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
Download as csv
Download as Excel
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 | $26M | -2% | Jun 2024 |
|
| LPL Financial | 774k | $10M | 6% | Sep 2024 |
|
| Bank of America Corporation | 482k | $6.3M | 8% | Sep 2024 |
|
| Wells Fargo & Company | 269k | $3.5M | -5% | Sep 2024 |
|
| Commonwealth Equity Services | 223k | $2.9M | -47% | Sep 2024 |
|
| Royal Bank of Canada | 215k | $2.8M | -1% | Sep 2024 |
|
| Mariner Wealth Advisors | 151k | $2.0M | 0% | Sep 2024 |
|
| HighTower Advisors | 142k | $1.7M | -8% | Jun 2024 |
|
| Thrivent Financial for Lutherans | 109k | $1.4M | 0% | Sep 2024 |
|
| Raymond James & Associates | 108k | $1.4M | 4% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 104k | $1.3M | -5% | Sep 2024 |
|
| Advisor Group Holdings | 91k | $1.2M | -24% | Sep 2024 |
|
| Private Advisor | 67k | $872k | 3% | Sep 2024 |
|
| Raymond James Trust | 55k | $714k | 0% | Sep 2024 |
|
| Hartland & Co | 52k | $679k | -1% | Sep 2024 |
|
| J.w. Cole Advisors | 47k | $615k | 100% | Sep 2024 |
|
| Brian McDonald | 35k | $458k | 0% | Sep 2024 |
|
| Principal Securities | 31k | $398k | -2% | Sep 2024 |
|
| Silverlake Wealth Management | 29k | $382k | -14% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 27k | $353k | 0% | Sep 2024 |
|
| Saxony Capital Management | 26k | $331k | 0% | Sep 2024 |
|
| SFI Advisors | 25k | $326k | 3% | Sep 2024 |
|
| We Are One Seven | 23k | $294k | 0% | Sep 2024 |
|
| Wedbush Morgan Securities | 22k | $285k | 0% | Sep 2024 |
|
| Congress Wealth Management LLC / DE / | 19k | $248k | 0% | Sep 2024 |
|
| Atria Wealth Solutions | 17k | $226k | -7% | Sep 2024 |
|
| IFG Advisory | 17k | $224k | 0% | Sep 2024 |
|
| Cetera Investment Advisers | 15k | $181k | 100% | Jun 2024 |
|
| LVZ Advisors | 14k | $186k | 0% | Sep 2024 |
|
| EP Wealth Advisors | 14k | $186k | 0% | Sep 2024 |
|
| Kapstone Financial Advisors | 14k | $177k | 17% | Sep 2024 |
|
| L.m. Kohn & Company | 13k | $174k | 0% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 13k | $166k | -10% | Sep 2024 |
|
| Lokken Investment Group | 13k | $163k | 0% | Sep 2024 |
|
| EverSource Wealth Advisors | 12k | $159k | 0% | Sep 2024 |
|
| Kestra Advisory Services | 11k | $145k | 2% | Sep 2024 |
|
| Merit Financial Group | 11k | $144k | -14% | Sep 2024 |
|
| Goss Wealth Management | 10k | $124k | -5% | Jun 2024 |
|
| CoreCap Advisors | 7.3k | $95k | 20% | Sep 2024 |
|
| Future Financial Wealth Managment | 6.0k | $78k | 100% | Sep 2024 |
|
| Bessemer | 4.0k | $53k | 1% | Sep 2024 |
|
| Sound Income Strategies | 2.6k | $34k | 0% | Sep 2024 |
|
| GHP Investment Advisors | 2.2k | $28k | 100% | Sep 2024 |
|
| Proequities | 2.1k | $28M | 0% | Sep 2024 |
|
| Creative Financial Designs | 1.6k | $21k | -8% | Sep 2024 |
|
| Ashton Thomas Securities | 1.5k | $20k | 100% | Sep 2024 |
|
| Harbor Investment Advisory | 1.3k | $16k | 0% | Sep 2024 |
|
| Nbc Securities | 1.0k | $13k | -33% | Sep 2024 |
|
| Ancora Advisors | 1.0k | $13k | 0% | Sep 2024 |
|
| Spire Wealth Management | 628.00 | $8.2k | -44% | Sep 2024 |
|
| Jones Financial Companies, L.L | 600.00 | $7.8k | 100% | Sep 2024 |
|
| Hanson McClain Advisors | 400.00 | $5.2k | 0% | Sep 2024 |
|
| Global Retirement Partners | 391.00 | $5.1k | 0% | Sep 2024 |
|
| Delta Asset Management | 300.00 | $3.9k | 0% | Sep 2024 |
|
| Farther Finance Advisors | 188.00 | $2.4k | -63% | Sep 2024 |
|
| Huntington National Bank | 30.00 | $390.000000 | 0% | Sep 2024 |
|
Who sold out of Cohen & Steers Clsd-End Optuny Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brookstone Capital Management | Jun 2024 | 19k | $227k |
| Sargent Investment Group | Jun 2024 | 15k | $180k |
| Independent Wealth Network | Jun 2024 | 13k | $154k |
| ICA Group Wealth Management | Mar 2024 | 11k | $126k |
| Atlantic Trust | Jun 2024 | 2.4k | $29k |
| Ashton Thomas Private Wealth | Jun 2024 | 2.0k | $24k |
| Voisard Asset Management Group | Jun 2024 | 72.00 | $860.997600 |