Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Cohen & Steers Closed-End Opportunity Fund, Inc. meliputi NWF Advisory Services Inc., Strategic Wealth Partners, Ltd., dan Newbridge Financial Services Group, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 16,968 | 4.76 | 214 | 9.74 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 43,400 | 524 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 25,833 | 53.42 | 326 | 60.59 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,867 | 175 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 255 | 2.00 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7,623 | 1.48 | 95 | 5.56 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 70,788 | 7.42 | 893 | 12.33 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 14,152 | 179 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17,236 | 0.53 | 218 | 5.34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,590 | 45 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 20,749 | 6.27 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 20,367 | 257 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 12,671 | 0.28 | 160 | 4.61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 329,715 | 6.77 | 4,161 | 11.64 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 152,579 | 1.33 | 1,926 | 5.94 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,528,234 | 3.91 | 19,286 | 8.65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 121,634 | 12.94 | 1,535 | 18.17 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 18,590 | 36.19 | 235 | 42.68 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 24 | 50.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 242,084 | 5.67 | 3,055 | 10.49 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,740 | 2.04 | 148 | 7.25 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 350 | 2.34 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 289,218 | 17.25 | 3,650 | 22.57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,155 | 0.20 | 78 | 4.05 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11,939 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 243,258 | 14.93 | 3,070 | 20.16 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 14,561 | 184 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 233,965 | 0.16 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 23,569 | 297 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 954,950 | 5.17 | 12,051 | 9.96 |
