Go Pro
→ PH: Do THESE 4 things to your bank account now … (From Weiss Ratings) (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
$21.24 +0.01 (+0.02%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$21.24 0.00 (0.00%)
As of 07/2/2026 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.
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)
$68.03M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$14.00M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE177,275$3.54M0.0%-3.6%0.000%
5/18/2026Readystate Asset Management LP26,682$533K0.0%N/A0.000%
5/18/2026Royal Bank of Canada222,370$4.44M0.0%-5.2%0.000%
5/13/2026Cetera Investment Advisers25,694$513K0.0%+29.0%0.000%
5/13/2026NewEdge Wealth LLC195,343$3.90M0.0%-8.8%0.000%
5/6/2026Oder Investment Management LLC74,570$1.49M1.1%+0.8%0.000%
5/5/2026Sanctuary Advisors LLC121,285$2.42M0.0%+13.6%0.000%
5/4/2026WJ Financial Advisors LLC58,314$1.17M0.9%+9.3%0.000%
5/4/2026Chicago Partners Investment Group LLC438,083$9.17M0.2%-2.4%0.000%
5/1/2026Fifth Third Bancorp31,918$637K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC12,901$258K0.0%-31.1%0.000%
4/29/2026Greatmark Investment Partners Inc.170,775$3.41M0.4%-0.6%0.000%
4/28/2026Rareview Capital LLC132,703$2.78M1.6%+20.8%0.000%
4/22/2026Janney Montgomery Scott LLC17,929$358K0.0%-21.0%0.000%
4/20/2026Kestra Private Wealth Services LLC28,004$559K0.0%+37.6%0.000%
4/17/2026PMG 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/6/2026Platt Wealth Management LLC83,256$1.76M1.7%N/A0.000%
2/6/2026Global Retirement Partners LLC1,629$34K0.0%N/A0.000%
2/5/2026Financial 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%
2/2/2026WJ Financial Advisors LLC53,364$1.13M1.0%+1.2%0.000%
1/29/2026Rareview Capital LLC109,848$2.31M1.5%+9.5%0.000%
1/29/2026Comerica Bank31,915$676K0.0%-40.8%0.000%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
1/29/2026Kestra 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%
1/28/2026Chicago Partners Investment Group LLC448,940$9.56M0.2%+3.6%0.000%
1/28/2026PMG Family Office LLC24,814$525K0.6%-7.4%0.000%
1/27/2026Breachway 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%
1/14/2026Wealthcare Advisory Partners LLC34,914$739K0.0%+6.4%0.000%
1/13/2026Capital Investment Advisors LLC64,735$1.37M0.0%-16.2%0.000%
1/7/2026Everpar Advisors LLC13,290$281K0.1%-19.8%0.000%
1/7/2026Baldwin Wealth Partners LLC MA50,393$1.07M0.1%-6.6%0.000%
12/22/2025PMG Family Office LLC26,783$580K0.6%N/A0.000%
11/17/2025Kestra 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%
11/7/2025Wealthcare Advisory Partners LLC32,814$711K0.0%+7.9%0.000%
11/7/2025Glaxis Capital Management LLC174,000$3.77M6.2%+10.1%0.000%
11/6/2025WJ Financial Advisors LLC52,714$1.14M1.1%N/A0.000%
11/6/2025Caprock Group LLC15,025$321K0.0%N/A0.000%
11/6/2025Oppenheimer & Co. Inc.61,533$1.33M0.0%-16.7%0.000%
11/6/2025LexAurum Advisors LLC33,767$732K0.1%-5.1%0.000%
11/5/2025Envestnet 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%
10/30/2025Chicago Partners Investment Group LLC433,173$9.37M0.2%+0.2%0.000%
10/29/2025Wealth Enhancement Advisory Services LLC9,371$204K0.0%N/A0.000%
10/23/2025Capital Investment Advisors LLC77,282$1.68M0.0%-10.5%0.000%
10/23/2025Vermillion 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%
10/14/2025Baldwin 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%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
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%
8/6/2025Prospera Financial Services Inc13,300$279K0.0%-13.6%0.000%
8/5/2025Rareview 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%
8/1/2025Envestnet Asset Management Inc.212,897$4.47M0.0%+19.2%0.000%
7/30/2025Greatmark Investment Partners Inc.171,700$3.60M0.5%-0.6%0.000%


LDP Institutional Ownership - Frequently Asked Questions

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.

Of the 65 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), Sanctuary Advisors LLC ($383.98K), Raymond James & Associates ($342.10K), Atria Investments Inc ($154.09K), Rareview Capital LLC ($121.12K), and Glaxis Capital Management LLC ($118.80K).

Institutional investors have bought a total of 3,224,498 shares in the last 24 months. This purchase volume represents approximately $68.03M in transactions.

Of the 30 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 ($135.28K), Thomas J. Herzfeld Advisors Inc. ($97.16K), 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).

Institutional investors have sold a total of 664,434 shares in the last 24 months. This volume of shares sold represents approximately $14.00M in transactions.


Related Companies

This page (NYSE:LDP) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel