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% | Mar 2026 |
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| UBS Group | 1.4M | $28M | 1% | Mar 2026 |
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| Invesco | 448k | $8.9M | 24% | Mar 2026 |
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| Chicago Partners Investment | 438k | $9.2M | -2% | Mar 2026 |
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| Raymond James Financial | 404k | $8.6M | -1% | Dec 2025 |
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| Glaxis Capital Management | 262k | $5.2M | 13% | Mar 2026 |
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| Royal Bank of Canada | 222k | $3.9M | -38% | Mar 2026 |
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| NewEdge Wealth | 195k | $3.9M | -9% | Mar 2026 |
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| Bank of America Corporation | 177k | $3.5M | 100% | Mar 2026 |
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| Greatmark Investment Partners | 171k | $3.4M | -1% | Mar 2026 |
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| Pinnacle Financial Partners | 166k | $3.5M | 100% | Dec 2025 |
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| LPL Financial | 152k | $3.0M | 3% | Mar 2026 |
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| Baird Financial | 143k | $3.0M | -1% | Dec 2025 |
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| Envestnet Asset Management | 137k | $2.7M | -14% | Mar 2026 |
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| Rareview Capital | 133k | $2.8M | 21% | Mar 2026 |
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| Sanctuary Advisors | 121k | $2.4M | 14% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 104k | $2.1M | -16% | Mar 2026 |
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| Shaker Financial Services | 93k | $1.9M | -1% | Mar 2026 |
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| Advisors Asset Management | 83k | $1.7M | 100% | Mar 2026 |
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| Platt Wealth Management | 75k | $1.5M | -10% | Mar 2026 |
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| Oder Investment Management | 75k | $1.5M | 1% | Mar 2026 |
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| Atria Investments | 73k | $1.5M | 40% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 67k | $1.3M | 82% | Mar 2026 |
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| Oppenheimer & Co | 63k | $1.3M | 1% | Mar 2026 |
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| Wells Fargo & Company | 60k | $1.2M | -15% | Mar 2026 |
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| WJ Financial Advisors | 58k | $1.2M | 9% | Mar 2026 |
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| MAI Wealth Advisors | 58k | $1.2M | 0% | Mar 2026 |
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| Fiera Capital Corporation | 56k | $1.1M | -4% | Mar 2026 |
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| Capital Investment Advisors | 56k | $1.1M | -14% | Mar 2026 |
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| Advisor Group Holdings | 54k | $1.1M | -2% | Dec 2025 |
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| Rockefeller Capital Management | 53k | $1.1M | -7% | Mar 2026 |
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| Beacon Pointe Advisors | 52k | $1.1M | 0% | Dec 2025 |
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| Breachway Investments | 48k | $973k | 0% | Mar 2026 |
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| Belpointe Asset Management | 45k | $889k | 100% | Mar 2026 |
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| Lido Advisors | 41k | $827k | 0% | Mar 2026 |
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| Wealthcare Advisory Partners | 40k | $802k | 15% | Mar 2026 |
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| Fifth Third Bancorp | 32k | $637k | 100% | Mar 2026 |
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| Brian McDonald | 32k | $676k | -41% | Dec 2025 |
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| LexAurum Advisors | 28k | $562k | -17% | Mar 2026 |
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| Kestra Private Wealth Services | 28k | $559k | 38% | Mar 2026 |
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| PMG Family Office | 28k | $554k | 12% | Mar 2026 |
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| Readystate Asset Management | 27k | $533k | 100% | Mar 2026 |
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| Cetera Investment Advisers | 26k | $513k | 29% | Mar 2026 |
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| Pathstone Holdings | 24k | $478k | 103% | Mar 2026 |
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| Susquehanna International | 22k | $465k | 100% | Dec 2025 |
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| Wolverine Asset Management | 19k | $382k | 100% | Mar 2026 |
