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

Cohen & Steers Limited Duration Preferred and Income Fund logo
$20.93 +0.05 (+0.22%)
Closing price 03:59 PM Eastern
Extended Trading
$20.93 +0.00 (+0.02%)
As of 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 Massive. Learn more.
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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)
47
Total
Institutional Inflows
(last 12 months)
$71.51M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$13.43M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Sanctuary Advisors LLC121,285$2.42M0.0%+13.6%0.000%
5/4/2026 WJ Financial Advisors LLC58,314$1.17M0.9%+9.3%0.000%
5/4/2026 Chicago Partners Investment Group LLC438,083$9.17M0.2%-2.4%0.000%
5/1/2026 Fifth Third Bancorp31,918$637K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC12,901$258K0.0%-31.1%0.000%
4/29/2026 Greatmark Investment Partners Inc.170,775$3.41M0.4%-0.6%0.000%
4/28/2026 Rareview Capital LLC132,703$2.78M1.6%+20.8%0.000%
4/22/2026 Janney Montgomery Scott LLC17,929$358K0.0%-21.0%0.000%
4/20/2026 Kestra Private Wealth Services LLC28,004$559K0.0%+37.6%0.000%
4/17/2026 PMG Family Office LLC27,750$554K0.6%+11.8%0.000%
2/19/2026Invesco Ltd.362,073$7.67M0.0%-19.9%0.000%
2/19/2026Smith Asset Management Co. LLC11,785$249K0.2%+15.9%0.000%
2/17/2026Guggenheim Capital LLC36,616$775K0.0%+257.4%0.000%
2/17/2026Cetera Investment Advisers19,913$422K0.0%-5.1%0.000%
2/17/2026Osaic Holdings Inc.54,225$1.15M0.0%-2.2%0.000%
2/17/2026Royal Bank of Canada234,621$4.97M0.0%-34.4%0.000%
2/13/2026 Kestra Advisory Services LLC18,729$396K0.0%N/A0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.124,038$2.63M0.9%-43.9%0.000%
2/13/2026Wells Fargo & Company MN70,419$1.49M0.0%+7.2%0.000%
2/12/2026Jane Street Group LLC15,783$334K0.0%N/A0.000%
2/12/2026Litman Gregory Wealth Management LLC3,000$64K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC13,817$293K0.0%N/A0.000%
2/12/2026Oder Investment Management LLC73,969$1.57M1.1%-2.1%0.000%
2/12/2026Glaxis Capital Management LLC231,800$4.91M8.3%+33.2%0.000%
2/11/2026LPL Financial LLC147,190$3.12M0.0%+5.7%0.000%
2/11/2026Fiera Capital Corp57,873$1.23M0.0%+24.8%0.000%
2/6/2026 Platt Wealth Management LLC83,256$1.76M1.7%N/A0.000%
2/6/2026Global Retirement Partners LLC1,629$34K0.0%N/A0.000%
2/5/2026 Financial Security Advisor Inc.13,500$286K0.1%N/A0.000%
2/5/2026Northwestern Mutual Wealth Management Co.2,316,921$49.05M0.0%+20,581.3%0.000%
2/3/2026NewEdge Wealth LLC214,128$4.53M0.1%-0.4%0.000%
2/2/2026 WJ Financial Advisors LLC53,364$1.13M1.0%+1.2%0.000%
1/29/2026 Rareview Capital LLC109,848$2.31M1.5%+9.5%0.000%
1/29/2026Comerica Bank31,915$676K0.0%-40.8%0.000%
1/29/2026 Kestra Private Wealth Services LLC20,347$431K0.0%+11.6%0.000%
1/29/2026UBS Group AG1,380,950$29.24M0.0%-1.8%0.000%
1/29/2026Sanctuary Advisors LLC106,771$2.26M0.0%+4.6%0.000%
1/28/2026 Chicago Partners Investment Group LLC448,940$9.56M0.2%+3.6%0.000%
1/28/2026 PMG Family Office LLC24,814$525K0.6%-7.4%0.000%
1/27/2026 Breachway Investments LLC47,830$1.01M1.1%N/A0.000%
1/26/2026Shaker Financial Services LLC93,902$1.99M0.6%+11.1%0.000%
1/23/2026Choreo LLC19,997$424K0.0%-37.5%0.000%
1/14/2026 Wealthcare Advisory Partners LLC34,914$739K0.0%+6.4%0.000%
1/13/2026 Capital Investment Advisors LLC64,735$1.37M0.0%-16.2%0.000%
1/7/2026 Everpar Advisors LLC13,290$281K0.1%-19.8%0.000%
1/7/2026 Baldwin Wealth Partners LLC MA50,393$1.07M0.1%-6.6%0.000%
12/22/2025 PMG Family Office LLC26,783$580K0.6%N/A0.000%
11/17/2025 Kestra Private Wealth Services LLC18,229$395K0.0%-6.6%0.000%
11/17/2025Northwestern Mutual Wealth Management Co.11,203$243K0.0%-21.0%0.000%
11/17/2025Bank of America Corp DE207,470$4.50M0.0%-1.4%0.000%
11/14/2025Creative Planning12,070$262K0.0%+5.9%0.000%
11/14/2025Raymond James Financial Inc.407,329$8.83M0.0%-0.3%0.000%
11/13/2025Invesco Ltd.451,782$9.79M0.0%+2.1%0.000%
11/13/2025UBS Group AG1,406,501$30.48M0.0%-3.3%0.000%
11/12/2025Choreo LLC32,016$694K0.0%+10.0%0.000%
11/10/2025MAI Capital Management58,194$1.26M0.0%+1.1%0.000%
11/7/2025Fiera Capital Corp46,361$1.01M0.0%-25.3%0.000%
11/7/2025Synovus Financial Corp164,276$3.56M0.0%-3.5%0.000%
11/7/2025 Wealthcare Advisory Partners LLC32,814$711K0.0%+7.9%0.000%
11/7/2025Glaxis Capital Management LLC174,000$3.77M6.2%+10.1%0.000%
11/6/2025 WJ Financial Advisors LLC52,714$1.14M1.1%N/A0.000%
11/6/2025Caprock Group LLC15,025$321K0.0%N/A0.000%
11/6/2025 Oppenheimer & Co. Inc.61,533$1.33M0.0%-16.7%0.000%
11/6/2025 LexAurum Advisors LLC33,767$732K0.1%-5.1%0.000%
11/5/2025 Envestnet Asset Management Inc.239,403$5.19M0.0%+12.5%0.000%
11/3/2025Smith Asset Management Co. LLC10,171$220K0.2%N/A0.000%
10/30/2025 Chicago Partners Investment Group LLC433,173$9.37M0.2%+0.2%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC9,371$204K0.0%N/A0.000%
10/23/2025 Capital Investment Advisors LLC77,282$1.68M0.0%-10.5%0.000%
10/23/2025 Vermillion Wealth Management Inc.3,508$76K0.0%+102.0%0.000%
10/22/2025Shaker Financial Services LLC84,484$1.83M0.6%-1.3%0.000%
10/14/2025 Baldwin Wealth Partners LLC MA53,947$1.17M0.1%-1.7%0.000%
9/4/2025Osaic Holdings Inc.59,184$1.24M0.0%-3.1%0.000%
8/19/2025Newbridge Financial Services Group Inc.2,972$62K0.0%N/A0.000%
8/18/2025Geneos Wealth Management Inc.1,507$32K0.0%+205.7%0.000%
8/15/2025Bank of America Corp DE210,400$4.41M0.0%-4.5%0.000%
8/14/2025Raymond James Financial Inc.408,447$8.57M0.0%-1.5%0.000%
8/13/2025StoneX Group Inc.11,720$246K0.0%N/A0.000%
8/13/2025Thomas J. Herzfeld Advisors Inc.200,918$4.22M1.5%+8.0%0.000%
8/13/2025Baird Financial Group Inc.142,096$2.98M0.0%+0.5%0.000%
8/13/2025Guggenheim Capital LLC37,287$782K0.0%-39.2%0.000%
8/13/2025Invesco Ltd.442,605$9.29M0.0%+0.9%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.14,183$298K0.0%+26.6%0.000%
8/13/2025Choreo LLC29,093$610K0.0%-33.0%0.000%
8/8/2025Rockefeller Capital Management L.P.52,823$1.11M0.0%+4.3%0.000%
8/8/2025Glaxis Capital Management LLC158,000$3.32M4.4%+5.3%0.000%
8/8/2025Cetera Investment Advisers18,267$383K0.0%+3.3%0.000%
8/8/2025Fiera 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%
8/5/2025Shaker Financial Services LLC85,631$1.80M0.6%-8.0%0.000%
8/4/2025Atria 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%


