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 |
|---|---|---|---|---|---|
| UBS Group | 1.4M | $29M | -2% | Dec 2025 |
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| Chicago Partners Investment | 449k | $9.6M | 4% | Dec 2025 |
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| Raymond James Financial | 407k | $8.8M | 0% | Sep 2025 |
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| Invesco | 362k | $7.7M | -20% | Dec 2025 |
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| Royal Bank of Canada | 358k | $7.8M | 0% | Sep 2025 |
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| Glaxis Capital Management | 232k | $4.9M | 33% | Dec 2025 |
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| NewEdge Wealth | 214k | $4.5M | 0% | Dec 2025 |
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| Greatmark Investment Partners | 172k | $3.6M | 0% | Dec 2025 |
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| Pinnacle Financial Partners | 166k | $3.5M | 100% | Dec 2025 |
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| Synovus Financial Corp. | 164k | $3.6M | -4% | Sep 2025 |
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| Envestnet Asset Management | 158k | $3.4M | -34% | Dec 2025 |
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| LPL Financial | 147k | $3.1M | 6% | Dec 2025 |
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| Baird Financial | 143k | $3.0M | -1% | Dec 2025 |
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| Thomas J. Herzfeld Advisors | 124k | $2.6M | -44% | Dec 2025 |
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| Rareview Capital | 110k | $2.3M | 10% | Dec 2025 |
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| Sanctuary Advisors | 107k | $2.3M | 64% | Dec 2025 |
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| Shaker Financial Services | 94k | $2.0M | 11% | Dec 2025 |
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| Platt Wealth Management | 83k | $1.8M | 100% | Dec 2025 |
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| Oder Investment Management | 76k | $1.6M | 1% | Sep 2025 |
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| Wells Fargo & Company | 70k | $1.5M | 7% | Dec 2025 |
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| HPM Partners | 69k | $1.5M | 0% | Dec 2025 |
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| Capital Investment Advisors | 65k | $1.4M | -16% | Dec 2025 |
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| Oppenheimer & Co | 62k | $1.3M | 0% | Dec 2025 |
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| MAI Wealth Advisors | 58k | $1.2M | 0% | Dec 2025 |
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| Fiera Capital Corporation | 58k | $1.2M | 25% | Dec 2025 |
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| Rockefeller Capital Management | 57k | $1.2M | 0% | Dec 2025 |
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| Advisor Group Holdings | 54k | $1.1M | -2% | Dec 2025 |
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| WJ Financial Advisors | 53k | $1.1M | 1% | Dec 2025 |
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| Atria Investments | 52k | $1.1M | 8% | Dec 2025 |
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| Beacon Pointe Advisors | 52k | $1.1M | 0% | Dec 2025 |
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| Baldwin Brothers | 50k | $1.1M | -7% | Dec 2025 |
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| Breachway Investments | 48k | $1.0M | 100% | Dec 2025 |
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| Lido Advisors | 41k | $897k | 0% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 37k | $775k | 257% | Dec 2025 |
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| Wealthcare Advisory Partners | 35k | $739k | 6% | Dec 2025 |
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| LexAurum Advisors | 34k | $732k | -5% | Sep 2025 |
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| Brian McDonald | 32k | $676k | -41% | Dec 2025 |
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| PMG Family Office | 25k | $525k | -7% | Dec 2025 |
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| Janney Montgomery Scott | 23k | $480k | 2% | Dec 2025 |
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| Susquehanna International | 22k | $465k | 100% | Dec 2025 |
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| Kestra Private Wealth Services | 20k | $431k | 12% | Dec 2025 |
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| Rsm Us Wealth Management | 20k | $424k | -38% | Dec 2025 |
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| Cetera Investment Advisers | 20k | $422k | -5% | Dec 2025 |
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| Kestra Advisory Services | 19k | $397k | 100% | Dec 2025 |
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| Jane Street | 16k | $334k | 100% | Dec 2025 |
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| Caprock | 15k | $318k | 0% | Dec 2025 |
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| Commonwealth Equity Services | 14k | $293k | 100% | Dec 2025 |
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| Prospera Financial Services | 13k | $282k | 0% | Dec 2025 |
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| Everpar Advisors | 13k | $281k | -20% | Dec 2025 |
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| Smith Asset Management | 12k | $250k | 16% | Dec 2025 |
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| Stifel Financial | 12k | $243k | -3% | Dec 2025 |
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| Creative Planning | 11k | $241k | -6% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 11k | $237k | 0% | Dec 2025 |
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| Wetherby Asset Management | 10k | $217k | 0% | Sep 2025 |
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| Barrett & Company | 7.4k | $156k | 1% | Dec 2025 |
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| Vermillion Wealth Management | 3.5k | $76k | 102% | Sep 2025 |
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| Litman Gregory Asset Management | 3.0k | $64k | 100% | Dec 2025 |
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| Flagship Harbor Advisors | 3.0k | $64k | 100% | Dec 2025 |
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| Newbridge Financial Services Group | 3.0k | $64k | 0% | Sep 2025 |
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| Spire Wealth Management | 2.9k | $62k | 0% | Dec 2025 |
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| Us Bancorp | 2.1k | $44k | 256% | Dec 2025 |
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| Global Retirement Partners | 1.6k | $35k | 100% | Dec 2025 |
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| Goss Wealth Management | 1.3k | $27k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 1.2k | $26k | 2% | Dec 2025 |
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| Pnc Financial Services | 1.2k | $25k | 0% | Dec 2025 |
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| Dunhill Financial | 1.0k | $21k | 0% | Dec 2025 |
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| Toth Financial Advisory Corporation | 818.00 | $17k | 17% | Dec 2025 |
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| A. Montag and Associates | 803.00 | $17k | 0% | Dec 2025 |
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| Sound Income Strategies | 797.00 | $17k | 1% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 627.00 | $13k | 100% | Dec 2025 |
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| IFP Advisors | 500.00 | $11k | 0% | Dec 2025 |
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| Sunbelt Securities | 474.00 | $10k | -44% | Dec 2025 |
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| Private Trust Co Na | 400.00 | $8.5k | 0% | Dec 2025 |
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| CoreCap Advisors | 300.00 | $6.4k | 0% | Dec 2025 |
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| WPG Advisers | 258.00 | $5.5k | -2% | Dec 2025 |
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| Highline Wealth Partners | 140.00 | $3.0k | 0% | Dec 2025 |
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| CWM | 100.00 | $2.0k | 0% | Dec 2025 |
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| Root Financial Partners | 100.00 | $2.1k | 0% | Dec 2025 |
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| Huntington National Bank | 99.00 | $2.1k | 0% | Dec 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 |
| Northern Trust | Sep 2025 | 12k | $250k |
| HighTower Advisors | Sep 2025 | 9.4k | $205k |
| Wealth Enhancement Advisory Services | Sep 2025 | 9.4k | $204k |
| Steward Partners Investment Advisory | Sep 2025 | 750.00 | $16k |
| Advisory Services Network | Sep 2025 | 610.00 | $13k |
| Ameritas Advisory Services | Sep 2025 | 387.00 | $8.4k |