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Cohen & Steers Closed End Opportunity Fund
FOF

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.6M +$308K +26,933 +2%
LPL Financial
2
LPL Financial
California
$5.81M +$288K +25,192 +6%
Bank of America
3
Bank of America
North Carolina
$4.41M +$355K +31,065 +10%
6M
4
6 Meridian
Kansas
$3.52M +$179K +15,639 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.19M +$12.6K +1,104 +0.4%
Wells Fargo
6
Wells Fargo
California
$2.1M +$2.73K +239 +0.1%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.81M +$72.2K +6,316 +5%
OLA
8
Oliver Luxxe Assets
New Jersey
$1.72M +$177K +15,507 +13%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.7M +$73.2K +6,405 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.66M -$165K -14,416 -10%
SFS
11
Shaker Financial Services
Virginia
$1.21M +$955K +83,577 +592%
LIG
12
Lokken Investment Group
Delaware
$913K +$840K +73,523 New
Millennium Management
13
Millennium Management
New York
$783K +$720K +63,031 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$760K +$27.3K +2,393 +4%
UBS Group
15
UBS Group
Switzerland
$535K +$88.4K +7,741 +22%
SIG
16
Sargent Investment Group
Maryland
$489K -$39.6K -3,470 -8%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$409K +$32.5K +2,841 +9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$375K +$1.78K +156 +0.5%
RJT
19
Raymond James Trust
Florida
$347K – – –
Truist Financial
20
Truist Financial
North Carolina
$286K +$30.9K +2,700 +13%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$268K +$58.3K +5,100 +31%
PAG
22
Private Advisor Group
New Jersey
$259K – – –
WS
23
Wedbush Securities
California
$239K -$9.24K -809 -4%
KAS
24
Kestra Advisory Services
Texas
$228K +$42.7K +3,741 +25%
LCM
25
Landscape Capital Management
New Jersey
$215K +$198K +17,346 New
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