Who owns Cohen & Steers Slt Pfd Incm?
- Ticker: PSF
- CUSIP Number: 19248Y107
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Analyze quarterly positions in Cohen & Steers Slt Pfd Incm with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Cohen & Steers Slt Pfd Incm this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 606k | $12M | 6% | Jun 2024 |
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Baldwin Brothers | 150k | $3.2M | 3% | Sep 2024 |
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Cornerstone Advisory | 150k | $3.2M | -7% | Sep 2024 |
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Invesco | 141k | $3.0M | 4% | Sep 2024 |
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Guggenheim Capital, LLC Managers | 127k | $2.7M | 66% | Sep 2024 |
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Raymond James & Associates | 125k | $2.7M | 18% | Sep 2024 |
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Shaker Financial Services | 82k | $1.8M | 118% | Sep 2024 |
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Kestra Private Wealth Services | 72k | $1.5M | 31% | Sep 2024 |
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LPL Financial | 66k | $1.4M | -3% | Sep 2024 |
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Envestnet Asset Management | 53k | $1.1M | 2% | Sep 2024 |
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Royal Bank of Canada | 49k | $1.1M | -5% | Sep 2024 |
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Kestra Advisory Services | 41k | $876k | 0% | Sep 2024 |
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Gridiron Partners | 40k | $797k | -1% | Jun 2024 |
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Bank of America Corporation | 35k | $744k | 13% | Sep 2024 |
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Branch Banking & Trust Company | 32k | $627k | -4% | Jun 2024 |
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Landscape Capital Management | 27k | $578k | -32% | Sep 2024 |
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WealthBridge Capital Management | 26k | $554k | 75% | Sep 2024 |
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Daymark Wealth Partners | 25k | $530k | 25% | Sep 2024 |
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Advisor Group Holdings | 21k | $446k | -38% | Sep 2024 |
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UMA Financial Services | 15k | $310k | 0% | Sep 2024 |
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Goss Wealth Management | 15k | $286k | 34% | Jun 2024 |
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Harbour Investments | 14k | $294k | 0% | Sep 2024 |
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Davenport & Co | 14k | $293k | 0% | Sep 2024 |
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Alpha Cubed Investments | 12k | $264k | 0% | Sep 2024 |
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NewEdge Wealth | 12k | $259k | 0% | Sep 2024 |
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HPM Partners | 12k | $257k | 0% | Sep 2024 |
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Integrated Wealth Concepts | 11k | $239k | 0% | Sep 2024 |
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Wells Fargo & Company | 7.4k | $160k | 52% | Sep 2024 |
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Hexagon Capital Partners | 6.0k | $129k | 0% | Sep 2024 |
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CoreCap Advisors | 5.1k | $110k | 0% | Sep 2024 |
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Brian McDonald | 3.4k | $74k | 1% | Sep 2024 |
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Us Bancorp | 3.1k | $66k | 0% | Sep 2024 |
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Gilliland Jeter Wealth Management | 320.00 | $6.9k | 0% | Sep 2024 |
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GPS Wealth Strategies Group | 2.0k | $44k | 1% | Sep 2024 |
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Cullen Frost Bankers | 2.0k | $43k | 0% | Sep 2024 |
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Huntington National Bank | 2.0k | $43k | 0% | Sep 2024 |
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Pnc Financial Services | 1.0k | $21k | 0% | Sep 2024 |
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Barrett & Company | 650.00 | $14k | 0% | Sep 2024 |
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Hilltop National Bank | 600.00 | $13k | 0% | Sep 2024 |
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Geneos Wealth Management | 232.00 | $4.6k | 0% | Jun 2024 |
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Jaffetilchin Investment Partners | 173.00 | $3.7k | 100% | Sep 2024 |
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FinTrust Capital Advisors | 27.00 | $578.998800 | 0% | Sep 2024 |
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Activest Wealth Management | 0 | $0 | -100% | Sep 2024 |
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Who sold out of Cohen & Steers Slt Pfd Incm?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Wolverine Asset Management | Jun 2024 | 15k | $303k |
Tower Research Capital | Mar 2024 | 61.00 | $1.2k |