Cohen & Steers Closed-End Opportunity Fund Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.44 M | $20.05 M | 1.25% | 5.21% |
| LPL FINANCIAL LLC | 08/07/2026 | 623.85 K | $8.66 M | -1.43% | 2.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 539.03 K | $7.48 M | -2.33% | 1.94% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 385.46 K | $5.35 M | 7.12% | 1.39% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 334.00 K | $4.64 M | 44.91% | 1.20% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 311.83 K | $4.33 M | -1.81% | 1.12% |
| UBS GROUP AG | 08/13/2026 | 257.58 K | $3.58 M | 2.45% | 0.93% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 204.94 K | $2.84 M | -1.51% | 0.74% |
| MARINER, LLC | 08/13/2026 | 166.35 K | $2.31 M | 0.03% | 0.60% |
| ROYAL BANK OF CANADA | 08/14/2026 | 120.57 K | $1.67 M | -48.39% | 0.43% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 77.22 K | $1.07 M | 10.18% | 0.28% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 64.73 K | $898.47 K | 21.77% | 0.23% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 64.10 K | $889.72 K | -3.30% | 0.23% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 52.12 K | $723.37 K | -1.33% | 0.19% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 50.47 K | $700.50 K | -0.22% | 0.18% |
| FINANCIAL ALTERNATIVES, INC | 08/11/2026 | 43.80 K | $607.89 K | 0.00% | 0.16% |
| FIFTH THIRD BANCORP | 08/05/2026 | 33.58 K | $466.09 K | 1.14% | 0.12% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 31.80 K | $441.00 K | 26.14% | 0.11% |
| SAXONY CAPITAL MANAGEMENT, LLC | 07/15/2026 | 26.00 K | $360.91 K | 0.00% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 24.36 K | $338.11 K | -28.09% | 0.09% |
| KAPSTONE FINANCIAL ADVISORS LLC | 08/07/2026 | 23.69 K | $328.82 K | 0.00% | 0.09% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 08/10/2026 | 22.22 K | $308.47 K | 0.89% | 0.08% |
| STRATEGIC WEALTH PARTNERS, LTD. | 08/12/2026 | 21.15 K | $293.52 K | 0.00% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 20.77 K | $288.34 K | -41.71% | 0.07% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 19.94 K | $276.70 K | 0.00% | 0.07% |
| CHOREO, LLC | 08/04/2026 | 19.22 K | $266.81 K | 100.00% | 0.07% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 15.41 K | $213.91 K | 1.12% | 0.06% |
| SMITH, MOORE & CO. | 08/12/2026 | 13.76 K | $191.02 K | -9.39% | 0.05% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 13.27 K | $184.19 K | -2.07% | 0.05% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 13.12 K | $182.15 K | 0.00% | 0.05% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 07/09/2026 | 12.71 K | $176.42 K | 100.00% | 0.05% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 12.61 K | $174.99 K | -22.26% | 0.05% |
| IFG ADVISORY, LLC | 08/14/2026 | 12.18 K | $169.10 K | 100.00% | 0.04% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 12.10 K | $167.91 K | -0.49% | 0.04% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 08/06/2026 | 11.57 K | $160.59 K | 0.29% | 0.04% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 11.40 K | $158.28 K | -62.17% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 11.35 K | $157.52 K | 1.79% | 0.04% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 10.94 K | $151.88 K | 1.91% | 0.04% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 08/14/2026 | 10.83 K | $150.32 K | 100.00% | 0.04% |
| HRT FINANCIAL LP | 08/14/2026 | 10.62 K | $147.00 K | 100.00% | 0.04% |
| SARGENT INVESTMENT GROUP, LLC | 08/11/2026 | 10.09 K | $139.98 K | 0.00% | 0.04% |
| BAY CAPITAL ADVISORS, LLC | 07/21/2026 | 10.00 K | $138.80 K | 0.00% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 6.45 K | $89.52 K | 0.31% | 0.02% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 5.57 K | $77.35 K | 0.00% | 0.02% |
| HIGHLAND INVESTMENT ADVISORS LLC | 08/13/2026 | 3.73 K | $51.70 K | 100.00% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 3.59 K | $49.15 K | 0.00% | 0.01% |
| COMPASS FINANCIAL MANAGEMENT LLC | 08/12/2026 | 2.98 K | $41.38 K | 100.00% | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 1.30 K | $18.01 K | 0.00% | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 07/07/2026 | 1.25 K | $17.35 K | 0.00% | 0.00% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 1.00 K | $13.88 K | 0.00% | 0.00% |
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Cohen & Steers Closed-End Opportunity Fund Inc. institutional Ownership - FAQ's
During the previous two years, 100 institutional investors and hedge funds held shares of Cohen & Steers Closed-End Opportunity Fund Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 1.44 M
LPL Financial LLC: 623,849
BANK OF AMERICA CORP /DE/: 539,030
RAYMOND JAMES FINANCIAL INC: 385,461
ADVISOR GROUP HOLDINGS, INC.: 334,001
WELLS FARGO & COMPANY/MN: 311,831
18.77% of Cohen & Steers Closed-End Opportunity Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.54 M shares in the last 24 months. This purchase volume represents approximately $89.87 M in transactions.