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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
$17.1M -$454K -42,621 -3%
LPL Financial
2
LPL Financial
California
$7.64M +$459K +43,120 +7%
Bank of America
3
Bank of America
North Carolina
$4.42M +$282K +26,463 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.84M +$1.33M +124,569 +57%
Wells Fargo
5
Wells Fargo
California
$3.03M +$503K +47,263 +21%
UBS Group
6
UBS Group
Switzerland
$2.62M -$372K -34,926 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.35M +$68.2K +6,409 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.76M -$41.9K -3,938 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.5M -$1.35K -127 -0.1%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.36M -$812K -76,296 -39%
RJA
11
Raymond James & Associates
Florida
$1.22M +$85.2K +8,002 +8%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.11M +$334K +31,345 +46%
NAS
13
NWF Advisory Services
California
$552K – – –
PAG
14
Private Advisor Group
New Jersey
$522K +$16.4K +1,542 +3%
FA
15
Financial Alternatives
California
$521K – – –
RJT
16
Raymond James Trust
Florida
$516K – – –
SWM
17
Silverlake Wealth Management
Vermont
$462K -$31.6K -2,965 -7%
Comerica Bank
18
Comerica Bank
Texas
$394K +$79.9K +7,500 +27%
Ameriprise
19
Ameriprise
Minnesota
$337K +$321K +30,100 New
PS
20
Principal Securities
Iowa
$316K +$301K +28,243 New
AWS
21
Atria Wealth Solutions
New York
$279K -$96.6K -9,073 -27%
MOS
22
MGO One Seven
Ohio
$274K -$7.91K -743 -3%
SCM
23
Saxony Capital Management
Missouri
$272K +$258K +24,243 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$239K -$22.5K -2,113 -9%
WS
25
Wedbush Securities
California
$229K +$383 +36 +0.2%
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