Who owns COHEN & STEERS TAX ADVAN PFD?
- Ticker: PTA
- CUSIP Number: 19249x108
Tip: Access positions for across all investors
Analyze quarterly positions in Cohen & Steers Tax Advan P with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Cohen & Steers Tax Advan P stock
Who bought or sold COHEN & STEERS TAX ADVAN PFD this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 3.3M | $66M | -16% | Mar 2024 |
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| Bank of America Corporation | 3.2M | $62M | 36% | Mar 2024 |
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| UBS Group | 2.5M | $50M | -3% | Mar 2024 |
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| Royal Bank of Canada | 596k | $12M | -18% | Mar 2024 |
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| Sit Investment Associates | 302k | $5.9M | -36% | Mar 2024 |
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| Amundi | 213k | $3.9M | 0% | Mar 2024 |
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| Stifel Financial | 116k | $2.3M | -10% | Mar 2024 |
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| HPM Partners | 106k | $2.1M | 3% | Mar 2024 |
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| Relative Value Partners | 85k | $1.6M | -2% | Mar 2024 |
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| LexAurum Advisors | 73k | $1.3M | -14% | Dec 2023 |
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| Wedbush Morgan Securities | 63k | $1.1M | 26% | Dec 2023 |
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| Oppenheimer & Co | 59k | $1.2M | 68% | Mar 2024 |
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| Rockefeller Capital Management | 58k | $1.0M | -25% | Dec 2023 |
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| CI Private Wealth | 52k | $1.0M | 100% | Mar 2024 |
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| Shaker Financial Services | 38k | $752k | 100% | Mar 2024 |
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| Lido Advisors | 34k | $674k | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 31k | $609k | -1% | Mar 2024 |
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| LPL Financial | 23k | $456k | -48% | Mar 2024 |
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| Atria Wealth Solutions | 23k | $453k | -3% | Mar 2024 |
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| Brian McDonald | 21k | $405k | 10% | Mar 2024 |
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| Cambridge Investment Research Advisors | 17k | $341k | -9% | Mar 2024 |
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| Commonwealth Equity Services | 17k | $339k | -10% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 17k | $308k | -1% | Dec 2023 |
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| Pettinga Financial Advisors | 17k | $330k | -83% | Mar 2024 |
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| Raymond James & Associates | 14k | $267k | -4% | Mar 2024 |
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| Envestnet Asset Management | 13k | $253k | -31% | Mar 2024 |
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| Modera Wealth Management | 11k | $213k | 1% | Mar 2024 |
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| Millennium Management | 11k | $211k | 100% | Mar 2024 |
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| Register Financial Advisors | 8.5k | $166k | 100% | Mar 2024 |
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| Activest Wealth Management | 7.3k | $144k | 100% | Mar 2024 |
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| Advisor Group Holdings | 5.5k | $108k | -4% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 3.8k | $74k | 17% | Mar 2024 |
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| Elequin Capital | 2.6k | $46k | 100% | Dec 2023 |
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| Wells Fargo & Company | 2.5k | $49k | 100% | Mar 2024 |
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| Lindbrook Capital | 2.0k | $39k | 0% | Mar 2024 |
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| Nbc Securities | 1.0k | $19k | 0% | Mar 2024 |
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| Princeton Global Asset Management | 700.00 | $14k | 0% | Mar 2024 |
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| Vima | 582.00 | $11k | 100% | Dec 2023 |
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| Principal Securities | 525.00 | $10k | 100% | Mar 2024 |
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Who sold out of Cohen & Steers Tax Advan P?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Penserra Capital Management | Dec 2023 | 378k | $6.8M |
| Landscape Capital Management | Dec 2023 | 51k | $913k |
| Weiss Asset Management LP[1 | Dec 2023 | 28k | $498k |
| Wolverine Asset Management | Dec 2023 | 5.0k | $90k |
| Us Bancorp | Dec 2023 | 1.0k | $18k |
| Hanson McClain Advisors | Dec 2023 | 600.00 | $11k |