Recent Quarter Total Invested
$193.86 M
Recent Quarter Institutional Ownership Percentage
26.86%
Total Invested of Last Quarter
$146.17 M
Ownership Percentage of Last Quarter
25.1%
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 | 08/14/2024 | 1.76 M | $35.10 M | -1.34% | 6.07% |
| UBS GROUP AG | 08/14/2024 | 1.60 M | $31.87 M | 8.50% | 5.51% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/31/2024 | 445,910 | $8.85 M | -0.64% | 1.53% |
| INVESCO LTD. | 08/13/2024 | 433,322 | $8.62 M | 2.66% | 1.49% |
| 09/05/2024 | 362,187 | $6.99 M | 100.00% | 1.25% | |
| ATRIA INVESTMENTS, INC | 08/13/2024 | 307,664 | $6.12 M | -2.03% | 1.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 246,314 | $4.90 M | -18.01% | 0.85% |
| ROYAL BANK OF CANADA | 08/14/2024 | 233,361 | $4.64 M | 25.12% | 0.80% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/13/2024 | 168,996 | $3.36 M | 6.95% | 0.58% |
| GREATMARK INVESTMENT PARTNERS, INC. | 08/08/2024 | 168,325 | $3.35 M | 3.41% | 0.58% |
| SYNOVUS FINANCIAL CORP | 08/13/2024 | 163,418 | $3.25 M | -5.41% | 0.56% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 154,351 | $3.07 M | 12.35% | 0.53% |
| BAIRD FINANCIAL GROUP, INC. | 08/14/2024 | 117,642 | $2.34 M | 0.31% | 0.40% |
| LPL FINANCIAL LLC | 08/07/2024 | 115,080 | $2.29 M | 5.81% | 0.40% |
| GLAXIS CAPITAL MANAGEMENT, LLC | 08/09/2024 | 113,000 | $2.25 M | 9.71% | 0.39% |
| NEWEDGE WEALTH, LLC | 08/02/2024 | 110,088 | $2.19 M | 14.03% | 0.38% |
| BALDWIN BROTHERS LLC/MA | 07/12/2024 | 89,521 | $1.78 M | -1.98% | 0.31% |
| SHAKER FINANCIAL SERVICES, LLC | 08/02/2024 | 84,927 | $1.69 M | 35.69% | 0.29% |
| GUGGENHEIM CAPITAL LLC | 08/14/2024 | 77,140 | $1.54 M | -11.09% | 0.27% |
| CERITY PARTNERS LLC | 08/13/2024 | 69,400 | $1.38 M | -2.47% | 0.24% |
| FIERA CAPITAL CORP | 08/19/2024 | 64,863 | $1.29 M | 0.00% | 0.22% |
| COMERICA BANK | 08/15/2024 | 62,179 | $1.24 M | -0.12% | 0.21% |
| ODER INVESTMENT MANAGEMENT, LLC | 08/08/2024 | 60,726 | $1.21 M | 1.43% | 0.21% |
| LEXAURUM ADVISORS, LLC | 07/15/2024 | 59,999 | $1.19 M | -24.12% | 0.21% |
| CARMICHAEL HILL & ASSOCIATES, INC. | 08/02/2024 | 54,458 | $1.08 M | 0.25% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/12/2024 | 54,093 | $1.08 M | 14.70% | 0.19% |
| BEACON POINTE ADVISORS, LLC | 08/12/2024 | 47,778 | $950,783 | -17.41% | 0.16% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 46,287 | $921,115 | 12.46% | 0.16% |
| AQR ARBITRAGE LLC | 08/14/2024 | 42,562 | $846,984 | -52.24% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 40,281 | $801,463 | -10.67% | 0.14% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 39,831 | $792,637 | 45.34% | 0.14% |
| LIDO ADVISORS, LLC | 08/15/2024 | 39,415 | $784,359 | -3.53% | 0.14% |
| OPPENHEIMER & CO INC | 08/08/2024 | 38,686 | $769,851 | 6.20% | 0.13% |
| CHOREO, LLC | 08/07/2024 | 31,678 | $630,075 | 5.63% | 0.11% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 31,200 | $620,873 | 0.98% | 0.11% |
| WALLEYE CAPITAL LLC | 08/14/2024 | 22,261 | $442,994 | 100.00% | 0.08% |
| CREATIVE PLANNING | 08/15/2024 | 21,400 | $425,860 | 6.83% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 20,838 | $415,000 | 0.99% | 0.07% |
| EVERPAR ADVISORS LLC | 07/18/2024 | 20,503 | $408,010 | 0.00% | 0.07% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 18,212 | $362,419 | 10.79% | 0.06% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 15,804 | $314,494 | 0.16% | 0.05% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 15,456 | $307,587 | -5.49% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 08/13/2024 | 15,400 | $306,460 | 100.00% | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 08/12/2024 | 15,312 | $304,717 | -5.59% | 0.05% |
| SIT INVESTMENT ASSOCIATES INC | 08/14/2024 | 14,695 | $292,000 | 0.00% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 12,600 | $251,000 | -40.04% | 0.04% |
| BARRETT & COMPANY, INC. | 07/25/2024 | 12,455 | $247,845 | 0.56% | 0.04% |
| SAGE CAPITAL MANAGEMENT, LLC | 07/29/2024 | 11,800 | $234,820 | 0.00% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/16/2024 | 11,168 | $222,244 | 0.00% | 0.04% |
| WETHERBY ASSET MANAGEMENT INC | 08/14/2024 | 10,000 | $199,000 | 0.00% | 0.03% |
Cohen & Steers Limited Duration Preferred and Income Fund, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of LDP shares?
During the previous two years, 94 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: 1.76 M
UBS Group AG: 1.6 M
Chicago Partners Investment Group LLC: 445,910
Invesco Ltd.: 433,322
Atria Investments, Inc: 307,664
BANK OF AMERICA CORP /DE/: 246,314
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What percentage of Cohen & Steers Limited Duration Preferred and Income Fund, Inc. stock is owned by institutional investors?
26.86% of Cohen & Steers Limited Duration Preferred and Income Fund, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at LDP ?
Institutional investors have bought a total of 8.54 M shares in the last 24 months. This purchase volume represents approximately $185.75 M in transactions.