Who owns Cohen & Steers Clsd-End Optuny Fnd?
- Ticker: FOF
- CUSIP Number: 19248P106
Tip: Access positions for across all investors
Analyze quarterly positions in Cohen & Steers Clsd-End Optuny Fnd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Cohen & Steers Clsd-End Optuny Fnd stock
Who bought or sold Cohen & Steers Clsd-End Optuny Fnd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 1.5M | $20M | -3% | Mar 2024 |
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| LPL Financial | 702k | $8.2M | 10% | Mar 2024 |
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| Bank of America Corporation | 415k | $4.9M | 5% | Mar 2024 |
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| Commonwealth Equity Services | 392k | $4.6M | 14% | Mar 2024 |
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| Wells Fargo & Company | 266k | $3.1M | -2% | Mar 2024 |
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| UBS Group | 231k | $2.7M | -2% | Mar 2024 |
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| Royal Bank of Canada | 220k | $2.6M | 5% | Mar 2024 |
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| HighTower Advisors | 154k | $1.8M | -2% | Mar 2024 |
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| Advisor Group Holdings | 120k | $1.4M | -2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 112k | $1.3M | -16% | Mar 2024 |
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| Thrivent Financial for Lutherans | 110k | $1.3M | 61% | Mar 2024 |
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| Raymond James & Associates | 108k | $1.3M | -1% | Mar 2024 |
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| Private Advisor | 48k | $555k | 2% | Mar 2024 |
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| Financial Alternatives | 47k | $543k | 0% | Mar 2024 |
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| Raymond James Trust | 46k | $538k | 0% | Mar 2024 |
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| Brian McDonald | 35k | $412k | 27% | Mar 2024 |
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| Silverlake Wealth Management | 34k | $401k | -17% | Mar 2024 |
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| Principal Securities | 33k | $383k | 16% | Mar 2024 |
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| Ameriprise Financial | 32k | $369k | 100% | Mar 2024 |
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| We Are One Seven | 25k | $274k | -3% | Dec 2023 |
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| SFI Advisors | 24k | $285k | 100% | Mar 2024 |
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| Saxony Capital Management | 24k | $283k | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 24k | $280k | 12% | Mar 2024 |
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| Atria Wealth Solutions | 21k | $241k | -17% | Mar 2024 |
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| Wedbush Morgan Securities | 21k | $229k | 0% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 19k | $223k | 0% | Mar 2024 |
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| Brookstone Capital Management | 19k | $220k | 0% | Mar 2024 |
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| IFG Advisory | 17k | $199k | 8% | Mar 2024 |
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| Sargent Investment Group | 15k | $176k | 0% | Mar 2024 |
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| LVZ Advisors | 14k | $168k | 0% | Mar 2024 |
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| EP Wealth Advisors | 14k | $160k | 0% | Dec 2023 |
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| Northwestern Mutual Wealth Management Company | 14k | $161k | -4% | Mar 2024 |
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| L.m. Kohn & Company | 13k | $157k | -6% | Mar 2024 |
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| Merit Financial Group | 13k | $150k | 0% | Mar 2024 |
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| Shaker Financial Services | 13k | $150k | 100% | Mar 2024 |
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| EverSource Wealth Advisors | 12k | $137k | 0% | Mar 2024 |
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| Goss Wealth Management | 11k | $128k | 100% | Mar 2024 |
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| ICA Group Wealth Management | 11k | $126k | -9% | Mar 2024 |
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| Fisher Investments | 10k | $121k | 100% | Mar 2024 |
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| Landscape Capital Management | 10k | $119k | 100% | Mar 2024 |
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| CoreCap Advisors | 10k | $113k | -20% | Dec 2023 |
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| Future Financial Wealth Managment | 8.5k | $99k | 100% | Mar 2024 |
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| Bessemer | 3.9k | $44k | 2% | Dec 2023 |
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| Spire Wealth Management | 2.5k | $30k | 0% | Mar 2024 |
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| Proequities | 2.1k | $25M | 100% | Mar 2024 |
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| Creative Financial Designs | 1.8k | $21k | 0% | Mar 2024 |
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| Baystate Wealth Management | 1.5k | $17k | 100% | Dec 2023 |
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| Nbc Securities | 1.5k | $17k | 0% | Mar 2024 |
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| Harbor Investment Advisory | 1.3k | $15k | 0% | Mar 2024 |
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| Ancora Advisors | 1.0k | $12k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 400.00 | $4.7k | 100% | Mar 2024 |
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| Global Retirement Partners | 391.00 | $4.6k | 0% | Mar 2024 |
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| Delta Asset Management | 300.00 | $3.4k | 0% | Dec 2023 |
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| Huntington National Bank | 30.00 | $351.000000 | 100% | Mar 2024 |
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| Main Street Group | 3.00 | $36.999900 | 100% | Dec 2023 |
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Who sold out of Cohen & Steers Clsd-End Optuny Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Wealth Network | Dec 2023 | 13k | $142k |
| Kestra Advisory Services | Sep 2023 | 11k | $117k |
| Tradition Wealth Management | Dec 2023 | 6.5k | $72k |
| Fortis Group Advisors | Dec 2023 | 626.00 | $7.0k |
| Smartleaf Asset Management | Dec 2023 | 151.00 | $1.7k |