How many institutions own FOF stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own FOF shares is 63, representing 19.88% of the company's common stock.

Who are the major shareholders selling Cohen & Steers Closed-End Opportunity Fund, Inc. stock?

HIGHTOWER ADVISORS, LLC, in the last quarter, reduced its stake in FOF by -4.67% restricting it's holding to 79.18 thousand shares of worth nearly $1.03M. COMMONWEALTH EQUITY SERVICES, LLC also lessened -9.97% of the FOF shares from its portfolio, reducing its holding to 210.64 thousand shares of worth $2.75M. AMERIFLEX GROUP, INC. also shunned FOF shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying FOF stock?

As per its latest 13F filing, MGO ONE SEVEN LLC increased its stake in FOF by 8.97% in the last quarter. The institutional holder raised its holding to 24.31 thousand shares having worth more than $316.95K. NWF ADVISORY SERVICES INC. also added 0.27% more shares of FOF to its portfolio, raising its holding to 50.31 thousand shares of worth $656.04K. CLEARSTEAD ADVISORS, LLC also increased its FOF shares holding by 1.95% which brought its holding to 52.7 thousand shares worth $687.24K.

FOF's major insiders: who are they?

The insider with the most stakes in FOF is COHEN MARTIN , Co-Chairman at the company. Additionally, FOF stock is highly held by Vice President Bond Douglas R and Portfolio Manager Palma Jeffrey among others.

Did an insider recently sell FOF stock?

Company executives, directors, and other insiders own 0.03% percent of Cohen & Steers Closed-End Opportunity Fund, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which FOF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MAGINNIS GERALD J., WARD C EDWARD JR, and COHEN & STEERS CAPITAL MANAGEMENT INC.

Which insider recently purchased FOF stock?

There have been 0 transaction(s) during the past 6-months in which Cohen & Steers Closed-End Opportunity Fund, Inc. insiders have bought stock, totalling 0 shares

How much of FOF does insiders own?

Around 0 Cohen & Steers Closed-End Opportunity Fund, Inc. shares are held by insiders, which represents about 0.03% of FOF stock.

Who is the insider with the largest stake?

FOF Co-Chairman, COHEN MARTIN holds the largest portfolio of the company's shares. FOF shares owned by COHEN total nearly 46.8 thousand.

Which institution holds the most shares in FOF?

MGO ONE SEVEN LLC is the largest institutional owner in FOF which holds 24.31 thousand shares worth $316.95K or 0.09% of the total FOF shares outstanding followed by FINANCIAL ALTERNATIVES, INC with ownership of 43.8 thousand shares representing 0.16% of the FOF ownership. NWF ADVISORY SERVICES INC. is the third largest stakeholder with 50.31 thousand shares or 0.18% of the ownership worth more than $656.04K.

Is Cohen & Steers Closed-End Opportunity Fund, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the FOF is concerned, it is a stock which is not optionable.

Is there a short position on FOF's shares?

Number of FOF shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding FOF shares are there?

As of today, null shares of FOF are outstanding.

Is there many float in FOF stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, FOF has null shares in float.

FOF short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for FOF is null.

Cohen & Steers Closed-End Opportunity Fund (FOF) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.03% Percentage of Shares held by All Insiders

