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 | 11/14/2025 | 1.95 M | $42.16 M | -1.15% | 6.69% |
| UBS GROUP AG | 11/13/2025 | 1.41 M | $30.48 M | -3.32% | 4.84% |
| INVESCO LTD. | 11/13/2025 | 451.78 K | $9.79 M | 2.07% | 1.55% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/30/2025 | 433.17 K | $9.37 M | 0.18% | 1.49% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 407.33 K | $8.83 M | -0.27% | 1.40% |
| ROYAL BANK OF CANADA | 11/14/2025 | 357.65 K | $7.75 M | -0.38% | 1.23% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 239.40 K | $5.19 M | 12.45% | 0.82% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 221.20 K | $4.79 M | 10.09% | 0.76% |
| NEWEDGE WEALTH, LLC | 11/07/2025 | 215.04 K | $4.69 M | 0.10% | 0.74% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 207.47 K | $4.50 M | -1.39% | 0.71% |
| GLAXIS CAPITAL MANAGEMENT, LLC | 11/07/2025 | 174.00 K | $3.77 M | 10.13% | 0.60% |
| GREATMARK INVESTMENT PARTNERS, INC. | 10/31/2025 | 171.90 K | $3.73 M | 0.12% | 0.59% |
| SYNOVUS FINANCIAL CORP | 11/07/2025 | 164.28 K | $3.56 M | -3.51% | 0.56% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 144.20 K | $3.12 M | 1.48% | 0.50% |
| LPL FINANCIAL LLC | 11/12/2025 | 139.32 K | $3.02 M | 6.08% | 0.48% |
| RAREVIEW CAPITAL LLC | 11/14/2025 | 100.28 K | $2.10 M | 13.06% | 0.34% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 84.48 K | $1.83 M | -1.34% | 0.29% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 77.28 K | $1.67 M | -10.51% | 0.27% |
| ODER INVESTMENT MANAGEMENT, LLC | 11/10/2025 | 75.58 K | $1.64 M | 0.71% | 0.26% |
| CERITY PARTNERS LLC | 10/22/2025 | 69.40 K | $1.50 M | 0.00% | 0.24% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 65.70 K | $1.42 M | -16.27% | 0.23% |
| OPPENHEIMER & CO INC | 11/06/2025 | 61.53 K | $1.33 M | -16.65% | 0.21% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 58.19 K | $1.26 M | 1.10% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 56.78 K | $1.23 M | 7.49% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 55.47 K | $1.19 M | -6.27% | 0.19% |
| BALDWIN BROTHERS LLC/MA | 10/14/2025 | 53.95 K | $1.17 M | -1.72% | 0.19% |
| COMERICA BANK | 11/14/2025 | 53.91 K | $1.17 M | -0.33% | 0.19% |
| 11/06/2025 | 52.71 K | $1.14 M | 100.00% | 0.18% | |
| BEACON POINTE ADVISORS, LLC | 11/14/2025 | 51.72 K | $1.12 M | -8.30% | 0.18% |
| ATRIA INVESTMENTS, INC | 11/06/2025 | 47.85 K | $1.04 M | -74.72% | 0.16% |
| FIERA CAPITAL CORP | 11/07/2025 | 46.36 K | $1.00 M | -25.32% | 0.16% |
| LIDO ADVISORS, LLC | 11/14/2025 | 41.39 K | $896.92 K | 0.00% | 0.14% |
| LEXAURUM ADVISORS, LLC | 11/06/2025 | 33.77 K | $731.73 K | -5.12% | 0.12% |
| WEALTHCARE ADVISORY PARTNERS LLC | 11/07/2025 | 32.81 K | $711.07 K | 7.91% | 0.11% |
| CHOREO, LLC | 11/12/2025 | 32.02 K | $693.79 K | 10.05% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 22.27 K | $483.00 K | 6.66% | 0.08% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 20.98 K | $454.60 K | 14.84% | 0.07% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 18.23 K | $395.03 K | -6.59% | 0.06% |
| EVERPAR ADVISORS LLC | 10/17/2025 | 16.57 K | $358.96 K | 0.00% | 0.06% |
| CAPROCK GROUP, LLC | 11/06/2025 | 15.03 K | $321.39 K | 100.00% | 0.05% |
| BRYN MAWR TRUST CO | 10/28/2025 | 15.00 K | $325.05 K | 0.00% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 13.30 K | $288.21 K | 0.00% | 0.05% |
| CREATIVE PLANNING | 11/14/2025 | 12.07 K | $261.56 K | 5.88% | 0.04% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 11.77 K | $254.97 K | -1.67% | 0.04% |
| NORTHERN TRUST CORP | 11/14/2025 | 11.54 K | $249.99 K | 100.00% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 11.20 K | $242.77 K | -21.01% | 0.04% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 10.25 K | $222.03 K | -72.52% | 0.04% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 10.17 K | $220.41 K | 100.00% | 0.04% |
| WETHERBY ASSET MANAGEMENT INC | 11/14/2025 | 10.00 K | $216.70 K | 0.00% | 0.03% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 9.45 K | $204.70 K | 100.00% | 0.03% |
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Cohen & Steers Limited Duration Preferred and Income Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 116 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: 1.95 M
UBS Group AG: 1.41 M
Invesco Ltd.: 451,782
Chicago Partners Investment Group LLC: 433,173
RAYMOND JAMES FINANCIAL INC: 407,329
ROYAL BANK OF CANADA: 357,648
27.77% of Cohen & Steers Limited Duration Preferred and Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.63 M shares in the last 24 months. This purchase volume represents approximately $205.70 M in transactions.