Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 3.99 M | $81.53 M | 2.50% | 7.75% |
| MORGAN STANLEY | 11/14/2025 | 3.67 M | $74.92 M | 9.60% | 7.12% |
| UBS GROUP AG | 11/13/2025 | 2.42 M | $49.31 M | -4.41% | 4.69% |
| ROYAL BANK OF CANADA | 11/14/2025 | 701.77 K | $14.32 M | 6.14% | 1.36% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 540.42 K | $11.03 M | -0.15% | 1.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 188.16 K | $3.84 M | 13.87% | 0.36% |
| CERITY PARTNERS LLC | 10/22/2025 | 106.99 K | $2.18 M | 0.03% | 0.21% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 82.19 K | $1.68 M | -2.04% | 0.16% |
| BRYN MAWR TRUST CO | 10/28/2025 | 80.63 K | $1.65 M | 0.00% | 0.16% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 73.39 K | $1.50 M | -12.27% | 0.14% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 63.92 K | $1.30 M | -1.17% | 0.12% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 63.66 K | $1.30 M | -60.22% | 0.12% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 55.81 K | $1.14 M | 6.13% | 0.11% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 54.01 K | $1.10 M | -11.87% | 0.10% |
| LPL FINANCIAL LLC | 11/12/2025 | 50.49 K | $1.03 M | -2.34% | 0.10% |
| OPPENHEIMER & CO INC | 11/06/2025 | 48.67 K | $993.29 K | 0.01% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2025 | 48.15 K | $982.74 K | 20.07% | 0.09% |
| LIDO ADVISORS, LLC | 11/14/2025 | 45.79 K | $934.47 K | 12.28% | 0.09% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 38.89 K | $793.75 K | 9.32% | 0.08% |
| PETTINGA FINANCIAL ADVISORS, LLC | 10/21/2025 | 26.14 K | $533.50 K | -58.84% | 0.05% |
| RFG ADVISORY, LLC | 11/06/2025 | 25.92 K | $528.92 K | 6.28% | 0.05% |
| LEXAURUM ADVISORS, LLC | 11/06/2025 | 22.31 K | $455.34 K | 0.41% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 22.13 K | $453.20 K | 100.00% | 0.04% |
| COMERICA BANK | 11/14/2025 | 21.43 K | $437.43 K | -9.29% | 0.04% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 19.08 K | $389.39 K | -3.97% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 18.09 K | $369.14 K | 3.15% | 0.04% |
| NORTHERN TRUST CORP | 11/14/2025 | 16.00 K | $326.56 K | 100.00% | 0.03% |
| CREATIVEONE WEALTH, LLC | 11/13/2025 | 15.40 K | $314.31 K | -0.65% | 0.03% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 15.10 K | $308.25 K | 8.71% | 0.03% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 13.34 K | $272.26 K | -17.00% | 0.03% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 12.89 K | $263.00 K | 0.99% | 0.03% |
| JANE STREET GROUP, LLC | 11/14/2025 | 12.49 K | $254.92 K | -30.67% | 0.02% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 12.02 K | $245.00 K | 100.00% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 11.62 K | $237.00 K | 2.14% | 0.02% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 11.00 K | $224.51 K | 0.00% | 0.02% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 10.12 K | $206.59 K | 100.00% | 0.02% |
| K2 PRINCIPAL FUND, L.P. | 11/13/2025 | 9.80 K | $200.10 K | 100.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 8.69 K | $176.65 K | 6.74% | 0.02% |
| ACTIVEST WEALTH MANAGEMENT | 11/03/2025 | 7.45 K | $152.08 K | 0.00% | 0.01% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/13/2025 | 7.38 K | $150.63 K | 0.00% | 0.01% |
| HUNTINGTON NATIONAL BANK | 11/12/2025 | 4.80 K | $97.97 K | 0.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 3.00 K | $61.23 K | 0.00% | 0.01% |
| MASSMUTUAL TRUST CO FSB/ADV | 10/22/2025 | 2.89 K | $58.99 K | 0.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 2.65 K | $54.09 K | 0.00% | 0.01% |
| IFP ADVISORS, INC | 02/06/2026 | 1.43 K | $29.25 K | 0.00% | 0.00% |
| PINNACLE BANCORP, INC. | 10/24/2025 | 804 | $16.41 K | 0.00% | 0.00% |
| KIMELMAN & BAIRD, LLC | 11/25/2025 | 800 | $16.33 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 700 | $14.29 K | 0.00% | 0.00% |
| ASSETMARK, INC | 11/06/2025 | 600 | $12.25 K | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 300 | $6.12 K | 100.00% | 0.00% |
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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund institutional Ownership - FAQ's
During the previous two years, 63 institutional investors and hedge funds held shares of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund. The most heavily invested institutionals were:
Rareview Capital LLC: 54,208
WOLVERINE ASSET MANAGEMENT LLC: 29,087
RFG Advisory, LLC: 26,935
RAINIER FAMILY WEALTH INC: 11,300
Noble Wealth Management PBC: 2,100
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 816
24.55% of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.16 M shares in the last 24 months. This purchase volume represents approximately $220.71 M in transactions.