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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 395k | $4.4M | 7% | Dec 2023 |
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| Commonwealth Equity Services | 343k | $3.8M | 57% | Dec 2023 |
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| Wells Fargo & Company | 270k | $3.0M | 21% | Dec 2023 |
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| UBS Group | 234k | $2.6M | -13% | Dec 2023 |
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| Royal Bank of Canada | 210k | $2.4M | 3% | Dec 2023 |
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| HighTower Advisors | 157k | $1.8M | -2% | Dec 2023 |
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| Advisor Group Holdings | 122k | $1.4M | -39% | Dec 2023 |
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| Raymond James Financial Services Advisors | 112k | $1.3M | -16% | Mar 2024 |
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| Raymond James & Associates | 108k | $1.3M | -1% | Mar 2024 |
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| Private Advisor | 47k | $522k | 3% | Dec 2023 |
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| Raymond James Trust | 46k | $538k | 0% | Mar 2024 |
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| Silverlake Wealth Management | 34k | $401k | -17% | Mar 2024 |
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| Principal Securities | 28k | $316k | 100% | Dec 2023 |
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| Atria Wealth Solutions | 25k | $279k | -27% | Dec 2023 |
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| We Are One Seven | 25k | $274k | -3% | Dec 2023 |
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| Saxony Capital Management | 24k | $272k | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 24k | $280k | 12% | Mar 2024 |
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| Wedbush Morgan Securities | 21k | $229k | 0% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 19k | $223k | 0% | Mar 2024 |
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| Brookstone Capital Management | 19k | $220k | 0% | Mar 2024 |
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| IFG Advisory | 16k | $176k | 1% | Dec 2023 |
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| Sargent Investment Group | 15k | $169k | 0% | Dec 2023 |
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| LVZ Advisors | 14k | $168k | 0% | Mar 2024 |
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| L.m. Kohn & Company | 14k | $160k | 0% | Dec 2023 |
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| EP Wealth Advisors | 14k | $160k | 0% | Dec 2023 |
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| Merit Financial Group | 13k | $144k | -7% | Dec 2023 |
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| EverSource Wealth Advisors | 12k | $137k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 12k | $133k | 0% | Dec 2023 |
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| CoreCap Advisors | 10k | $113k | -20% | Dec 2023 |
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| Future Financial Wealth Managment | 8.5k | $99k | 100% | Mar 2024 |
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| Tradition Wealth Management | 6.5k | $72k | -35% | Dec 2023 |
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| Bessemer | 3.9k | $44k | 2% | Dec 2023 |
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| Spire Wealth Management | 2.5k | $30k | 0% | Mar 2024 |
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| Creative Financial Designs | 1.8k | $20k | 0% | Dec 2023 |
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| Baystate Wealth Management | 1.5k | $17k | 100% | Dec 2023 |
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| Nbc Securities | 1.5k | $17k | 0% | Mar 2024 |
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| Harbor Investment Advisory | 1.3k | $15k | 0% | Mar 2024 |
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| Ancora Advisors | 1.0k | $11k | 0% | Dec 2023 |
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| Fortis Group Advisors | 626.00 | $7.0k | 100% | Dec 2023 |
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| Global Retirement Partners | 391.00 | $4.6k | 0% | Mar 2024 |
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| Delta Asset Management | 300.00 | $3.4k | 0% | Dec 2023 |
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| Smartleaf Asset Management | 151.00 | $1.7k | 100% | Dec 2023 |
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| Main Street Group | 3.00 | $36.999900 | 100% | Dec 2023 |
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Who sold out of Cohen & Steers Clsd-End Optuny Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Shaker Financial Services | Sep 2023 | 52k | $531k |
| SFI Advisors | Sep 2023 | 13k | $134k |
| Independent Wealth Network | Dec 2023 | 13k | $142k |
| Kestra Advisory Services | Sep 2023 | 11k | $117k |
| Jpmorgan Chase & Co | Sep 2023 | 498.00 | $5.1k |
| Benjamin F. Edwards & Company | Sep 2023 | 407.00 | $4.0k |