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Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) Institutional Ownership

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund logo
$19.08 +0.22 (+1.17%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$19.06 -0.02 (-0.13%)
As of 05/2/2025 04:05 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.
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Institutional Ownership Changes (13F Filings) for Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (NYSE:PTA)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$37.10M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.77M
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Skip Chart & View Institutional Buying and Selling Data

PTA Institutional Buying and Selling by Quarter

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Pettinga Financial Advisors LLC64,500$1.25M0.3%-18.6%0.000%
4/30/2025 Cerity Partners LLC106,686$2.07M0.0%+2.9%0.000%
4/29/2025 Bank of New York Mellon Corp12,002$233K0.0%N/A0.000%
4/23/2025 Oppenheimer & Co. Inc.51,234$996K0.0%+3.5%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.11,834$230K0.0%-14.1%0.000%
4/14/2025 LexAurum Advisors LLC22,126$430K0.1%-31.2%0.000%
4/9/2025 RFG Advisory LLC23,891$464K0.0%+11.7%0.000%
2/25/2025Polar Asset Management Partners Inc.50,000$961K0.0%N/A0.000%
2/18/2025 Pettinga Financial Advisors LLC79,275$1.52M0.3%N/A0.000%
2/17/2025Polar Asset Management Partners Inc.50,000$961K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC121,691$2.34M0.8%N/A0.000%
2/17/2025Bank of America Corp DE3,642,417$70.01M0.0%+7.6%0.000%
2/14/2025Jane Street Group LLC11,693$225K0.0%N/A0.000%
2/14/2025Lido Advisors LLC36,439$700K0.0%+6.0%0.000%
2/14/2025Shaker Financial Services LLC51,720$994K0.4%+167.5%0.000%
2/13/2025NewEdge Advisors LLC22,534$433K0.0%+2.8%0.000%
2/13/2025Walleye Capital LLC24,886$478K0.0%N/A0.000%
2/13/2025CreativeOne Wealth LLC21,650$416K0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.48,508$932K0.0%-8.7%0.000%
2/13/2025Invesco Ltd.15,973$307K0.0%-47.0%0.000%
2/13/2025 Cerity Partners LLC103,710$2.00M0.0%-2.2%0.000%
2/13/2025Wells Fargo & Company MN107,690$2.07M0.0%+10,669.0%0.000%
2/12/2025Landscape Capital Management L.L.C.17,627$339K0.0%N/A0.000%
2/11/2025LPL Financial LLC46,452$893K0.0%+26.0%0.000%
2/10/2025Corient Private Wealth LLC57,057$1.10M0.0%-6.9%0.000%
2/7/2025Independent Advisor Alliance31,435$604K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.500,048$9.61M0.0%N/A0.000%
2/5/2025US Bancorp DE2,000$38K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.49,480$951K0.0%+11.7%0.000%
2/4/2025IFP Advisors Inc3,466$67K0.0%+141.9%0.000%
2/3/2025Wolverine Asset Management LLC21,932$422K0.0%N/A0.000%
1/31/2025Atria Wealth Solutions Inc.16,225$312K0.0%-23.7%0.000%
1/31/2025Sanctuary Advisors LLC23,163$461K0.0%-69.0%0.000%
1/24/2025Journey Strategic Wealth LLC13,150$253K0.0%+11.9%0.000%
1/21/2025 RFG Advisory LLC21,395$411K0.0%+38.2%0.000%
1/17/2025 Avior Wealth Management LLC4,960$95K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC10,028$193K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC74,772$1.50M0.0%+5.7%0.000%
11/20/2024Virtu Financial LLC12,602$265K0.0%N/A0.000%
11/15/2024Stifel Financial Corp85,182$1.79M0.0%-40.3%0.000%
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11/14/2024Rockefeller Capital Management L.P.53,144$1.12M0.0%-5.6%0.000%
11/12/2024 Cerity Partners LLC106,086$2.23M0.0%+2.4%0.000%
11/6/2024 Oppenheimer & Co. Inc.44,297$932K0.0%-2.2%0.000%
10/31/2024Shaker Financial Services LLC19,332$407K0.2%-12.5%0.000%
10/24/2024Modera Wealth Management LLC12,126$255K0.0%+10.2%0.000%
10/18/2024Raymond James & Associates388,348$8.17M0.0%+2,830.9%0.000%
9/5/2024Sanctuary Advisors LLC70,772$1.31M0.0%N/A0.000%
8/7/2024Choreo LLC17,270$344K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC22,104$439K0.2%-42.3%0.000%
5/17/2024Comerica Bank20,646$405K0.0%+22.8%0.000%
5/7/2024 Oppenheimer & Co. Inc.58,671$1.15M0.0%+27.4%0.000%
4/24/2024Activest Wealth Management7,347$144K0.1%N/A0.000%
4/18/2024 Pettinga Financial Advisors LLC16,850$330K0.1%-82.6%0.000%
4/16/2024 Register Financial Advisors LLC8,467$166K0.1%N/A0.000%
4/10/2024 LexAurum Advisors LLC46,308$908K0.2%-36.6%0.000%
3/25/2024Quadrature Capital Ltd18,080$325K0.0%N/A0.000%
2/12/2024Relative Value Partners Group LLC87,136$1.57M0.1%+68.4%0.000%
2/12/2024Weiss Asset Management LP27,669$498K0.0%N/A0.000%
2/9/2024UBS Group AG2,595,595$46.75M0.0%+10.5%0.000%
2/2/2024Atria Wealth Solutions Inc.23,875$430K0.0%-6.8%0.000%
2/1/2024Wolverine Asset Management LLC4,981$90K0.0%N/A0.000%
2/1/2024Lindbrook Capital LLC2,000$36K0.0%N/A0.000%
1/26/2024 Cerity Partners LLC102,500$1.85M0.0%+2.5%0.000%
1/18/2024 Pettinga Financial Advisors LLC96,630$1.74M0.5%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.31,375$565K0.0%+99.4%0.000%
1/16/2024Raymond James & Associates14,186$255K0.0%N/A0.000%
1/11/2024 LexAurum Advisors LLC73,042$1.32M0.3%-14.4%0.000%
11/16/2023 Penserra Capital Management LLC351,460$6.14M0.1%N/A0.000%
11/13/2023Stifel Financial Corp156,833$2.74M0.0%+21.0%0.000%
11/9/2023UBS Group AG2,348,512$41.03M0.0%-6.7%0.000%
11/8/2023 Oppenheimer & Co. Inc.34,908$610K0.0%-13.0%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.15,733$275K0.0%N/A0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.18,838$329K0.0%-4.3%0.000%
10/23/2023Commonwealth Equity Services LLC19,119$334K0.0%-10.8%0.000%
10/16/2023 LexAurum Advisors LLC85,296$1.49M0.4%-2.0%0.000%
10/16/2023 RFG Advisory LLC29,151$509K0.0%+2.4%0.000%
8/10/2023Sit Investment Associates Inc.474,631$8.27M0.2%-31.1%0.000%
8/3/2023Atria Wealth Solutions Inc.25,375$442K0.0%-9.0%0.000%
8/3/2023 RFG Advisory LLC28,475$496K0.0%-10.3%0.000%
8/3/2023 Oppenheimer & Co. Inc.40,130$699K0.0%+112.3%0.000%
7/31/2023LPL Financial LLC48,502$845K0.0%N/A0.000%
7/17/2023Claybrook Capital LLC34,384$599K0.3%+12.2%0.000%
(Data available from 1/1/2016 forward)

PTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTA shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($70.01M), UBS Group AG ($46.75M), Raymond James Financial Inc. ($9.61M), Sit Investment Associates Inc. ($8.27M), Raymond James & Associates ($8.17M), Penserra Capital Management LLC ($6.14M), and Logan Stone Capital LLC ($2.34M).Learn more on PTA's institutional investors.

Which institutional investors have been buying Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund stock?

Of the 42 institutional investors that purchased Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($500.05K), Raymond James & Associates ($389.28K), Penserra Capital Management LLC ($351.46K), Bank of America Corp DE ($257.39K), UBS Group AG ($247.08K), Pettinga Financial Advisors LLC ($175.91K), and Logan Stone Capital LLC ($121.69K).

How much institutional buying is happening at Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund?

Institutional investors have bought a total of 2,838,022 shares in the last 24 months. This purchase volume represents approximately $52.67M in transactions.

Which Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund major shareholders have been selling company stock?

Of the 16 institutional investors that sold Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($213.89K), UBS Group AG ($167.53K), Pettinga Financial Advisors LLC ($94.56K), Stifel Financial Corp ($57.43K), Sanctuary Advisors LLC ($51.61K), LexAurum Advisors LLC ($50.72K), and Shaker Financial Services LLC ($18.99K).

How much institutional selling is happening at Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund?

Institutional investors have sold a total of 707,210 shares in the last 24 months. This volume of shares sold represents approximately $9.22M in transactions.


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This page (NYSE:PTA) was last updated on 5/4/2025 by MarketBeat.com Staff
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