19.88% Percentage of Shares held by All Institutions

19.89% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 19.88% of FOF shares are held by financial institutions. MGO ONE SEVEN LLC is the top corporate investor, holding 24.31K shares valued at $316.95K. A 0.09% stake in Cohen & Steers Closed-End Opportunity Fund, Inc. is owned by the company. FINANCIAL ALTERNATIVES, INC owns 43.8K shares valued at $571.10K, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	MGO ONE SEVEN LLC	0.09%	24.31K	316.95K	2K	+8.97%
Sep 30, 2025	FINANCIAL ALTERNATIVES, INC	0.16%	43.8K	571.1K	0	0
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.18%	50.31K	656.04K	137	+0.27%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.19%	52.7K	687.24K	1.01K	+1.95%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.05%	14.56K	189.88K	0	0
Sep 30, 2025	IFG ADVISORY, LLC	0.06%	17.29K	225.52K	58	+0.34%
Sep 30, 2025	COMERICA BANK	0.12%	33.2K	432.93K	0	0
Sep 30, 2025	SAXONY CAPITAL MANAGEMENT, LLC	0.09%	26K	339.07K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.29%	79.18K	1.03M	-3.88K	-4.67%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.41%	113.51K	1.48M	99.35K	+702.05%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.48%	131.85K	1.72M	10.22K	+8.40%
Sep 30, 2025	MARINER, LLC	0.57%	157.97K	2.06M	5.4K	+3.54%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.76%	210.64K	2.75M	-23.33K	-9.97%
Sep 30, 2025	UBS GROUP AG	0.88%	244.61K	3.19M	1.35K	+0.55%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	70.79K	923.08K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.91%	528.54K	6.89M	12.59K	+2.44%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0%	0	-	-7.62K	-100.00%
Sep 30, 2025	BLACKROCK, INC.	0%	0	-	-16.54K	-100.00%
Sep 30, 2025	L.M. KOHN & COMPANY	0%	0	-	-13.12K	-100.00%
Sep 30, 2025	MILLSTONE EVANS GROUP, LLC	0%	142	1.85K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	188	2.45K	0	0
Sep 30, 2025	DELTA ASSET MANAGEMENT LLC/TN	0%	200	2.61K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	221	2.88K	0	0
Sep 30, 2025	WEDBUSH SECURITIES INC	0.08%	22.69K	296K	1.95K	+9.37%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.1%	27.16K	354.19K	3.59K	+15.24%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.01%	2.57K	33.49K	2.57K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	3.59K	46.81K	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	1K	13.04K	1K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.35%	372.93K	4.86M	43.21K	+13.11%
Sep 30, 2025	MORGAN STANLEY	5.35%	1.48M	19.34M	-45.44K	-2.97%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	259	3.38K	4	+1.57%
Sep 30, 2025	COSTELLO ASSET MANAGEMENT, INC	0%	300	3.91K	0	0
Sep 30, 2025	LVZ, INC.	0.04%	10.94K	142.59K	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	11.04K	143.95K	-959	-7.99%
Sep 30, 2025	SARGENT INVESTMENT GROUP, LLC	0.04%	10.09K	131.51K	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.04%	12.16K	158.53K	-25	-0.21%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.04%	12.18K	158.84K	242	+2.03%
Sep 30, 2025	LOKKEN INVESTMENT GROUP LLC	0.05%	12.77K	166.51K	476	+3.87%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.04%	10.29K	134.22K	0	0
Sep 30, 2025	BENJAMIN EDWARDS INC	0.05%	13.05K	170.2K	13.05K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	14.3K	186.41K	14.3K	+100.00%
Sep 30, 2025	KAPSTONE FINANCIAL ADVISORS LLC	0.07%	20.62K	268.89K	2.03K	+10.92%
