Free Trial
→ Vladimir Lenin was right… (From Porter & Company) (Ad) Free LDP Stock Alerts

Cohen & Steers Limited Duration Preferred and Income Fund (LDP) Institutional Ownership

Cohen & Steers Limited Duration Preferred and Income Fund logo
$20.75 +0.14 (+0.68%)
As of 01/30/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Cohen & Steers Limited Duration Preferred and Income Fund (NYSE:LDP)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$30.59M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$16.22M
Get LDP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cohen & Steers Limited Duration Preferred and Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LDP Institutional Buying and Selling by Quarter

Cohen & Steers Limited Duration Preferred and Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/27/2025 Choreo LLC42,852$867K0.0%+35.4%0.000%
1/24/2025 Chicago Partners Investment Group LLC418,000$8.51M0.3%-5.2%0.000%
1/22/2025 Baldwin Wealth Partners LLC MA88,778$1.79M0.1%-0.8%0.000%
1/17/2025 Janney Montgomery Scott LLC19,720$398K0.0%+28.7%0.000%
1/17/2025 Magnus Financial Group LLC14,800$299K0.0%N/A0.000%
1/15/2025 Wealthcare Advisory Partners LLC23,815$481K0.0%N/A0.000%
1/15/2025 Everpar Advisors LLC17,265$349K0.2%-15.8%0.000%
1/13/2025 Capital Investment Advisors LLC65,786$1.33M0.0%+261.8%0.000%
11/25/2024Synovus Financial Corp164,008$3.57M0.0%+0.4%0.000%
11/25/2024 Wilmington Savings Fund Society FSB15,000$326K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC58,850$1.23M0.0%-83.8%0.000%
11/9/2024Landscape Capital Management L.L.C.31,442$684K0.1%-21.1%0.000%
11/8/2024Glaxis Capital Management LLC128,000$2.78M10.7%+13.3%0.000%
11/8/2024Prospera Financial Services Inc16,076$350K0.0%+4.4%0.000%
11/7/2024 Caprock Group LLC15,025$327K0.0%N/A0.000%
11/6/2024Oppenheimer & Co. Inc.64,290$1.40M0.0%+66.2%0.000%
11/1/2024Atria Investments Inc29,457$641K0.0%-90.4%0.000%
11/1/2024 Fiera Capital Corp67,425$1.47M0.0%+3.9%0.000%
10/31/2024Shaker Financial Services LLC64,122$1.40M0.5%-24.5%0.000%
10/29/2024Carmichael Hill & Associates Inc.55,564$1.21M0.4%+2.0%0.000%
10/29/2024 Chicago Partners Investment Group LLC440,836$9.32M0.3%-1.1%0.000%
10/18/2024Raymond James & Associates373,297$8.12M0.0%+1,096.5%0.000%
10/18/2024 Capital Investment Advisors LLC18,185$396K0.0%N/A0.000%
10/11/2024Creative Planning24,583$535K0.0%+14.9%0.000%
9/5/2024Sanctuary Advisors LLC362,187$6.99M0.1%N/A0.000%
8/16/2024Creative Planning21,400$426K0.0%+6.8%0.000%
8/8/2024Envestnet Asset Management Inc.154,351$3.07M0.0%+12.3%0.000%
8/7/2024 Choreo LLC31,678$630K0.0%+5.6%0.000%
8/7/2024Ashton Thomas Private Wealth LLC6,296$125K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC84,927$1.69M0.7%+35.7%0.000%
8/2/2024Wolverine Asset Management LLC3,810$76K0.0%N/A0.000%
7/12/2024 Baldwin Brothers LLC MA89,521$1.78M0.1%-2.0%0.000%
7/9/2024Lynx Investment Advisory1,945$39K0.0%N/A0.000%
5/21/2024Atria Investments Inc314,040$6.31M0.1%N/A0.000%
5/10/2024Glaxis Capital Management LLC103,000$2.07M3.8%+11.5%0.000%
5/7/2024Oppenheimer & Co. Inc.36,429$731K0.0%+12.0%0.000%
5/2/2024 Choreo LLC29,991$602K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC21,013$422K0.0%+90.7%0.000%
4/26/2024 Chicago Partners Investment Group LLC448,777$8.68M0.4%+0.8%0.000%
4/22/2024 Everpar Advisors LLC20,503$412K0.3%-3.0%0.000%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
4/10/2024 LexAurum Advisors LLC79,068$1.59M0.4%-36.5%0.000%
3/27/2024Nomura Holdings Inc.13,725$253K0.0%N/A0.000%
2/23/2024 Chicago Partners Investment Group LLC445,425$8.38M0.4%-3.9%0.000%
2/15/2024Comerica Bank62,418$1.15M0.0%+2.8%0.000%
2/9/2024UBS Group AG1,453,730$26.79M0.0%+1.9%0.000%
