Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) Institutional Ownership $19.52 +0.14 (+0.72%) Closing price 03:59 PM EasternExtended Trading$19.54 +0.02 (+0.08%) As of 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% Is Elon's empire crumbling? (Ad)The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as July 23rd. Click here to see the Tesla shock that could blindside everyone.2/5/2025 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% Is Elon's empire crumbling? (Ad)The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as July 23rd. Click here to see the Tesla shock that could blindside everyone.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. 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