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 |
|---|---|---|---|---|---|
| UBS Group | 2.3M | $45M | -3% | Dec 2025 |
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| Raymond James Financial | 502k | $9.7M | -7% | Dec 2025 |
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| Logan Stone Capital | 269k | $5.2M | 100% | Dec 2025 |
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| Rivernorth Capital Management | 236k | $4.6M | 100% | Dec 2025 |
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| Rockefeller Capital Management | 186k | $3.6M | -1% | Dec 2025 |
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| Shaker Financial Services | 148k | $2.8M | 173% | Dec 2025 |
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| HPM Partners | 106k | $2.1M | -1% | Dec 2025 |
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| Stifel Financial | 102k | $2.0M | 24% | Dec 2025 |
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| Readystate Asset Management | 80k | $1.6M | 100% | Dec 2025 |
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| LPL Financial | 72k | $1.4M | 42% | Dec 2025 |
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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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| Jane Street | 65k | $1.2M | 416% | Dec 2025 |
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| CI Private Wealth | 59k | $1.1M | -8% | Dec 2025 |
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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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| Lido Advisors | 46k | $935k | 0% | Dec 2025 |
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| Citadel Advisors | 41k | $786k | -15% | Dec 2025 |
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| Colony | 37k | $716k | 100% | Dec 2025 |
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| Goss Wealth Management | 37k | $707k | -6% | Dec 2025 |
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| Marex Group | 36k | $685k | 100% | Dec 2025 |
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| RFG Advisory | 32k | $591k | 17% | Mar 2026 |
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| Wolverine Asset Management | 29k | $562k | 100% | Dec 2025 |
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| Wells Fargo & Company | 29k | $554k | -55% | Dec 2025 |
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| Kestra Private Wealth Services | 22k | $405k | -4% | Mar 2026 |
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| Equitable Holdings | 22k | $418k | 114% | Dec 2025 |
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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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| XTX Topco | 18k | $347k | 100% | Dec 2025 |
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| Envestnet Asset Management | 18k | $345k | -1% | Dec 2025 |
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| PW Nova Financial Services | 17k | $313k | 100% | Mar 2026 |
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| Cetera Investment Advisers | 15k | $297k | 2% | Dec 2025 |
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| Sanctuary Advisors | 13k | $252k | -2% | Dec 2025 |
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| Cambridge Investment Research Advisors | 13k | $234k | 6% | Mar 2026 |
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| COFG Advisors | 12k | $236k | 100% | Dec 2025 |
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| Janney Montgomery Scott | 12k | $229k | -8% | Mar 2026 |
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| Bank of New York Mellon | 12k | $224k | 100% | Dec 2025 |
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| Integrated Wealth Concepts | 12k | $223k | -40% | Dec 2025 |
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| Change Path | 11k | $211k | -29% | Dec 2025 |
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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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| Parvin Asset Management | 9.0k | $174k | 100% | Dec 2025 |
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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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| Harbour Investments | 3.0k | $58k | 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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| Northwestern Mutual Wealth Management Company | 700.00 | $14k | 0% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 644.00 | $12k | 100% | Dec 2025 |
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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 | $5.8k | 0% | Dec 2025 |
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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 | 168.00 | $3.2k | -72% | Dec 2025 |
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Who sold out of Cohen & Steers Tax Advan P?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Polar Securities | Sep 2025 | 73k | $1.5M |
| Wealth Enhancement Advisory Services | Dec 2025 | 22k | $430k |
| Northern Trust | Sep 2025 | 16k | $327k |
| Virtu Financial | Sep 2025 | 12k | $245k |
| Rainier Family Wealth | Dec 2025 | 11k | $218k |
| Ameriprise Financial | Sep 2025 | 11k | $225k |
| K2 Principal Fund | Sep 2025 | 9.8k | $200k |
| Newbridge Financial Services Group | Sep 2025 | 7.4k | $151k |
| Steward Partners Investment Advisory | Sep 2025 | 2.7k | $54k |
| Kimelman & Baird | Sep 2025 | 800.00 | $16k |