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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
$16.82 -0.10 (-0.56%)
Closing price 03:59 PM Eastern
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$16.82 +0.01 (+0.06%)
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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)
34
Total
Institutional Inflows
(last 12 months)
$22.54M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$20.51M
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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
9/9/2026Integrated Wealth Concepts LLC10,264$197K0.0%-12.9%0.000%
9/9/2026RFG Advisory LLC40,673$780K0.0%+28.9%0.000%
8/27/2026Corient Private Wealth LP35,569$682K0.0%-30.1%0.000%
8/26/2026HighTower Advisors LLC17,450$335K0.0%N/A0.000%
8/22/2026Rareview Capital LLC27,393$542K0.3%-58.2%0.000%
8/20/2026Northwestern Mutual Wealth Management Co.3,542$68K0.0%N/A0.000%
7/9/2026Pettinga Financial Advisors LLC85,599$1.64M0.3%+61.0%0.000%
7/8/2026Elevation Wealth Partners LLC1,500$29K0.0%N/A0.000%
7/1/2026 Noble Wealth Management PBC6,285$121K0.1%-11.3%0.000%
6/3/2026NewEdge Advisors LLC42,346$794K0.0%+15.6%0.000%
5/19/2026NewEdge Advisors LLC42,346$794K0.0%+15.6%0.000%
5/19/2026Bank of America Corp DE3,693,699$69.22M0.0%-10.4%0.000%
5/18/2026Readystate Asset Management LP29,178$547K0.0%-63.7%0.000%
5/18/2026Royal Bank of Canada719,118$13.48M0.0%+3.4%0.000%
5/13/2026Cetera Investment Advisers18,841$353K0.0%+22.5%0.000%
5/13/2026First Trust Advisors LP62,832$1.18M0.0%N/A0.000%
5/5/2026Sanctuary Advisors LLC12,325$231K0.0%-5.6%0.000%
5/1/2026Fifth Third Bancorp70,587$1.32M0.0%N/A0.000%
4/28/2026Rareview Capital LLC65,472$1.30M0.8%+20.8%0.000%
4/22/2026Janney Montgomery Scott LLC12,210$229K0.0%-7.9%0.000%
4/20/2026Kestra Private Wealth Services LLC21,634$405K0.0%-4.2%0.000%
4/20/2026RFG Advisory LLC31,556$591K0.0%+17.2%0.000%
3/17/2026Rockefeller Capital Management L.P.185,981$3.59M0.0%-1.2%0.000%
3/9/2026Corient Private Wealth LLC59,119$1.14M0.0%-7.5%0.000%
2/19/2026Corient Private Wealth LLC59,119$1.14M0.0%-7.5%0.000%
2/18/2026NewEdge Advisors LLC36,629$707K0.0%-5.8%0.000%
2/18/2026XTX Topco Ltd17,953$347K0.0%N/A0.000%
2/18/2026Readystate Asset Management LP80,339$1.55M0.1%N/A0.000%
2/18/2026Rivernorth Capital Management LLC235,912$4.56M0.2%N/A0.000%
2/17/2026Equitable Holdings Inc.21,622$418K0.0%+113.6%0.000%
2/17/2026Osaic Holdings Inc.7,033$136K0.0%-19.1%0.000%
2/17/2026Royal Bank of Canada695,221$13.42M0.0%-0.9%0.000%
2/13/2026CreativeOne Wealth LLC10,900$210K0.0%-29.2%0.000%
2/13/2026Stifel Financial Corp101,689$1.96M0.0%+23.7%0.000%
2/13/2026Morgan Stanley3,470,377$67.01M0.0%-5.5%0.000%
2/13/2026Wells Fargo & Company MN28,705$554K0.0%-54.9%0.000%
2/12/2026Jane Street Group LLC64,486$1.25M0.0%+416.3%0.000%
2/12/2026Pettinga Financial Advisors LLC62,514$1.21M0.2%+139.2%0.000%
2/12/2026Marex Group plc35,467$685K0.0%N/A0.000%
2/11/2026Cerity Partners LLC106,176$2.05M0.0%-0.8%0.000%
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2/11/2026LPL Financial LLC71,888$1.39M0.0%+42.4%0.000%
2/11/2026Closed End Fund Advisors Inc.11,674$225K0.1%N/A0.000%
2/10/2026COFG Advisors LLC12,227$236K0.1%N/A0.000%
2/6/2026Global Retirement Partners LLC1,658$32K0.0%N/A0.000%
2/3/2026RFG Advisory LLC26,935$520K0.0%+3.9%0.000%
2/2/2026Wolverine Asset Management LLC29,087$562K0.0%N/A0.000%
2/2/2026Oppenheimer & Co. Inc.49,262$951K0.0%+1.2%0.000%
1/29/2026Rareview Capital LLC54,208$1.07M0.7%N/A0.000%
1/29/2026Kestra Private Wealth Services LLC22,579$436K0.0%N/A0.000%
1/29/2026UBS Group AG2,334,744$45.08M0.0%-3.4%0.000%
1/26/2026Shaker Financial Services LLC147,484$2.85M0.9%+173.1%0.000%
1/20/2026Rainier Family Wealth Inc.11,300$218K0.2%N/A0.000%
1/7/2026MassMutual Private Wealth & Trust FSB2,280$44K0.0%-21.1%0.000%
1/5/2026 Noble Wealth Management PBC2,100$41K0.0%N/A0.000%
12/1/2025Polar Asset Management Partners Inc.73,386$1.50M0.0%-12.3%0.000%
11/17/2025NewEdge Advisors LLC38,890$794K0.0%+9.3%0.000%
11/17/2025Lido Advisors LLC45,785$934K0.0%+12.3%0.000%
11/17/2025Citadel Advisors LLC48,150$983K0.0%+20.1%0.000%
11/17/2025Bank of America Corp DE3,994,663$81.53M0.0%+2.5%0.000%
11/14/2025Polar Asset Management Partners Inc.73,386$1.50M0.0%-12.3%0.000%
11/14/2025Raymond James Financial Inc.540,418$11.03M0.0%-0.1%0.000%
11/14/2025Virtu Financial LLC12,015$245K0.0%N/A0.000%
11/14/2025Equitable Holdings Inc.10,122$207K0.0%N/A0.000%
11/14/2025Comerica Bank21,432$437K0.0%-9.3%0.000%
11/13/2025UBS Group AG2,416,195$49.32M0.0%-4.4%0.000%
11/6/2025RFG Advisory LLC25,915$529K0.0%+6.3%0.000%
11/5/2025Envestnet Asset Management Inc.18,086$369K0.0%+3.1%0.000%
10/29/2025Wealth Enhancement Advisory Services LLC22,129$453K0.0%N/A0.000%
10/22/2025Shaker Financial Services LLC54,006$1.10M0.4%-11.9%0.000%
10/21/2025Pettinga Financial Advisors LLC26,139$533K0.1%-58.8%0.000%
9/26/2025Corient Private Wealth LLC64,675$1.28M0.0%+21.4%0.000%
9/4/2025Osaic Holdings Inc.8,142$161K0.0%+20.8%0.000%
8/19/2025Newbridge Financial Services Group Inc.7,380$146K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC64,674$1.28M0.0%+21.4%0.000%
8/15/2025Bank of America Corp DE3,897,344$77.17M0.0%+3.6%0.000%
8/15/2025Ameriprise Financial Inc.11,000$218K0.0%N/A0.000%
8/14/2025Jane Street Group LLC18,014$357K0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.541,220$10.72M0.0%-4.3%0.000%
8/14/2025NewEdge Advisors LLC35,573$704K0.0%+49.4%0.000%
8/12/2025CreativeOne Wealth LLC15,500$307K0.0%-28.4%0.000%
8/8/2025Rockefeller Capital Management L.P.165,242$3.27M0.0%+229.0%0.000%
8/5/2025Shaker Financial Services LLC61,281$1.21M0.4%-6.9%0.000%
8/1/2025Envestnet Asset Management Inc.17,534$347K0.0%+29.8%0.000%
7/28/2025Pettinga Financial Advisors LLC63,500$1.26M0.3%-1.6%0.000%
7/17/2025Janney Montgomery Scott LLC12,764$253K0.0%N/A0.000%
7/9/2025MassMutual Private Wealth & Trust FSB2,890$57K0.0%N/A0.000%
5/21/2025Geneos Wealth Management Inc.1,319$26K0.0%+1,274.0%0.000%
5/16/2025NewEdge Advisors LLC23,811$463K0.0%+5.7%0.000%
5/16/2025K2 Principal Fund L.P.11,967$233K0.0%N/A0.000%
5/15/2025Royal Bank of Canada677,528$13.17M0.0%-0.5%0.000%
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5/13/2025Raymond James Financial Inc.565,776$11.00M0.0%+13.1%0.000%
5/12/2025Wolverine Asset Management LLC21,063$409K0.0%-4.0%0.000%
5/9/2025Atria Wealth Solutions Inc.10,075$196K0.0%-37.9%0.000%
5/9/2025Shaker Financial Services LLC65,822$1.28M0.5%+27.3%0.000%
5/8/2025US Bancorp DE6,000$117K0.0%+200.0%0.000%
5/6/2025Journey Strategic Wealth LLC17,400$338K0.0%+32.3%0.000%
5/6/2025Readystate Asset Management LP24,419$475K0.0%-54.0%0.000%
5/5/2025IFP Advisors Inc1,433$28K0.0%-58.7%0.000%
5/2/2025Pettinga Financial Advisors LLC64,500$1.25M0.3%-18.6%0.000%
4/30/2025Cerity Partners LLC106,686$2.07M0.0%+2.9%0.000%


PTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 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 ($69.22M), Morgan Stanley ($67.01M), UBS Group AG ($45.08M), Royal Bank of Canada ($13.48M), Raymond James Financial Inc. ($11.03M), Raymond James & Associates ($8.17M), and Rivernorth Capital Management LLC ($4.56M).Learn more on Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's institutional investors.

Of the 60 institutional investors that purchased Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's 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), Bank of America Corp DE ($489.81K), Raymond James & Associates ($375.10K), Rivernorth Capital Management LLC ($235.91K), Pettinga Financial Advisors LLC ($148.09K), Shaker Financial Services LLC ($139.97K), and Logan Stone Capital LLC ($121.69K).

Institutional investors have bought a total of 1,162,547 shares in the last 24 months. This purchase volume represents approximately $22.54M in transactions.

Of the 25 institutional investors that sold Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($428.05K), Morgan Stanley ($200.58K), UBS Group AG ($193.05K), Readystate Asset Management LP ($51.16K), Rareview Capital LLC ($38.08K), Pettinga Financial Advisors LLC ($37.36K), and Wells Fargo & Company MN ($34.96K).

Institutional investors have sold a total of 1,062,571 shares in the last 24 months. This volume of shares sold represents approximately $20.51M in transactions.


Related Companies

Institutional ownership data for NYSE:PTA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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