Who owns Cohen & Steers Ltd Dur Pfd I?
- Ticker: LDP
- CUSIP Number: 19248C105
Tip: Access positions for across all investors
Analyze quarterly positions in Cohen & Steers Ltd Dur Pfd I with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Cohen & Steers Ltd Dur Pfd I stock
Who bought or sold Cohen & Steers Ltd Dur Pfd I this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 1.8M | $36M | 22% | Mar 2024 |
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| UBS Group | 1.5M | $30M | 2% | Mar 2024 |
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| Chicago Partners Investment | 449k | $8.7M | 1% | Mar 2024 |
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| Bank of America Corporation | 300k | $6.0M | -21% | Mar 2024 |
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| Royal Bank of Canada | 187k | $3.7M | 98% | Mar 2024 |
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| Greatmark Investment Partners | 163k | $3.3M | 14% | Mar 2024 |
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| Thomas J. Herzfeld Advisors | 158k | $3.2M | 8% | Mar 2024 |
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| Envestnet Asset Management | 137k | $2.8M | 100% | Mar 2024 |
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| LexAurum Advisors | 125k | $2.3M | -8% | Dec 2023 |
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| Baird Financial | 112k | $2.1M | -12% | Dec 2023 |
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| LPL Financial | 109k | $2.2M | 50% | Mar 2024 |
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| Glaxis Capital Management | 103k | $2.1M | 11% | Mar 2024 |
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| NewEdge Wealth | 97k | $1.9M | 2% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 92k | $1.7M | 15% | Dec 2023 |
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| Baldwin Brothers | 91k | $1.8M | 0% | Mar 2024 |
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| CNH Partners | 89k | $1.8M | -42% | Mar 2024 |
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| HPM Partners | 71k | $1.4M | 0% | Mar 2024 |
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| Fiera Capital Corporation | 65k | $1.3M | 0% | Mar 2024 |
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| Shaker Financial Services | 63k | $1.3M | 49% | Mar 2024 |
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| Brian McDonald | 62k | $1.3M | 3% | Mar 2024 |
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| Beacon Pointe Advisors | 60k | $1.1M | -6% | Dec 2023 |
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| Oder Investment Management | 60k | $1.2M | 10% | Mar 2024 |
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| Carmichael Hill & Associates | 54k | $1.1M | 9% | Mar 2024 |
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| Rockefeller Capital Management | 51k | $945k | -10% | Dec 2023 |
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| Advisor Group Holdings | 45k | $906k | -8% | Mar 2024 |
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| Wells Fargo & Company | 41k | $826k | 59% | Mar 2024 |
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| Lido Advisors | 41k | $820k | 7% | Mar 2024 |
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| Oppenheimer & Co | 36k | $732k | 3% | Mar 2024 |
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| Raymond James & Associates | 31k | $620k | -5% | Mar 2024 |
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| Rsm Us Wealth Management | 30k | $602k | 100% | Mar 2024 |
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| Landscape Capital Management | 27k | $550k | -45% | Mar 2024 |
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| Janney Montgomery Scott | 21k | $422k | 91% | Mar 2024 |
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| Commonwealth Equity Services | 21k | $414k | 0% | Mar 2024 |
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| Everpar Advisors | 21k | $412k | -3% | Mar 2024 |
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| Creative Planning | 20k | $402k | -11% | Mar 2024 |
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| Raymond James Financial Services Advisors | 16k | $330k | 26% | Mar 2024 |
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| Kestra Private Wealth Services | 16k | $326k | -14% | Mar 2024 |
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| Stifel Financial | 16k | $317k | -11% | Mar 2024 |
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| Grey Street Capital | 15k | $277k | -5% | Dec 2023 |
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| Sit Investment Associates | 15k | $295k | -76% | Mar 2024 |
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| Barrett & Company | 12k | $249k | 1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 11k | $224k | -4% | Mar 2024 |
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| Wetherby Asset Management | 10k | $201k | 0% | Mar 2024 |
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| Venturi Wealth Management | 3.9k | $79k | 0% | Mar 2024 |
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| Spire Wealth Management | 2.9k | $59k | 0% | Mar 2024 |
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| Goss Wealth Management | 1.3k | $25k | 0% | Mar 2024 |
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| Sachetta | 1.2k | $22k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 1.1k | $22k | 3% | Mar 2024 |
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| A. Montag and Associates | 803.00 | $16k | 0% | Mar 2024 |
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| First Manhattan | 800.00 | $16k | 0% | Mar 2024 |
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| Fifth Third Bancorp | 500.00 | $10k | 0% | Mar 2024 |
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| Highlander Capital Management | 500.00 | $9.2k | 0% | Dec 2023 |
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| Baystate Wealth Management | 405.00 | $7.5k | 100% | Dec 2023 |
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| Private Trust Co Na | 400.00 | $8.0k | 0% | Mar 2024 |
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| Sunbelt Securities | 375.00 | $7.5k | 0% | Mar 2024 |
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| Key FInancial | 246.00 | $4.9k | 0% | Mar 2024 |
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| Sound Income Strategies | 126.00 | $2.5k | 3% | Mar 2024 |
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Who sold out of Cohen & Steers Ltd Dur Pfd I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Maltin Wealth Management | Dec 2023 | 75k | $1.4M |
| Algebris | Sep 2023 | 58k | $986k |
| Pettinga Financial Advisors | Dec 2023 | 50k | $927k |
| Merit Financial Group | Dec 2023 | 16k | $298k |
| Mutual Advisors | Dec 2023 | 16k | $296k |
| Jane Street | Dec 2023 | 15k | $268k |
| Nomura Holdings | Dec 2023 | 14k | $253k |
| Bramshill Investments | Sep 2023 | 6.8k | $117k |
| Rocky Mountain Advisers | Dec 2023 | 5.3k | $97k |
| Elequin Capital | Sep 2023 | 2.0k | $35k |
| Wolverine Asset Management | Dec 2023 | 1.9k | $36k |
| Steward Partners Investment Advisory | Dec 2023 | 1.5k | $28k |
| Advisory Services Network | Dec 2023 | 525.00 | $9.7k |
| Farther Finance Advisors | Dec 2023 | 500.00 | $9.2k |
| Gradient Investments | Dec 2023 | 325.00 | $6.0k |