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Cohen & Steers Limited Duration Preferred and Income Fund (LDP) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Cohen & Steers Limited Duration Preferred and Income Fund (NYSE:LDP)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$17.33M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$15.08M
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LDP Institutional Buying and Selling by Quarter

Cohen & Steers Limited Duration Preferred and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Choreo LLC29,991$602K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC21,013$422K0.0%+90.7%0.000%
4/26/2024 Chicago Partners Investment Group LLC448,777$8.68M0.4%+0.8%0.000%
4/22/2024 Everpar Advisors LLC20,503$412K0.3%-3.0%0.000%
4/10/2024 LexAurum Advisors LLC79,068$1.59M0.4%-36.5%0.000%
3/27/2024Nomura Holdings Inc.13,725$253K0.0%N/A0.000%
2/23/2024 Chicago Partners Investment Group LLC445,425$8.38M0.4%-3.9%0.000%
2/15/2024Comerica Bank62,418$1.15M0.0%+2.8%0.000%
2/9/2024UBS Group AG1,453,730$26.79M0.0%+1.9%0.000%
2/8/2024Glaxis Capital Management LLC92,416$1.70M5.9%N/A0.000%
2/8/2024Beacon Pointe Advisors LLC59,992$1.11M0.0%-6.5%0.000%
2/7/2024Shaker Financial Services LLC42,010$774K0.3%-32.2%0.000%
2/6/2024 Everpar Advisors LLC21,136$390K0.2%N/A0.000%
2/6/2024Merit Financial Group LLC16,179$298K0.0%-13.4%0.000%
2/5/2024Oder Investment Management LLC54,674$1.01M1.0%+52.5%0.000%
2/5/2024Kestra Private Wealth Services LLC18,829$347K0.0%-9.7%0.000%
2/5/2024Greatmark Investment Partners Inc.143,375$2.64M0.4%-1.5%0.000%
2/1/2024Wolverine Asset Management LLC1,934$36K0.0%-92.3%0.000%
1/29/2024NewEdge Wealth LLC95,077$1.75M0.0%+657.4%0.000%
1/26/2024Cerity Partners LLC71,160$1.31M0.0%+4.6%0.000%
1/23/2024 Carmichael Hill & Associates Inc.49,793$918K0.4%-8.2%0.000%
1/23/2024 Venturi Wealth Management LLC3,947$73K0.0%-17.4%0.000%
1/18/2024 Maltin Wealth Management Inc.74,508$1.37M0.9%+1.6%0.000%
1/18/2024 Pettinga Financial Advisors LLC50,300$927K0.2%+77.2%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.13,042$240K0.0%-4.3%0.000%
1/16/2024 Raymond James & Associates32,489$599K0.0%-10.0%0.000%
1/12/2024Mutual Advisors LLC16,058$296K0.0%N/A0.000%
1/11/2024Grey Street Capital LLC15,025$277K0.1%-5.0%0.000%
1/11/2024 LexAurum Advisors LLC124,558$2.30M0.6%-8.2%0.000%
11/14/2023AQR Arbitrage LLC114,432$1.95M0.1%+306.8%0.000%
11/14/2023Synovus Financial Corp115,319$1.97M0.0%-3.1%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.138,156$2.36M0.9%+12.9%0.000%
11/13/2023Bramshill Investments LLC6,823$116K0.0%-11.2%0.000%
11/13/2023Invesco Ltd.457,825$7.82M0.0%+8.2%0.000%
11/13/2023Wolverine Asset Management LLC25,175$430K0.0%N/A0.000%
11/9/2023UBS Group AG1,426,179$24.35M0.0%+3.2%0.000%
11/8/2023Landscape Capital Management L.L.C.30,500$521K0.1%N/A0.000%
11/8/2023Greatmark Investment Partners Inc.145,525$2.48M0.4%+9.2%0.000%
11/8/2023Oppenheimer & Co. Inc.35,291$602K0.0%+215.2%0.000%
11/8/2023Kestra Private Wealth Services LLC20,853$356K0.0%N/A0.000%
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11/7/2023Oder Investment Management LLC35,841$612K0.7%+20.7%0.000%
10/26/2023 Chicago Partners Investment Group LLC463,428$7.64M0.4%-7.0%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.13,630$233K0.0%-19.7%0.000%
10/24/2023 Raymond James & Associates36,089$616K0.0%-7.3%0.000%
10/24/2023 Pettinga Financial Advisors LLC28,390$485K0.1%N/A0.000%
10/20/2023 Quattro Financial Advisors LLC11,230$192K0.1%N/A0.000%
