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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 03:56 PM Eastern
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$21.72 -0.01 (-0.07%)
As of 04:10 PM Eastern
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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)
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
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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
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.


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This page (NYSE:LDP) was last updated on 9/12/2025 by MarketBeat.com Staff
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