Cohen & Steers Limited Duration Preferred and Income Fund, Inc. (LDP) Ownership

$21.20

$0.04 (-0.19%)
Last update: 01:00 PM EST
Day's range
$21.09
Day's range
$21.22

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.