Free Trial
→ China just unlocked Nvidia’s AI chips—what that means for you (From Timothy Sykes) (Ad) Free LDP Stock Alerts

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

Cohen & Steers Limited Duration Preferred and Income Fund logo
$21.35 -0.10 (-0.47%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$21.34 -0.01 (-0.02%)
As of 08/1/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$44.46M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$17.54M
Get LDP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cohen & Steers Limited Duration Preferred and Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LDP Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet Asset Management Inc.212,897$4.47M0.0%+19.2%0.000%
7/30/2025 Greatmark Investment Partners Inc.171,700$3.60M0.5%-0.6%0.000%
7/29/2025 Chicago Partners Investment Group LLC432,383$9.01M0.3%+1.9%0.000%
7/24/2025 Baldwin Wealth Partners LLC MA54,892$1.15M0.1%-33.2%0.000%
7/22/2025 Wealthcare Advisory Partners LLC30,410$638K0.0%+13.6%0.000%
7/21/2025 Barrett & Company Inc.7,747$163K0.1%-38.8%0.000%
7/17/2025 Capital Investment Advisors LLC86,357$1.81M0.0%-5.0%0.000%
7/8/2025 Everpar Advisors LLC16,565$348K0.2%-4.1%0.000%
5/15/2025Baird Financial Group Inc.141,335$2.88M0.0%+0.7%0.000%
5/15/2025Landscape Capital Management L.L.C.11,581$236K0.0%N/A0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.186,043$3.79M1.3%-0.4%0.000%
5/14/2025Synovus Financial Corp166,678$3.39M0.0%+1.4%0.000%
5/13/2025Elequin Capital LP2,193$45K0.0%+160.5%0.000%
5/13/2025Raymond James Financial Inc.414,525$8.44M0.0%+3.5%0.000%
5/13/2025Oder Investment Management LLC71,967$1.47M1.2%+9.6%0.000%
5/12/2025Invesco Ltd.438,608$8.93M0.0%+11.0%0.000%
5/12/2025Wolverine Asset Management LLC18,121$369K0.0%+326.2%0.000%
5/9/2025 Chicago Partners Investment Group LLC424,155$8.48M0.3%+1.5%0.000%
5/9/2025Shaker Financial Services LLC93,085$1.90M0.7%+31.8%0.000%
5/7/2025LPL Financial LLC127,439$2.60M0.0%+2.2%0.000%
5/7/2025Rareview Capital LLC59,164$1.21M0.8%N/A0.000%
5/6/2025Cetera Investment Advisers17,680$360K0.0%+5.7%0.000%
5/6/2025Glaxis Capital Management LLC150,000$3.05M11.7%+7.1%0.000%
5/6/2025Garrison Bradford & Associates Inc.7,000$143K0.2%N/A0.000%
5/6/2025Readystate Asset Management LP18,721$381K0.0%-30.0%0.000%
5/6/2025Choreo LLC43,436$884K0.0%+1.4%0.000%
5/2/2025 Pettinga Financial Advisors LLC10,383$211K0.0%N/A0.000%
5/1/2025 Greatmark Investment Partners Inc.172,675$3.52M0.5%+0.7%0.000%
4/29/2025Envestnet Asset Management Inc.178,626$3.64M0.0%+9.5%0.000%
4/23/2025 Oppenheimer & Co. Inc.77,476$1.58M0.0%+9.2%0.000%
4/17/2025 Janney Montgomery Scott LLC21,180$431K0.0%+7.4%0.000%
4/15/2025 Wealthcare Advisory Partners LLC26,760$545K0.0%+12.4%0.000%
4/14/2025 Baldwin Wealth Partners LLC MA82,150$1.67M0.1%-7.5%0.000%
4/14/2025 Capital Investment Advisors LLC90,947$1.85M0.0%+38.2%0.000%
4/14/2025 LexAurum Advisors LLC35,508$723K0.1%-41.3%0.000%
4/11/2025 Magnus Financial Group LLC11,800$240K0.0%-20.3%0.000%
2/21/2025 Vermillion Wealth Management Inc.1,743$35K0.0%N/A0.000%
2/17/2025Dunhill Financial LLC2,000$40K0.0%+100.0%0.000%
2/17/2025Baird Financial Group Inc.140,414$2.84M0.0%+1.8%0.000%
2/17/2025Bank of America Corp DE222,390$4.49M0.0%-7.4%0.000%
This Crypto Is Set to Explode in January (Ad)

