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

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$18.96

-0.07 (-0.37%)

(As of 04/18/2024 ET)

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Number of Institutional Buyers (last 12 months): 47
Total Institutional Inflows (last 12 months): $23.17M

Number of Institutional Sellers (last 12 months): 32
Total Institutional Outflows (last 12 months): $18.59M

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LDP Institutional Buying and Selling by Quarter

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Cohen & Steers Limited Duration Preferred and Income Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/10/2024	LexAurum Advisors LLC	79,068	$1.59M	0.4%	-36.5%	0.000%
3/27/2024	Nomura Holdings Inc.	13,725	$253K	0.0%	N/A	0.000%
2/23/2024	Chicago Partners Investment Group LLC	445,425	$8.38M	0.4%	-3.9%	0.000%
2/15/2024	Baird Financial Group Inc.	112,113	$2.07M	0.0%	-12.1%	0.000%
2/15/2024	Comerica Bank	62,418	$1.15M	0.0%	+2.8%	0.000%
2/14/2024	Royal Bank of Canada	94,231	$1.74M	0.0%	+20.0%	0.000%
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2/14/2024	Creative Planning	22,409	$413K	0.0%	-34.9%	0.000%
2/14/2024	Nomura Holdings Inc.	13,725	$253K	0.0%	N/A	0.000%
2/13/2024	Envestnet Asset Management Inc.	107,687	$1.99M	0.0%	+56.6%	0.000%
2/13/2024	Oppenheimer & Co. Inc.	32,533	$600K	0.0%	-7.8%	0.000%
2/12/2024	Stifel Financial Corp	17,827	$329K	0.0%	-23.9%	0.000%
2/12/2024	Steward Partners Investment Advisory LLC	1,500	$28K	0.0%	N/A	0.000%
2/9/2024	UBS Group AG	1,453,730	$26.79M	0.0%	+1.9%	0.000%
2/8/2024	Glaxis Capital Management LLC	92,416	$1.70M	5.9%	N/A	0.000%
2/8/2024	Beacon Pointe Advisors LLC	59,992	$1.11M	0.0%	-6.5%	0.000%
2/8/2024	Janney Montgomery Scott LLC	11,019	$203K	0.0%	-47.1%	0.000%
2/7/2024	Shaker Financial Services LLC	42,010	$774K	0.3%	-32.2%	0.000%
2/6/2024	Everpar Advisors LLC	21,136	$390K	0.2%	N/A	0.000%
2/6/2024	Merit Financial Group LLC	16,179	$298K	0.0%	-13.4%	0.000%
2/5/2024	Oder Investment Management LLC	54,674	$1.01M	1.0%	+52.5%	0.000%
2/5/2024	Kestra Private Wealth Services LLC	18,829	$347K	0.0%	-9.7%	0.000%
2/5/2024	Greatmark Investment Partners Inc.	143,375	$2.64M	0.4%	-1.5%	0.000%
2/1/2024	Wolverine Asset Management LLC	1,934	$36K	0.0%	-92.3%	0.000%
1/29/2024	NewEdge Wealth LLC	95,077	$1.75M	0.0%	+657.4%	0.000%
1/26/2024	Cerity Partners LLC	71,160	$1.31M	0.0%	+4.6%	0.000%
1/23/2024	Carmichael Hill & Associates Inc.	49,793	$918K	0.4%	-8.2%	0.000%
1/23/2024	Venturi Wealth Management LLC	3,947	$73K	0.0%	-17.4%	0.000%
1/18/2024	Maltin Wealth Management Inc.	74,508	$1.37M	0.9%	+1.6%	0.000%
1/18/2024	Pettinga Financial Advisors LLC	50,300	$927K	0.2%	+77.2%	0.000%
1/16/2024	Raymond James Financial Services Advisors Inc.	13,042	$240K	0.0%	-4.3%	0.000%
1/16/2024	Raymond James & Associates	32,489	$599K	0.0%	-10.0%	0.000%
1/12/2024	Mutual Advisors LLC	16,058	$296K	0.0%	N/A	0.000%
1/11/2024	Grey Street Capital LLC	15,025	$277K	0.1%	-5.0%	0.000%
1/11/2024	LexAurum Advisors LLC	124,558	$2.30M	0.6%	-8.2%	0.000%
11/21/2023	Comerica Bank	60,715	$1.04M	0.0%	N/A	0.000%
11/16/2023	Creative Planning	34,411	$587K	0.0%	+223.6%	0.000%
11/16/2023	Morgan Stanley	1,464,477	$25.00M	0.0%	+1.2%	0.000%
11/15/2023	Royal Bank of Canada	78,545	$1.34M	0.0%	+97.5%	0.000%
11/14/2023	AQR Arbitrage LLC	114,432	$1.95M	0.1%	+306.8%	0.000%
11/14/2023	Synovus Financial Corp	115,319	$1.97M	0.0%	-3.1%	0.000%
