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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
$19M -$351K -26,352 -2%
LPL Financial
2
LPL Financial
California
$6.07M +$447K +33,561 +8%
Bank of America
3
Bank of America
North Carolina
$3.48M +$295K +22,101 +9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.33M -$56.6K -4,248 -2%
UBS Group
5
UBS Group
Switzerland
$2.95M +$1.03M +77,378 +51%
H6H
6
Hightower 6M Holding
Kansas
$2.89M +$2.98M +223,581 New
Osaic Holdings
7
Osaic Holdings
Arizona
$2.12M +$97.6K +7,323 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2M +$101K +7,569 +5%
Wells Fargo
9
Wells Fargo
California
$1.86M -$329K -24,676 -15%
SFS
10
Shaker Financial Services
Virginia
$1.19M +$1.23M +92,077 New
SWM
11
Silverlake Wealth Management
Vermont
$1.13M -$25.9K -1,942 -2%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$665K +$686K +51,485 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$661K -$1.43M -107,396 -68%
PAG
14
Private Advisor Group
New Jersey
$620K -$34K -2,547 -5%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$490K +$26.7K +2,002 +6%
TWM
16
Tradition Wealth Management
Minnesota
$461K +$13.6K +1,021 +3%
BCM
17
Brookstone Capital Management
Illinois
$282K – – –
WS
18
Wedbush Securities
California
$265K -$4.47K -335 -2%
CWM
19
Congress Wealth Management
Massachusetts
$247K – – –
SIG
20
Sargent Investment Group
Maryland
$247K – – –
GC
21
Guggenheim Capital
Illinois
$237K -$2.35K -176 -1%
Stifel Financial
22
Stifel Financial
Missouri
$228K -$41K -3,077 -15%
LIG
23
Lokken Investment Group
Delaware
$203K -$19.7K -1,474 -8%
IA
24
IFG Advisory
Georgia
$182K +$35.9K +2,694 +24%
RJT
25
Raymond James Trust
Florida
$169K +$174K +13,084 New
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