We are live on ! Find out more
FOF icon

Cohen & Steers Closed End Opportunity Fund
FOF

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.2M -$589K -54,539 -3%
LPL Financial
2
LPL Financial
California
$6.6M +$234K +21,647 +4%
Bank of America
3
Bank of America
North Carolina
$3.8M +$463K +42,865 +13%
UBS Group
4
UBS Group
Switzerland
$2.78M -$70.3K -6,514 -2%
Wells Fargo
5
Wells Fargo
California
$2.3M +$349K +32,294 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.25M +$129K +11,940 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.1M +$15.8K +1,464 +0.7%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.04M +$686K +63,543 +47%
CAM
9
Cresset Asset Management
Illinois
$1.73M +$84.9K +7,862 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.66M -$210K -19,458 -11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.39M +$64.2K +5,950 +5%
RJA
12
Raymond James & Associates
Florida
$1.04M +$101K +9,349 +10%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$702K +$11K +1,016 +2%
SFS
14
Shaker Financial Services
Virginia
$531K -$619K -57,360 -53%
NAS
15
NWF Advisory Services
California
$509K – – –
FA
16
Financial Alternatives
California
$480K – – –
RJT
17
Raymond James Trust
Florida
$475K – – –
PAG
18
Private Advisor Group
New Jersey
$465K -$11K -1,015 -2%
SWM
19
Silverlake Wealth Management
Vermont
$457K +$378 +35 +0.1%
AWS
20
Atria Wealth Solutions
New York
$350K +$77.7K +7,197 +27%
Comerica Bank
21
Comerica Bank
Texas
$286K +$299K +27,700 New
MOS
22
MGO One Seven
Ohio
$260K -$2.7K -250 -1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$242K +$24K +2,219 +10%
BCM
24
Brookstone Capital Management
Illinois
$226K – – –
WS
25
Wedbush Securities
California
$211K +$378 +35 +0.2%
1
2 3