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 | 05/15/2026 | 1.43 M | $18.31 M | -1.80% | 5.14% |
| LPL FINANCIAL LLC | 05/06/2026 | 632.87 K | $8.12 M | -31.00% | 2.28% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 551.87 K | $7.08 M | 1.75% | 1.99% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 359.85 K | $4.62 M | -2.77% | 1.30% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 317.57 K | $4.07 M | -3.20% | 1.14% |
| UBS GROUP AG | 05/05/2026 | 251.43 K | $3.23 M | 0.74% | 0.91% |
| ROYAL BANK OF CANADA | 05/15/2026 | 233.63 K | $3.00 M | -8.67% | 0.84% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 230.48 K | $2.96 M | 119.97% | 0.83% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 208.08 K | $2.67 M | -0.37% | 0.75% |
| MARINER, LLC | 05/13/2026 | 166.30 K | $2.13 M | 5.27% | 0.60% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 70.09 K | $899.19 K | -0.36% | 0.25% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 66.29 K | $850.49 K | -11.60% | 0.24% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 53.16 K | $682.02 K | -4.64% | 0.19% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 52.82 K | $677.65 K | -0.57% | 0.19% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 50.58 K | $648.96 K | 0.26% | 0.18% |
| FINANCIAL ALTERNATIVES, INC | 05/01/2026 | 43.80 K | $561.90 K | 0.00% | 0.16% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 35.64 K | $457.21 K | 21.90% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 33.88 K | $434.63 K | 2.94% | 0.12% |
| FIFTH THIRD BANCORP | 05/01/2026 | 33.20 K | $425.96 K | 100.00% | 0.12% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 30.14 K | $386.72 K | -3.45% | 0.11% |
| SAXONY CAPITAL MANAGEMENT, LLC | 04/24/2026 | 26.00 K | $333.61 K | 0.00% | 0.09% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 25.21 K | $323.00 K | 3.53% | 0.09% |
| KAPSTONE FINANCIAL ADVISORS LLC | 04/22/2026 | 23.69 K | $303.94 K | 10.75% | 0.09% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 05/14/2026 | 22.03 K | $282.60 K | -11.56% | 0.08% |
| STRATEGIC WEALTH PARTNERS, LTD. | 05/12/2026 | 21.15 K | $271.32 K | 0.00% | 0.08% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 19.94 K | $255.77 K | -2.28% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 19.39 K | $248.83 K | 100.00% | 0.07% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 17.55 K | $225.00 K | 100.00% | 0.06% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 16.22 K | $208.07 K | -82.99% | 0.06% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 15.24 K | $195.55 K | -0.49% | 0.05% |
| SMITH, MOORE & CO. | 05/05/2026 | 15.19 K | $194.86 K | 100.00% | 0.05% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 13.55 K | $173.84 K | 22.29% | 0.05% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 13.12 K | $168.37 K | -6.08% | 0.05% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 12.16 K | $155.97 K | 0.00% | 0.04% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 04/15/2026 | 11.54 K | $148.01 K | 0.29% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 11.15 K | $143.05 K | 1.76% | 0.04% |
| JANE STREET GROUP, LLC | 05/12/2026 | 10.76 K | $138.06 K | -6.36% | 0.04% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 10.74 K | $137.76 K | 1.89% | 0.04% |
| SARGENT INVESTMENT GROUP, LLC | 05/11/2026 | 10.09 K | $129.39 K | 0.00% | 0.04% |
| BAY CAPITAL ADVISORS, LLC | 04/22/2026 | 10.00 K | $128.30 K | 0.00% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 6.43 K | $84.23 K | 100.00% | 0.02% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 5.57 K | $71.50 K | 0.00% | 0.02% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 4.33 K | $55.57 K | 100.00% | 0.02% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.59 K | $45.23 K | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 2.60 K | $34.01 K | 0.00% | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 1.30 K | $16.64 K | 0.00% | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 04/23/2026 | 1.25 K | $16.04 K | 0.00% | 0.00% |
| 04/10/2026 | 1.00 K | $13.06 K | 0.00% | 0.00% | |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 1.00 K | $12.83 K | 0.00% | 0.00% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 1.00 K | $12.83 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, 95 institutional investors and hedge funds held shares of Cohen & Steers Closed-End Opportunity Fund Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 1.43 M
LPL Financial LLC: 632,871
BANK OF AMERICA CORP /DE/: 551,868
RAYMOND JAMES FINANCIAL INC: 359,854
WELLS FARGO & COMPANY/MN: 317,567
UBS Group AG: 251,425
18.75% 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 $89.84 M in transactions.