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 | 1.4M | $18M | 100% | Mar 2026 |
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| LPL Financial | 633k | $8.1M | -31% | Mar 2026 |
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| Bank of America Corporation | 552k | $7.1M | 100% | Mar 2026 |
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| Raymond James Financial | 370k | $4.9M | -1% | Dec 2025 |
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| Wells Fargo & Company | 318k | $4.1M | -3% | Mar 2026 |
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| UBS Group | 251k | $3.2M | 1% | Mar 2026 |
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| Royal Bank of Canada | 234k | $3.0M | -1% | Mar 2026 |
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| Commonwealth Equity Services | 208k | $2.7M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 166k | $2.1M | 5% | Mar 2026 |
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| Advisor Group Holdings | 105k | $1.4M | -4% | Dec 2025 |
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| Private Advisor | 70k | $899k | 0% | Mar 2026 |
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| HighTower Advisors | 66k | $851k | -12% | Mar 2026 |
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| Cetera Investment Advisers | 53k | $682k | -5% | Mar 2026 |
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| Hartland & Co | 53k | $678k | -1% | Mar 2026 |
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| NWF Advisory Services | 51k | $649k | 0% | Mar 2026 |
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| Financial Alternatives | 44k | $562k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 36k | $457k | 22% | Mar 2026 |
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| Kestra Advisory Services | 34k | $435k | 3% | Mar 2026 |
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| Fifth Third Bancorp | 33k | $426k | 100% | Mar 2026 |
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| Brian McDonald | 33k | $438k | 0% | Dec 2025 |
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| Stifel Financial | 30k | $387k | -3% | Mar 2026 |
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| Saxony Capital Management | 26k | $334k | 0% | Mar 2026 |
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| Wedbush Morgan Securities | 25k | $323k | 4% | Mar 2026 |
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| Level Four Advisory Services | 25k | $329k | 15% | Dec 2025 |
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| Kapstone Financial Advisors | 24k | $304k | 11% | Mar 2026 |
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| Strategic Wealth Partners | 21k | $271k | 0% | Mar 2026 |
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| Ameriprise Financial | 20k | $256k | -2% | Mar 2026 |
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| We Are One Seven | 18k | $240k | -25% | Dec 2025 |
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| Shaker Financial Services | 16k | $208k | -83% | Mar 2026 |
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| Benjamin Edwards | 15k | $196k | 0% | Mar 2026 |
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| Smith, Moore & Co. | 15k | $195k | 100% | Mar 2026 |
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| Principal Securities | 14k | $174k | 22% | Mar 2026 |
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| Oakmont Partners | 13k | $168k | -6% | Mar 2026 |
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| EverSource Wealth Advisors | 12k | $156k | 0% | Mar 2026 |
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| Silverlake Wealth Management | 12k | $148k | 0% | Mar 2026 |
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| Merit Financial Group | 11k | $143k | 2% | Mar 2026 |
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| Jane Street | 11k | $138k | -6% | Mar 2026 |
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| Mml Investors Services | 11k | $138k | 2% | Mar 2026 |
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| Sargent Investment Group | 10k | $129k | 0% | Mar 2026 |
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| Bay Capital Advisors | 10k | $128k | 0% | Mar 2026 |
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| Farther Finance Advisors | 6.4k | $84k | 100% | Mar 2026 |
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| CoreCap Advisors | 5.6k | $72k | 0% | Mar 2026 |
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| Wolverine Asset Management | 4.3k | $56k | 100% | Mar 2026 |
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| Sound Income Strategies | 2.6k | $34k | 0% | Mar 2026 |
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| Creative Financial Designs | 1.3k | $17k | 0% | Mar 2026 |
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| Harbor Investment Advisory | 1.3k | $16k | 0% | Mar 2026 |
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| Daytona Street Capital | 1.0k | $13k | 100% | Mar 2026 |
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| Ancora Advisors | 1.0k | $13k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 1.0k | $13k | 0% | Mar 2026 |
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| Beacon Investment Advisory Services | 950.00 | $12k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 825.00 | $11k | 0% | Mar 2026 |
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| Costello Asset Management | 600.00 | $7.7k | 100% | Mar 2026 |
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| Harbour Investments | 471.00 | $6.0k | -41% | Mar 2026 |
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| Spire Wealth Management | 371.00 | $4.8k | 2% | Mar 2026 |
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| Global Retirement Partners | 221.00 | $2.9k | 0% | Dec 2025 |
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| Millstone Evans Group | 142.00 | $1.8k | 0% | Mar 2026 |
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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 |
|---|---|---|---|
| J.w. Cole Advisors | Dec 2025 | 121k | $1.6M |
| IFG Advisory | Dec 2025 | 12k | $159k |
| Garton & Associates Financial Advisors | Dec 2025 | 4.2k | $55k |
| Jpmorgan Chase & Co | Sep 2025 | 3.6k | $47k |
| Huntington National Bank | Sep 2025 | 2.6k | $34k |
| Flagship Harbor Advisors | Dec 2025 | 957.00 | $13k |
| Advisory Services Network | Sep 2025 | 600.00 | $7.8k |
| GPS Wealth Strategies Group | Sep 2025 | 259.00 | $3.4k |
| Highline Wealth Partners | Dec 2025 | 225.00 | $3.0k |
| Delta Asset Management | Dec 2025 | 200.00 | $2.6k |