Free Trial

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

Cohen & Steers Limited Duration Preferred and Income Fund logo
$20.24 +0.09 (+0.42%)
Closing price 05/22/2025 03:59 PM Eastern
Extended Trading
$20.24 0.00 (0.00%)
As of 05/22/2025 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.

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$43.60M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$16.77M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025 Baird Financial Group Inc.141,335$2.88M0.0%+0.7%0.000%
5/15/2025 Landscape Capital Management L.L.C.11,581$236K0.0%N/A0.000%
5/14/2025 Thomas J. Herzfeld Advisors Inc.186,043$3.79M1.3%-0.4%0.000%
5/14/2025 Synovus Financial Corp166,678$3.39M0.0%+1.4%0.000%
5/13/2025 Elequin Capital LP2,193$45K0.0%+160.5%0.000%
5/13/2025 Raymond James Financial Inc.414,525$8.44M0.0%+3.5%0.000%
5/13/2025 Oder Investment Management LLC71,967$1.47M1.2%+9.6%0.000%
5/12/2025 Invesco Ltd.438,608$8.93M0.0%+11.0%0.000%
5/12/2025 Wolverine 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%
5/9/2025 Shaker Financial Services LLC93,085$1.90M0.7%+31.8%0.000%
5/7/2025 LPL Financial LLC127,439$2.60M0.0%+2.2%0.000%
5/7/2025 Rareview Capital LLC59,164$1.21M0.8%N/A0.000%
5/6/2025 Cetera Investment Advisers17,680$360K0.0%+5.7%0.000%
5/6/2025 Glaxis Capital Management LLC150,000$3.05M11.7%+7.1%0.000%
5/6/2025 Garrison Bradford & Associates Inc.7,000$143K0.2%N/A0.000%
5/6/2025 Readystate Asset Management LP18,721$381K0.0%-30.0%0.000%
5/6/2025 Choreo 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%
4/29/2025 Envestnet 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%
2/17/2025 Dunhill Financial LLC2,000$40K0.0%+100.0%0.000%
2/17/2025 Baird Financial Group Inc.140,414$2.84M0.0%+1.8%0.000%
2/17/2025 Bank of America Corp DE222,390$4.49M0.0%-7.4%0.000%
2/14/2025 Comerica Bank63,741$1.29M0.0%+1.9%0.000%
2/14/2025 Lido Advisors LLC41,390$836K0.0%+5.0%0.000%
2/14/2025 Beacon Pointe Advisors LLC55,223$1.12M0.0%+15.6%0.000%
2/14/2025 Stifel Financial Corp15,102$305K0.0%-4.6%0.000%
2/14/2025 Shaker Financial Services LLC70,608$1.43M0.5%+10.1%0.000%
2/13/2025 Guggenheim Capital LLC61,123$1.24M0.0%-6.0%0.000%
2/13/2025 Rockefeller Capital Management L.P.53,368$1.08M0.0%-1.3%0.000%
2/13/2025 Oder Investment Management LLC65,649$1.33M1.1%+2.1%0.000%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
2/13/2025 Raymond James Financial Inc.400,571$8.09M0.0%N/A0.000%
2/13/2025 Invesco Ltd.395,193$7.98M0.0%-13.1%0.000%
2/13/2025 Envestnet Asset Management Inc.163,133$3.30M0.0%-6.9%0.000%
2/13/2025 Wells Fargo & Company MN60,952$1.23M0.0%+29.8%0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.186,703$3.77M1.2%+11.8%0.000%
2/11/2025 LPL 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%
2/7/2025 Glaxis Capital Management LLC140,000$2.83M7.8%+9.4%0.000%
2/6/2025 Raymond James Financial Inc.400,571$8.09M0.0%N/A0.000%
2/6/2025 Atria Investments Inc34,101$689K0.0%+15.8%0.000%
2/5/2025 Oppenheimer & Co. Inc.70,972$1.43M0.0%+10.4%0.000%
2/5/2025 NewEdge Wealth LLC152,981$3.09M0.1%+3.6%0.000%
2/3/2025 Wolverine Asset Management LLC4,252$86K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC61,455$1.28M0.0%+4.4%0.000%
1/27/2025 Choreo 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%
11/25/2024 Synovus 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%
11/9/2024 Landscape Capital Management L.L.C.31,442$684K0.1%-21.1%0.000%
11/8/2024 Glaxis Capital Management LLC128,000$2.78M10.7%+13.3%0.000%
11/8/2024 Prospera Financial Services Inc16,076$350K0.0%+4.4%0.000%
11/7/2024 Caprock Group LLC15,025$327K0.0%N/A0.000%
11/6/2024 Oppenheimer & Co. Inc.64,290$1.40M0.0%+66.2%0.000%
11/1/2024 Atria Investments Inc29,457$641K0.0%-90.4%0.000%
11/1/2024 Fiera Capital Corp67,425$1.47M0.0%+3.9%0.000%
10/31/2024 Shaker 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%
10/11/2024 Creative Planning24,583$535K0.0%+14.9%0.000%
9/5/2024Sanctuary Advisors LLC362,187$6.99M0.1%N/A0.000%
8/16/2024 Creative Planning21,400$426K0.0%+6.8%0.000%
8/8/2024 Envestnet Asset Management Inc.154,351$3.07M0.0%+12.3%0.000%
8/7/2024 Choreo LLC31,678$630K0.0%+5.6%0.000%
8/7/2024 Ashton Thomas Private Wealth LLC6,296$125K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC84,927$1.69M0.7%+35.7%0.000%
8/2/2024 Wolverine Asset Management LLC3,810$76K0.0%N/A0.000%
7/12/2024 Baldwin Brothers LLC MA89,521$1.78M0.1%-2.0%0.000%
7/9/2024Lynx Investment Advisory1,945$39K0.0%N/A0.000%
5/21/2024 Atria Investments Inc314,040$6.31M0.1%N/A0.000%
5/10/2024 Glaxis 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%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you… To partner with Elon on what he believes will be the biggest AI project of the century… Starting with as little as $500.

