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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
$21M -$992K -70,828 -5%
LPL Financial
2
LPL Financial
California
$6.47M -$17.5K -1,249 -0.3%
6M
3
6 Meridian
Kansas
$3.93M -$44.7K -3,190 -1%
Bank of America
4
Bank of America
North Carolina
$3.9M +$139K +9,925 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.85M -$4.01K -286 -0.1%
Wells Fargo
6
Wells Fargo
California
$2.21M -$50.2K -3,583 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.2M +$12K +858 +0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.02M +$45K +3,210 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.89M -$56K -3,998 -3%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.12M -$6.39K -456 -0.6%
UBS Group
11
UBS Group
Switzerland
$1.12M +$380K +27,115 +54%
LIG
12
Lokken Investment Group
Delaware
$1.08M +$16.2K +1,159 +2%
SIG
13
Sargent Investment Group
Maryland
$533K – – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$508K +$19.1K +1,361 +4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$505K +$15.7K +1,121 +3%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$451K -$6.13K -438 -1%
BCM
17
Brookstone Capital Management
Illinois
$335K +$320K +22,822 New
TWM
18
Tradition Wealth Management
Minnesota
$328K +$59.8K +4,270 +23%
RJT
19
Raymond James Trust
Florida
$296K – – –
WS
20
Wedbush Securities
California
$295K +$308 +22 +0.1%
PAG
21
Private Advisor Group
New Jersey
$293K -$10.1K -720 -3%
Stifel Financial
22
Stifel Financial
Missouri
$290K +$42.4K +3,027 +18%
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$272K +$108K +7,700 +70%
Truist Financial
24
Truist Financial
North Carolina
$261K -$70K -5,000 -22%
FFWM
25
Future Financial Wealth Management
Ohio
$217K – – –
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