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 | 3.5M | $68M | -5% | Jun 2026 |
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| UBS Group | 2.6M | $49M | 7% | Jun 2026 |
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| Royal Bank of Canada | 676k | $13M | -6% | Jun 2026 |
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| Raymond James Financial | 360k | $6.9M | -17% | Jun 2026 |
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| Rockefeller Capital Management | 203k | $3.9M | 1% | Jun 2026 |
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| Stifel Financial | 156k | $3.0M | 7% | Jun 2026 |
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| Lido Advisors | 144k | $2.8M | 213% | Jun 2026 |
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| Shaker Financial Services | 98k | $1.9M | -33% | Jun 2026 |
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| Pettinga Financial Advisors | 86k | $1.6M | 61% | Jun 2026 |
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| Fifth Third Bancorp | 70k | $1.3M | -1% | Jun 2026 |
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| First Trust Advisors | 69k | $1.3M | 9% | Jun 2026 |
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| LPL Financial | 63k | $1.2M | 5% | Jun 2026 |
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| Wedbush Morgan Securities | 60k | $1.1M | -9% | Jun 2026 |
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| Oppenheimer & Co | 53k | $1.0M | -3% | Jun 2026 |
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| Citadel Advisors | 52k | $998k | -11% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 50k | $957k | 75% | Jun 2026 |
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| Goss Wealth Management | 42k | $804k | -1% | Jun 2026 |
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| RFG Advisory | 41k | $780k | 29% | Jun 2026 |
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| CI Private Wealth | 36k | $682k | -30% | Jun 2026 |
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| Wells Fargo & Company | 34k | $651k | 19% | Jun 2026 |
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| Rareview Capital | 27k | $542k | -58% | Jun 2026 |
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| Equitable Holdings | 27k | $518k | 77% | Jun 2026 |
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| Logan Stone Capital | 25k | $479k | -91% | Jun 2026 |
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| Cetera Investment Advisers | 22k | $427k | 18% | Jun 2026 |
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| Jane Street | 22k | $427k | 100% | Jun 2026 |
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| Kestra Private Wealth Services | 20k | $388k | -7% | Jun 2026 |
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| Envestnet Asset Management | 20k | $386k | 6% | Jun 2026 |
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| LexAurum Advisors | 19k | $372k | 1% | Jun 2026 |
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| HighTower Advisors | 18k | $335k | 100% | Jun 2026 |
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| XTX Topco | 17k | $334k | 100% | Jun 2026 |
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| Colony | 16k | $313k | -53% | Jun 2026 |
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| Janney Montgomery Scott | 14k | $266k | 13% | Jun 2026 |
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| Rsm Us Wealth Management | 13k | $251k | 9% | Jun 2026 |
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| COFG Advisors | 13k | $245k | 2% | Jun 2026 |
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| Sanctuary Advisors | 13k | $242k | 2% | Jun 2026 |
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| Closed-End Fund Advisors | 12k | $225k | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 12k | $224k | -6% | Jun 2026 |
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| Commonwealth Equity Services | 11k | $206k | 1% | Jun 2026 |
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| Change Path | 10k | $200k | -5% | Jun 2026 |
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| Integrated Wealth Concepts | 10k | $197k | -13% | Jun 2026 |
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| Parvin Asset Management | 9.0k | $173k | 0% | Jun 2026 |
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| Advisor Group Holdings | 7.4k | $142k | -3% | Jun 2026 |
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| Noble Wealth Management PBC | 6.3k | $121k | -11% | Jun 2026 |
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| Global Retirement Partners | 5.2k | $99k | 211% | Jun 2026 |
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| Huntington National Bank | 4.8k | $92k | 0% | Jun 2026 |
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| Clear Street Group | 4.1k | $79k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 3.5k | $68k | 100% | Jun 2026 |
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| Massmutual Trust | 2.3k | $44k | 0% | Jun 2026 |
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| CWM | 1.9k | $35k | 100% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 1.8k | $34k | 35% | Jun 2026 |
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| Zrc Wealth Management | 1.5k | $29k | 100% | Jun 2026 |
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| Timbuktu Capital Management | 820.00 | $16k | 100% | Jun 2026 |
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| WPG Advisers | 788.00 | $15k | 36% | Jun 2026 |
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| Steward Partners Investment Advisory | 784.00 | $15k | 100% | Jun 2026 |
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| SRS Capital Advisors | 600.00 | $12k | 100% | Jun 2026 |
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| Highline Wealth Partners | 352.00 | $6.8k | 0% | Jun 2026 |
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| Mark Sheptoff Financial Planning | 300.00 | $5.8k | 100% | Jun 2026 |
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| Mercer Global Advisors | 204.00 | $3.9k | 100% | Jun 2026 |
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| Elevated Capital Advisors | 200.00 | $3.8k | 0% | Jun 2026 |
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| Pinnacle Bank | 168.00 | $3.2k | 0% | Jun 2026 |
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| Assetmark | 43.00 | $824.998000 | 0% | Jun 2026 |
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| BlackRock | 5.00 | $91.000000 | -98% | Jun 2026 |
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Who sold out of Cohen & Steers Tax Advan P?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Mar 2026 | 81k | $1.5M |
| Readystate Asset Management | Mar 2026 | 29k | $547k |
| PW Nova Financial Services | Mar 2026 | 17k | $313k |
| Wolverine Asset Management | Mar 2026 | 9.3k | $174k |
| IFP Advisors | Mar 2026 | 1.4k | $27k |
| Jones Financial Companies, L.L | Mar 2026 | 50.00 | $911.000000 |