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 | 02/14/2025 | 682,746 | $13.50 M | 7.36% | 5.68% |
UBS GROUP AG | 02/14/2025 | 351,513 | $6.95 M | 15.55% | 2.92% |
GUGGENHEIM CAPITAL LLC | 02/13/2025 | 181,511 | $3.59 M | 43.09% | 1.51% |
BALDWIN BROTHERS LLC/MA | 01/22/2025 | 171,734 | $3.40 M | 14.25% | 1.43% |
INVESCO LTD. | 02/13/2025 | 163,037 | $3.22 M | 15.85% | 1.36% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 135,215 | $2.67 M | 100.00% | 1.12% |
CORNERSTONE ADVISORY, LLC | 02/18/2025 | 102,912 | $2.09 M | -31.49% | 0.86% |
KESTRA PRIVATE WEALTH SERVICES, LLC | 01/28/2025 | 81,673 | $1.61 M | 13.63% | 0.68% |
SIT INVESTMENT ASSOCIATES INC | 02/13/2025 | 71,863 | $1.42 M | 100.00% | 0.60% |
SHAKER FINANCIAL SERVICES, LLC | 02/13/2025 | 67,668 | $1.34 M | -17.23% | 0.56% |
LPL FINANCIAL LLC | 02/11/2025 | 67,372 | $1.33 M | 2.01% | 0.56% |
ROYAL BANK OF CANADA | 02/14/2025 | 62,593 | $1.24 M | 27.07% | 0.52% |
GRIDIRON PARTNERS, LLC | 01/15/2025 | 40,295 | $796,632 | 0.00% | 0.34% |
KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 32,944 | $651,303 | -19.37% | 0.27% |
BANK OF AMERICA CORP /DE/ | 02/14/2025 | 32,401 | $640,561 | -6.65% | 0.27% |
TRUIST FINANCIAL CORP | 01/31/2025 | 30,935 | $611,581 | -1.12% | 0.26% |
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 02/03/2025 | 27,110 | $535,965 | 4.83% | 0.23% |
PETTINGA FINANCIAL ADVISORS, LLC | 02/18/2025 | 25,573 | $505,575 | 100.00% | 0.21% |
DAYMARK WEALTH PARTNERS, LLC | 01/17/2025 | 24,700 | $488,319 | 0.00% | 0.21% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 24,041 | $475,297 | 223.26% | 0.20% |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/12/2025 | 19,174 | $379,070 | -28.82% | 0.16% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 19,021 | $376,040 | -64.34% | 0.16% |
READYSTATE ASSET MANAGEMENT LP | 02/14/2025 | 16,889 | $333,896 | 100.00% | 0.14% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 15,268 | $301,853 | 2.44% | 0.13% |
PHYSICIAN WEALTH ADVISORS, INC. | 02/12/2025 | 14,833 | $293,249 | 0.00% | 0.12% |
WOLVERINE ASSET MANAGEMENT LLC | 02/03/2025 | 14,339 | $283,482 | 100.00% | 0.12% |
HARBOUR INVESTMENTS, INC. | 02/10/2025 | 13,734 | $271,527 | 0.30% | 0.11% |
DAVENPORT & CO LLC | 01/24/2025 | 13,699 | $270,835 | 0.31% | 0.11% |
NEWEDGE ADVISORS, LLC | 02/13/2025 | 13,473 | $266,361 | -2.26% | 0.11% |
02/05/2025 | 12,900 | $255,033 | 100.00% | 0.11% | |
ALPHA CUBED INVESTMENTS, LLC | 01/17/2025 | 12,298 | $243,140 | 0.00% | 0.10% |
NEWEDGE WEALTH, LLC | 02/05/2025 | 12,074 | $238,703 | 0.00% | 0.10% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 11,621 | $246,882 | -44.16% | 0.10% |
CERITY PARTNERS LLC | 02/13/2025 | 10,494 | $207,476 | -12.32% | 0.09% |
WALLEYE CAPITAL LLC | 02/13/2025 | 10,418 | $205,964 | 100.00% | 0.09% |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/14/2025 | 10,112 | $199,914 | 100.00% | 0.08% |
INTEGRATED WEALTH CONCEPTS LLC | 02/14/2025 | 10,007 | $197,838 | -10.12% | 0.08% |
HEXAGON CAPITAL PARTNERS LLC | 02/07/2025 | 5,999 | $118,600 | 0.00% | 0.05% |
CORECAP ADVISORS, LLC | 02/14/2025 | 5,132 | $101,460 | 0.00% | 0.04% |
02/24/2025 | 4,850 | $98,649 | 100.00% | 0.04% | |
COMERICA BANK | 02/14/2025 | 4,679 | $92,504 | 35.86% | 0.04% |
US BANCORP \DE\ | 02/05/2025 | 3,089 | $61,070 | 0.00% | 0.03% |
GPS WEALTH STRATEGIES GROUP, LLC | 01/24/2025 | 2,054 | $40,614 | 1.23% | 0.02% |
CULLEN/FROST BANKERS, INC. | 02/06/2025 | 2,000 | $39,540 | 0.00% | 0.02% |
HUNTINGTON NATIONAL BANK | 02/12/2025 | 2,000 | $39,540 | 0.00% | 0.02% |
PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 1,000 | $19,770 | 0.00% | 0.01% |
BARRETT & COMPANY, INC. | 01/28/2025 | 650 | $12,850 | 0.00% | 0.01% |
HILLTOP NATIONAL BANK | 01/10/2025 | 600 | $11,862 | 0.00% | 0.01% |
CWM, LLC | 02/04/2025 | 251 | $5,000 | 100.00% | 0.00% |
ELEQUIN SECURITIES, LLC | 02/18/2025 | 4 | $79 | 100.00% | 0.00% |
Cohen & Steers Select Preferred and Income Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of Cohen & Steers Select Preferred and Income Fund, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 682,746
UBS Group AG: 351,513
GUGGENHEIM CAPITAL LLC: 181,511
Invesco Ltd.: 163,037
RAYMOND JAMES FINANCIAL INC: 135,215
Cornerstone Advisory, LLC: 102,912
21.95% of Cohen & Steers Select Preferred and Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.93 M shares in the last 24 months. This purchase volume represents approximately $55.48 M in transactions.