Sep 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0%	1.25K	16.3K	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	357	4.65K	7	+2.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.08%	299.26K	3.9M	10.04K	+3.47%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0.01%	2.6K	34.24K	0	0
Sep 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.04%	10.04K	130.86K	3	+0.03%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	48.16K	628.03K	25.99K	+117.21%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	109.18K	1.43M	9.48K	+9.50%
Sep 30, 2025	ROYAL BANK OF CANADA	0.85%	236.97K	3.09M	-5.12K	-2.11%
Sep 30, 2025	LPL FINANCIAL LLC	3.5%	970.01K	12.65M	15.06K	+1.58%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.02%	5.57K	72.67K	-582	-9.46%
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.02%	6K	78.24K	0	0
Sep 30, 2025	BAY CAPITAL ADVISORS, LLC	0.04%	10K	130.4K	0	0
Sep 30, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.04%	11.47K	149.57K	-1.2K	-9.48%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.04%	11.96K	156K	223	+1.90%
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.08%	21.15K	275.76K	780	+3.83%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.46K	19.02K	0	0
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.01%	2.2K	28.7K	2.2K	+100.00%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.08%	21.58K	281.35K	4.61K	+27.15%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.08%	23.2K	302.53K	0	0
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.04%	12.18K	153.74K	-7	-0.06%
Jun 30, 2025	KAPSTONE FINANCIAL ADVISORS LLC	0.07%	18.59K	234.61K	4.94K	+36.19%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0%	1.25K	15.78K	0	0
Jun 30, 2025		0.03%	7.62K	95.13K	111	+1.48%
Jun 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.04%	10.03K	126.61K	-114	-1.12%
Jun 30, 2025	SARGENT INVESTMENT GROUP, LLC	0.04%	10.09K	130.9K	-1K	-9.02%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.08%	20.75K	262K	1.22K	+6.27%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.07%	20.37K	257.03K	20.37K	+100.00%
Jun 30, 2025	L.M. KOHN & COMPANY	0.05%	13.12K	165.54K	0	0
Jun 30, 2025	IFG ADVISORY, LLC	0.06%	17.24K	217.52K	91	+0.53%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.04%	11.74K	148.15K	235	+2.04%
Jun 30, 2025	LVZ, INC.	0.04%	10.94K	138K	-3.4K	-23.72%
Jun 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.02%	6K	75.72K	0	0
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0.01%	2.6K	32.76K	0	0
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.46K	18.4K	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.04%	11.94K	151K	11.94K	+100.00%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	350	4.41K	8	+2.34%
Jun 30, 2025	COSTELLO ASSET MANAGEMENT, INC	0%	300	3.79K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	221	2.79M	221	+100.00%
Jun 30, 2025	DELTA ASSET MANAGEMENT LLC/TN	0%	200	2.52K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	188	2.37K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	24	304	8	+50.00%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-113.89K	-100.00%
Jun 30, 2025	NBC SECURITIES, INC.	0%	0	-	-1K	-100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-652	-100.00%
Jun 30, 2025	AMERICAN NATIONAL BANK	0%	0	-	-1.59K	-100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.08%	23.2K	292.78K	-3K	-11.45%
Jun 30, 2025	MGO ONE SEVEN LLC	0.08%	22.31K	281.5K	0	0
Jun 30, 2025	LOKKEN INVESTMENT GROUP LLC	0.04%	12.29K	155.14K	0	0
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.05%	14.56K	183.76K	14.56K	+100.00%
Jun 30, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.05%	12.67K	159.91K	35	+0.28%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.18%	50.17K	633.18K	6.77K	+15.61%
