Free Trial
→ Why Trump’s “Smart Dollar” could rewrite the rules (From Stansberry Research) (Ad)tc pixel Free LDP Stock Alerts

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

Cohen & Steers Limited Duration Preferred and Income Fund logo
$21.74 +0.03 (+0.14%)
Closing price 09/12/2025 03:56 PM Eastern
Extended Trading
$21.72 -0.01 (-0.07%)
As of 09/12/2025 04:10 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)
46
Total
Institutional Inflows
(last 12 months)
$41.09M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$18.95M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
9/4/2025 Osaic Holdings Inc.59,184$1.24M0.0%-3.1%0.000%
8/19/2025 Newbridge Financial Services Group Inc.2,972$62K0.0%N/A0.000%
8/18/2025 Geneos Wealth Management Inc.1,507$32K0.0%+205.7%0.000%
8/15/2025 Bank of America Corp DE210,400$4.41M0.0%-4.5%0.000%
8/14/2025 Raymond James Financial Inc.408,447$8.57M0.0%-1.5%0.000%
8/13/2025 StoneX Group Inc.11,720$246K0.0%N/A0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.200,918$4.22M1.5%+8.0%0.000%
8/13/2025 Baird Financial Group Inc.142,096$2.98M0.0%+0.5%0.000%
8/13/2025 Guggenheim Capital LLC37,287$782K0.0%-39.2%0.000%
8/13/2025 Invesco Ltd.442,605$9.29M0.0%+0.9%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.14,183$298K0.0%+26.6%0.000%
8/13/2025 Choreo LLC29,093$610K0.0%-33.0%0.000%
8/8/2025 Rockefeller Capital Management L.P.52,823$1.11M0.0%+4.3%0.000%
8/8/2025 Glaxis Capital Management LLC158,000$3.32M4.4%+5.3%0.000%
8/8/2025 Cetera Investment Advisers18,267$383K0.0%+3.3%0.000%
8/8/2025 Fiera Capital Corp62,076$1.30M0.0%-1.5%0.000%
8/6/2025 Prospera Financial Services Inc13,300$279K0.0%-13.6%0.000%
8/5/2025 Rareview Capital LLC88,694$1.86M1.2%+49.9%0.000%
8/5/2025 Shaker Financial Services LLC85,631$1.80M0.6%-8.0%0.000%
8/4/2025 Atria Investments Inc189,228$3.97M0.0%+375.7%0.000%
8/1/2025 Envestnet 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%
5/9/2025Chicago 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%
5/2/2025Pettinga Financial Advisors LLC10,383$211K0.0%N/A0.000%
5/1/2025Greatmark 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%
4/23/2025Oppenheimer & Co. Inc.77,476$1.58M0.0%+9.2%0.000%
4/17/2025Janney Montgomery Scott LLC21,180$431K0.0%+7.4%0.000%
4/15/2025Wealthcare Advisory Partners LLC26,760$545K0.0%+12.4%0.000%
4/14/2025Baldwin Wealth Partners LLC MA82,150$1.67M0.1%-7.5%0.000%
4/14/2025Capital Investment Advisors LLC90,947$1.85M0.0%+38.2%0.000%
4/14/2025LexAurum Advisors LLC35,508$723K0.1%-41.3%0.000%
4/11/2025Magnus Financial Group LLC11,800$240K0.0%-20.3%0.000%
2/21/2025Vermillion 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%
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%
2/10/2025Greatmark 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%
2/5/2025Oppenheimer & 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%
1/24/2025Chicago Partners Investment Group LLC418,000$8.51M0.3%-5.2%0.000%
1/22/2025Baldwin Wealth Partners LLC MA88,778$1.79M0.1%-0.8%0.000%
1/17/2025Janney Montgomery Scott LLC19,720$398K0.0%+28.7%0.000%
1/17/2025Magnus Financial Group LLC14,800$299K0.0%N/A0.000%
1/15/2025Wealthcare Advisory Partners LLC23,815$481K0.0%N/A0.000%
1/15/2025Everpar Advisors LLC17,265$349K0.2%-15.8%0.000%
1/13/2025Capital Investment Advisors LLC65,786$1.33M0.0%+261.8%0.000%
11/25/2024Synovus Financial Corp164,008$3.57M0.0%+0.4%0.000%
11/25/2024Wilmington 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%
11/6/2024Oppenheimer & 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%
(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. ($9.29M), Chicago Partners Investment Group LLC ($9.01M), Raymond James Financial Inc. ($8.57M), Raymond James & Associates ($8.12M), Envestnet Asset Management Inc. ($4.47M), and Bank of America Corp DE ($4.41M).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 58 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), Atria Investments Inc ($468.13K), Sanctuary Advisors LLC ($364.79K), Raymond James & Associates ($342.10K), Glaxis Capital Management LLC ($148K), Capital Investment Advisors LLC ($90.95K), and Rareview Capital LLC ($88.69K).

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

Institutional investors have bought a total of 1,985,993 shares in the last 24 months. This purchase volume represents approximately $41.09M in transactions.

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

Of the 25 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), Shaker Financial Services LLC ($28.26K), Guggenheim Capital LLC ($27.92K), and Chicago Partners Investment Group LLC ($27.91K).

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

Institutional investors have sold a total of 885,954 shares in the last 24 months. This volume of shares sold represents approximately $18.95M in transactions.


Related Companies

This page (NYSE:LDP) was last updated on 9/13/2025 by MarketBeat.com Staff
From Our Partners
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
“Sell Nvidia before earnings”
Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...
InvestorPlace | Sponsoredtc pixel
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel
October 16 Changes the Microchip Game — and Investing
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel