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
Download as csv
Download as Excel
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 | 1.7M | $34M | -2% | Dec 2024 |
|
| UBS Group | 1.4M | $29M | 6% | Dec 2024 |
|
| Chicago Partners Investment | 418k | $8.5M | -5% | Dec 2024 |
|
| Raymond James Financial | 401k | $8.1M | 100% | Dec 2024 |
|
| Invesco | 395k | $8.0M | -13% | Dec 2024 |
|
| Royal Bank of Canada | 372k | $7.5M | 5% | Dec 2024 |
|
| Bank of America Corporation | 222k | $4.5M | -7% | Dec 2024 |
|
| Thomas J. Herzfeld Advisors | 187k | $3.8M | 12% | Dec 2024 |
|
| Greatmark Investment Partners | 171k | $3.5M | 2% | Dec 2024 |
|
| Synovus Financial Corp. | 164k | $3.3M | 0% | Dec 2024 |
|
| Envestnet Asset Management | 163k | $3.3M | -7% | Dec 2024 |
|
| NewEdge Wealth | 153k | $3.1M | 4% | Dec 2024 |
|
| Baird Financial | 140k | $2.8M | 2% | Dec 2024 |
|
| Glaxis Capital Management | 140k | $2.8M | 9% | Dec 2024 |
|
| LPL Financial | 125k | $2.5M | 7% | Dec 2024 |
|
| Capital Investment Advisors | 91k | $1.9M | 38% | Mar 2025 |
|
| Baldwin Brothers | 82k | $1.7M | -7% | Mar 2025 |
|
| Oppenheimer & Co | 71k | $1.4M | 10% | Dec 2024 |
|
| Shaker Financial Services | 71k | $1.4M | 10% | Dec 2024 |
|
| HPM Partners | 69k | $1.4M | 0% | Dec 2024 |
|
| Oder Investment Management | 66k | $1.3M | 2% | Dec 2024 |
|
| Brian McDonald | 64k | $1.3M | 2% | Dec 2024 |
|
| Fiera Capital Corporation | 63k | $1.3M | -7% | Dec 2024 |
|
| Sanctuary Advisors | 62k | $1.3M | 4% | Dec 2024 |
|
| Guggenheim Capital, LLC Managers | 61k | $1.2M | -6% | Dec 2024 |
|
| Wells Fargo & Company | 61k | $1.2M | 30% | Dec 2024 |
|
| MAI Wealth Advisors | 57k | $1.2M | 100% | Dec 2024 |
|
| Beacon Pointe Advisors | 55k | $1.1M | 16% | Dec 2024 |
|
| Rockefeller Capital Management | 53k | $1.1M | -1% | Dec 2024 |
|
| Rsm Us Wealth Management | 43k | $867k | 35% | Dec 2024 |
|
| Lido Advisors | 41k | $836k | 5% | Dec 2024 |
|
| Rivernorth Capital Management | 37k | $750k | 100% | Dec 2024 |
|
| LexAurum Advisors | 36k | $723k | -41% | Mar 2025 |
|
| Atria Investments | 34k | $689k | 16% | Dec 2024 |
|
| Wealthcare Advisory Partners | 27k | $545k | 12% | Mar 2025 |
|
| Readystate Asset Management | 27k | $540k | 100% | Dec 2024 |
|
| Wela Strategies | 23k | $463k | 100% | Mar 2025 |
|
| Commonwealth Equity Services | 21k | $420k | -2% | Dec 2024 |
|
| Janney Montgomery Scott | 20k | $398k | 29% | Dec 2024 |
|
| Kestra Private Wealth Services | 18k | $354k | 78% | Dec 2024 |
|
| Everpar Advisors | 17k | $352k | 0% | Mar 2025 |
|
| Advisor Group Holdings | 17k | $375k | -59% | Dec 2024 |
|
| Cetera Investment Advisers | 17k | $338k | -1% | Dec 2024 |
|
| Prospera Financial Services | 15k | $311k | -4% | Dec 2024 |
|
| Stifel Financial | 15k | $305k | -5% | Dec 2024 |
|
| Caprock | 15k | $304k | 0% | Dec 2024 |
|
| Bryn Mawr Trust | 15k | $303k | 0% | Dec 2024 |
|
| Barrett & Company | 13k | $254k | 1% | Dec 2024 |
|
| Magnus Financial Group | 12k | $240k | -20% | Mar 2025 |
|
| Hrt Financial | 12k | $234k | 100% | Dec 2024 |
|
| Creative Planning | 11k | $231k | -53% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 11k | $226k | 0% | Dec 2024 |
|
| Wetherby Asset Management | 10k | $202k | 0% | Dec 2024 |
|
| Venturi Wealth Management | 4.4k | $88k | 7% | Dec 2024 |
|
| Wolverine Asset Management | 4.3k | $86k | 100% | Dec 2024 |
|
| WR Wealth Planners | 4.0k | $81k | 0% | Dec 2024 |
|
| Spire Wealth Management | 2.9k | $59k | 0% | Dec 2024 |
|
| CoreCap Advisors | 2.5k | $50k | 0% | Dec 2024 |
|
| Dunhill Financial | 2.0k | $40k | 100% | Dec 2024 |
|
| Vermillion Wealth Management | 1.7k | $35k | 100% | Dec 2024 |
|
| Goss Wealth Management | 1.3k | $26k | 0% | Dec 2024 |
|
| Hanson McClain Advisors | 1.2k | $24k | 2% | Dec 2024 |
|
| IFP Advisors | 1.0k | $21k | 107% | Dec 2024 |
|
| CFG Asset Management | 1.0k | $20k | 100% | Mar 2025 |
|
| Sunbelt Securities | 849.00 | $17k | 126% | Dec 2024 |
|
| Elequin Capital | 842.00 | $17k | 100% | Dec 2024 |
|
| A. Montag and Associates | 803.00 | $16k | 0% | Dec 2024 |
|
| Private Trust Co Na | 400.00 | $8.1k | 0% | Dec 2024 |
|
| Cullen Frost Bankers | 226.00 | $4.6k | 100% | Dec 2024 |
|
| Toth Financial Advisory Corporation | 139.00 | $2.8k | 100% | Mar 2025 |
|
| Sound Income Strategies | 133.00 | $2.7k | 2% | Dec 2024 |
|
Who sold out of Cohen & Steers Ltd Dur Pfd I?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Landscape Capital Management | Sep 2024 | 31k | $684k |
| Walleye Trading Advisors | Sep 2024 | 22k | $480k |
| Sachetta | Sep 2024 | 1.2k | $26k |
| POM Investment Strategies | Sep 2024 | 300.00 | $6.5k |