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 | $38M | 100% | Jun 2025 |
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| LPL Financial | 970k | $13M | 2% | Sep 2025 |
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| Raymond James Financial | 373k | $4.9M | 13% | Sep 2025 |
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| Wells Fargo & Company | 299k | $3.9M | 3% | Sep 2025 |
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| UBS Group | 245k | $3.2M | 1% | Sep 2025 |
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| Royal Bank of Canada | 237k | $3.1M | -2% | Sep 2025 |
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| Commonwealth Equity Services | 211k | $2.7M | -10% | Sep 2025 |
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| Mariner Wealth Advisors | 158k | $2.1M | 4% | Sep 2025 |
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| J.w. Cole Advisors | 132k | $1.7M | 8% | Sep 2025 |
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| Shaker Financial Services | 114k | $1.5M | 702% | Sep 2025 |
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| Advisor Group Holdings | 109k | $1.4M | 10% | Sep 2025 |
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| HighTower Advisors | 79k | $1.0M | -5% | Sep 2025 |
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| Private Advisor | 71k | $923k | 0% | Sep 2025 |
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| Hartland & Co | 53k | $687k | 2% | Sep 2025 |
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| NWF Advisory Services | 50k | $656k | 16% | Sep 2025 |
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| Cetera Investment Advisers | 48k | $628k | 117% | Sep 2025 |
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| Financial Alternatives | 44k | $571k | 0% | Sep 2025 |
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| Brian McDonald | 33k | $433k | 0% | Sep 2025 |
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| Stifel Financial | 27k | $354k | 15% | Sep 2025 |
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| Saxony Capital Management | 26k | $339k | 0% | Sep 2025 |
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| Atria Wealth Solutions | 26k | $326k | 53% | Jun 2025 |
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| We Are One Seven | 24k | $317k | 9% | Sep 2025 |
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| Ameriprise Financial | 23k | $303k | 0% | Sep 2025 |
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| Wedbush Morgan Securities | 23k | $296k | 9% | Sep 2025 |
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| Level Four Advisory Services | 22k | $281k | 27% | Sep 2025 |
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| Strategic Wealth Partners | 21k | $276k | 4% | Sep 2025 |
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| Kapstone Financial Advisors | 21k | $269k | 11% | Sep 2025 |
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| IFG Advisory | 17k | $226k | 0% | Sep 2025 |
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| Newbridge Financial Services Group | 15k | $190k | 0% | Sep 2025 |
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| Kestra Advisory Services | 14k | $186k | 100% | Sep 2025 |
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| Benjamin Edwards | 13k | $170k | 100% | Sep 2025 |
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| Lokken Investment Group | 13k | $167k | 4% | Sep 2025 |
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| Mml Investors Services | 12k | $159k | 2% | Sep 2025 |
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| EverSource Wealth Advisors | 12k | $159k | 0% | Sep 2025 |
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| Merit Financial Group | 12k | $156k | 2% | Sep 2025 |
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| Silverlake Wealth Management | 12k | $150k | -9% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 11k | $144k | -8% | Sep 2025 |
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| LVZ Advisors | 11k | $143k | 0% | Sep 2025 |
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| Principal Securities | 10k | $134k | 0% | Sep 2025 |
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| Sargent Investment Group | 10k | $132k | 0% | Sep 2025 |
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| Independent Wealth Network | 10k | $131k | 0% | Sep 2025 |
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| Bay Capital Advisors | 10k | $130k | 0% | Sep 2025 |
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| Future Financial Wealth Managment | 6.0k | $78k | 0% | Sep 2025 |
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| CoreCap Advisors | 5.6k | $73k | -9% | Sep 2025 |
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| Jpmorgan Chase & Co | 3.6k | $47k | 100% | Sep 2025 |
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| Sound Income Strategies | 2.6k | $34k | 0% | Sep 2025 |
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| Huntington National Bank | 2.6k | $34k | 100% | Sep 2025 |
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| Wolverine Asset Management | 2.2k | $29k | 100% | Sep 2025 |
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| Creative Financial Designs | 1.5k | $19k | 0% | Sep 2025 |
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| Harbor Investment Advisory | 1.3k | $16k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 1.0k | $13k | 100% | Sep 2025 |
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| Ancora Advisors | 1.0k | $13k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 825.00 | $11k | 100% | Sep 2025 |
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| Advisory Services Network | 600.00 | $7.8k | 100% | Sep 2025 |
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| Spire Wealth Management | 357.00 | $4.7k | 2% | Sep 2025 |
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| Hanson McClain Advisors | 332.00 | $4.3k | 1283% | Sep 2025 |
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| Costello Asset Management | 300.00 | $3.9k | 0% | Sep 2025 |
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| GPS Wealth Strategies Group | 259.00 | $3.4k | 2% | Sep 2025 |
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| Global Retirement Partners | 221.00 | $2.9k | 0% | Sep 2025 |
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| Delta Asset Management | 200.00 | $2.6k | 0% | Sep 2025 |
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| Farther Finance Advisors | 188.00 | $2.5k | 0% | Sep 2025 |
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| Millstone Evans Group | 142.00 | $1.9k | 0% | Sep 2025 |
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Who sold out of Cohen & Steers Clsd-End Optuny Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Congress Wealth Management LLC / DE / | Mar 2025 | 19k | $231k |
| BlackRock | Jun 2025 | 17k | $209k |
| Susquehanna International | Jun 2025 | 14k | $175k |
| L.m. Kohn & Company | Jun 2025 | 13k | $166k |
| Ameriflex Group | Jun 2025 | 7.6k | $95k |