2/8/2024Glaxis Capital Management LLC92,416$1.70M5.9%N/A0.000%
2/8/2024Beacon Pointe Advisors LLC59,992$1.11M0.0%-6.5%0.000%
2/7/2024Shaker Financial Services LLC42,010$774K0.3%-32.2%0.000%
2/6/2024 Everpar Advisors LLC21,136$390K0.2%N/A0.000%
2/6/2024 Merit Financial Group LLC16,179$298K0.0%-13.4%0.000%
2/5/2024Oder Investment Management LLC54,674$1.01M1.0%+52.5%0.000%
2/5/2024 Kestra Private Wealth Services LLC18,829$347K0.0%-9.7%0.000%
2/5/2024Greatmark Investment Partners Inc.143,375$2.64M0.4%-1.5%0.000%
2/1/2024Wolverine Asset Management LLC1,934$36K0.0%-92.3%0.000%
1/29/2024NewEdge Wealth LLC95,077$1.75M0.0%+657.4%0.000%
1/26/2024Cerity Partners LLC71,160$1.31M0.0%+4.6%0.000%
1/23/2024Carmichael Hill & Associates Inc.49,793$918K0.4%-8.2%0.000%
1/23/2024Venturi Wealth Management LLC3,947$73K0.0%-17.4%0.000%
1/18/2024 Maltin Wealth Management Inc.74,508$1.37M0.9%+1.6%0.000%
1/18/2024Pettinga Financial Advisors LLC50,300$927K0.2%+77.2%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.13,042$240K0.0%-4.3%0.000%
1/16/2024Raymond James & Associates32,489$599K0.0%-10.0%0.000%
1/12/2024 Mutual Advisors LLC16,058$296K0.0%N/A0.000%
1/11/2024Grey Street Capital LLC15,025$277K0.1%-5.0%0.000%
1/11/2024 LexAurum Advisors LLC124,558$2.30M0.6%-8.2%0.000%
11/14/2023AQR Arbitrage LLC114,432$1.95M0.1%+306.8%0.000%
11/14/2023Synovus Financial Corp115,319$1.97M0.0%-3.1%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.138,156$2.36M0.9%+12.9%0.000%
11/13/2023Bramshill Investments LLC6,823$116K0.0%-11.2%0.000%
11/13/2023Invesco Ltd.457,825$7.82M0.0%+8.2%0.000%
11/13/2023Wolverine Asset Management LLC25,175$430K0.0%N/A0.000%
11/9/2023UBS Group AG1,426,179$24.35M0.0%+3.2%0.000%
11/8/2023Landscape Capital Management L.L.C.30,500$521K0.1%N/A0.000%
11/8/2023Greatmark Investment Partners Inc.145,525$2.48M0.4%+9.2%0.000%
11/8/2023Oppenheimer & Co. Inc.35,291$602K0.0%+215.2%0.000%
11/8/2023 Kestra Private Wealth Services LLC20,853$356K0.0%N/A0.000%
11/7/2023Oder Investment Management LLC35,841$612K0.7%+20.7%0.000%
10/26/2023 Chicago Partners Investment Group LLC463,428$7.64M0.4%-7.0%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.13,630$233K0.0%-19.7%0.000%
10/24/2023Raymond James & Associates36,089$616K0.0%-7.3%0.000%
10/24/2023Pettinga Financial Advisors LLC28,390$485K0.1%N/A0.000%
10/20/2023 Quattro Financial Advisors LLC11,230$192K0.1%N/A0.000%
10/16/2023 LexAurum Advisors LLC135,754$2.32M0.7%+2.0%0.000%
10/11/2023 Maltin Wealth Management Inc.73,311$1.25M0.8%+49.4%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.122,335$2.23M0.9%-27.9%0.000%
8/11/2023Baird Financial Group Inc.127,078$2.31M0.0%+2.5%0.000%
8/11/2023Guggenheim Capital LLC52,648$958K0.0%+7.5%0.000%
8/11/2023Penserra Capital Management LLC216,950$3.95M0.1%+6.6%0.000%
8/10/2023Sit Investment Associates Inc.76,368$1.39M0.0%+19.0%0.000%
8/8/2023Synovus Financial Corp118,966$2.17M0.0%+10.7%0.000%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
8/8/2023 Chicago Partners Investment Group LLC498,327$9.11M0.5%-2.4%0.000%
8/7/2023Shaker Financial Services LLC61,633$1.12M0.5%-13.4%0.000%
8/4/2023Envestnet Asset Management Inc.91,161$1.66M0.0%+32.1%0.000%
8/4/2023Carmichael Hill & Associates Inc.54,019$983K0.4%-35.7%0.000%
8/3/2023 Maltin Wealth Management Inc.49,086$893K0.2%-46.1%0.000%
8/3/2023Oppenheimer & Co. Inc.11,198$204K0.0%N/A0.000%
8/2/2023Greatmark Investment Partners Inc.133,325$2.43M0.4%+22.6%0.000%
8/1/2023 Merit Financial Group LLC18,354$334K0.0%N/A0.000%
7/31/2023LPL Financial LLC72,220$1.31M0.0%+14.4%0.000%
7/25/2023Raymond James & Associates38,941$709K0.0%+24.6%0.000%
(Data available from 1/1/2016 forward)

