Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) Institutional Ownership → Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad) Free PTA Stock Alerts $19.21 +0.15 (+0.79%) (As of 05/3/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartCompetitorsDividendFinancialsInsider TradesOwnershipSEC FilingsShort InterestSocial MediaStock AnalysisChartCompetitorsDividendFinancialsInsider TradesOwnershipSEC FilingsShort InterestSocial Media Institutional Ownership Changes (13F Filings) for Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (NYSE:PTA)Number ofInstitutional Buyers(last 12 months)18TotalInstitutional Inflows(last 12 months)$15.57MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$5.44M 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? 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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 CompanyDetails4/24/2024 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% 3/25/2024Quadrature Capital Ltd18,080$325K0.0%N/A0.000% 2/12/2024Relative Value Partners Group LLC87,136$1.57M0.1%+68.4%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. 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% 2/1/2024 Lindbrook Capital LLC2,000$36K0.0%N/A0.000% 1/26/2024Cerity Partners LLC102,500$1.85M0.0%+2.5%0.000% 1/18/2024 Pettinga Financial Advisors LLC96,630$1.74M0.5%N/A0.000% 1/16/2024 Raymond James Financial Services Advisors Inc.31,375$565K0.0%+99.4%0.000% 1/16/2024 Raymond James & Associates14,186$255K0.0%N/A0.000% 1/11/2024 LexAurum Advisors LLC73,042$1.32M0.3%-14.4%0.000% 11/16/2023Penserra 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% 11/8/2023Oppenheimer & Co. Inc.34,908$610K0.0%-13.0%0.000% 10/24/2023 Raymond 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% 8/3/2023Oppenheimer & 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, 23 institutional investors and hedge funds held shares of Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund. The most heavily invested institutionals were UBS Group AG ($46.75M), Sit Investment Associates Inc. ($8.27M), Penserra Capital Management LLC ($6.14M), Stifel Financial Corp ($2.74M), Cerity Partners LLC ($1.85M), Relative Value Partners Group LLC ($1.57M), and LexAurum Advisors LLC ($908K).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 18 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: Penserra Capital Management LLC ($351.46K), UBS Group AG ($247.08K), Pettinga Financial Advisors LLC ($96.63K), LPL Financial LLC ($48.50K), Relative Value Partners Group LLC ($35.38K), Raymond James Financial Services Advisors Inc. ($31.38K), and Weiss Asset Management LP ($27.67K). How much institutional buying is happening at Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund? Institutional investors have bought a total of 948,509 shares in the last 24 months. This purchase volume represents approximately $15.57M in transactions. Which Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund major shareholders have been selling company stock? Of the 9 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 ($79.78K), LexAurum Advisors LLC ($40.71K), Oppenheimer & Co. Inc. ($5.22K), Atria Wealth Solutions Inc. ($4.25K), and RFG Advisory LLC ($3.27K). How much institutional selling is happening at Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund? Institutional investors have sold a total of 517,800 shares in the last 24 months. This volume of shares sold represents approximately $5.44M in transactions. 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