10/16/2023 LexAurum Advisors LLC135,754$2.32M0.7%+2.0%0.000%
10/11/2023 Maltin Wealth Management Inc.73,311$1.25M0.8%+49.4%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.122,335$2.23M0.9%-27.9%0.000%
8/11/2023Baird Financial Group Inc.127,078$2.31M0.0%+2.5%0.000%
8/11/2023Guggenheim Capital LLC52,648$958K0.0%+7.5%0.000%
8/11/2023Penserra Capital Management LLC216,950$3.95M0.1%+6.6%0.000%
8/10/2023Sit Investment Associates Inc.76,368$1.39M0.0%+19.0%0.000%
8/8/2023Synovus Financial Corp118,966$2.17M0.0%+10.7%0.000%
8/8/2023 Chicago Partners Investment Group LLC498,327$9.11M0.5%-2.4%0.000%
8/7/2023Shaker Financial Services LLC61,633$1.12M0.5%-13.4%0.000%
8/4/2023Envestnet Asset Management Inc.91,161$1.66M0.0%+32.1%0.000%
8/4/2023 Carmichael Hill & Associates Inc.54,019$983K0.4%-35.7%0.000%
8/3/2023 Maltin Wealth Management Inc.49,086$893K0.2%-46.1%0.000%
8/3/2023Oppenheimer & Co. Inc.11,198$204K0.0%N/A0.000%
8/2/2023Greatmark Investment Partners Inc.133,325$2.43M0.4%+22.6%0.000%
8/1/2023Merit Financial Group LLC18,354$334K0.0%N/A0.000%
7/31/2023LPL Financial LLC72,220$1.31M0.0%+14.4%0.000%
7/25/2023 Raymond James & Associates38,941$709K0.0%+24.6%0.000%
7/20/2023DAVENPORT & Co LLC15,050$274K0.0%-21.2%0.000%
7/17/2023Claybrook Capital LLC36,815$670K0.4%+11.3%0.000%
7/14/2023 Baldwin Brothers LLC MA91,332$1.66M0.1%-5.0%0.000%
7/14/2023Grey Street Capital LLC15,812$288K0.2%+5.2%0.000%
7/11/2023Good Life Advisors LLC13,369$243K0.0%N/A0.000%
6/13/2023Callan Capital LLC10,000$178K0.0%N/A0.000%
5/12/2023Algebris UK Ltd57,665$1.03M0.4%-12.7%0.000%
5/11/2023Bramshill Investments LLC253,645$4.53M0.5%-66.0%0.000%
5/11/2023Synovus Financial Corp107,514$1.92M0.0%+21.0%0.000%
5/11/2023 Financial Advocates Investment Management17,842$318K0.0%+7.9%0.000%
5/11/2023 Barrett & Company Inc.12,450$222K0.1%N/A0.000%
5/10/2023Grey Street Capital LLC15,025$268K0.2%N/A0.000%
5/9/2023Callan Capital LLC10,000$178K0.0%N/A0.000%
5/8/2023Shaker Financial Services LLC71,129$1.27M0.6%+104.5%0.000%
5/2/2023 Venturi Wealth Management LLC4,094$73K0.0%N/A0.000%
4/28/2023Greatmark Investment Partners Inc.108,750$1.94M0.3%+12.5%0.000%
4/27/2023BerganKDV Wealth Management LLC41,066$733K0.1%+9.3%0.000%
4/27/2023DAVENPORT & Co LLC19,100$341K0.0%+27.8%0.000%
4/26/2023 Fiera Capital Corp64,973$1.16M0.0%-1.9%0.000%
4/24/2023Penserra Capital Management LLC203,424$3.63M0.1%-6.2%0.000%
4/20/2023 Maltin Wealth Management Inc.90,994$1.62M1.2%+1.9%0.000%
4/18/2023Claybrook Capital LLC33,065$590K0.3%+216.0%0.000%
4/14/2023 Raymond James & Associates31,265$558K0.0%-8.7%0.000%
4/11/2023 LexAurum Advisors LLC130,649$2.33M0.8%-6.2%0.000%
4/5/2023 Carmichael Hill & Associates Inc.83,988$1.50M0.7%-1.7%0.000%
3/6/2023Rockefeller Capital Management L.P.70,103$1.33M0.0%-29.8%0.000%
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2/17/2023 Maltin Wealth Management Inc.89,275$1.70M1.2%+2.4%0.000%
2/14/2023Penserra Capital Management LLC216,977$4.13M0.1%+9.9%0.000%
2/13/2023Algebris UK Ltd66,044$1.25M0.6%-23.0%0.000%
2/10/2023CoreCap Advisors LLC1,750$33K0.0%N/A0.000%
2/10/2023Sit Investment Associates Inc.68,397$1.30M0.0%+584.0%0.000%
2/9/2023Landscape Capital Management L.L.C.27,012$514K0.1%-38.4%0.000%
2/9/2023Elequin Securities LLC7,444$142K0.0%N/A0.000%
2/9/2023 Chicago Partners Investment Group LLC510,258$10.84M0.7%+0.6%0.000%
2/9/2023HighTower Advisors LLC34,889$663K0.0%+134.3%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.17,263$328K0.0%-5.5%0.000%
(Data available from 1/1/2016 forward)

