Who owns Cohen & Steers Ltd Dur Pfd I?
- Ticker: LDP
- CUSIP Number: 19248C105
Tip: Access positions for across all investors
Analyze quarterly positions in Cohen & Steers Ltd Dur Pfd I with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Cohen & Steers Ltd Dur Pfd I stock
Who bought or sold Cohen & Steers Ltd Dur Pfd I this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 2.0M | $41M | 100% | Jun 2025 |
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| UBS Group | 1.4M | $31M | -3% | Sep 2025 |
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| Invesco | 452k | $9.8M | 2% | Sep 2025 |
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| Chicago Partners Investment | 433k | $9.4M | 0% | Sep 2025 |
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| Raymond James Financial | 407k | $8.8M | 0% | Sep 2025 |
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| Royal Bank of Canada | 358k | $7.8M | 0% | Sep 2025 |
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| Envestnet Asset Management | 239k | $5.2M | 12% | Sep 2025 |
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| Thomas J. Herzfeld Advisors | 221k | $4.8M | 10% | Sep 2025 |
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| NewEdge Wealth | 215k | $4.7M | 0% | Sep 2025 |
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| Glaxis Capital Management | 174k | $3.8M | 10% | Sep 2025 |
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| Greatmark Investment Partners | 172k | $3.7M | 0% | Sep 2025 |
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| Synovus Financial Corp. | 164k | $3.6M | -4% | Sep 2025 |
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| Baird Financial | 144k | $3.1M | 1% | Sep 2025 |
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| LPL Financial | 139k | $3.0M | 6% | Sep 2025 |
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| Rareview Capital | 100k | $2.1M | 13% | Sep 2025 |
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| Shaker Financial Services | 85k | $1.8M | -1% | Sep 2025 |
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| Capital Investment Advisors | 77k | $1.7M | -11% | Sep 2025 |
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| Oder Investment Management | 76k | $1.6M | 1% | Sep 2025 |
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| HPM Partners | 69k | $1.5M | 0% | Sep 2025 |
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| Wells Fargo & Company | 66k | $1.4M | -16% | Sep 2025 |
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| Oppenheimer & Co | 62k | $1.3M | -17% | Sep 2025 |
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| MAI Wealth Advisors | 58k | $1.3M | 1% | Sep 2025 |
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| Rockefeller Capital Management | 57k | $1.2M | 7% | Sep 2025 |
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| Advisor Group Holdings | 56k | $1.2M | -6% | Sep 2025 |
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| Baldwin Brothers | 54k | $1.2M | -2% | Sep 2025 |
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| Brian McDonald | 54k | $1.2M | 0% | Sep 2025 |
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| WJ Financial Advisors | 53k | $1.1M | 100% | Sep 2025 |
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| Beacon Pointe Advisors | 52k | $1.1M | -8% | Sep 2025 |
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| Atria Investments | 48k | $1.0M | -75% | Sep 2025 |
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| Fiera Capital Corporation | 46k | $1.0M | -25% | Sep 2025 |
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| Lido Advisors | 41k | $897k | 0% | Sep 2025 |
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| LexAurum Advisors | 34k | $732k | -5% | Sep 2025 |
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| Wealthcare Advisory Partners | 33k | $711k | 8% | Sep 2025 |
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| Rsm Us Wealth Management | 32k | $694k | 10% | Sep 2025 |
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| Janney Montgomery Scott | 22k | $483k | 7% | Sep 2025 |
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| Cetera Investment Advisers | 21k | $455k | 15% | Sep 2025 |
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| Kestra Private Wealth Services | 18k | $395k | -7% | Sep 2025 |
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| Everpar Advisors | 17k | $359k | 0% | Sep 2025 |
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| Caprock | 15k | $321k | 0% | Sep 2025 |
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| Prospera Financial Services | 13k | $288k | 0% | Sep 2025 |
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| Creative Planning | 12k | $262k | 6% | Sep 2025 |
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| Stifel Financial | 12k | $255k | -2% | Sep 2025 |
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| Northern Trust | 12k | $250k | 100% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 11k | $243k | -21% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 10k | $222k | -73% | Sep 2025 |
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| Smith Asset Management | 10k | $220k | 100% | Sep 2025 |
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| Wetherby Asset Management | 10k | $217k | 0% | Sep 2025 |
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| HighTower Advisors | 9.4k | $205k | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 9.4k | $204k | 100% | Sep 2025 |
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| Barrett & Company | 7.3k | $159k | -6% | Sep 2025 |
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| Vermillion Wealth Management | 3.5k | $76k | 102% | Sep 2025 |
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| Newbridge Financial Services Group | 3.0k | $64k | 0% | Sep 2025 |
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| Spire Wealth Management | 2.9k | $63k | 0% | Sep 2025 |
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| Goss Wealth Management | 1.3k | $28k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 1.2k | $27k | 2% | Sep 2025 |
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| Pnc Financial Services | 1.2k | $26k | 0% | Sep 2025 |
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| Dunhill Financial | 1.0k | $22k | 0% | Sep 2025 |
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| Sunbelt Securities | 849.00 | $18k | 0% | Sep 2025 |
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| A. Montag and Associates | 803.00 | $17k | 0% | Sep 2025 |
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| Triumph Capital Management | 800.00 | $17k | 100% | Sep 2025 |
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| Sound Income Strategies | 792.00 | $17k | 1% | Sep 2025 |
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| Steward Partners Investment Advisory | 750.00 | $16k | 0% | Sep 2025 |
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| Toth Financial Advisory Corporation | 697.00 | $15k | 53% | Sep 2025 |
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| Advisory Services Network | 610.00 | $13k | 100% | Sep 2025 |
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| Us Bancorp | 585.00 | $13k | -29% | Sep 2025 |
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| IFP Advisors | 500.00 | $11k | 0% | Sep 2025 |
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| Private Trust Co Na | 400.00 | $8.7k | 0% | Sep 2025 |
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| Ameritas Advisory Services | 387.00 | $8.4k | -12% | Sep 2025 |
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| CoreCap Advisors | 300.00 | $6.5k | 0% | Sep 2025 |
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| WPG Advisers | 264.00 | $5.7k | 100% | Sep 2025 |
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| Highline Wealth Partners | 140.00 | $3.0k | 100% | Sep 2025 |
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| CWM | 100.00 | $2.0k | 100% | Sep 2025 |
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| Root Financial Partners | 100.00 | $2.2k | 100% | Sep 2025 |
|
| Huntington National Bank | 99.00 | $2.1k | 0% | Sep 2025 |
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Who sold out of Cohen & Steers Ltd Dur Pfd I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wela Strategies | Jun 2025 | 23k | $477k |
| Commonwealth Equity Services | Jun 2025 | 21k | $436k |
| Bryn Mawr Trust | Jun 2025 | 15k | $315k |
| Intl Fcstone | Jun 2025 | 12k | $246k |
| Pettinga Financial Advisors | Jun 2025 | 11k | $221k |
| Garrison, Bradford & Associates | Jun 2025 | 7.0k | $147k |
| Mb, Levis & Associates | Jun 2025 | 1.7k | $36k |
| Geneos Wealth Management | Jun 2025 | 1.5k | $32k |
| CFG Asset Management | Jun 2025 | 1.0k | $21k |
| Wolverine Asset Management | Jun 2025 | 685.00 | $14k |