Cohen & Steers Select 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 | 635,939 | $13.63 M | 4.99% | 5.29% |
| UBS GROUP AG | 11/14/2024 | 304,217 | $6.52 M | 11.99% | 2.53% |
| BALDWIN BROTHERS LLC/MA | 10/16/2024 | 150,314 | $3.22 M | 3.13% | 1.25% |
| CORNERSTONE ADVISORY, LLC | 11/12/2024 | 150,221 | $3.22 M | -6.95% | 1.25% |
| INVESCO LTD. | 11/12/2024 | 140,733 | $3.02 M | 3.91% | 1.17% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 126,847 | $2.72 M | 65.96% | 1.05% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 124,939 | $2.68 M | 17.59% | 1.04% |
| SHAKER FINANCIAL SERVICES, LLC | 10/31/2024 | 81,753 | $1.75 M | 118.44% | 0.68% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/13/2024 | 71,877 | $1.54 M | 30.84% | 0.60% |
| LPL FINANCIAL LLC | 11/08/2024 | 66,046 | $1.42 M | -3.00% | 0.55% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 53,341 | $1.14 M | 1.59% | 0.44% |
| ROYAL BANK OF CANADA | 11/14/2024 | 49,258 | $1.06 M | -4.91% | 0.41% |
| KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 40,858 | $875,992 | 0.21% | 0.34% |
| GRIDIRON PARTNERS, LLC | 11/14/2024 | 40,295 | $863,925 | 0.00% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 34,709 | $744,155 | 12.59% | 0.29% |
| TRUIST FINANCIAL CORP | 11/13/2024 | 31,285 | $670,745 | -1.27% | 0.26% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/08/2024 | 26,937 | $577,529 | -32.40% | 0.22% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 10/07/2024 | 25,860 | $554,438 | 74.61% | 0.22% |
| DAYMARK WEALTH PARTNERS, LLC | 10/08/2024 | 24,700 | $529,568 | 25.38% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 20,813 | $446,235 | -1.14% | 0.17% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 20,634 | $442,393 | -3.20% | 0.17% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 14,904 | $319,542 | 16.67% | 0.12% |
| PHYSICIAN WEALTH ADVISORS, INC. | 10/16/2024 | 14,833 | $309,565 | 0.00% | 0.12% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 13,784 | $295,530 | -4.81% | 0.11% |
| HARBOUR INVESTMENTS, INC. | 11/04/2024 | 13,693 | $293,582 | 0.29% | 0.11% |
| DAVENPORT & CO LLC | 10/24/2024 | 13,656 | $292,780 | 0.31% | 0.11% |
| ALPHA CUBED INVESTMENTS, LLC | 10/07/2024 | 12,298 | $263,678 | 0.00% | 0.10% |
| NEWEDGE WEALTH, LLC | 11/12/2024 | 12,074 | $258,867 | 0.00% | 0.10% |
| CERITY PARTNERS LLC | 11/12/2024 | 11,969 | $256,615 | 0.03% | 0.10% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2024 | 11,134 | $238,713 | 0.00% | 0.09% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 7,437 | $159,456 | 52.18% | 0.06% |
| HEXAGON CAPITAL PARTNERS LLC | 10/08/2024 | 5,999 | $128,619 | 0.00% | 0.05% |
| CORECAP ADVISORS, LLC | 11/08/2024 | 5,132 | $110,030 | 0.00% | 0.04% |
| COMERICA BANK | 11/14/2024 | 3,444 | $73,839 | 0.79% | 0.03% |
| US BANCORP \DE\ | 10/28/2024 | 3,089 | $66,228 | 0.00% | 0.03% |
| GPS WEALTH STRATEGIES GROUP, LLC | 10/29/2024 | 2,029 | $43,497 | 1.45% | 0.02% |
| CULLEN/FROST BANKERS, INC. | 11/06/2024 | 2,000 | $42,880 | 0.00% | 0.02% |
| HUNTINGTON NATIONAL BANK | 11/06/2024 | 2,000 | $42,880 | 0.00% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 1,000 | $21,440 | 0.00% | 0.01% |
| BARRETT & COMPANY, INC. | 10/24/2024 | 650 | $13,936 | 0.00% | 0.01% |
| HILLTOP NATIONAL BANK | 10/15/2024 | 600 | $12,864 | 0.00% | 0.01% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 10/21/2024 | 320 | $6,861 | 0.00% | 0.00% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 11/04/2024 | 173 | $3,708 | 100.00% | 0.00% |
| FINTRUST CAPITAL ADVISORS, LLC | 10/11/2024 | 27 | $579 | 0.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 11/04/2024 | 0 | $0 | -100.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| ACTIVEST WEALTH MANAGEMENT | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
Cohen & Steers Select Preferred and Income Fund, Inc.institutional Ownership - FAQ's
During the previous two years, 64 institutional investors and hedge funds held shares of Cohen & Steers Select Preferred and Income Fund, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 635,939
UBS Group AG: 304,217
BALDWIN BROTHERS LLC/MA: 150,314
Cornerstone Advisory, LLC: 150,221
Invesco Ltd.: 140,733
GUGGENHEIM CAPITAL LLC: 126,847
19.74% of Cohen & Steers Select Preferred and Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.79 M shares in the last 24 months. This purchase volume represents approximately $55.24 M in transactions.