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 | 11/14/2024 | 1.73 M | $37.57 M | -2.07% | 5.94% |
| UBS GROUP AG | 11/14/2024 | 1.35 M | $29.36 M | -15.73% | 4.64% |
| INVESCO LTD. | 11/12/2024 | 454,840 | $9.89 M | 4.97% | 1.56% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/29/2024 | 440,836 | $9.31 M | -1.14% | 1.52% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 373,297 | $8.12 M | 1,096.46% | 1.28% |
| ROYAL BANK OF CANADA | 11/14/2024 | 355,826 | $7.74 M | 52.48% | 1.22% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 240,139 | $5.22 M | -2.51% | 0.83% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 175,193 | $3.81 M | 13.50% | 0.60% |
| GREATMARK INVESTMENT PARTNERS, INC. | 10/31/2024 | 168,525 | $3.67 M | 0.12% | 0.58% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2024 | 166,960 | $3.63 M | -1.20% | 0.57% |
| SYNOVUS FINANCIAL CORP | 11/25/2024 | 164,008 | $3.57 M | 0.36% | 0.56% |
| NEWEDGE WEALTH, LLC | 11/12/2024 | 147,681 | $3.21 M | 34.15% | 0.51% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 137,910 | $3.00 M | 17.23% | 0.47% |
| GLAXIS CAPITAL MANAGEMENT, LLC | 11/08/2024 | 128,000 | $2.78 B | 13.27% | 0.44% |
| LPL FINANCIAL LLC | 11/08/2024 | 116,661 | $2.54 M | 1.37% | 0.40% |
| BALDWIN BROTHERS LLC/MA | 10/16/2024 | 89,521 | $1.95 M | 0.00% | 0.31% |
| CERITY PARTNERS LLC | 11/12/2024 | 69,400 | $1.51 M | 0.00% | 0.24% |
| FIERA CAPITAL CORP | 11/01/2024 | 67,425 | $1.47 M | 3.95% | 0.23% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 65,028 | $1.41 M | -15.70% | 0.22% |
| ODER INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 64,323 | $1.40 M | 5.92% | 0.22% |
| OPPENHEIMER & CO INC | 11/05/2024 | 64,290 | $1.40 M | 66.18% | 0.22% |
| SHAKER FINANCIAL SERVICES, LLC | 10/31/2024 | 64,122 | $1.39 M | -24.50% | 0.22% |
| COMERICA BANK | 11/14/2024 | 62,541 | $1.36 M | 0.58% | 0.22% |
| LEXAURUM ADVISORS, LLC | 10/17/2024 | 60,251 | $1.31 M | 0.42% | 0.21% |
| 11/25/2024 | 58,850 | $1.23 M | -83.75% | 0.20% | |
| CARMICHAEL HILL & ASSOCIATES, INC. | 10/29/2024 | 55,564 | $1.21 M | 2.03% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 54,093 | $1.18 M | 0.00% | 0.19% |
| BEACON POINTE ADVISORS, LLC | 11/14/2024 | 47,788 | $1.04 M | 0.02% | 0.16% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 46,960 | $1.02 M | 1.45% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 42,530 | $924,936 | 5.58% | 0.15% |
| LIDO ADVISORS, LLC | 11/14/2024 | 39,415 | $857,276 | 0.00% | 0.14% |
| CHOREO, LLC | 11/07/2024 | 31,644 | $690,156 | -0.11% | 0.11% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/08/2024 | 31,442 | $683,864 | -21.06% | 0.11% |
| ATRIA INVESTMENTS, INC | 11/01/2024 | 29,457 | $640,690 | -90.43% | 0.10% |
| CREATIVE PLANNING | 10/11/2024 | 24,583 | $534,680 | 14.87% | 0.08% |
| WALLEYE CAPITAL LLC | 11/14/2024 | 22,071 | $480,044 | -0.85% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 21,123 | $459,000 | 1.37% | 0.07% |
| EVERPAR ADVISORS LLC | 10/07/2024 | 20,503 | $445,940 | 0.00% | 0.07% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/17/2024 | 18,185 | $395,526 | 100.00% | 0.06% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 16,948 | $368,623 | 9.65% | 0.06% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 16,441 | $357,592 | -9.72% | 0.06% |
| PROSPERA FINANCIAL SERVICES INC | 11/07/2024 | 16,076 | $349,661 | 4.39% | 0.06% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 15,828 | $344,259 | 0.15% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 15,325 | $333,000 | 21.63% | 0.05% |
| CAPROCK GROUP, LLC | 11/07/2024 | 15,025 | $326,794 | 100.00% | 0.05% |
| BRYN MAWR TRUST CO | 11/25/2024 | 15,000 | $326,250 | 100.00% | 0.05% |
| BARRETT & COMPANY, INC. | 10/24/2024 | 12,522 | $272,343 | 0.54% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 11,168 | $242,904 | 0.00% | 0.04% |
| WETHERBY ASSET MANAGEMENT INC | 11/14/2024 | 10,000 | $217,500 | 0.00% | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/13/2024 | 9,874 | $214,760 | -35.51% | 0.03% |
Cohen & Steers Limited Duration Preferred and Income Fund, Inc.institutional Ownership - FAQ's
During the previous two years, 97 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: 1.73 M
UBS Group AG: 1.35 M
Invesco Ltd.: 454,840
Chicago Partners Investment Group LLC: 440,836
RAYMOND JAMES & ASSOCIATES: 373,297
ROYAL BANK OF CANADA: 355,826
25.70% of Cohen & Steers Limited Duration Preferred and Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.50 M shares in the last 24 months. This purchase volume represents approximately $173.67 M in transactions.