LDP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LDP shares?

During the previous two years, 68 institutional investors and hedge funds held shares of Cohen & Steers Limited Duration Preferred and Income Fund. The most heavily invested institutionals were UBS Group AG ($26.79M), Chicago Partners Investment Group LLC ($8.51M), Raymond James & Associates ($8.12M), Invesco Ltd. ($7.82M), Penserra Capital Management LLC ($3.95M), Synovus Financial Corp ($3.57M), and Envestnet Asset Management Inc. ($3.07M).Learn more on LDP's institutional investors.

Which institutional investors have been buying Cohen & Steers Limited Duration Preferred and Income Fund stock?

Of the 60 institutional investors that purchased Cohen & Steers Limited Duration Preferred and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sanctuary Advisors LLC ($362.19K), Raymond James & Associates ($349.77K), Atria Investments Inc ($314.04K), Glaxis Capital Management LLC ($118K), UBS Group AG ($99.96K), AQR Arbitrage LLC ($86.30K), and NewEdge Wealth LLC ($82.52K).

How much institutional buying is happening at Cohen & Steers Limited Duration Preferred and Income Fund?

Institutional investors have bought a total of 2,546,521 shares in the last 24 months. This purchase volume represents approximately $49.32M in transactions.

Which Cohen & Steers Limited Duration Preferred and Income Fund major shareholders have been selling company stock?

Of the 30 institutional investors that sold Cohen & Steers Limited Duration Preferred and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bramshill Investments LLC ($492.66K), Sanctuary Advisors LLC ($303.34K), Atria Investments Inc ($278.21K), Chicago Partners Investment Group LLC ($92.94K), LexAurum Advisors LLC ($65.31K), Shaker Financial Services LLC ($60.21K), and Thomas J. Herzfeld Advisors Inc. ($47.41K).

How much institutional selling is happening at Cohen & Steers Limited Duration Preferred and Income Fund?

Institutional investors have sold a total of 1,607,906 shares in the last 24 months. This volume of shares sold represents approximately $31.46M in transactions.


Related Companies

This page (NYSE:LDP) was last updated on 1/31/2025 by MarketBeat.com Staff
From Our Partners
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
#1 Crypto of 2025
Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...
True Market Insiders | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Man Who Called Nvidia Says: “Your Retirement Is Inside This Building.”
In 2016, Jeff Brown called Nvidia at a split-adjusted 66 cents. The company just became the world's third $...
Brownstone Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored