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 | 11/14/2025 | 1.48 M | $19.34 M | -2.97% | 5.35% |
| LPL FINANCIAL LLC | 11/12/2025 | 970.01 K | $12.65 M | 1.58% | 3.50% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 528.54 K | $6.89 M | 2.44% | 1.91% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 372.93 K | $4.86 M | 13.11% | 1.35% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 299.26 K | $3.90 M | 3.47% | 1.08% |
| UBS GROUP AG | 11/13/2025 | 244.61 K | $3.19 M | 0.55% | 0.88% |
| ROYAL BANK OF CANADA | 11/14/2025 | 236.97 K | $3.09 M | -2.11% | 0.85% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 210.64 K | $2.75 M | -9.97% | 0.76% |
| MARINER, LLC | 11/14/2025 | 157.97 K | $2.06 M | 3.54% | 0.57% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 131.85 K | $1.72 M | 8.40% | 0.48% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 113.51 K | $1.48 M | 702.05% | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 109.18 K | $1.43 M | 9.50% | 0.39% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 79.18 K | $1.03 M | -4.67% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 70.79 K | $923.08 K | 0.00% | 0.26% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 52.70 K | $687.24 K | 1.95% | 0.19% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 50.31 K | $656.04 K | 0.27% | 0.18% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 48.16 K | $628.03 K | 117.21% | 0.17% |
| FINANCIAL ALTERNATIVES, INC | 11/05/2025 | 43.80 K | $571.10 K | 0.00% | 0.16% |
| COMERICA BANK | 11/14/2025 | 33.20 K | $432.93 K | 0.00% | 0.12% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 27.16 K | $354.19 K | 15.24% | 0.10% |
| SAXONY CAPITAL MANAGEMENT, LLC | 10/21/2025 | 26.00 K | $339.07 K | 0.00% | 0.09% |
| MGO ONE SEVEN LLC | 10/24/2025 | 24.31 K | $316.95 K | 8.97% | 0.09% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 23.20 K | $302.53 K | 0.00% | 0.08% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 22.69 K | $296.00 K | 9.37% | 0.08% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 11/12/2025 | 21.58 K | $281.35 K | 27.15% | 0.08% |
| STRATEGIC WEALTH PARTNERS, LTD. | 11/14/2025 | 21.15 K | $275.76 K | 3.83% | 0.08% |
| KAPSTONE FINANCIAL ADVISORS LLC | 11/07/2025 | 20.62 K | $268.89 K | 10.92% | 0.07% |
| IFG ADVISORY, LLC | 11/12/2025 | 17.29 K | $225.52 K | 0.34% | 0.06% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/13/2025 | 14.56 K | $189.88 K | 0.00% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 14.30 K | $186.41 K | 100.00% | 0.05% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 13.05 K | $170.20 K | 100.00% | 0.05% |
| LOKKEN INVESTMENT GROUP LLC | 11/05/2025 | 12.77 K | $166.51 K | 3.87% | 0.05% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 12.18 K | $158.84 K | 2.03% | 0.04% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 12.16 K | $158.53 K | -0.21% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 11/07/2025 | 11.96 K | $156.00 K | 1.90% | 0.04% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 10/28/2025 | 11.47 K | $149.57 K | -9.48% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 11.04 K | $143.95 K | -7.99% | 0.04% |
| LVZ, INC. | 10/27/2025 | 10.94 K | $142.59 K | 0.00% | 0.04% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 10.29 K | $134.22 K | 0.00% | 0.04% |
| SARGENT INVESTMENT GROUP, LLC | 11/14/2025 | 10.09 K | $131.51 K | 0.00% | 0.04% |
| INDEPENDENT WEALTH NETWORK INC. | 10/15/2025 | 10.04 K | $130.86 K | 0.03% | 0.04% |
| BAY CAPITAL ADVISORS, LLC | 10/21/2025 | 10.00 K | $130.40 K | 0.00% | 0.04% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 10/15/2025 | 6.00 K | $78.24 K | 0.00% | 0.02% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 5.57 K | $72.67 K | -9.46% | 0.02% |
| JPMORGAN CHASE & CO | 11/26/2025 | 3.59 K | $46.81 K | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 2.60 K | $34.24 K | 0.00% | 0.01% |
| HUNTINGTON NATIONAL BANK | 11/12/2025 | 2.57 K | $33.49 K | 100.00% | 0.01% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 2.20 K | $28.70 K | 100.00% | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11/12/2025 | 1.46 K | $19.02 K | 0.00% | 0.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 10/27/2025 | 1.25 K | $16.30 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, 93 institutional investors and hedge funds held shares of Cohen & Steers Closed-End Opportunity Fund, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 1.48 M
LPL Financial LLC: 970,008
BANK OF AMERICA CORP /DE/: 528,537
RAYMOND JAMES FINANCIAL INC: 372,929
WELLS FARGO & COMPANY/MN: 299,257
UBS Group AG: 244,605
20.33% of Cohen & Steers Closed-End Opportunity Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.92 M shares in the last 24 months. This purchase volume represents approximately $90.56 M in transactions.