Click here to see how you could take a stake in Elon’s private company…
5/2/2024 Choreo 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%
3/27/2024 Nomura 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%
2/15/2024 Comerica Bank62,418$1.15M0.0%+2.8%0.000%
2/9/2024 UBS Group AG1,453,730$26.79M0.0%+1.9%0.000%
2/8/2024 Glaxis Capital Management LLC92,416$1.70M5.9%N/A0.000%
(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, 71 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), Invesco Ltd. ($8.93M), Chicago Partners Investment Group LLC ($8.48M), Raymond James Financial Inc. ($8.44M), Raymond James & Associates ($8.12M), Bank of America Corp DE ($4.49M), and Penserra Capital Management LLC ($3.95M).Learn more on LDP's institutional investors.

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

Of the 61 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: Raymond James Financial Inc. ($815.10K), Sanctuary Advisors LLC ($364.79K), Raymond James & Associates ($349.77K), Atria Investments Inc ($318.68K), Glaxis Capital Management LLC ($140K), Capital Investment Advisors LLC ($90.95K), and NewEdge Wealth LLC ($87.82K).

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

Institutional investors have bought a total of 3,331,759 shares in the last 24 months. This purchase volume represents approximately $65.86M in transactions.

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

Of the 32 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: Sanctuary Advisors LLC ($303.34K), Atria Investments Inc ($278.21K), Chicago Partners Investment Group LLC ($92.94K), LexAurum Advisors LLC ($81.69K), Invesco Ltd. ($59.65K), Shaker Financial Services LLC ($50.25K), and Thomas J. Herzfeld Advisors Inc. ($48.07K).

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

Institutional investors have sold a total of 1,117,511 shares in the last 24 months. This volume of shares sold represents approximately $22.92M in transactions.



This page (NYSE:LDP) was last updated on 5/23/2025 by MarketBeat.com Staff
From Our Partners