Who owns COHEN & STEERS TAX ADVAN PFD?
- Ticker: PTA
- CUSIP Number: 19249x108
Tip: Access positions for across all investors
Analyze quarterly positions in Cohen & Steers Tax Advan P with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Cohen & Steers Tax Advan P stock
Who bought or sold COHEN & STEERS TAX ADVAN PFD this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| UBS Group | 2.6M | $47M | 11% | Dec 2023 |
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| Bank of America Corporation | 2.3M | $42M | 14% | Dec 2023 |
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| Royal Bank of Canada | 723k | $13M | 38% | Dec 2023 |
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| Penserra Capital Management | 378k | $6.8M | 7% | Dec 2023 |
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| Amundi | 213k | $4.0M | 0% | Dec 2023 |
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| Stifel Financial | 130k | $2.3M | -17% | Dec 2023 |
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| HPM Partners | 103k | $1.8M | 2% | Dec 2023 |
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| Relative Value Partners | 87k | $1.6M | 68% | Dec 2023 |
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| LexAurum Advisors | 73k | $1.3M | -14% | Dec 2023 |
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| Wedbush Morgan Securities | 63k | $1.1M | 26% | Dec 2023 |
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| Rockefeller Capital Management | 58k | $1.0M | -25% | Dec 2023 |
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| Landscape Capital Management | 51k | $913k | 100% | Dec 2023 |
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| Lido Advisors | 34k | $619k | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 31k | $609k | -1% | Mar 2024 |
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| Weiss Asset Management LP[1 | 28k | $498k | 100% | Dec 2023 |
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| Atria Wealth Solutions | 24k | $430k | -7% | Dec 2023 |
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| Commonwealth Equity Services | 19k | $347k | 1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 17k | $341k | -9% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 17k | $308k | -1% | Dec 2023 |
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| Pettinga Financial Advisors | 17k | $330k | -83% | Mar 2024 |
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| Raymond James & Associates | 14k | $267k | -4% | Mar 2024 |
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| Modera Wealth Management | 11k | $194k | 1% | Dec 2023 |
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| Register Financial Advisors | 8.5k | $166k | 100% | Mar 2024 |
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| Activest Wealth Management | 7.3k | $144k | 100% | Mar 2024 |
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| Advisor Group Holdings | 5.7k | $103k | -59% | Dec 2023 |
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| Wolverine Asset Management | 5.0k | $90k | 100% | Dec 2023 |
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| Elequin Capital | 2.6k | $46k | 100% | Dec 2023 |
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| Lindbrook Capital | 2.0k | $39k | 0% | Mar 2024 |
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| Us Bancorp | 1.0k | $18k | 0% | Dec 2023 |
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| Nbc Securities | 1.0k | $19k | 0% | Mar 2024 |
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| Princeton Global Asset Management | 700.00 | $13k | 0% | Dec 2023 |
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| Vima | 582.00 | $11k | 100% | Dec 2023 |
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Who sold out of Cohen & Steers Tax Advan P?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2023 | 648.00 | $11k |
| Hanson McClain Advisors | Dec 2023 | 600.00 | $11k |