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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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 |
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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 |