We are live on ! Find out more
FOF icon

Cohen & Steers Closed End Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$173K +$186K +16,204 New
IA
27
IFG Advisory
Georgia
$170K +$20.4K +1,775 +13%
NA
28
NewEdge Advisors
Louisiana
$169K +$59.2K +5,154 +48%
CAM
29
Cresset Asset Management
Illinois
$166K +$178K +15,504 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$160K +$165K +14,400 New
LCM
31
Landscape Capital Management
New Jersey
$150K +$161K +14,032 New
IWN
32
Independent Wealth Network
Iowa
$145K +$10.1K +883 +7%
FFWM
33
Future Financial Wealth Management
Ohio
$140K
IGWM
34
ICA Group Wealth Management
Colorado
$132K
MFG
35
Merit Financial Group
Georgia
$130K
KAS
36
Kestra Advisory Services
Texas
$128K -$7.04K -613 -5%
LMKC
37
L.M. Kohn & Company
Ohio
$123K
Truist Financial
38
Truist Financial
North Carolina
$119K
CA
39
CoreCap Advisors
Michigan
$75K +$80.6K +7,013 New
SWM
40
SeaCrest Wealth Management
New York
$72K +$77.7K +6,765 New
SWM
41
Spire Wealth Management
Virginia
$49K -$23.1K -2,013 -31%
Bessemer Group
42
Bessemer Group
New Jersey
$39K +$2.06K +179 +5%
CFGS
43
Concourse Financial Group Securities
Alabama
$37K
APA
44
American Portfolios Advisors
New York
$34.3K +$827 +72 +2%
KFP
45
KB Financial Partners
New Jersey
$34K
CFD
46
Creative Financial Designs
Indiana
$19K +$1.72K +150 +9%
HI
47
Harbour Investments
Wisconsin
$18K +$19.5K +1,700 New
JMF
48
Johnson Midwest Financial
Iowa
$14K +$345 +30 +2%
COCM
49
Charter Oak Capital Management
New Hampshire
$13K
HIA
50
Harbor Investment Advisory
Maryland
$13K