Who owns COHEN & STEERS TAX ADVAN PFD?
- Ticker: PTA
- CUSIP Number: 19249x108
Tip: Access positions for across all investors
Analyze quarterly positions in Cohen & Steers Tax Advan P with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Cohen & Steers Tax Advan P stock
Who bought or sold COHEN & STEERS TAX ADVAN PFD this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 3.4M | $68M | 3% | Jun 2024 |
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| Bank of America Corporation | 3.4M | $71M | 1% | Sep 2024 |
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| Royal Bank of Canada | 789k | $17M | 18% | Sep 2024 |
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| Raymond James & Associates | 388k | $8.2M | 2831% | Sep 2024 |
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| Stifel Financial | 143k | $2.8M | 23% | Jun 2024 |
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| HPM Partners | 106k | $2.2M | 2% | Sep 2024 |
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| Sanctuary Advisors | 71k | $1.3M | 100% | Jun 2024 |
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| CI Private Wealth | 61k | $1.3M | 9% | Sep 2024 |
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| Rockefeller Capital Management | 56k | $1.1M | 84% | Jun 2024 |
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| Wedbush Morgan Securities | 51k | $1.1M | -7% | Sep 2024 |
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| Oppenheimer & Co | 44k | $932k | -24% | Sep 2024 |
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| Raymond James Financial Services Advisors | 38k | $799k | 31% | Sep 2024 |
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| LPL Financial | 37k | $776k | 31% | Sep 2024 |
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| Lido Advisors | 34k | $683k | 0% | Jun 2024 |
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| LexAurum Advisors | 32k | $674k | 0% | Sep 2024 |
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| Invesco | 30k | $634k | 0% | Sep 2024 |
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| Atria Wealth Solutions | 21k | $448k | -7% | Sep 2024 |
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| Brian McDonald | 21k | $442k | -2% | Sep 2024 |
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| Shaker Financial Services | 19k | $407k | -13% | Sep 2024 |
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| Commonwealth Equity Services | 17k | $366k | 0% | Sep 2024 |
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| Rsm Us Wealth Management | 17k | $364k | 0% | Sep 2024 |
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| RFG Advisory | 16k | $326k | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 14k | $301k | -6% | Sep 2024 |
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| Envestnet Asset Management | 14k | $284k | 21% | Sep 2024 |
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| Modera Wealth Management | 12k | $255k | 10% | Sep 2024 |
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| Equitable Holdings | 12k | $241k | 9% | Jun 2024 |
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| Journey Strategic Wealth | 12k | $247k | -11% | Sep 2024 |
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| Cetera Investment Advisers | 12k | $232k | 4% | Jun 2024 |
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| Goss Wealth Management | 12k | $229k | 100% | Jun 2024 |
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| Activest Wealth Management | 7.5k | $157k | 0% | Sep 2024 |
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| Advisor Group Holdings | 3.0k | $63k | -46% | Sep 2024 |
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| Harbour Investments | 2.9k | $61k | 16% | Sep 2024 |
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| Lindbrook Capital | 2.0k | $42k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 1.6k | $33k | -58% | Sep 2024 |
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| Wells Fargo & Company | 1.0k | $21k | -54% | Sep 2024 |
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| Kimelman & Baird | 800.00 | $17k | 0% | Sep 2024 |
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| Princeton Global Asset Management | 700.00 | $15k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 20.00 | $397.000000 | 100% | Jun 2024 |
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Who sold out of Cohen & Steers Tax Advan P?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Amundi | Mar 2024 | 213k | $3.9M |
| Relative Value Partners | Mar 2024 | 85k | $1.6M |
| Pettinga Financial Advisors | Jun 2024 | 17k | $330k |
| Guggenheim Capital, LLC Managers | Jun 2024 | 16k | $322k |
| Register Financial Advisors | Jun 2024 | 8.5k | $168k |