Jun 30, 2025	AMERIFLEX GROUP, INC.	0.03%	7.62K	95.13K	111	+1.48%
Jun 30, 2025	BAY CAPITAL ADVISORS, LLC	0.04%	10K	126.2K	0	0
Jun 30, 2025	COMERICA BANK	0.12%	33.2K	418.98K	0	0
Jun 30, 2025	FINANCIAL ALTERNATIVES, INC	0.16%	43.8K	552.71K	-2.69K	-5.79%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.19%	51.7K	652.4K	-2.69K	-4.94%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.04%	10.29K	129.89K	-15.8K	-60.55%
Jun 30, 2025	ANCORA ADVISORS, LLC	0%	1K	12.62K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	3.45%	954.95K	12.05M	46.98K	+5.17%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	22.17K	279.82K	-1.25K	-5.34%
Jun 30, 2025	ROYAL BANK OF CANADA	0.88%	242.08K	3.06M	12.98K	+5.67%
Jun 30, 2025	MORGAN STANLEY	5.53%	1.53M	19.29M	57.5K	+3.91%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.19%	329.72K	4.16M	20.9K	+6.77%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0%	0	-	-13.94K	-100.00%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0%	0	-	-1.38K	-100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-28.68K	-100.00%
Jun 30, 2025	MAIN STREET GROUP, LTD	0%	0	-	-4	-100.00%
Jun 30, 2025	SFI ADVISORS, LLC	0%	0	-	-26.12K	-100.00%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0%	0	-	-19.11K	-100.00%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	255	3.22K	5	+2.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	70.79K	893.35K	4.89K	+7.42%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	3.59K	45.31K	3.59K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	12K	151.42K	-267	-2.18%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	13.87K	175K	13.87K	+100.00%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.05%	14.15K	178.6K	14.15K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.06%	16.54K	208.68K	0	0
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.06%	16.97K	214.16K	771	+4.76%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.09%	23.57K	297.45K	23.57K	+100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.09%	25.83K	326.01K	9K	+53.42%
Jun 30, 2025	SAXONY CAPITAL MANAGEMENT, LLC	0.09%	26K	328.15K	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.3%	83.05K	1.05M	-12.56K	-13.14%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	99.71K	1.26M	-4.31K	-4.14%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.44%	121.63K	1.54M	13.94K	+12.94%
Jun 30, 2025	MARINER, LLC	0.55%	152.58K	1.93M	2.01K	+1.33%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.85%	233.97K	2.95M	365	+0.16%
Jun 30, 2025	UBS GROUP AG	0.88%	243.26K	3.07M	31.59K	+14.93%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.05%	289.22K	3.65M	42.54K	+17.25%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.87%	515.95K	6.51M	-19.72K	-3.68%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.02%	6.16K	77.68K	12	+0.20%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.35%	95.62K	1.15M	-20.49K	-17.64%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	28.68K	346K	1.47K	+5.40%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0.01%	2.6K	31.33K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.94%	535.66K	6.47M	12.97K	+2.48%
Mar 31, 2025	MORGAN STANLEY	5.32%	1.47M	17.75M	-36.71K	-2.44%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.02%	6.14K	74.15K	12	+0.20%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	104.01K	1.26M	4.4K	+4.42%
Mar 31, 2025	AMERICAN NATIONAL BANK	0.01%	1.59K	19.19K	1.59K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	3.28%	907.97K	10.96M	-5.63K	-0.62%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.09%	26.09K	331.38K	0	0