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11/14/2023	Thomas J. Herzfeld Advisors Inc.	138,156	$2.36M	0.9%	+12.9%	0.000%
11/13/2023	Stifel Financial Corp	23,441	$400K	0.0%	-20.2%	0.000%
11/13/2023	Bramshill Investments LLC	6,823	$116K	0.0%	-11.2%	0.000%
11/13/2023	Invesco Ltd.	457,825	$7.82M	0.0%	+8.2%	0.000%
11/13/2023	Wolverine Asset Management LLC	25,175	$430K	0.0%	N/A	0.000%
11/13/2023	Envestnet Asset Management Inc.	68,752	$1.17M	0.0%	-24.6%	0.000%
11/9/2023	UBS Group AG	1,426,179	$24.35M	0.0%	+3.2%	0.000%
11/8/2023	Landscape Capital Management L.L.C.	30,500	$521K	0.1%	N/A	0.000%
11/8/2023	Greatmark Investment Partners Inc.	145,525	$2.48M	0.4%	+9.2%	0.000%
11/8/2023	Oppenheimer & Co. Inc.	35,291	$602K	0.0%	+215.2%	0.000%
11/8/2023	Kestra Private Wealth Services LLC	20,853	$356K	0.0%	N/A	0.000%
11/7/2023	Oder Investment Management LLC	35,841	$612K	0.7%	+20.7%	0.000%
10/26/2023	Chicago Partners Investment Group LLC	463,428	$7.64M	0.4%	-7.0%	0.000%
10/24/2023	Raymond James Financial Services Advisors Inc.	13,630	$233K	0.0%	-19.7%	0.000%
10/24/2023	Raymond James & Associates	36,089	$616K	0.0%	-7.3%	0.000%
10/24/2023	Pettinga Financial Advisors LLC	28,390	$485K	0.1%	N/A	0.000%
10/20/2023	Quattro Financial Advisors LLC	11,230	$192K	0.1%	N/A	0.000%
10/16/2023	LexAurum Advisors LLC	135,754	$2.32M	0.7%	+2.0%	0.000%
10/11/2023	Maltin Wealth Management Inc.	73,311	$1.25M	0.8%	+49.4%	0.000%
8/21/2023	Osaic Holdings Inc.	35,907	$654K	0.0%	+11.7%	0.000%
8/16/2023	Thomas J. Herzfeld Advisors Inc.	122,335	$2.23M	0.9%	-27.9%	0.000%
8/15/2023	Royal Bank of Canada	39,768	$724K	0.0%	-6.1%	0.000%
8/15/2023	Rockefeller Capital Management L.P.	56,766	$1.03M	0.0%	-4.7%	0.000%
8/15/2023	Stifel Financial Corp	29,362	$534K	0.0%	-6.7%	0.000%
8/11/2023	Baird Financial Group Inc.	127,078	$2.31M	0.0%	+2.5%	0.000%
8/11/2023	Guggenheim Capital LLC	52,648	$958K	0.0%	+7.5%	0.000%
8/11/2023	Penserra Capital Management LLC	216,950	$3.95M	0.1%	+6.6%	0.000%
8/10/2023	Osaic Holdings Inc.	35,907	$654K	0.0%	+11.7%	0.000%
8/10/2023	Commonwealth Equity Services LLC	19,730	$359K	0.0%	+6.3%	0.000%
8/10/2023	Sit Investment Associates Inc.	76,368	$1.39M	0.0%	+19.0%	0.000%
8/8/2023	Synovus Financial Corp	118,966	$2.17M	0.0%	+10.7%	0.000%
8/8/2023	Chicago Partners Investment Group LLC	498,327	$9.11M	0.5%	-2.4%	0.000%
8/7/2023	Shaker Financial Services LLC	61,633	$1.12M	0.5%	-13.4%	0.000%
8/4/2023	Envestnet Asset Management Inc.	91,161	$1.66M	0.0%	+32.1%	0.000%
8/4/2023	Carmichael Hill & Associates Inc.	54,019	$983K	0.4%	-35.7%	0.000%
8/3/2023	Maltin Wealth Management Inc.	49,086	$893K	0.2%	-46.1%	0.000%
8/3/2023	Oppenheimer & Co. Inc.	11,198	$204K	0.0%	N/A	0.000%
8/2/2023	Greatmark Investment Partners Inc.	133,325	$2.43M	0.4%	+22.6%	0.000%
8/1/2023	Merit Financial Group LLC	18,354	$334K	0.0%	N/A	0.000%
7/31/2023	LPL Financial LLC	72,220	$1.31M	0.0%	+14.4%	0.000%
7/25/2023	Raymond James & Associates	38,941	$709K	0.0%	+24.6%	0.000%
7/20/2023	DAVENPORT & Co LLC	15,050	$274K	0.0%	-21.2%	0.000%
7/17/2023	Claybrook Capital LLC	36,815	$670K	0.4%	+11.3%	0.000%
7/14/2023	Baldwin Brothers LLC MA	91,332	$1.66M	0.1%	-5.0%	0.000%
7/14/2023	Grey Street Capital LLC	15,812	$288K	0.2%	+5.2%	0.000%
7/11/2023	Good Life Advisors LLC	13,369	$243K	0.0%	N/A	0.000%
6/13/2023	Callan Capital LLC	10,000	$178K	0.0%	N/A	0.000%
5/17/2023	Rockefeller Capital Management L.P.	59,546	$1.06M	0.0%	-15.1%	0.000%
