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 csvTop 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 |
|
| Raymond James Financial | 373k | $4.9M | 13% | Sep 2025 |
|
| Wells Fargo & Company | 328k | $4.3M | 10% | Dec 2025 |
|
| UBS Group | 250k | $3.3M | 2% | Dec 2025 |
|
| Royal Bank of Canada | 237k | $3.1M | -2% | Sep 2025 |
|
| Commonwealth Equity Services | 211k | $2.7M | -10% | Sep 2025 |
|
| Mariner Wealth Advisors | 158k | $2.1M | 0% | Dec 2025 |
|
| J.w. Cole Advisors | 132k | $1.7M | 8% | Sep 2025 |
|
| Advisor Group Holdings | 109k | $1.4M | 10% | Sep 2025 |
|
| Shaker Financial Services | 95k | $1.3M | -16% | Dec 2025 |
|
| HighTower Advisors | 79k | $1.0M | -5% | Sep 2025 |
|
| Private Advisor | 71k | $923k | 0% | Sep 2025 |
|
| Hartland & Co | 53k | $687k | 2% | Sep 2025 |
|
| NWF Advisory Services | 50k | $656k | 100% | Sep 2025 |
|
| Cetera Investment Advisers | 48k | $628k | 117% | Sep 2025 |
|
| Financial Alternatives | 44k | $578k | 0% | Dec 2025 |
|
| Brian McDonald | 33k | $438k | 0% | Dec 2025 |
|
| Kestra Advisory Services | 33k | $434k | 130% | Dec 2025 |
|
| Stifel Financial | 27k | $354k | 15% | Sep 2025 |
|
| Saxony Capital Management | 26k | $343k | 0% | Dec 2025 |
|
| We Are One Seven | 24k | $317k | 9% | Sep 2025 |
|
| Ameriprise Financial | 23k | $303k | 0% | Sep 2025 |
|
| Wedbush Morgan Securities | 23k | $296k | 9% | Sep 2025 |
|
| Level Four Advisory Services | 22k | $281k | 27% | Sep 2025 |
|
| Strategic Wealth Partners | 21k | $276k | 4% | Sep 2025 |
|
| Kapstone Financial Advisors | 21k | $269k | 11% | Sep 2025 |
|
| IFG Advisory | 17k | $226k | 0% | Sep 2025 |
|
| Benjamin Edwards | 15k | $202k | 17% | Dec 2025 |
|
| Newbridge Financial Services Group | 15k | $190k | 0% | Sep 2025 |
|
| Oakmont Partners | 14k | $184k | 100% | Dec 2025 |
|
| Lokken Investment Group | 13k | $167k | 4% | Sep 2025 |
|
| Mml Investors Services | 12k | $159k | 2% | Sep 2025 |
|
| EverSource Wealth Advisors | 12k | $161k | 0% | Dec 2025 |
|
| Silverlake Wealth Management | 12k | $152k | 0% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 11k | $144k | -8% | Sep 2025 |
|
| Merit Financial Group | 11k | $145k | -8% | Dec 2025 |
|
| Principal Securities | 10k | $134k | 0% | Sep 2025 |
|
| Sargent Investment Group | 10k | $132k | 0% | Sep 2025 |
|
| Bay Capital Advisors | 10k | $132k | 0% | Dec 2025 |
|
| Future Financial Wealth Managment | 6.0k | $78k | 0% | Sep 2025 |
|
| CoreCap Advisors | 5.6k | $74k | 0% | Dec 2025 |
|
| Jpmorgan Chase & Co | 3.6k | $47k | 100% | Sep 2025 |
|
| Sound Income Strategies | 2.6k | $34k | 0% | Sep 2025 |
|
| Creative Financial Designs | 1.3k | $17k | -11% | Dec 2025 |
|
| Harbor Investment Advisory | 1.3k | $17k | 0% | Dec 2025 |
|
| MAI Wealth Advisors | 1.0k | $13k | 0% | Dec 2025 |
|
| Ancora Advisors | 1.0k | $13k | 0% | Sep 2025 |
|
| Rockefeller Capital Management | 825.00 | $11k | 100% | Sep 2025 |
|
| Advisory Services Network | 600.00 | $7.8k | 100% | Sep 2025 |
|
| Spire Wealth Management | 364.00 | $4.8k | 2% | Dec 2025 |
|
| Hanson McClain Advisors | 332.00 | $4.3k | 1283% | Sep 2025 |
|
| Costello Asset Management | 300.00 | $3.9k | 0% | Sep 2025 |
|
| Highline Wealth Partners | 225.00 | $3.0k | 100% | Dec 2025 |
|
| Global Retirement Partners | 221.00 | $2.9k | 0% | Dec 2025 |
|
| Delta Asset Management | 200.00 | $2.6k | 0% | Sep 2025 |
|
| Millstone Evans Group | 142.00 | $1.9k | 0% | Dec 2025 |
|
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 |