Mar 31, 2025	L.M. KOHN & COMPANY	0.05%	13.12K	158.33K	-20	-0.15%
Mar 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0%	1.25K	15.09K	0	0
Mar 31, 2025	SAXONY CAPITAL MANAGEMENT, LLC	0.09%	26K	313.85K	2.4K	+10.17%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	23.43K	282.74K	1.31K	+5.94%
Mar 31, 2025	MGO ONE SEVEN LLC	0.08%	22.31K	269.23K	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.07%	19.53K	236K	-1.63K	-7.71%
Mar 31, 2025	LOKKEN INVESTMENT GROUP LLC	0.04%	12.29K	148.38K	-239	-1.91%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.04%	12.19K	147.12K	-16	-0.13%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.04%	11.51K	138.86K	225	+1.99%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0.01%	1.38K	16.69K	105	+8.22%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.41%	113.89K	1.38M	-3.2K	-2.73%
Mar 31, 2025	SARGENT INVESTMENT GROUP, LLC	0.04%	11.09K	133.8K	-1	-0.01%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.46K	17.6K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.89%	246.68K	2.98M	-787	-0.32%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.84%	233.6K	2.82M	9.76K	+4.36%
Mar 31, 2025	ROYAL BANK OF CANADA	0.83%	229.1K	2.77M	4.97K	+2.22%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.39%	107.69K	1.3M	27.62K	+34.49%
Mar 31, 2025	BLACKROCK, INC.	0.06%	16.54K	199.59K	16.54K	+100.00%
Mar 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.06%	16.2K	195.5K	4.25K	+35.61%
Mar 31, 2025	LVZ, INC.	0.05%	14.34K	173.02K	0	0
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	13.94K	168.21K	13.94K	+100.00%
Mar 31, 2025	KAPSTONE FINANCIAL ADVISORS LLC	0.05%	13.65K	164.76K	0	0
Mar 31, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.05%	12.64K	152.52K	-10.72K	-45.89%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.2%	54.38K	656.41K	2.49K	+4.79%
Mar 31, 2025	COMERICA BANK	0.12%	33.2K	400.72K	-5.45K	-14.10%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.12%	308.82K	3.73M	30.69K	+11.04%
Mar 31, 2025	UBS GROUP AG	0.77%	211.66K	2.55M	-6.16K	-2.83%
Mar 31, 2025	MARINER, LLC	0.54%	150.57K	1.82M	0	0
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	65.9K	795.43K	351	+0.54%
Mar 31, 2025	FINANCIAL ALTERNATIVES, INC	0.17%	46.49K	561.1K	0	0
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.09%	26.2K	316.23K	-2.5K	-8.71%
Mar 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.02%	6K	72.42K	0	0
Mar 31, 2025		0.03%	7.51K	90.68K	105	+1.42%
Mar 31, 2025	SFI ADVISORS, LLC	0.09%	26.12K	315.26K	-2.21K	-7.80%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.07%	19.11K	230.63K	0	0
Mar 31, 2025	IFG ADVISORY, LLC	0.06%	17.15K	206.94K	-161	-0.93%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.06%	16.84K	203.24K	-81	-0.48%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	12.27K	148.04K	196	+1.62%
Mar 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.04%	10.15K	122.46K	10.15K	+100.00%
Mar 31, 2024	MORGAN STANLEY	5.53%	1.52M	17.8M	-4.31K	-0.28%
Mar 31, 2024	ANCORA ADVISORS, LLC	0%	1K	11.69K	0	0
Mar 31, 2024	HARBOR INVESTMENT ADVISORY, LLC	0%	1.25K	14.61K	0	0
Mar 31, 2024	NBC SECURITIES, INC.	0.01%	1.5K	17K	0	0
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.76K	20.55K	0	0
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.01%	2.13K	24.89K	2.13K	+100.00%
Mar 31, 2024	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.03%	8.5K	99.37K	8.5K	+100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.04%	10.22K	119.45K	10.22K	+100.00%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.04%	10.32K	120.59K	10.32K	+100.00%
