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 | 1.8M | $35M | -1% | Jun 2024 |
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| Invesco | 455k | $9.9M | 5% | Sep 2024 |
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| Chicago Partners Investment | 441k | $9.3M | -1% | Sep 2024 |
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| Raymond James & Associates | 373k | $8.1M | 1096% | Sep 2024 |
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| Royal Bank of Canada | 356k | $7.7M | 52% | Sep 2024 |
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| Bank of America Corporation | 240k | $5.2M | -3% | Sep 2024 |
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| Envestnet Asset Management | 175k | $3.8M | 14% | Sep 2024 |
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| Greatmark Investment Partners | 169k | $3.7M | 0% | Sep 2024 |
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| Thomas J. Herzfeld Advisors | 167k | $3.6M | -1% | Sep 2024 |
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| Synovus Financial Corp. | 164k | $3.6M | 0% | Sep 2024 |
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| NewEdge Wealth | 148k | $3.2M | 34% | Sep 2024 |
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| Glaxis Capital Management | 128k | $2.8M | 13% | Sep 2024 |
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| LPL Financial | 117k | $2.5M | 1% | Sep 2024 |
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| Baldwin Brothers | 90k | $1.9M | 0% | Sep 2024 |
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| HPM Partners | 69k | $1.5M | 0% | Sep 2024 |
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| Fiera Capital Corporation | 67k | $1.5M | 4% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 65k | $1.4M | -16% | Sep 2024 |
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| Oder Investment Management | 64k | $1.4M | 6% | Sep 2024 |
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| Oppenheimer & Co | 64k | $1.4M | 76% | Sep 2024 |
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| Shaker Financial Services | 64k | $1.4M | -24% | Sep 2024 |
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| Brian McDonald | 63k | $1.4M | 1% | Sep 2024 |
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| LexAurum Advisors | 60k | $1.3M | 0% | Sep 2024 |
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| Sanctuary Advisors | 59k | $1.2M | -84% | Sep 2024 |
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| Carmichael Hill & Associates | 56k | $1.2M | 2% | Sep 2024 |
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| Rockefeller Capital Management | 54k | $1.1M | 15% | Jun 2024 |
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| Beacon Pointe Advisors | 48k | $1.0M | 0% | Sep 2024 |
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| Wells Fargo & Company | 47k | $1.0M | 1% | Sep 2024 |
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| Advisor Group Holdings | 43k | $925k | -6% | Sep 2024 |
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| Lido Advisors | 39k | $784k | -4% | Jun 2024 |
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| Rsm Us Wealth Management | 32k | $690k | 0% | Sep 2024 |
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| Landscape Capital Management | 31k | $684k | -21% | Sep 2024 |
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| Atria Investments | 30k | $641k | -90% | Sep 2024 |
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| Creative Planning | 25k | $535k | 15% | Sep 2024 |
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| Commonwealth Equity Services | 21k | $459k | 1% | Sep 2024 |
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| Everpar Advisors | 21k | $446k | 0% | Sep 2024 |
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| Capital Investment Advisors | 18k | $396k | 100% | Sep 2024 |
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| Raymond James Financial Services Advisors | 16k | $358k | -10% | Sep 2024 |
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| Prospera Financial Services | 16k | $350k | 4% | Sep 2024 |
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| Stifel Financial | 16k | $315k | 0% | Jun 2024 |
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| Cetera Investment Advisers | 16k | $308k | -5% | Jun 2024 |
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| Janney Montgomery Scott | 15k | $333k | 22% | Sep 2024 |
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| Caprock | 15k | $327k | 100% | Sep 2024 |
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| Bryn Mawr Trust | 15k | $326k | 100% | Sep 2024 |
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| Barrett & Company | 13k | $272k | 1% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 11k | $243k | 0% | Sep 2024 |
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| Kestra Private Wealth Services | 9.9k | $215k | -36% | Sep 2024 |
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| Venturi Wealth Management | 4.1k | $89k | 0% | Sep 2024 |
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| WR Wealth Planners | 4.0k | $87k | -23% | Sep 2024 |
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| Spire Wealth Management | 2.9k | $64k | 0% | Sep 2024 |
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| CoreCap Advisors | 2.5k | $53k | 0% | Sep 2024 |
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| Goss Wealth Management | 1.3k | $25k | 0% | Jun 2024 |
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| Sachetta | 1.2k | $26k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 1.1k | $25k | 2% | Sep 2024 |
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| Dunhill Financial | 1.0k | $22k | 100% | Sep 2024 |
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| A. Montag and Associates | 803.00 | $18k | 0% | Sep 2024 |
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| Private Trust Co Na | 400.00 | $8.0k | 0% | Jun 2024 |
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| Sunbelt Securities | 375.00 | $8.2k | 0% | Sep 2024 |
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| POM Investment Strategies | 300.00 | $6.5k | 100% | Sep 2024 |
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| Fifth Third Bancorp | 251.00 | $5.5k | 100% | Sep 2024 |
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| Sound Income Strategies | 130.00 | $2.8k | 2% | Sep 2024 |
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Who sold out of Cohen & Steers Ltd Dur Pfd I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CNH Partners | Jun 2024 | 43k | $847k |
| Sage Capital Management | Jun 2024 | 12k | $235k |
| Ashton Thomas Private Wealth | Jun 2024 | 6.3k | $125k |
| Wolverine Asset Management | Jun 2024 | 3.8k | $76k |
| Lynx Investment Advisory | Jun 2024 | 1.9k | $39k |
| Maryland Capital Advisors | Jun 2024 | 835.00 | $17k |
| First Manhattan | Mar 2024 | 800.00 | $16k |
| Key FInancial | Jun 2024 | 246.00 | $4.9k |