Who owns COHEN & STEERS TAX ADVAN PFD?

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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 4.0M $70M -14% Sep 2023
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UBS Group 2.6M $47M 11% Dec 2023
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Bank of America Corporation 2.3M $42M 14% Dec 2023
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Royal Bank of Canada 723k $13M 38% Dec 2023
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Sit Investment Associates 471k $8.2M -1% Sep 2023
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Penserra Capital Management 378k $6.8M 7% Dec 2023
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Amundi 213k $4.0M 0% Dec 2023
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Stifel Financial 130k $2.3M -17% Dec 2023
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HPM Partners 103k $1.8M 2% Dec 2023
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Pettinga Financial Advisors 97k $1.7M 100% Dec 2023
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Relative Value Partners 87k $1.6M 68% Dec 2023
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LexAurum Advisors 73k $1.3M -14% Dec 2023
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Wedbush Morgan Securities 63k $1.1M 26% Dec 2023
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Rockefeller Capital Management 58k $1.0M -25% Dec 2023
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Invesco 55k $960k 17% Sep 2023
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Landscape Capital Management 51k $913k 100% Dec 2023
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LPL Financial 45k $780k -8% Sep 2023
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Oppenheimer & Co 35k $610k -13% Sep 2023
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Claybrook Capital 34k $601k 0% Sep 2023
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Lido Advisors 34k $619k 100% Dec 2023
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Raymond James Financial Services Advisors 31k $565k 99% Dec 2023
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Weiss Asset Management LP[1 28k $498k 100% Dec 2023
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Atria Wealth Solutions 24k $430k -7% Dec 2023
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Commonwealth Equity Services 19k $347k 1% Dec 2023
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Cambridge Investment Research Advisors 19k $344k 1% Dec 2023
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Brian McDonald 19k $328k 100% Sep 2023
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Envestnet Asset Management 19k $326k 100% Sep 2023
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Guggenheim Capital, LLC Managers 17k $308k -1% Dec 2023
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Raymond James & Associates 14k $256k 100% Dec 2023
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Modera Wealth Management 11k $194k 1% Dec 2023
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Advisor Group Holdings 5.7k $103k -59% Dec 2023
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Wolverine Asset Management 5.0k $90k 100% Dec 2023
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Northwestern Mutual Wealth Management Company 3.2k $56k 1% Sep 2023
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Elequin Capital 2.6k $46k 100% Dec 2023
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Lindbrook Capital 2.0k $36k 100% Dec 2023
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Nbc Securities 1.0k $18k 0% Dec 2023
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Us Bancorp 1.0k $18k 0% Dec 2023
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Princeton Global Asset Management 700.00 $13k 0% Dec 2023
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Hanson McClain Advisors 600.00 $11k 100% Dec 2023
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Vima 582.00 $11k 100% Dec 2023
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Who sold out of Cohen & Steers Tax Advan P?

Fund or Company Name Date Sold Shares Held Valued At
1607 Capital Partners Jun 2023 89k $1.5M
RFG Advisory Sep 2023 29k $509k
Red Door Wealth Management Sep 2023 16k $276k
Equitable Holdings Jun 2023 15k $264k
Activest Wealth Management Sep 2023 7.0k $123k
Jpmorgan Chase & Co Sep 2023 648.00 $11k