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 | 4% | Mar 2026 |
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| UBS Group | 1.4M | $29M | 0% | Jun 2026 |
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| Chicago Partners Investment | 469k | $9.7M | 7% | Jun 2026 |
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| Invesco | 467k | $9.9M | 4% | Jun 2026 |
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| Sanctuary Advisors | 296k | $6.3M | 144% | Jun 2026 |
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| Glaxis Capital Management | 270k | $5.7M | 3% | Jun 2026 |
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| Atria Investments | 246k | $5.2M | 238% | Jun 2026 |
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| Raymond James Financial | 237k | $5.0M | -35% | Jun 2026 |
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| Royal Bank of Canada | 226k | $4.0M | 1% | Jun 2026 |
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| Advisors Asset Management | 182k | $3.8M | 119% | Jun 2026 |
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| Bank of America Corporation | 170k | $3.6M | -4% | Jun 2026 |
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| Greatmark Investment Partners | 168k | $3.6M | -1% | Jun 2026 |
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| Pinnacle Financial Partners | 168k | $3.6M | 0% | Jun 2026 |
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| LPL Financial | 157k | $3.3M | 3% | Jun 2026 |
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| Wells Fargo & Company | 153k | $3.2M | 156% | Jun 2026 |
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| Envestnet Asset Management | 148k | $3.1M | 8% | Jun 2026 |
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| Rareview Capital | 146k | $3.1M | 10% | Jun 2026 |
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| Baird Financial | 144k | $3.0M | -1% | Jun 2026 |
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| Thomas J. Herzfeld Advisors | 138k | $2.9M | 33% | Jun 2026 |
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| NewEdge Wealth | 117k | $2.5M | -40% | Jun 2026 |
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| Oder Investment Management | 78k | $1.6M | 4% | Jun 2026 |
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| Platt Wealth Management | 75k | $1.6M | 0% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 66k | $1.4M | -1% | Jun 2026 |
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| WJ Financial Advisors | 66k | $1.4M | 13% | Jun 2026 |
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| Oppenheimer & Co | 63k | $1.3M | 0% | Jun 2026 |
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| Fiera Capital Corporation | 57k | $1.2M | 3% | Jun 2026 |
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| Beacon Pointe Advisors | 56k | $1.2M | 0% | Jun 2026 |
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| MAI Wealth Advisors | 55k | $1.2M | -6% | Jun 2026 |
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| Rockefeller Capital Management | 54k | $1.1M | 1% | Jun 2026 |
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| Capital Investment Advisors | 53k | $1.1M | -5% | Jun 2026 |
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| Advisor Group Holdings | 52k | $1.1M | -1% | Jun 2026 |
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| Breachway Investments | 48k | $1.0M | -1% | Jun 2026 |
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| Lido Advisors | 44k | $928k | 6% | Jun 2026 |
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| Wealthcare Advisory Partners | 43k | $904k | 6% | Jun 2026 |
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| Shaker Financial Services | 37k | $775k | -61% | Jun 2026 |
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| Independent Wealth Network | 36k | $770k | 100% | Jun 2026 |
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| Kestra Private Wealth Services | 32k | $676k | 14% | Jun 2026 |
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| Fifth Third Bancorp | 32k | $666k | -1% | Jun 2026 |
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| PMG Family Office | 29k | $621k | 6% | Jun 2026 |
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| Cetera Investment Advisers | 29k | $620k | 14% | Jun 2026 |
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| LexAurum Advisors | 25k | $528k | -11% | Jun 2026 |
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| Pathstone Holdings | 24k | $506k | 0% | Jun 2026 |
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| Rsm Us Wealth Management | 20k | $424k | 15% | Jun 2026 |
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| Smith Asset Management | 18k | $383k | -5% | Jun 2026 |
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| Caprock | 15k | $318k | 0% | Jun 2026 |
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| Commonwealth Equity Services | 14k | $294k | -26% | Jun 2026 |
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| Kestra Advisory Services | 14k | $290k | 6% | Jun 2026 |
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| Financial Security Advisor | 14k | $286k | 0% | Jun 2026 |
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| Prospera Financial Services | 13k | $281k | 0% | Jun 2026 |
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| Everpar Advisors | 13k | $281k | 0% | Jun 2026 |
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| Readystate Asset Management | 12k | $253k | -55% | Jun 2026 |
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| Creative Planning | 11k | $241k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 10k | $220k | 19% | Jun 2026 |
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| Janney Montgomery Scott | 9.9k | $210k | -45% | Jun 2026 |
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| Stifel Financial | 9.7k | $206k | -8% | Jun 2026 |
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| Us Bancorp | 6.4k | $135k | 206% | Jun 2026 |
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| Vermillion Wealth Management | 3.5k | $75k | 0% | Jun 2026 |
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| Barrett & Company | 3.5k | $74k | -53% | Jun 2026 |
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| Compass Financial Management | 3.3k | $67k | 100% | Jun 2026 |
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| Global Retirement Partners | 3.1k | $66k | 92% | Jun 2026 |
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| Spire Wealth Management | 2.9k | $62k | 0% | Jun 2026 |
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| Key FInancial | 2.6k | $55k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 1.6k | $34k | 2% | Jun 2026 |
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| Goss Wealth Management | 1.3k | $27k | 0% | Jun 2026 |
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| Pnc Financial Services | 1.2k | $25k | 0% | Jun 2026 |
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| IFG Advisory | 1.2k | $25k | 100% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 1.1k | $23k | 15% | Jun 2026 |
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| Dunhill Financial | 1.0k | $21k | 0% | Jun 2026 |
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| Medallion Wealth Advisors | 975.00 | $21k | 0% | Jun 2026 |
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| Toth Financial Advisory Corporation | 917.00 | $19k | 2% | Jun 2026 |
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| Triumph Capital Management | 900.00 | $18k | 12% | Mar 2026 |
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| IFP Advisors | 500.00 | $11k | 0% | Jun 2026 |
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| Harbour Investments | 500.00 | $11k | 0% | Jun 2026 |
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| WPG Advisers | 475.00 | $10k | 15% | Jun 2026 |
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| Sunbelt Securities | 474.00 | $9.5k | 0% | Mar 2026 |
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| Private Trust Co Na | 400.00 | $8.5k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 352.00 | $7.5k | 100% | Jun 2026 |
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| Highline Wealth Partners | 290.00 | $6.1k | 0% | Jun 2026 |
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| Loring Wolcott Coolidge Fa | 191.00 | $4.0k | 100% | Jun 2026 |
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| CWM | 100.00 | $2.0k | 0% | Mar 2026 |
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| Clear Street Group | 61.00 | $1.3k | 100% | Jun 2026 |
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| Whittier Trust Co. of Nevada | 34.00 | $720.001000 | 0% | Jun 2026 |
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| Huntington National Bank | 33.00 | $697.999500 | -50% | Jun 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 |
|---|---|---|---|
| Belpointe Asset Management | Mar 2026 | 45k | $889k |
| Susquehanna International | Mar 2026 | 27k | $543k |
| Wolverine Asset Management | Mar 2026 | 19k | $382k |
| Logan Stone Capital | Mar 2026 | 15k | $296k |
| Pettinga Financial Advisors | Mar 2026 | 15k | $293k |
| PW Nova Financial Services | Mar 2026 | 10k | $201k |
| Sound Income Strategies | Mar 2026 | 1.1k | $22k |
| Advisory Services Network | Mar 2026 | 610.00 | $12k |
| BlackRock | Mar 2026 | 150.00 | $3.0k |