Purchases and Sales Made in Q1 2025 in Cohen & Steers Quality Income Realty Fund Inc (RQI)
This table provides information about the institutional ownership of Cohen & Steers Quality Income Realty Fund Inc (RQI) during Q1 2025. The information is specifically focused on institutions that hold shares of COHEN & STEERS QUALITY INCOME REALTY FUND INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
155K+ 28.96% |
$1.86M - $2.06M
|
688K
$8.4M
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
152K+ 134.26% |
$1.83M - $2.02M
|
265K
$3.23M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
95.9K+ 31.44% |
$1.15M - $1.28M
|
401K
$4.89M
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
73.3K+ 1173.12% |
$883K - $977K
|
79.6K
$972K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.4K+ 18.94% |
$534K - $591K
|
279K
$3.4M
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
34.6K+ 265.98% |
$417K - $461K
|
47.7K
$582K
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
26.7K+ 8.47% |
$322K - $356K
|
342K
$4.18M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
25.4KNew |
$306K - $339K
|
25.4K
$311K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21.8K+ 99195.45% |
$263K - $291K
|
21.8K
$267K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16.9K+ 90.53% |
$203K - $224K
|
35.5K
$433K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.3KNew |
$160K - $177K
|
13.3K
$162K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
12K+ 3.05% |
$144K - $159K
|
404K
$4.94M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
10.7KNew |
$129K - $142K
|
10.7K
$130K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.66K+ 8.22% |
$104K - $115K
|
114K
$1.39M
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
8.55K+ 3.65% |
$103K - $114K
|
243K
$2.97M
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8.24K+ 13.96% |
$99.3K - $110K
|
67.3K
$821K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.6K+ 4.6% |
$91.6K - $101K
|
173K
$2.11M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5K+ 100.0% |
$60.2K - $66.6K
|
10K
$122K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.67K+ 21.62% |
$56.2K - $62.2K
|
26.3K
$321K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.31K+ 24.61% |
$51.9K - $57.4K
|
21.8K
$267K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.23K+ 8.17% |
$50.9K - $56.3K
|
56K
$684K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.73K+ 246.17% |
$44.9K - $49.7K
|
5.25K
$64.1K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.59K+ 5.99% |
$43.2K - $47.8K
|
63.5K
$775K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.03K+ 2.12% |
$36.5K - $40.4K
|
146K
$1.78M
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.5K+ 8.33% |
$30.1K - $33.3K
|
32.5K
$397K
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.37K+ 3.4% |
$28.6K - $31.6K
|
72.1K
$881K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.17K+ 11.85% |
$14K - $15.5K
|
11K
$134K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1KNew |
$12K - $13.3K
|
1K
$12.2K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
906+ 5.58% |
$10.9K - $12.1K
|
17.1K
$209K
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
509+ 1.64% |
$6.13K - $6.78K
|
31.6K
$386K
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
297+ 0.83% |
$3.58K - $3.96K
|
36.2K
$442K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
127New |
$1.53K - $1.69K
|
127
$1.55K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 33.33% |
$1.2K - $1.33K
|
400
$4.88K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
100+ 3.0% |
$1.2K - $1.33K
|
3.43K
$41.9K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
80+ 0.24% |
$963 - $1.07K
|
33.5K
$409K
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
46+ 0.45% |
$554 - $613
|
10.2K
$125K
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
31+ 0.1% |
$373 - $413
|
31.4K
$383K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
30+ 1.62% |
$361 - $400
|
1.88K
$23K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 0.05% |
$72.2 - $79.9
|
12.4K
$152K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-168- 0.85% |
$2.02K - $2.24K
|
19.5K
$239K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-287- 11.96% |
$3.46K - $3.82K
|
2.11K
$25.8K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-327- 80.15% |
$3.94K - $4.36K
|
81
$989
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-447- 2.89% |
$5.38K - $5.95K
|
15K
$183K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-500- 50.0% |
$6.02K - $6.66K
|
500
$6.11K
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-650- 5.65% |
$7.83K - $8.66K
|
10.9K
$133K
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-711- 0.37% |
$8.56K - $9.47K
|
191K
$2.34M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-842- 12.67% |
$10.1K - $11.2K
|
5.81K
$70.9K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1K- 4.49% |
$12K - $13.3K
|
21.3K
$260K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.6KClosed |
$19.3K - $21.3K
|
0
$0
|