We are live on ! Find out more
FOF icon

Cohen & Steers Closed End Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
26
KeyBank National Association
Ohio
$131K +$133K +10,124 New
Ancora Advisors
27
Ancora Advisors
Ohio
$126K -$161K -12,250 -56%
Wealthspire Advisors (Maryland)
28
Wealthspire Advisors (Maryland)
Maryland
$75K – – –
AF
29
Advisornet Financial
Minnesota
$67K – – –
SWM
30
SeaCrest Wealth Management
New York
$34K +$2.52K +192 +8%
MIM
31
Macroview Investment Management
Maryland
$33K +$7.5K +571 +29%
FHA
32
Flagship Harbor Advisors
Massachusetts
$20K +$4.99K +380 +33%
Steward Partners Investment Advisory
33
Steward Partners Investment Advisory
New York
$15K – – –
Citigroup
34
Citigroup
New York
$14K – – –
IFP Advisors
35
IFP Advisors
Florida
$13K – – –
Citizens Financial Group
36
Citizens Financial Group
Rhode Island
$13K +$13.1K +1,000 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$13K +$13.1K +1,000 New
CFD
38
Creative Financial Designs
Indiana
$9K – – –
IP
39
Intellectus Partners
California
$8K – – –
Geneos Wealth Management
40
Geneos Wealth Management
Colorado
$7K +$7.23K +550 New
TPWA
41
TRUE Private Wealth Advisors
Oregon
$6.58K +$6.67K +508 New
CFGS
42
Concourse Financial Group Securities
Alabama
$4K +$3.84K +292 New
TJHA
43
Thomas J. Herzfeld Advisors
Florida
– -$632K -49,197 Closed
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
– -$429K -33,374 Closed
SEI Investments
45
SEI Investments
Pennsylvania
– -$24K -1,864 Closed
CF
46
Centaurus Financial
California
– -$15K -1,200 Closed
LC
47
Landaas & Company
Wisconsin
– -$3K -200 Closed