Who owns Cohen & Steers Clsd-End Optuny Fnd?

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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
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 328k $4.3M 10% Dec 2025
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UBS Group 250k $3.3M 2% Dec 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 0% Dec 2025
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J.w. Cole Advisors 132k $1.7M 8% Sep 2025
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Advisor Group Holdings 109k $1.4M 10% Sep 2025
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Shaker Financial Services 95k $1.3M -16% Dec 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 100% Sep 2025
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Cetera Investment Advisers 48k $628k 117% Sep 2025
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Financial Alternatives 44k $578k 0% Dec 2025
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Brian McDonald 33k $438k 0% Dec 2025
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Kestra Advisory Services 33k $434k 130% Dec 2025
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Stifel Financial 27k $354k 15% Sep 2025
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Saxony Capital Management 26k $343k 0% Dec 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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Benjamin Edwards 15k $202k 17% Dec 2025
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Newbridge Financial Services Group 15k $190k 0% Sep 2025
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Oakmont Partners 14k $184k 100% Dec 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 $161k 0% Dec 2025
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Silverlake Wealth Management 12k $152k 0% Dec 2025
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Northwestern Mutual Wealth Management Company 11k $144k -8% Sep 2025
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Merit Financial Group 11k $145k -8% Dec 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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Bay Capital Advisors 10k $132k 0% Dec 2025
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Future Financial Wealth Managment 6.0k $78k 0% Sep 2025
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CoreCap Advisors 5.6k $74k 0% Dec 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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Creative Financial Designs 1.3k $17k -11% Dec 2025
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Harbor Investment Advisory 1.3k $17k 0% Dec 2025
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MAI Wealth Advisors 1.0k $13k 0% Dec 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 364.00 $4.8k 2% Dec 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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Highline Wealth Partners 225.00 $3.0k 100% Dec 2025
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Global Retirement Partners 221.00 $2.9k 0% Dec 2025
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Delta Asset Management 200.00 $2.6k 0% Sep 2025
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Millstone Evans Group 142.00 $1.9k 0% Dec 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
BlackRock Jun 2025 17k $209k
Susquehanna International Jun 2025 14k $175k
L.m. Kohn & Company Jun 2025 13k $166k
LVZ Advisors Sep 2025 11k $143k
Independent Wealth Network Sep 2025 10k $131k
Ameriflex Group Jun 2025 7.6k $95k
Huntington National Bank Sep 2025 2.6k $34k
Wolverine Asset Management Sep 2025 2.2k $29k
GPS Wealth Strategies Group Sep 2025 259.00 $3.4k
Farther Finance Advisors Sep 2025 188.00 $2.5k