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 | -2% | Mar 2026 |
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| LPL Financial | 624k | $8.7M | -1% | Jun 2026 |
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| Bank of America Corporation | 539k | $7.5M | -2% | Jun 2026 |
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| Raymond James Financial | 386k | $5.4M | 7% | Jun 2026 |
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| Advisor Group Holdings | 334k | $4.6M | 45% | Jun 2026 |
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| Wells Fargo & Company | 312k | $4.3M | -2% | Jun 2026 |
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| UBS Group | 258k | $3.6M | 2% | Jun 2026 |
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| Commonwealth Equity Services | 205k | $2.8M | -2% | Jun 2026 |
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| Mariner Wealth Advisors | 166k | $2.3M | 0% | Jun 2026 |
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| Royal Bank of Canada | 121k | $1.7M | -48% | Jun 2026 |
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| Private Advisor | 77k | $1.1M | 10% | Jun 2026 |
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| Cetera Investment Advisers | 65k | $899k | 22% | Jun 2026 |
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| HighTower Advisors | 64k | $890k | -3% | Jun 2026 |
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| Hartland & Co | 52k | $723k | -1% | Jun 2026 |
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| NWF Advisory Services | 51k | $701k | 0% | Jun 2026 |
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| Financial Alternatives | 44k | $608k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 34k | $466k | 1% | Jun 2026 |
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| Wedbush Morgan Securities | 32k | $441k | 26% | Jun 2026 |
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| Saxony Capital Management | 26k | $361k | 0% | Jun 2026 |
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| Kestra Advisory Services | 24k | $338k | -28% | Jun 2026 |
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| Kapstone Financial Advisors | 24k | $329k | 0% | Jun 2026 |
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| Level Four Advisory Services | 22k | $309k | 1% | Jun 2026 |
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| Strategic Wealth Partners | 21k | $294k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 21k | $288k | -42% | Jun 2026 |
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| Ameriprise Financial | 20k | $277k | 0% | Jun 2026 |
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| Rsm Us Wealth Management | 19k | $267k | 100% | Jun 2026 |
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| Benjamin Edwards | 15k | $214k | 1% | Jun 2026 |
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| Smith, Moore & Co. | 14k | $191k | -9% | Jun 2026 |
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| Principal Securities | 13k | $184k | -2% | Jun 2026 |
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| Oakmont Partners | 13k | $182k | 0% | Jun 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13k | $176k | 100% | Jun 2026 |
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| Shaker Financial Services | 13k | $175k | -22% | Jun 2026 |
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| IFG Advisory | 12k | $169k | 100% | Jun 2026 |
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| EverSource Wealth Advisors | 12k | $168k | 0% | Jun 2026 |
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| Silverlake Wealth Management | 12k | $161k | 0% | Jun 2026 |
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| Stifel Financial | 11k | $158k | -62% | Jun 2026 |
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| Merit Financial Group | 11k | $158k | 2% | Jun 2026 |
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| Mml Investors Services | 11k | $152k | 2% | Jun 2026 |
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| Moneta Group Investment Advisors | 11k | $150k | 100% | Jun 2026 |
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| Hrt Financial | 11k | $147k | 100% | Jun 2026 |
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| Sargent Investment Group | 10k | $140k | 0% | Jun 2026 |
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| Bay Capital Advisors | 10k | $139k | 0% | Jun 2026 |
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| Farther Finance Advisors | 6.5k | $90k | 0% | Jun 2026 |
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| CoreCap Advisors | 5.6k | $77k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 3.6k | $49k | 100% | Jun 2026 |
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| Compass Financial Management | 3.0k | $41k | 100% | Jun 2026 |
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| Creative Financial Designs | 1.3k | $18k | 0% | Jun 2026 |
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| Harbor Investment Advisory | 1.3k | $17k | 0% | Jun 2026 |
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| Daytona Street Capital | 1.0k | $14k | 0% | Jun 2026 |
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| Ancora Advisors | 1.0k | $14k | 0% | Jun 2026 |
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| Beacon Investment Advisory Services | 950.00 | $13k | 0% | Jun 2026 |
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| Mercer Global Advisors | 856.00 | $12k | 100% | Jun 2026 |
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| Rockefeller Capital Management | 825.00 | $12k | 0% | Jun 2026 |
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| Costello Asset Management | 600.00 | $8.3k | 0% | Jun 2026 |
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| Harbour Investments | 471.00 | $6.5k | 0% | Jun 2026 |
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| Spire Wealth Management | 378.00 | $5.2k | 2% | Jun 2026 |
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| Highline Wealth Partners | 215.00 | $3.0k | 100% | Jun 2026 |
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| Global Retirement Partners | 169.00 | $2.3k | -24% | Jun 2026 |
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| Millstone Evans Group | 142.00 | $2.0k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 21.00 | $290.999100 | 100% | Jun 2026 |
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Who sold out of Cohen & Steers Clsd-End Optuny Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Mar 2026 | 19k | $249k |
| Virtu Financial | Mar 2026 | 18k | $225k |
| Jane Street | Mar 2026 | 11k | $138k |
| Wolverine Asset Management | Mar 2026 | 4.3k | $56k |
| Sound Income Strategies | Mar 2026 | 2.6k | $34k |
| MAI Wealth Advisors | Mar 2026 | 1.0k | $13k |
| Advisory Services Network | Mar 2026 | 600.00 | $7.7k |
| Hanson McClain Advisors | Mar 2026 | 33.00 | $421.000800 |