5/16/2023	Thomas J. Herzfeld Advisors Inc.	169,742	$3.03M	1.1%	+60.5%	0.000%
5/16/2023	Jane Street Group LLC	25,979	$463K	0.0%	N/A	0.000%
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5/16/2023	SMH Capital Advisors Inc.	11,768	$207K	1.2%	-14.1%	0.000%
5/12/2023	Bank of America Corp DE	560,124	$9.99M	0.0%	-13.6%	0.000%
5/12/2023	UBS Group AG	1,357,665	$24.22M	0.0%	+2.1%	0.000%
5/12/2023	Algebris UK Ltd	57,665	$1.03M	0.4%	-12.7%	0.000%
5/11/2023	Bramshill Investments LLC	253,645	$4.53M	0.5%	-66.0%	0.000%
5/11/2023	Synovus Financial Corp	107,514	$1.92M	0.0%	+21.0%	0.000%
5/11/2023	Financial Advocates Investment Management	17,842	$318K	0.0%	+7.9%	0.000%
5/11/2023	Envestnet Asset Management Inc.	69,013	$1.23M	0.0%	+24.5%	0.000%
5/11/2023	Barrett & Company Inc.	12,450	$222K	0.1%	N/A	0.000%
5/10/2023	Grey Street Capital LLC	15,025	$268K	0.2%	N/A	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, 81 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), Morgan Stanley ($25.00M), Bank of America Corp DE ($9.99M), Chicago Partners Investment Group LLC ($8.38M), Invesco Ltd. ($7.82M), Penserra Capital Management LLC ($3.95M), and Greatmark Investment Partners Inc. ($2.64M).Learn more on LDP's institutional investors.
Which institutional investors have been buying Cohen & Steers Limited Duration Preferred and Income Fund stock?: Of the 73 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: UBS Group AG ($250.51K), Morgan Stanley ($234.77K), Penserra Capital Management LLC ($230.50K), Maltin Wealth Management Inc. ($144.01K), Envestnet Asset Management Inc. ($130.10K), Baird Financial Group Inc. ($124.30K), and Wolverine Asset Management LLC ($98.96K).
How much institutional buying is happening at Cohen & Steers Limited Duration Preferred and Income Fund?: Institutional investors have bought a total of 3,228,906 shares in the last 24 months. This purchase volume represents approximately $60.67M in transactions.

Which Cohen & Steers Limited Duration Preferred and Income Fund major shareholders have been selling company stock?: Of the 43 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: Bramshill Investments LLC ($567.04K), Bank of America Corp DE ($299.11K), Baldwin Brothers LLC MA ($227.86K), Rockefeller Capital Management L.P. ($133.24K), UBS Group AG ($122.36K), Chicago Partners Investment Group LLC ($106.11K), and LexAurum Advisors LLC ($67.19K).
How much institutional selling is happening at Cohen & Steers Limited Duration Preferred and Income Fund?: Institutional investors have sold a total of 2,011,111 shares in the last 24 months. This volume of shares sold represents approximately $38.78M in transactions.

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This page (NYSE:LDP) was last updated on 4/19/2024 by MarketBeat.com Staff

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

LDP Institutional Buying and Selling by Quarter

Cohen & Steers Limited Duration Preferred and Income Fund Major Shareholders & Ownership History

LDP Institutional Ownership - Frequently Asked Questions

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

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

LDP Institutional Buying and Selling by Quarter

Cohen & Steers Limited Duration Preferred and Income Fund Major Shareholders & Ownership History

LDP Institutional Ownership - Frequently Asked Questions