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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
$17.4M +$650K +60,477 +4%
LPL Financial
2
LPL Financial
California
$6.63M +$259K +24,050 +4%
Bank of America
3
Bank of America
North Carolina
$3.49M +$114K +10,583 +3%
UBS Group
4
UBS Group
Switzerland
$2.96M +$256K +23,806 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.21M -$375K -34,833 -14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.17M +$95.9K +8,916 +5%
Wells Fargo
7
Wells Fargo
California
$2.05M +$72.8K +6,771 +4%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.93M +$34.4K +3,199 +2%
CAM
9
Cresset Asset Management
Illinois
$1.72M +$1.46M +136,164 +573%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.44M +$30.4K +2,828 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.38M +$67.6K +6,284 +5%
SFS
12
Shaker Financial Services
Virginia
$1.17M +$1.17M +108,816 New
RJA
13
Raymond James & Associates
Florida
$983K +$39.3K +3,650 +4%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$720K +$24.1K +2,237 +3%
NAS
15
NWF Advisory Services
California
$529K – – –
FA
16
Financial Alternatives
California
$499K – – –
PAG
17
Private Advisor Group
New Jersey
$495K – – –
RJT
18
Raymond James Trust
Florida
$494K – – –
SWM
19
Silverlake Wealth Management
Vermont
$475K -$2.87K -267 -0.6%
AWS
20
Atria Wealth Solutions
New York
$287K +$7.42K +690 +3%
MOS
21
MGO One Seven
Ohio
$274K -$59.2K -5,503 -18%
BCM
22
Brookstone Capital Management
Illinois
$247K – – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$228K -$23.9K -2,220 -9%
WS
24
Wedbush Securities
California
$219K +$75.7K +7,037 +53%
SA
25
SFI Advisors
New Jersey
$214K +$84.2K +7,834 +65%
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