Cohen & Steers Limited Duration Preferred and Income Fund, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
MORGAN STANLEY | 05/15/2025 | 1.84 M | $37.55 M | 9.47% | 6.34% |
UBS GROUP AG | 05/13/2025 | 1.43 M | $29.21 M | 0.29% | 4.93% |
INVESCO LTD. | 05/12/2025 | 438.61 K | $8.93 M | 10.99% | 1.51% |
CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/09/2025 | 424.16 K | $8.48 M | 1.47% | 1.46% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 414.53 K | $8.44 M | 3.48% | 1.43% |
ROYAL BANK OF CANADA | 05/15/2025 | 372.02 K | $7.57 M | 0.03% | 1.28% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 220.35 K | $4.49 M | -0.92% | 0.76% |
NEWEDGE WEALTH, LLC | 05/09/2025 | 194.58 K | $3.96 M | 27.19% | 0.67% |
THOMAS J. HERZFELD ADVISORS, INC. | 05/14/2025 | 186.04 K | $3.79 M | -0.35% | 0.64% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 178.63 K | $3.64 M | 9.50% | 0.61% |
GREATMARK INVESTMENT PARTNERS, INC. | 05/01/2025 | 172.68 K | $3.52 M | 0.73% | 0.59% |
SYNOVUS FINANCIAL CORP | 05/14/2025 | 166.68 K | $3.39 M | 1.38% | 0.57% |
GLAXIS CAPITAL MANAGEMENT, LLC | 05/06/2025 | 150.00 K | $3.05 M | 7.14% | 0.52% |
BAIRD FINANCIAL GROUP, INC. | 05/15/2025 | 141.34 K | $2.88 M | 0.66% | 0.49% |
LPL FINANCIAL LLC | 05/07/2025 | 127.44 K | $2.59 M | 2.16% | 0.44% |
SHAKER FINANCIAL SERVICES, LLC | 05/09/2025 | 93.09 K | $1.90 M | 31.83% | 0.32% |
CAPITAL INVESTMENT ADVISORS, LLC | 04/14/2025 | 90.95 K | $1.85 M | 38.25% | 0.31% |
BALDWIN BROTHERS LLC/MA | 04/14/2025 | 82.15 K | $1.67 M | -7.47% | 0.28% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 80.51 K | $1.64 M | 32.08% | 0.28% |
OPPENHEIMER & CO INC | 04/23/2025 | 77.48 K | $1.58 M | 9.16% | 0.27% |
ODER INVESTMENT MANAGEMENT, LLC | 05/13/2025 | 71.97 K | $1.47 M | 9.62% | 0.25% |
CERITY PARTNERS LLC | 04/30/2025 | 69.40 K | $1.41 M | 0.00% | 0.24% |
COMERICA BANK | 05/14/2025 | 64.03 K | $1.30 M | 0.46% | 0.22% |
FIERA CAPITAL CORP | 05/07/2025 | 63.00 K | $1.28 M | 0.00% | 0.22% |
GUGGENHEIM CAPITAL LLC | 05/14/2025 | 61.30 K | $1.25 M | 0.29% | 0.21% |
ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 61.10 K | $1.24 M | -6.88% | 0.21% |
05/07/2025 | 59.16 K | $1.20 M | 100.00% | 0.20% | |
MAI CAPITAL MANAGEMENT | 05/15/2025 | 57.41 K | $1.17 M | 0.25% | 0.20% |
BEACON POINTE ADVISORS, LLC | 05/13/2025 | 56.23 K | $1.14 M | 1.83% | 0.19% |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2025 | 50.63 K | $1.03 M | -5.13% | 0.17% |
CHOREO, LLC | 05/06/2025 | 43.44 K | $884.36 K | 1.36% | 0.15% |
LIDO ADVISORS, LLC | 05/15/2025 | 41.39 K | $842.70 K | 0.00% | 0.14% |
ATRIA INVESTMENTS, INC | 05/06/2025 | 39.78 K | $809.92 K | 16.65% | 0.14% |
LEXAURUM ADVISORS, LLC | 04/14/2025 | 35.51 K | $722.95 K | -41.32% | 0.12% |
WEALTHCARE ADVISORY PARTNERS LLC | 04/15/2025 | 26.76 K | $544.83 K | 12.37% | 0.09% |
WELA STRATEGIES, INC. | 04/14/2025 | 22.73 K | $462.70 K | 100.00% | 0.08% |
COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 21.37 K | $435.00 K | 2.91% | 0.07% |
JANNEY MONTGOMERY SCOTT LLC | 04/17/2025 | 21.18 K | $431.00 K | 7.40% | 0.07% |
READYSTATE ASSET MANAGEMENT LP | 05/06/2025 | 18.72 K | $381.16 K | -29.97% | 0.06% |
WOLVERINE ASSET MANAGEMENT LLC | 05/12/2025 | 18.12 K | $368.94 K | 326.18% | 0.06% |
CETERA INVESTMENT ADVISERS | 05/06/2025 | 17.68 K | $359.96 K | 5.75% | 0.06% |
KESTRA PRIVATE WEALTH SERVICES, LLC | 05/05/2025 | 17.64 K | $359.23 K | 0.66% | 0.06% |
EVERPAR ADVISORS LLC | 04/16/2025 | 17.27 K | $351.52 K | 0.00% | 0.06% |
PROSPERA FINANCIAL SERVICES INC | 05/15/2025 | 15.40 K | $313.54 K | 0.00% | 0.05% |
CAPROCK GROUP, LLC | 05/15/2025 | 15.03 K | $305.91 K | 0.00% | 0.05% |
BRYN MAWR TRUST CO | 05/08/2025 | 15.00 K | $305.40 K | 0.00% | 0.05% |
STIFEL FINANCIAL CORP | 05/14/2025 | 12.70 K | $258.58 K | -15.90% | 0.04% |
BARRETT & COMPANY, INC. | 04/21/2025 | 12.66 K | $257.72 K | 0.55% | 0.04% |
MAGNUS FINANCIAL GROUP LLC | 04/11/2025 | 11.80 K | $240.25 K | -20.27% | 0.04% |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/14/2025 | 11.58 K | $235.79 K | 100.00% | 0.04% |
Cohen & Steers Limited Duration Preferred and Income Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 107 institutional investors and hedge funds held shares of Cohen & Steers Limited Duration Preferred and Income Fund, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 1.84 M
UBS Group AG: 1.43 M
Invesco Ltd.: 438,608
Chicago Partners Investment Group LLC: 424,155
RAYMOND JAMES FINANCIAL INC: 414,525
ROYAL BANK OF CANADA: 372,022
27.52% of Cohen & Steers Limited Duration Preferred and Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.49 M shares in the last 24 months. This purchase volume represents approximately $201.18 M in transactions.