K
$676K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.5KNew |
$190K - $236K
|
13.5K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.2K+ 14.06% |
$145K - $179K
|
83.1K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.42K+ 33.29% |
$105K - $130K
|
29.7K
$437K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.9K+ 22.12% |
$69.3K - $85.8K
|
27.1K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.4K+ 25.58% |
$62.3K - $77K
|
21.6K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.94K+ 19.1% |
$41.6K - $51.5K
|
18.3K
$269K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.53K+ 13.94% |
$35.8K - $44.3K
|
20.7K
$304K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.52K+ 3.17% |
$35.6K - $44.1K
|
81.9K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.75K+ 4.86% |
$24.8K - $30.7K
|
37.8K
$555K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.46K+ 2.34% |
$20.6K - $25.5K
|
63.7K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
422+ 3.51% |
$5.97K - $7.39K
|
12.5K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
362New |
$5.12K - $6.34K
|
362
$5.32K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
311New |
$4.4K - $5.45K
|
311
$4.57K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
250New |
$3.54K - $4.38K
|
250
$3.67K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
148New |
$2.09K - $2.59K
|
148
$2.17K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20+ 0.16% |
$283 - $350
|
12.8K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.12% |
$56.6 - $70
|
3.48K
$51.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
21.4KNew |
$279K - $312K
|
21.4K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
16.9KNew |
$220K - $247K
|
16.9K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.8KNew |
$205K - $229K
|
15.8K
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.72K+ 13.48% |
$126K - $142K
|
81.9K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
145New |
$1.89K - $2.11K
|
145
$2.13K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14KNew |
$189K - $206K
|
14K
$205K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
406+ 101.5% |
$5.49K - $5.98K
|
806
$11.8K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
115K+ 101.07% |
$1.32M - $1.63M
|
230K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
42.6KNew |
$487K - $601K
|
42.6K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
11.7KNew |
$133K - $164K
|
11.7K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.3KNew |
$118K - $146K
|
10.3K
$152K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.45K+ 53.53% |
$73.7K - $91K
|
18.5K
$272K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$17.1K - $21.2K
|
1.5K
$22K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.4K+ 10.94% |
$16K - $19.8K
|
14.2K
$209K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
188New |
$2.15K - $2.65K
|
188
$2.76K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$1.14K - $1.41K
|
100
$1.47K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
267KNew |
$3.43M - $3.88M
|
267K
$3.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 63.58% |
$262K - $297K
|
52.5K
$771K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.73KNew |
$73.7K - $83.5K
|
5.73K
$84.2K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2.34KNew |
$29.3K - $32.2K
|
2.34K
$34.3K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
347New |
$4.38K - $5.58K
|
347
$5.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
4KNew |
$49.4K - $59.6K
|
4K
$58.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1KNew |
$12.4K - $14.9K
|
1K
$14.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
164+ 86.77% |
$2.03K - $2.44K
|
353
$5.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
120New |
$1.48K - $1.79K
|
120
$1.76K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
10.5KNew |
$137K - $189K
|
10.5K
$155K
|
|