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	0.04%	10.8K	126.23K	-1.1K	-9.22%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.04%	10.95K	128.05K	800	+7.88%
Mar 31, 2024	LOKKEN INVESTMENT GROUP LLC	0.05%	12.8K	149.66K	-21	-0.16%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.05%	12.83K	149.97K	12.83K	+100.00%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.05%	12.88K	150.23K	0	0
Mar 31, 2024	L.M. KOHN & COMPANY	0.05%	13.39K	156.5K	-900	-6.30%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	13.73K	160.54K	614	+4.68%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.05%	14.27K	166.77K	0	0
Mar 31, 2024	LVZ, INC.	0.05%	14.34K	167.58K	0	0
Mar 31, 2024	SARGENT INVESTMENT GROUP, LLC	0.05%	15.09K	176.34K	0	0
Mar 31, 2024	IFG ADVISORY, LLC	0.06%	17.05K	199.35K	1.31K	+8.32%
Mar 31, 2024	COMERICA BANK	0.13%	35.2K	411.49K	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.17%	47.48K	555.04K	835	+1.79%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.39%	107.96K	1.26M	-914	-0.84%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.4%	109.47K	1.28M	10.12K	+10.18%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.41%	112.17K	1.31M	-22.1K	-16.46%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.43%	119.63K	1.4M	-2.05K	-1.69%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.56%	154.23K	1.8M	-2.54K	-1.62%
Mar 31, 2024	ROYAL BANK OF CANADA	0.8%	219.8K	2.57M	9.52K	+4.53%
Mar 31, 2024	UBS GROUP AG	0.84%	230.56K	2.7M	-3.55K	-1.51%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.96%	265.56K	3.1M	-4.89K	-1.81%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.42%	391.82K	4.58M	391.82K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.51%	415.23K	4.85M	20.69K	+5.24%
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0.04%	12.22K	138.71K	-10	-0.08%
Mar 31, 2024	INDEPENDENT WEALTH NETWORK INC.	0.05%	12.79K	149.55K	79	+0.62%
Mar 31, 2024	TRADITION WEALTH MANAGEMENT, LLC	0%	0	-	-6.45K	-100.00%
Mar 31, 2024	FORTIS GROUP ADVISORS, LLC	0%	0	-	-626	-100.00%
Mar 31, 2024	MAIN STREET GROUP, LTD	0%	3	40	0	0
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0%	30	351	30	+100.00%
Mar 31, 2024	DELTA ASSET MANAGEMENT LLC/TN	0%	300	3.51K	0	0
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	391	4.57K	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	400	4.68K	400	+100.00%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.07%	18.81K	219.94K	0	0
Mar 31, 2024	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.07%	19.11K	223.37K	0	0
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.07%	20.64K	241.24K	-4.25K	-17.06%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.08%	22.93K	268K	2.47K	+12.08%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	23.93K	280K	2.61K	+12.24%
Mar 31, 2024	SAXONY CAPITAL MANAGEMENT, LLC	0.09%	24.24K	283.4K	0	0
Mar 31, 2024	SFI ADVISORS, LLC	0.09%	24.41K	285.29K	24.41K	+100.00%
Mar 31, 2024	MGO ONE SEVEN LLC	0.09%	24.49K	286.27K	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.11%	31.6K	369.4K	1.5K	+4.98%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.12%	32.74K	382.76K	4.5K	+15.93%
Mar 31, 2024	SILVERLAKE WEALTH MANAGEMENT LLC	0.12%	34.31K	401.03K	-6.97K	-16.88%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.17%	46.03K	538.11K	0	0
Mar 31, 2024	FINANCIAL ALTERNATIVES, INC	0.17%	46.49K	543.43K	0	0
Mar 31, 2024	LPL FINANCIAL LLC	2.55%	701.63K	8.2M	19.19K	+2.81%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.01%	2.55K	29.8K	7	+0.28%
Mar 31, 2024	BESSEMER GROUP INC	0.01%	4.05K	47K	139	+3.55%