This Could Be the Most Important Crypto Law in History While the world celebrates Bitcoin becoming 2025’s top-performing asset, smart hedge funds are accumulating elsewhere. During the upcoming Crypto Hedge Fund Summit, you'll discover exactly which coins they’ve loaded up on before this historic vote.

Click here to claim your free seat!
2/14/2025Comerica Bank63,741$1.29M0.0%+1.9%0.000%
2/14/2025Lido Advisors LLC41,390$836K0.0%+5.0%0.000%
2/14/2025Beacon Pointe Advisors LLC55,223$1.12M0.0%+15.6%0.000%
2/14/2025Stifel Financial Corp15,102$305K0.0%-4.6%0.000%
2/14/2025Shaker Financial Services LLC70,608$1.43M0.5%+10.1%0.000%
2/13/2025Guggenheim Capital LLC61,123$1.24M0.0%-6.0%0.000%
2/13/2025Rockefeller Capital Management L.P.53,368$1.08M0.0%-1.3%0.000%
2/13/2025Oder Investment Management LLC65,649$1.33M1.1%+2.1%0.000%
2/13/2025Raymond James Financial Inc.400,571$8.09M0.0%N/A0.000%
2/13/2025Invesco Ltd.395,193$7.98M0.0%-13.1%0.000%
2/13/2025Envestnet Asset Management Inc.163,133$3.30M0.0%-6.9%0.000%
2/13/2025Wells Fargo & Company MN60,952$1.23M0.0%+29.8%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.186,703$3.77M1.2%+11.8%0.000%
2/11/2025LPL Financial LLC124,750$2.52M0.0%+6.9%0.000%
2/10/2025 Greatmark Investment Partners Inc.171,425$3.46M0.5%+1.7%0.000%
2/7/2025Glaxis Capital Management LLC140,000$2.83M7.8%+9.4%0.000%
2/6/2025Raymond James Financial Inc.400,571$8.09M0.0%N/A0.000%
2/6/2025Atria Investments Inc34,101$689K0.0%+15.8%0.000%
2/5/2025 Oppenheimer & Co. Inc.70,972$1.43M0.0%+10.4%0.000%
2/5/2025NewEdge Wealth LLC152,981$3.09M0.1%+3.6%0.000%
2/3/2025Wolverine Asset Management LLC4,252$86K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC61,455$1.28M0.0%+4.4%0.000%
1/27/2025Choreo LLC42,852$867K0.0%+35.4%0.000%
1/24/2025 Chicago Partners Investment Group LLC418,000$8.51M0.3%-5.2%0.000%
1/22/2025 Baldwin Wealth Partners LLC MA88,778$1.79M0.1%-0.8%0.000%
1/17/2025 Janney Montgomery Scott LLC19,720$398K0.0%+28.7%0.000%
1/17/2025 Magnus Financial Group LLC14,800$299K0.0%N/A0.000%
1/15/2025 Wealthcare Advisory Partners LLC23,815$481K0.0%N/A0.000%
1/15/2025 Everpar Advisors LLC17,265$349K0.2%-15.8%0.000%
1/13/2025 Capital Investment Advisors LLC65,786$1.33M0.0%+261.8%0.000%
11/25/2024Synovus Financial Corp164,008$3.57M0.0%+0.4%0.000%
11/25/2024 Wilmington Savings Fund Society FSB15,000$326K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC58,850$1.23M0.0%-83.8%0.000%
11/9/2024Landscape Capital Management L.L.C.31,442$684K0.1%-21.1%0.000%
11/8/2024Glaxis Capital Management LLC128,000$2.78M10.7%+13.3%0.000%
11/8/2024Prospera Financial Services Inc16,076$350K0.0%+4.4%0.000%
11/7/2024Caprock Group LLC15,025$327K0.0%N/A0.000%
11/6/2024 Oppenheimer & Co. Inc.64,290$1.40M0.0%+66.2%0.000%
11/1/2024Atria Investments Inc29,457$641K0.0%-90.4%0.000%
11/1/2024Fiera Capital Corp67,425$1.47M0.0%+3.9%0.000%
10/31/2024Shaker Financial Services LLC64,122$1.40M0.5%-24.5%0.000%
10/29/2024Carmichael Hill & Associates Inc.55,564$1.21M0.4%+2.0%0.000%
10/29/2024 Chicago Partners Investment Group LLC440,836$9.32M0.3%-1.1%0.000%
10/18/2024Raymond James & Associates373,297$8.12M0.0%+1,096.5%0.000%
10/18/2024 Capital Investment Advisors LLC18,185$396K0.0%N/A0.000%
10/11/2024Creative Planning24,583$535K0.0%+14.9%0.000%
9/5/2024Sanctuary Advisors LLC362,187$6.99M0.1%N/A0.000%
8/16/2024Creative Planning21,400$426K0.0%+6.8%0.000%
8/8/2024Envestnet Asset Management Inc.154,351$3.07M0.0%+12.3%0.000%
8/7/2024Choreo LLC31,678$630K0.0%+5.6%0.000%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
8/7/2024Ashton Thomas Private Wealth LLC6,296$125K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC84,927$1.69M0.7%+35.7%0.000%
8/2/2024Wolverine Asset Management LLC3,810$76K0.0%N/A0.000%
7/12/2024 Baldwin Brothers LLC MA89,521$1.78M0.1%-2.0%0.000%
7/9/2024 Lynx Investment Advisory1,945$39K0.0%N/A0.000%
5/21/2024Atria Investments Inc314,040$6.31M0.1%N/A0.000%
5/10/2024Glaxis Capital Management LLC103,000$2.07M3.8%+11.5%0.000%
5/7/2024 Oppenheimer & Co. Inc.36,429$731K0.0%+12.0%0.000%
5/2/2024Choreo LLC29,991$602K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC21,013$422K0.0%+90.7%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, 68 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 ($9.01M), Invesco Ltd. ($8.93M), Raymond James Financial Inc. ($8.44M), Raymond James & Associates ($8.12M), Bank of America Corp DE ($4.49M), and Envestnet Asset Management Inc. ($4.47M).Learn more on Cohen & Steers Limited Duration Preferred and Income Fund's institutional investors.

