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 | 3.9M | $73M | 12% | Mar 2026 |
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| Bank of America Corporation | 3.7M | $69M | 100% | Mar 2026 |
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| UBS Group | 2.4M | $45M | 2% | Mar 2026 |
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| Royal Bank of Canada | 719k | $14M | 2% | Mar 2026 |
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| Raymond James Financial | 502k | $9.7M | -7% | Dec 2025 |
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| Logan Stone Capital | 264k | $4.9M | -2% | Mar 2026 |
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| Rockefeller Capital Management | 201k | $3.8M | 8% | Mar 2026 |
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| Shaker Financial Services | 146k | $2.7M | -1% | Mar 2026 |
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| Stifel Financial | 146k | $2.7M | 43% | Mar 2026 |
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| Independent Advisor Alliance | 81k | $1.5M | 100% | Mar 2026 |
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| Fifth Third Bancorp | 71k | $1.3M | 100% | Mar 2026 |
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| Wedbush Morgan Securities | 66k | $1.2M | 16% | Mar 2026 |
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| Rareview Capital | 66k | $1.3M | 21% | Mar 2026 |
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| First Trust Advisors | 63k | $1.2M | 100% | Mar 2026 |
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| LPL Financial | 60k | $1.1M | -17% | Mar 2026 |
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| Citadel Advisors | 59k | $1.1M | 44% | Mar 2026 |
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| Oppenheimer & Co | 55k | $1.0M | 12% | Mar 2026 |
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| Pettinga Financial Advisors | 53k | $996k | -15% | Mar 2026 |
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| CI Private Wealth | 51k | $647k | -14% | Mar 2026 |
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| Lido Advisors | 46k | $858k | 0% | Mar 2026 |
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| Goss Wealth Management | 42k | $794k | 16% | Mar 2026 |
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| Colony | 37k | $716k | 100% | Dec 2025 |
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| RFG Advisory | 32k | $591k | 17% | Mar 2026 |
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| Readystate Asset Management | 29k | $547k | -64% | Mar 2026 |
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| Wells Fargo & Company | 29k | $535k | 0% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 29k | $535k | 100% | Mar 2026 |
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| Kestra Private Wealth Services | 22k | $405k | -4% | Mar 2026 |
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| Brian McDonald | 21k | $411k | -1% | Dec 2025 |
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| LexAurum Advisors | 19k | $362k | -13% | Mar 2026 |
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| Envestnet Asset Management | 19k | $357k | 7% | Mar 2026 |
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| Cetera Investment Advisers | 19k | $353k | 22% | Mar 2026 |
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| XTX Topco | 18k | $347k | 100% | Dec 2025 |
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| PW Nova Financial Services | 17k | $313k | 100% | Mar 2026 |
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| Equitable Holdings | 15k | $295k | -29% | Mar 2026 |
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| Cambridge Investment Research Advisors | 13k | $234k | 6% | Mar 2026 |
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| COFG Advisors | 13k | $234k | 2% | Mar 2026 |
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| Sanctuary Advisors | 12k | $231k | -6% | Mar 2026 |
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| Janney Montgomery Scott | 12k | $229k | -8% | Mar 2026 |
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| Rsm Us Wealth Management | 12k | $225k | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 12k | $221k | 2% | Mar 2026 |
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| Closed-End Fund Advisors | 12k | $220k | 100% | Mar 2026 |
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| Change Path | 11k | $204k | 0% | Mar 2026 |
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| Susquehanna International | 11k | $206k | 100% | Dec 2025 |
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| Commonwealth Equity Services | 11k | $199k | 100% | Mar 2026 |
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| Wolverine Asset Management | 9.3k | $174k | -68% | Mar 2026 |
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| Parvin Asset Management | 9.0k | $169k | 0% | Mar 2026 |
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| Noble Wealth Management PBC | 7.1k | $133k | 237% | Mar 2026 |
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| Advisor Group Holdings | 7.0k | $136k | -19% | Dec 2025 |
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| Huntington National Bank | 4.8k | $93k | 0% | Dec 2025 |
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| Massmutual Trust | 2.3k | $43k | 0% | Mar 2026 |
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| Global Retirement Partners | 1.7k | $32k | 100% | Dec 2025 |
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| IFP Advisors | 1.4k | $27k | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 1.3k | $25k | 105% | Mar 2026 |
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| WPG Advisers | 581.00 | $11k | 115% | Mar 2026 |
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| Highline Wealth Partners | 352.00 | $6.6k | 76% | Mar 2026 |
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| SRS Capital Advisors | 300.00 | $5.6k | 0% | Mar 2026 |
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| BlackRock | 211.00 | $4.0k | 100% | Mar 2026 |
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| Elevated Capital Advisors | 200.00 | $3.7k | 0% | Mar 2026 |
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| Pinnacle Bank | 168.00 | $3.1k | 0% | Mar 2026 |
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| Assetmark | 43.00 | $806.000600 | -74% | Mar 2026 |
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Who sold out of Cohen & Steers Tax Advan P?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Rivernorth Capital Management | Dec 2025 | 236k | $4.6M |
| HPM Partners | Dec 2025 | 106k | $2.1M |
| Jane Street | Dec 2025 | 65k | $1.2M |
| Marex Group | Dec 2025 | 36k | $685k |
| Wealth Enhancement Advisory Services | Dec 2025 | 22k | $430k |
| Northern Trust | Sep 2025 | 16k | $327k |
| Virtu Financial | Sep 2025 | 12k | $245k |
| Bank of New York Mellon | Dec 2025 | 12k | $224k |
| Rainier Family Wealth | Dec 2025 | 11k | $218k |
| K2 Principal Fund | Sep 2025 | 9.8k | $200k |
| Harbour Investments | Dec 2025 | 3.0k | $58k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 700.00 | $14k |
| Whittier Trust | Dec 2025 | 166.00 | $3.3k |