Dec 31, 2023	L.M. KOHN & COMPANY	0.05%	14.29K	160.02K	0	0
Dec 31, 2023	LVZ, INC.	0.05%	14.34K	160.55K	0	0
Dec 31, 2023	SARGENT INVESTMENT GROUP, LLC	0.06%	15.09K	168.95K	0	0
Dec 31, 2023	IFG ADVISORY, LLC	0.06%	15.74K	176.33K	90	+0.58%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.07%	18.81K	210.72K	-4.01K	-17.56%
Dec 31, 2023	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.07%	19.11K	214.01K	0	0
Dec 31, 2023	WEDBUSH SECURITIES INC	0.07%	20.46K	229K	36	+0.18%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	13.12K	146.93K	-1.13K	-7.92%
Dec 31, 2023	FINANCIAL ALTERNATIVES, INC	0.17%	46.49K	520.66K	0	0
Dec 31, 2023	EP WEALTH ADVISORS, LLC	0.05%	14.27K	159.78K	0	0
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.17%	46.65K	522.42K	1.54K	+3.42%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.36%	99.36K	1.11M	31.35K	+46.09%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.4%	108.87K	1.22M	8K	+7.93%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.45%	121.68K	1.36M	-76.3K	-38.54%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.49%	134.27K	1.5M	-127	-0.09%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	21.32K	239K	-2.11K	-9.02%
Dec 31, 2023		0.09%	24.24K	271.52K	24.24K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.57%	156.77K	1.76M	-3.94K	-2.45%
Dec 31, 2023	MGO ONE SEVEN LLC	0.09%	24.49K	274.27K	-743	-2.94%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.09%	24.88K	278.67K	-9.07K	-26.72%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.11%	30.1K	337.12K	30.1K	+100.00%
Dec 31, 2023	COMERICA BANK	0.13%	35.2K	394.24K	7.5K	+27.08%
Dec 31, 2023	SILVERLAKE WEALTH MANAGEMENT LLC	0.15%	41.27K	462.24K	-2.97K	-6.70%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.17%	46.03K	515.56K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.77%	210.28K	2.36M	6.41K	+3.14%
Dec 31, 2023	UBS GROUP AG	0.86%	234.1K	2.62M	-34.93K	-12.98%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.99%	270.44K	3.03M	47.26K	+21.18%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.44%	394.54K	4.42M	26.46K	+7.19%
Dec 31, 2023	LPL FINANCIAL LLC	2.5%	682.45K	7.64M	43.12K	+6.74%
Dec 31, 2023	MORGAN STANLEY	5.58%	1.53M	17.1M	-42.62K	-2.72%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	219	2.45K	219	+100.00%
Dec 31, 2023	DELTA ASSET MANAGEMENT LLC/TN	0%	300	3.36K	0	0
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0%	391	4.38K	0	0
Dec 31, 2023	FORTIS GROUP ADVISORS, LLC	0%	626	7.01K	313	+100.00%
Dec 31, 2023	ANCORA ADVISORS, LLC	0%	1K	11.2K	0	0
Dec 31, 2023	HARBOR INVESTMENT ADVISORY, LLC	0%	1.25K	14K	0	0
Dec 31, 2023	NBC SECURITIES, INC.	0.01%	1.5K	16K	0	0
Dec 31, 2023	BAYSTATE WEALTH MANAGEMENT LLC	0.01%	1.52K	17.06K	1.52K	+100.00%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.76K	19.69K	0	0
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.01%	2.54K	28.45K	-1.61K	-38.79%
Dec 31, 2023	BESSEMER GROUP INC	0.01%	3.91K	44K	80	+2.09%
Dec 31, 2023	TRADITION WEALTH MANAGEMENT, LLC	0.02%	6.45K	72K	-3.5K	-35.18%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.04%	10.08K	112.93K	-2.54K	-20.10%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.04%	10.15K	112.3K	10.15K	+100.00%
Dec 31, 2023	ICA GROUP WEALTH MANAGEMENT, LLC	0.04%	11.9K	133.22K	0	0
Dec 31, 2023	EVERSOURCE WEALTH ADVISORS, LLC	0.04%	12.23K	136.99K	-4	-0.03%
Dec 31, 2023	INDEPENDENT WEALTH NETWORK INC.	0.05%	12.71K	142.39K	-240	-1.85%
Dec 31, 2023	LOKKEN INVESTMENT GROUP LLC	0.05%	12.82K	143.62K	-697	-5.16%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.05%	12.88K	144.3K	-1K	-7.20%

