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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
$22.2M +$743K +52,538 +4%
LPL Financial
2
LPL Financial
California
$6.44M +$15K +1,058 +0.2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.87M +$75K +5,307 +2%
Bank of America
4
Bank of America
North Carolina
$3.65M -$291K -20,602 -8%
6M
5
6 Meridian
Kansas
$3.59M -$469K -33,149 -12%
Wells Fargo
6
Wells Fargo
California
$2.5M +$75.3K +5,327 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.34M -$340K -24,085 -13%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.32M +$86.7K +6,131 +4%
UBS Group
9
UBS Group
Switzerland
$2.24M +$289K +20,457 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.18M +$112K +7,923 +6%
SWM
11
Silverlake Wealth Management
Vermont
$1.32M +$1.26M +89,409 New
PAG
12
Private Advisor Group
New Jersey
$747K +$222K +15,670 +45%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$694K +$173K +12,210 +35%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$530K – – –
TWM
15
Tradition Wealth Management
Minnesota
$512K +$1.36K +96 +0.3%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$492K +$471K +33,336 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$420K -$18.9K -1,335 -4%
BCM
18
Brookstone Capital Management
Illinois
$331K – – –
WS
19
Wedbush Securities
California
$308K +$325 +23 +0.1%
Stifel Financial
20
Stifel Financial
Missouri
$306K -$8.94K -632 -3%
LIG
21
Lokken Investment Group
Delaware
$283K -$11.4K -805 -4%
SIG
22
Sargent Investment Group
Maryland
$282K – – –
CWM
23
Congress Wealth Management
Massachusetts
$282K +$270K +19,108 New
GC
24
Guggenheim Capital
Illinois
$273K +$261K +18,496 New
CA
25
CoreCap Advisors
Michigan
$240K +$230K +16,248 New
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