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| Commonwealth Equity Services | 19k | $373k | 35% | Mar 2026 |
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| Janney Montgomery Scott | 18k | $358k | -21% | Mar 2026 |
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| Rsm Us Wealth Management | 18k | $349k | -13% | Mar 2026 |
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| Caprock | 15k | $300k | 0% | Mar 2026 |
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| Logan Stone Capital | 15k | $296k | 100% | Mar 2026 |
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| Pettinga Financial Advisors | 15k | $293k | 100% | Mar 2026 |
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| Financial Security Advisor | 14k | $270k | 0% | Mar 2026 |
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| Prospera Financial Services | 13k | $266k | 0% | Mar 2026 |
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| Everpar Advisors | 13k | $265k | 0% | Mar 2026 |
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| Kestra Advisory Services | 13k | $258k | -31% | Mar 2026 |
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| Smith Asset Management | 12k | $250k | 16% | Dec 2025 |
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| Creative Planning | 11k | $228k | 0% | Mar 2026 |
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| Stifel Financial | 11k | $211k | -8% | Mar 2026 |
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| PW Nova Financial Services | 10k | $201k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 8.7k | $175k | -22% | Mar 2026 |
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| Barrett & Company | 7.5k | $149k | 1% | Mar 2026 |
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| Vermillion Wealth Management | 3.5k | $71k | 0% | Mar 2026 |
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| Litman Gregory Asset Management | 3.0k | $64k | 100% | Dec 2025 |
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| Spire Wealth Management | 2.9k | $58k | 0% | Mar 2026 |
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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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| Hanson McClain Advisors | 1.2k | $26k | 2% | Dec 2025 |
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| Pnc Financial Services | 1.2k | $24k | 0% | Mar 2026 |
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| Sound Income Strategies | 1.1k | $22k | 38% | Mar 2026 |
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| Dunhill Financial | 1.0k | $20k | 0% | Mar 2026 |
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| Medallion Wealth Advisors | 975.00 | $20k | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 939.00 | $19k | 50% | Mar 2026 |
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| Triumph Capital Management | 900.00 | $18k | 12% | Mar 2026 |
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| Toth Financial Advisory Corporation | 899.00 | $18k | 10% | Mar 2026 |
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| IFP Advisors | 500.00 | $10k | 0% | Mar 2026 |
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| Harbour Investments | 500.00 | $10k | 100% | Mar 2026 |
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| Sunbelt Securities | 474.00 | $9.5k | 0% | Mar 2026 |
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| WPG Advisers | 412.00 | $8.2k | 60% | Mar 2026 |
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| Private Trust Co Na | 400.00 | $8.0k | 0% | Mar 2026 |
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| Highline Wealth Partners | 290.00 | $5.8k | 107% | Mar 2026 |
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| Western Wealth Management | 210.00 | $4.2k | 100% | Mar 2026 |
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| BlackRock | 150.00 | $3.0k | 100% | Mar 2026 |
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| CWM | 100.00 | $2.0k | 0% | Dec 2025 |
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| Huntington National Bank | 99.00 | $2.1k | 0% | Dec 2025 |
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| Whittier Trust Co. of Nevada | 34.00 | $702.001400 | 100% | Mar 2026 |
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Who sold out of Cohen & Steers Ltd Dur Pfd I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| HPM Partners | Dec 2025 | 69k | $1.5M |
| Baldwin Brothers | Dec 2025 | 50k | $1.1M |
| Jane Street | Dec 2025 | 16k | $334k |
| Northern Trust | Sep 2025 | 12k | $250k |
| Flagship Harbor Advisors | Dec 2025 | 3.0k | $64k |
| Goss Wealth Management | Dec 2025 | 1.3k | $27k |
| A. Montag and Associates | Dec 2025 | 803.00 | $17k |
| Advisory Services Network | Sep 2025 | 610.00 | $13k |
| CoreCap Advisors | Dec 2025 | 300.00 | $6.4k |
| Root Financial Partners | Dec 2025 | 100.00 | $2.1k |