Insiders

Among the FOF insiders holding of 0.03% of the stake in company, COHEN MARTIN, Co-Chairman, holds the largest shares of 46.8K. BOND DOUGLAS R, Vice President, is the second largest FOF insider with ownership of 20.25K shares. PALMA JEFFREY, Portfolio Manager, stands third with possession of 9.05K shares of that stake.

Insiders	Designation	Shares Held
COHEN MARTIN	Co-Chairman	46.8K
BOND DOUGLAS R	Vice President	20.25K
PALMA JEFFREY	Portfolio Manager	9.05K
NORMAN RICHARD J	director	5K
DERECHIN ADAM M	President and CEO	2.7K
MAGINNIS GERALD J.	director	1.6K
ROGERS-WINDSOR RAMONA LYNN	director	881
CLARK MICHAEL G	director	700
MAGPIONG JANE F.	director	475
WARD C EDWARD JR	director	0
COHEN & STEERS CAPITAL MANAGEMENT INC		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 01, 2024	MAGINNIS GERALD J.	SALE	13.04	975	12.71K	1.6K
May 06, 2024	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	11.72	426	4.99K	881
Feb 27, 2024	PALMA JEFFREY	PURCHASE	11.11	4.5K	49.99K	9.05K
Dec 23, 2022	MAGPIONG JANE F.	PURCHASE	10.70	475	5.08K	475
Oct 07, 2022	PALMA JEFFREY	PURCHASE	10.02	2K	20.04K	4K
Oct 04, 2022	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	10.35	200	2.07K	400
Aug 10, 2022	PALMA JEFFREY	PURCHASE	12.08	2K	24.16K	2K
Jun 30, 2022	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	10.65	100	1.07K	200
Apr 06, 2022	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	12.53	100	1.25K	100
Feb 05, 2020	WARD C EDWARD JR	SALE	13.91	875	12.17K	0
Feb 09, 2017	MAGINNIS GERALD J.	PURCHASE	12.34	403	4.97K	1.41K
Mar 10, 2016	MAGINNIS GERALD J.	PURCHASE	10.77	925	9.96K	925
Feb 06, 2014	BOND DOUGLAS R	PURCHASE	12.52	600	7.51K	20.25K
Sep 24, 2012	BOND DOUGLAS R	PURCHASE	12.92	1.8K	23.26K	18.62K
Dec 22, 2011	CLARK MICHAEL G	PURCHASE	11.82	700	8.27K	700
Feb 17, 2011	BOND DOUGLAS R	PURCHASE	13.62	1K	13.62K	15.62K
May 24, 2010	COHEN & STEERS CAPITAL MANAGEMENT INC	SALE	11.30	5.25K	59.31K	0
Feb 17, 2010	WARD C EDWARD JR	PURCHASE	12.37	200	2.47K	413
Jan 14, 2010	WARD C EDWARD JR	PURCHASE	12.54	100	1.25K	213
Sep 18, 2008	BOND DOUGLAS R	PURCHASE	10.96	4K	43.84K	12.2K
Jul 11, 2008	BOND DOUGLAS R	PURCHASE	14.31	2K	28.62K	8.2K
Oct 26, 2007	BOND DOUGLAS R	PURCHASE	16.91	1K	16.91K	6.2K
Jul 23, 2007	BOND DOUGLAS R	PURCHASE	18.15	400	7.26K	4.4K
Jun 13, 2007	DERECHIN ADAM M	PURCHASE	18.86	700	13.2K	2.7K
May 18, 2007	BOND DOUGLAS R	PURCHASE	19.04	1K	19.04K	3K
May 18, 2007	DERECHIN ADAM M	PURCHASE	18.94	1K	18.94K	2K
May 18, 2007	COHEN MARTIN	PURCHASE	18.90	22.5K	425.25K	46.8K
Feb 22, 2007	DERECHIN ADAM M	PURCHASE	19.75	1K	19.75K	1K
Feb 20, 2007	NORMAN RICHARD J	PURCHASE	20.00	5K	100K	5K
Jan 04, 2007	COHEN MARTIN	PURCHASE	17.75	24.3K	431.33K	24.3K
Nov 20, 2006	BOND DOUGLAS R	PURCHASE	20.00	2K	40K	2K
Nov 20, 2006	WARD C EDWARD JR	PURCHASE	20.00	100	2K	100

Frequently Asked Questions