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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
$20.3M +$1.22M +93,848 +7%
LPL Financial
2
LPL Financial
California
$5.99M -$285K -21,828 -5%
6M
3
6 Meridian
Kansas
$3.67M -$128K -9,830 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.56M +$114K +8,699 +3%
Bank of America
5
Bank of America
North Carolina
$3.47M -$1.25M -95,946 -27%
Wells Fargo
6
Wells Fargo
California
$2.09M -$172K -13,186 -8%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.02M +$57.4K +4,400 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.83M +$31.9K +2,447 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.8M -$38.6K -2,961 -2%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.04M +$1.01M +77,659 New
LIG
11
Lokken Investment Group
Delaware
$978K -$7.84K -601 -0.8%
UBS Group
12
UBS Group
Switzerland
$670K +$89.9K +6,890 +16%
SIG
13
Sargent Investment Group
Maryland
$491K -$35.3K -2,705 -7%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$451K +$10K +766 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$450K +$44.6K +3,420 +11%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$422K -$387K -29,655 -48%
Truist Financial
17
Truist Financial
North Carolina
$308K – – –
PAG
18
Private Advisor Group
New Jersey
$280K – – –
RJT
19
Raymond James Trust
Florida
$273K -$98.1K -7,519 -27%
WS
20
Wedbush Securities
California
$272K +$13.4K +1,023 +5%
TWM
21
Tradition Wealth Management
Minnesota
$246K +$81.9K +6,271 +52%
Stifel Financial
22
Stifel Financial
Missouri
$227K +$221K +16,926 New
RJA
23
Raymond James & Associates
Florida
$223K +$2.74K +210 +1%
FFWM
24
Future Financial Wealth Management
Ohio
$200K +$875 +67 +0.5%
MFG
25
Merit Financial Group
Georgia
$169K +$164K +12,567 New
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