Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) Institutional Ownership $19.12 -0.07 (-0.36%) Closing price 05/23/2025 03:59 PM EasternExtended Trading$19.14 +0.02 (+0.08%) As of 05/23/2025 04:04 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. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (NYSE:PTA)Number ofInstitutional Buyers(last 12 months)32TotalInstitutional Inflows(last 12 months)$38.77MNumber ofInstitutional Sellers(last 12 months)16TotalInstitutional Outflows(last 12 months)$4.58M Get PTA Insider Trade Alerts Want to know when executives and insiders are buying or selling Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address 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 Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2025 Geneos Wealth Management Inc.1,319$26K0.0%+1,274.0%0.000% 5/16/2025 NewEdge Advisors LLC23,811$463K0.0%+5.7%0.000% 5/16/2025 K2 Principal Fund L.P.11,967$233K0.0%N/A0.000% 5/15/2025 Royal Bank of Canada677,528$13.17M0.0%-0.5%0.000% 5/13/2025 Raymond James Financial Inc.565,776$11.00M0.0%+13.1%0.000% 5/12/2025 Wolverine Asset Management LLC21,063$409K0.0%-4.0%0.000% 5/9/2025 Atria Wealth Solutions Inc.10,075$196K0.0%-37.9%0.000% 5/9/2025 Shaker Financial Services LLC65,822$1.28M0.5%+27.3%0.000% 5/8/2025 US Bancorp DE6,000$117K0.0%+200.0%0.000% 5/6/2025 Journey Strategic Wealth LLC17,400$338K0.0%+32.3%0.000% Get the Latest News and Ratings for PTA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund and its competitors with MarketBeat's FREE daily newsletter. 5/6/2025 Readystate Asset Management LP24,419$475K0.0%-54.0%0.000% 5/5/2025 IFP Advisors Inc1,433$28K0.0%-58.7%0.000% 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% 2/25/2025 Polar 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% 2/17/2025 Polar Asset Management Partners Inc.50,000$961K0.0%N/A0.000% 2/17/2025 Logan Stone Capital LLC121,691$2.34M0.8%N/A0.000% 2/17/2025 Bank of America Corp DE3,642,417$70.01M0.0%+7.6%0.000% 2/14/2025 Jane Street Group LLC11,693$225K0.0%N/A0.000% 2/14/2025 Lido Advisors LLC36,439$700K0.0%+6.0%0.000% 2/14/2025 Shaker Financial Services LLC51,720$994K0.4%+167.5%0.000% 2/13/2025 NewEdge Advisors LLC22,534$433K0.0%+2.8%0.000% 2/13/2025 Walleye Capital LLC24,886$478K0.0%N/A0.000% 2/13/2025 CreativeOne Wealth LLC21,650$416K0.0%N/A0.000% 2/13/2025 Rockefeller Capital Management L.P.48,508$932K0.0%-8.7%0.000% 2/13/2025 Invesco Ltd.15,973$307K0.0%-47.0%0.000% 2/13/2025 Cerity Partners LLC103,710$2.00M0.0%-2.2%0.000% 2/13/2025 Wells Fargo & Company MN107,690$2.07M0.0%+10,669.0%0.000% 2/12/2025 Landscape Capital Management L.L.C.17,627$339K0.0%N/A0.000% 2/11/2025 LPL Financial LLC46,452$893K0.0%+26.0%0.000% 2/10/2025 Corient Private Wealth LLC57,057$1.10M0.0%-6.9%0.000% 2/7/2025 Independent Advisor Alliance31,435$604K0.0%N/A0.000% 2/6/2025 Raymond James Financial Inc.500,048$9.61M0.0%N/A0.000% 2/5/2025 US Bancorp DE2,000$38K0.0%N/A0.000% Silicon Valley Gold Rush (Ad)A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.Gates and Altman are betting big—see why2/5/2025 Oppenheimer & Co. Inc.49,480$951K0.0%+11.7%0.000% 2/4/2025 IFP Advisors Inc3,466$67K0.0%+141.9%0.000% 2/3/2025 Wolverine Asset Management LLC21,932$422K0.0%N/A0.000% 1/31/2025 Atria Wealth Solutions Inc.16,225$312K0.0%-23.7%0.000% 1/31/2025Sanctuary Advisors LLC23,163$461K0.0%-69.0%0.000% 1/24/2025 Journey 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% 11/20/2024 Virtu Financial LLC12,602$265K0.0%N/A0.000% 11/15/2024 Stifel Financial Corp85,182$1.79M0.0%-40.3%0.000% 11/14/2024 Rockefeller 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% 10/31/2024 Shaker Financial Services LLC19,332$407K0.2%-12.5%0.000% 10/24/2024 Modera 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% 8/7/2024 Choreo LLC17,270$344K0.0%N/A0.000% 8/3/2024 Shaker Financial Services LLC22,104$439K0.2%-42.3%0.000% 5/17/2024 Comerica Bank20,646$405K0.0%+22.8%0.000% 5/7/2024 Oppenheimer & Co. Inc.58,671$1.15M0.0%+27.4%0.000% 4/24/2024 Activest 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% 3/25/2024 Quadrature Capital Ltd18,080$325K0.0%N/A0.000% 2/12/2024Relative Value Partners Group LLC87,136$1.57M0.1%+68.4%0.000% 2/12/2024 Weiss Asset Management LP27,669$498K0.0%N/A0.000% 2/9/2024 UBS Group AG2,595,595$46.75M0.0%+10.5%0.000% 2/2/2024 Atria Wealth Solutions Inc.23,875$430K0.0%-6.8%0.000% 2/1/2024 Wolverine Asset Management LLC4,981$90K0.0%N/A0.000% 2/1/2024 Lindbrook 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% 11/13/2023 Stifel Financial Corp156,833$2.74M0.0%+21.0%0.000% 11/9/2023 UBS 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% 10/23/2023 Commonwealth 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% 8/10/2023 Sit Investment Associates Inc.474,631$8.27M0.2%-31.1%0.000% 8/3/2023 Atria Wealth Solutions Inc.25,375$442K0.0%-9.0%0.000% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 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% 7/31/2023 LPL 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, 54 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), Royal Bank of Canada ($13.17M), Raymond James Financial Inc. ($11.00M), Sit Investment Associates Inc. ($8.27M), Raymond James & Associates ($8.17M), and Penserra Capital Management LLC ($6.14M).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 44 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. ($565.78K), 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 2,940,569 shares in the last 24 months. This purchase volume represents approximately $54.66M in transactions. Which Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund major shareholders have been selling company stock? Of the 20 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 Readystate Asset Management LP ($28.72K). How much institutional selling is happening at Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund? Institutional investors have sold a total of 748,705 shares in the last 24 months. This volume of shares sold represents approximately $10.02M in transactions. Related Companies Abrdn Global Dynamic Dividend Fund Institutional Ownership abrdn Global Premier Properties Fund Institutional Ownership Abrdn Healthcare Opportunities Fund Institutional Ownership Abrdn Income Credit Strategies Fund Institutional Ownership Abrdn World Healthcare Fund Institutional Ownership Advent Convertible and Income Fund Institutional Ownership AllianceBernstein National Municipal Income Fund Institutional Ownership Angel Oak Financial Strategies Income Term Trust Institutional Ownership Ares Dynamic Credit Allocation Fund Institutional Ownership Barings Global Short Duration High Yield Fund Institutional Ownership This page (NYSE:PTA) was last updated on 5/25/2025 by MarketBeat.com Staff From Our PartnersWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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