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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
$19.7M +$69.6K +4,789 +0.3%
LPL Financial
2
LPL Financial
California
$5.92M -$147K -10,146 -2%
6M
3
6 Meridian
Kansas
$3.76M +$87.2K +6,007 +2%
Bank of America
4
Bank of America
North Carolina
$3.64M -$17.4K -1,199 -0.4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.49M -$118K -8,109 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.49M +$765K +52,670 +41%
Wells Fargo
7
Wells Fargo
California
$2.23M +$161K +11,109 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.05M -$8.58K -591 -0.4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.9M +$73 +5 +0%
UBS Group
10
UBS Group
Switzerland
$1.78M +$780K +53,715 +70%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$1.03M -$25K -1,719 -2%
SFS
12
Shaker Financial Services
Virginia
$779K +$832K +57,267 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$488K +$16.1K +1,106 +3%
PAG
14
Private Advisor Group
New Jersey
$475K +$214K +14,750 +73%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$473K -$2.6K -179 -0.5%
TWM
16
Tradition Wealth Management
Minnesota
$471K +$174K +11,969 +53%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$405K -$19.3K -1,331 -4%
BCM
18
Brookstone Capital Management
Illinois
$319K – – –
Stifel Financial
19
Stifel Financial
Missouri
$291K +$20.3K +1,400 +7%
WS
20
Wedbush Securities
California
$284K +$7.71K +531 +3%
LIG
21
Lokken Investment Group
Delaware
$272K -$786K -54,118 -73%
SIG
22
Sargent Investment Group
Maryland
$260K -$255K -17,565 -48%
FFWM
23
Future Financial Wealth Management
Ohio
$217K – – –
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$197K -$61K -4,200 -22%
MFG
25
Merit Financial Group
Georgia
$166K -$5.56K -383 -3%
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