Cohen & Steers Closed-End Opportunity Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 278,123 | $3.53 M | 100.00% | 1.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 247,465 | $3.14 M | -8.04% | 0.90% |
| ROYAL BANK OF CANADA | 02/14/2025 | 224,128 | $2.85 M | 4.34% | 0.81% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 223,839 | $2.84 M | 0.20% | 0.81% |
| UBS GROUP AG | 02/14/2025 | 217,826 | $2.77 M | -5.72% | 0.79% |
| MARINER, LLC | 02/13/2025 | 150,574 | $1.91 M | 0.00% | 0.55% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 117,093 | $1.49 M | 7.26% | 0.42% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 116,103 | $1.47 M | -16.01% | 0.42% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 90,996 | $1.18 M | -0.11% | 0.33% |
| J.W. COLE ADVISORS, INC. | 01/31/2025 | 80,077 | $1.02 M | 69.36% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 65,550 | $832,486 | -2.30% | 0.24% |
| CLEARSTEAD ADVISORS, LLC | 02/10/2025 | 51,896 | $659,085 | -0.70% | 0.19% |
| FINANCIAL ALTERNATIVES, INC | 02/13/2025 | 46,487 | $590,385 | 0.00% | 0.17% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 28,700 | $364,490 | -4.97% | 0.10% |
| SFI ADVISORS, LLC | 02/14/2025 | 28,330 | $359,791 | 12.90% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 27,208 | $346,000 | 0.22% | 0.10% |
| PRINCIPAL SECURITIES, INC. | 01/30/2025 | 26,093 | $331,376 | -14.71% | 0.09% |
| SAXONY CAPITAL MANAGEMENT, LLC | 01/23/2025 | 23,602 | $299,748 | -7.42% | 0.09% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 01/27/2025 | 23,353 | $296,584 | -20.49% | 0.08% |
| MGO ONE SEVEN LLC | 02/14/2025 | 22,306 | $283,286 | -1.29% | 0.08% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 22,112 | $280,821 | 4.47% | 0.08% |
| WEDBUSH SECURITIES INC | 02/13/2025 | 21,155 | $269,000 | -3.56% | 0.08% |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 02/11/2025 | 19,108 | $242,671 | 0.00% | 0.07% |
| IFG ADVISORY, LLC | 02/14/2025 | 17,306 | $219,791 | 0.48% | 0.06% |
| EP WEALTH ADVISORS, LLC | 02/14/2025 | 17,016 | $216,103 | 19.28% | 0.06% |
| ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 16,919 | $214,871 | -2.53% | 0.06% |
| LVZ, INC. | 02/06/2025 | 14,335 | $182,055 | 0.00% | 0.05% |
| KAPSTONE FINANCIAL ADVISORS LLC | 02/06/2025 | 13,650 | $169,670 | 0.00% | 0.05% |
| L.M. KOHN & COMPANY | 01/30/2025 | 13,137 | $166,843 | -1.87% | 0.05% |
| LOKKEN INVESTMENT GROUP LLC | 02/12/2025 | 12,532 | $159,156 | 0.00% | 0.05% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/10/2025 | 12,205 | $155,004 | 0.00% | 0.04% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 02/12/2025 | 11,944 | $151,698 | 16.28% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 01/15/2025 | 11,280 | $143,256 | 1.91% | 0.04% |
| SARGENT INVESTMENT GROUP, LLC | 01/27/2025 | 11,086 | $140,346 | 100.00% | 0.04% |
| 02/12/2025 | 10,000 | $127,000 | 100.00% | 0.04% | |
| 02/24/2025 | 7,407 | $93,329 | 100.00% | 0.03% | |
| CORECAP ADVISORS, LLC | 02/14/2025 | 6,131 | $77,868 | -16.24% | 0.02% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 01/13/2025 | 6,000 | $76,200 | 0.00% | 0.02% |
| BESSEMER GROUP INC | 02/13/2025 | 3,937 | $50,000 | -2.53% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2025 | 2,596 | $32,969 | 0.00% | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 02/13/2025 | 2,129 | $27,915 | 0.00% | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/10/2025 | 1,458 | $18,519 | -9.94% | 0.01% |
| ELEQUIN SECURITIES, LLC | 02/18/2025 | 1,278 | $16,231 | 100.00% | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 01/16/2025 | 1,250 | $15,875 | 0.00% | 0.00% |
| ANCORA ADVISORS, LLC | 02/14/2025 | 1,000 | $12,700 | 0.00% | 0.00% |
| COREFIRST BANK & TRUST | 02/11/2025 | 590 | $7,493 | 100.00% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 01/31/2025 | 391 | $4,966 | 0.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 01/24/2025 | 335 | $4,255 | -46.66% | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 02/12/2025 | 300 | $3,810 | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 02/10/2025 | 188 | $2,388 | 0.00% | 0.00% |
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Cohen & Steers Closed-End Opportunity Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 85 institutional investors and hedge funds held shares of Cohen & Steers Closed-End Opportunity Fund, Inc.. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 278,123
WELLS FARGO & COMPANY/MN: 247,465
ROYAL BANK OF CANADA: 224,128
COMMONWEALTH EQUITY SERVICES, LLC: 223,839
UBS Group AG: 217,826
Mariner, LLC: 150,574
19.36% of Cohen & Steers Closed-End Opportunity Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.61 M shares in the last 24 months. This purchase volume represents approximately $71.96 M in transactions.