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

Of the 56 institutional investors that purchased Cohen & Steers Limited Duration Preferred and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($815.10K), Sanctuary Advisors LLC ($364.79K), Raymond James & Associates ($342.10K), Atria Investments Inc ($318.68K), Glaxis Capital Management LLC ($140K), Capital Investment Advisors LLC ($90.95K), and Envestnet Asset Management Inc. ($88.88K).

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

Institutional investors have bought a total of 2,168,752 shares in the last 24 months. This purchase volume represents approximately $44.46M in transactions.

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

Of the 20 institutional investors that sold Cohen & Steers Limited Duration Preferred and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sanctuary Advisors LLC ($303.34K), Atria Investments Inc ($278.21K), Invesco Ltd. ($59.65K), Baldwin Wealth Partners LLC MA ($34.63K), Chicago Partners Investment Group LLC ($27.91K), LexAurum Advisors LLC ($25.00K), and Shaker Financial Services LLC ($20.81K).

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

Institutional investors have sold a total of 819,173 shares in the last 24 months. This volume of shares sold represents approximately $17.54M in transactions.


Related Companies

This page (NYSE:LDP) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
This Social Security Shift Could Boost Benefits by 400%
If you currently collect Social Security—or plan to in the future—this may be one of the most important update...
InvestorPlace | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
A new rule goes live in July — and the banks are quietly crushing it
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Jeff Bezos Launches "ChatGPT Killer"?
Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% ...
Stansberry Research | Sponsored