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 917k $12M -5% Dec 2025
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Raymond James Financial 370k $4.9M -1% Dec 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 209k $2.8M -1% Dec 2025
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Mariner Wealth Advisors 158k $2.1M 0% Dec 2025
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J.w. Cole Advisors 121k $1.6M -8% Dec 2025
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Advisor Group Holdings 105k $1.4M -4% Dec 2025
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Shaker Financial Services 95k $1.3M -16% Dec 2025
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HighTower Advisors 75k $990k -5% Dec 2025
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Private Advisor 70k $929k -1% Dec 2025
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Cetera Investment Advisers 56k $736k 16% Dec 2025
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Hartland & Co 53k $701k 1% Dec 2025
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NWF Advisory Services 50k $666k 0% Dec 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 31k $412k 15% Dec 2025
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Northwestern Mutual Wealth Management Company 29k $386k 165% Dec 2025
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Saxony Capital Management 26k $343k 0% Dec 2025
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Level Four Advisory Services 25k $329k 15% Dec 2025
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Wedbush Morgan Securities 24k $321k 7% Dec 2025
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Kapstone Financial Advisors 21k $282k 4% Dec 2025
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Strategic Wealth Partners 21k $276k 4% Sep 2025
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Ameriprise Financial 20k $269k -12% Dec 2025
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We Are One Seven 18k $240k -25% Dec 2025
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Benjamin Edwards 15k $202k 17% Dec 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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EverSource Wealth Advisors 12k $161k 0% Dec 2025
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IFG Advisory 12k $159k -31% Dec 2025
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Silverlake Wealth Management 12k $152k 0% Dec 2025
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Jane Street 12k $152k 100% Dec 2025
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Principal Securities 11k $146k 8% Dec 2025
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Merit Financial Group 11k $145k -8% Dec 2025
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Mml Investors Services 11k $139k -13% Dec 2025
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Sargent Investment Group 10k $133k 0% Dec 2025
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Bay Capital Advisors 10k $132k 0% Dec 2025
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CoreCap Advisors 5.6k $74k 0% Dec 2025
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Garton & Associates Financial Advisors 4.2k $55k 100% Dec 2025
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Jpmorgan Chase & Co 3.6k $47k 100% Sep 2025
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Sound Income Strategies 2.6k $35k 0% Dec 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% Dec 2025
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Flagship Harbor Advisors 957.00 $13k 100% Dec 2025
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Rockefeller Capital Management 825.00 $11k 0% Dec 2025
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Harbour Investments 793.00 $11k 100% Dec 2025
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Spire Wealth Management 364.00 $4.8k 2% Dec 2025
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Costello Asset Management 300.00 $4.0k 0% Dec 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% Dec 2025
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Millstone Evans Group 142.00 $1.9k 0% Dec 2025
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Hanson McClain Advisors 32.00 $424.998400 -90% 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
Newbridge Financial Services Group Sep 2025 15k $190k
L.m. Kohn & Company Jun 2025 13k $166k
LVZ Advisors Sep 2025 11k $143k
Independent Wealth Network Sep 2025 10k $131k
Future Financial Wealth Managment Sep 2025 6.0k $78k
Huntington National Bank Sep 2025 2.6k $34k
Wolverine Asset Management Sep 2025 2.2k $29k
Advisory Services Network Sep 2025 600.00 $7.8k
GPS Wealth Strategies Group Sep 2025 259.00 $3.4k
Farther Finance Advisors Sep 2025 188.00 $2.5k