LDP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LDP shares?

During the previous two years, 69 institutional investors and hedge funds held shares of Cohen & Steers Limited Duration Preferred and Income Fund. The most heavily invested institutionals were UBS Group AG ($26.79M), Chicago Partners Investment Group LLC ($8.68M), Invesco Ltd. ($7.82M), Penserra Capital Management LLC ($3.95M), Greatmark Investment Partners Inc. ($2.64M), Thomas J. Herzfeld Advisors Inc. ($2.36M), and Baird Financial Group Inc. ($2.31M).Learn more on LDP's institutional investors.

Which institutional investors have been buying Cohen & Steers Limited Duration Preferred and Income Fund stock?

Of the 62 institutional investors that purchased Cohen & Steers Limited Duration Preferred and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($230.50K), UBS Group AG ($222.06K), Maltin Wealth Management Inc. ($144.01K), Glaxis Capital Management LLC ($92.42K), AQR Arbitrage LLC ($86.30K), Algebris UK Ltd ($85.75K), and Pettinga Financial Advisors LLC ($84.02K).

How much institutional buying is happening at Cohen & Steers Limited Duration Preferred and Income Fund?

Institutional investors have bought a total of 2,305,419 shares in the last 24 months. This purchase volume represents approximately $43.20M in transactions.

Which Cohen & Steers Limited Duration Preferred and Income Fund major shareholders have been selling company stock?

Of the 33 institutional investors that sold Cohen & Steers Limited Duration Preferred and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bramshill Investments LLC ($567.04K), Baldwin Brothers LLC MA ($227.86K), Rockefeller Capital Management L.P. ($119.90K), Chicago Partners Investment Group LLC ($106.11K), UBS Group AG ($75.26K), LexAurum Advisors LLC ($67.19K), and Thomas J. Herzfeld Advisors Inc. ($47.41K).

How much institutional selling is happening at Cohen & Steers Limited Duration Preferred and Income Fund?

Institutional investors have sold a total of 1,509,477 shares in the last 24 months. This volume of shares sold represents approximately $28.24M in transactions.


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This page (NYSE:LDP) was last updated on 5/5/2024 by MarketBeat.com Staff

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