LDP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LDP shares?

During the previous two years, 75 institutional investors and hedge funds held shares of Cohen & Steers Limited Duration Preferred and Income Fund. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($49.05M), UBS Group AG ($29.24M), Chicago Partners Investment Group LLC ($9.17M), Raymond James Financial Inc. ($8.83M), Raymond James & Associates ($8.12M), Invesco Ltd. ($7.67M), and Envestnet Asset Management Inc. ($5.19M).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 64 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: Northwestern Mutual Wealth Management Co. ($2.31M), Raymond James Financial Inc. ($815.10K), Atria Investments Inc ($468.13K), Sanctuary Advisors LLC ($383.98K), Raymond James & Associates ($342.10K), Glaxis Capital Management LLC ($129.38K), and Rareview Capital LLC ($121.12K).

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

Institutional investors have bought a total of 3,394,138 shares in the last 24 months. This purchase volume represents approximately $71.51M in transactions.

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

Of the 31 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: Royal Bank of Canada ($123.03K), Thomas J. Herzfeld Advisors Inc. ($97.82K), Invesco Ltd. ($89.71K), UBS Group AG ($73.78K), Baldwin Wealth Partners LLC MA ($31.76K), Choreo LLC ($26.36K), and Capital Investment Advisors LLC ($26.21K).

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

Institutional investors have sold a total of 635,533 shares in the last 24 months. This volume of shares sold represents approximately $13.43M in transactions.


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This page (NYSE:LDP) was last updated on 5/5/2026 by MarketBeat.com Staff.
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