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 | 3.3M | $66M | 100% | Jun 2025 |
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| UBS Group | 2.4M | $49M | -4% | Sep 2025 |
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| Royal Bank of Canada | 702k | $14M | 6% | Sep 2025 |
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| Raymond James Financial | 540k | $11M | 0% | Sep 2025 |
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| Rockefeller Capital Management | 188k | $3.8M | 14% | Sep 2025 |
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| HPM Partners | 107k | $2.2M | 0% | Sep 2025 |
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| Stifel Financial | 82k | $1.7M | -2% | Sep 2025 |
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| Polar Securities | 73k | $1.5M | -12% | Sep 2025 |
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| CI Private Wealth | 64k | $1.3M | -1% | Sep 2025 |
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| Wells Fargo & Company | 64k | $1.3M | -60% | Sep 2025 |
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| Wedbush Morgan Securities | 56k | $1.1M | 6% | Sep 2025 |
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| Shaker Financial Services | 54k | $1.1M | -12% | Sep 2025 |
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| LPL Financial | 51k | $1.0M | -2% | Sep 2025 |
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| Oppenheimer & Co | 49k | $993k | 0% | Sep 2025 |
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| Citadel Advisors | 48k | $983k | 20% | Sep 2025 |
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| Lido Advisors | 46k | $935k | 12% | Sep 2025 |
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| Goss Wealth Management | 39k | $794k | 9% | Sep 2025 |
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| Pettinga Financial Advisors | 26k | $534k | -59% | Sep 2025 |
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| RFG Advisory | 26k | $529k | 6% | Sep 2025 |
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| LexAurum Advisors | 22k | $455k | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 22k | $453k | 100% | Sep 2025 |
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| Brian McDonald | 21k | $437k | -9% | Sep 2025 |
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| Integrated Wealth Concepts | 19k | $389k | -4% | Sep 2025 |
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| Envestnet Asset Management | 18k | $369k | 3% | Sep 2025 |
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| Northern Trust | 16k | $327k | 100% | Sep 2025 |
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| Change Path | 15k | $314k | -1% | Sep 2025 |
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| Cetera Investment Advisers | 15k | $308k | 9% | Sep 2025 |
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| Janney Montgomery Scott | 13k | $263k | 1% | Sep 2025 |
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| Jane Street | 13k | $255k | -31% | Sep 2025 |
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| Virtu Financial | 12k | $245k | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 12k | $237k | 2% | Sep 2025 |
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| Ameriprise Financial | 11k | $225k | 0% | Sep 2025 |
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| Equitable Holdings | 10k | $207k | 100% | Sep 2025 |
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| K2 Principal Fund | 9.8k | $200k | 100% | Sep 2025 |
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| Advisor Group Holdings | 8.7k | $177k | 7% | Sep 2025 |
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| Activest Wealth Management | 7.5k | $152k | 0% | Sep 2025 |
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| Newbridge Financial Services Group | 7.4k | $151k | 0% | Sep 2025 |
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| Huntington National Bank | 4.8k | $98k | 0% | Sep 2025 |
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| Harbour Investments | 3.0k | $61k | 0% | Sep 2025 |
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| Massmutual Trust | 2.9k | $59k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 2.7k | $54k | 0% | Sep 2025 |
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| IFP Advisors | 1.4k | $29k | 0% | Sep 2025 |
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| Pinnacle Bank | 804.00 | $16k | 0% | Sep 2025 |
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| Kimelman & Baird | 800.00 | $16k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 700.00 | $14k | 0% | Sep 2025 |
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| Assetmark | 600.00 | $12k | 0% | Sep 2025 |
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| SRS Capital Advisors | 300.00 | $6.1k | 100% | Sep 2025 |
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| Whittier Trust | 166.00 | $3.4k | 0% | Sep 2025 |
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| WPG Advisers | 73.00 | $1.5k | 100% | Sep 2025 |
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| Brown Brothers Harriman & Co. | 4.00 | $82.000000 | 100% | Sep 2025 |
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Who sold out of Cohen & Steers Tax Advan P?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bryn Mawr Trust | Jun 2025 | 81k | $1.6M |
| Commonwealth Equity Services | Jun 2025 | 18k | $347k |
| Elequin Capital | Jun 2025 | 13k | $265k |
| Modera Wealth Management | Jun 2025 | 13k | $249k |
| Atria Wealth Solutions | Mar 2025 | 10k | $196k |
| Atlantic Trust | Jun 2025 | 1.9k | $38k |
| Geneos Wealth Management | Jun 2025 | 384.00 | $7.6k |