Free Trial
→ Elon’s BIGGEST warning yet? (From Brownstone Research) (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
$21.19 0.00 (0.00%)
As of 01:23 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)
42
Total
Institutional Inflows
(last 12 months)
$43.57M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$16.75M
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
7/8/2025 Everpar Advisors LLC16,565$348K0.2%-4.1%0.000%
5/15/2025Baird Financial Group Inc.141,335$2.88M0.0%+0.7%0.000%
5/15/2025Landscape Capital Management L.L.C.11,581$236K0.0%N/A0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.186,043$3.79M1.3%-0.4%0.000%
5/14/2025Synovus Financial Corp166,678$3.39M0.0%+1.4%0.000%
5/13/2025Elequin Capital LP2,193$45K0.0%+160.5%0.000%
5/13/2025Raymond James Financial Inc.414,525$8.44M0.0%+3.5%0.000%
5/13/2025Oder Investment Management LLC71,967$1.47M1.2%+9.6%0.000%
5/12/2025Invesco Ltd.438,608$8.93M0.0%+11.0%0.000%
5/12/2025Wolverine Asset Management LLC18,121$369K0.0%+326.2%0.000%
5/9/2025Chicago Partners Investment Group LLC424,155$8.48M0.3%+1.5%0.000%
5/9/2025Shaker Financial Services LLC93,085$1.90M0.7%+31.8%0.000%
5/7/2025LPL Financial LLC127,439$2.60M0.0%+2.2%0.000%
5/7/2025Rareview Capital LLC59,164$1.21M0.8%N/A0.000%
5/6/2025Cetera Investment Advisers17,680$360K0.0%+5.7%0.000%
5/6/2025Glaxis Capital Management LLC150,000$3.05M11.7%+7.1%0.000%
5/6/2025Garrison Bradford & Associates Inc.7,000$143K0.2%N/A0.000%
5/6/2025Readystate Asset Management LP18,721$381K0.0%-30.0%0.000%
5/6/2025Choreo LLC43,436$884K0.0%+1.4%0.000%
5/2/2025Pettinga Financial Advisors LLC10,383$211K0.0%N/A0.000%
5/1/2025Greatmark Investment Partners Inc.172,675$3.52M0.5%+0.7%0.000%
4/29/2025Envestnet Asset Management Inc.178,626$3.64M0.0%+9.5%0.000%
4/23/2025Oppenheimer & Co. Inc.77,476$1.58M0.0%+9.2%0.000%
4/17/2025Janney Montgomery Scott LLC21,180$431K0.0%+7.4%0.000%
4/15/2025Wealthcare Advisory Partners LLC26,760$545K0.0%+12.4%0.000%
4/14/2025Baldwin Wealth Partners LLC MA82,150$1.67M0.1%-7.5%0.000%
4/14/2025Capital Investment Advisors LLC90,947$1.85M0.0%+38.2%0.000%
4/14/2025LexAurum Advisors LLC35,508$723K0.1%-41.3%0.000%
4/11/2025Magnus Financial Group LLC11,800$240K0.0%-20.3%0.000%
2/21/2025Vermillion Wealth Management Inc.1,743$35K0.0%N/A0.000%
2/17/2025Dunhill Financial LLC2,000$40K0.0%+100.0%0.000%
2/17/2025Baird Financial Group Inc.140,414$2.84M0.0%+1.8%0.000%
2/17/2025Bank of America Corp DE222,390$4.49M0.0%-7.4%0.000%
2/14/2025Comerica Bank63,741$1.29M0.0%+1.9%0.000%
2/14/2025Lido Advisors LLC41,390$836K0.0%+5.0%0.000%
2/14/2025Beacon Pointe Advisors LLC55,223$1.12M0.0%+15.6%0.000%
2/14/2025Stifel Financial Corp15,102$305K0.0%-4.6%0.000%
2/14/2025Shaker Financial Services LLC70,608$1.43M0.5%+10.1%0.000%
2/13/2025Guggenheim Capital LLC61,123$1.24M0.0%-6.0%0.000%
2/13/2025Rockefeller Capital Management L.P.53,368$1.08M0.0%-1.3%0.000%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
2/13/2025Oder Investment Management LLC65,649$1.33M1.1%+2.1%0.000%
2/13/2025Raymond James Financial Inc.400,571$8.09M0.0%N/A0.000%
2/13/2025Invesco Ltd.395,193$7.98M0.0%-13.1%0.000%
2/13/2025Envestnet Asset Management Inc.163,133$3.30M0.0%-6.9%0.000%
2/13/2025Wells Fargo & Company MN60,952$1.23M0.0%+29.8%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.186,703$3.77M1.2%+11.8%0.000%
2/11/2025LPL Financial LLC124,750$2.52M0.0%+6.9%0.000%
2/10/2025Greatmark Investment Partners Inc.171,425$3.46M0.5%+1.7%0.000%
2/7/2025Glaxis Capital Management LLC140,000$2.83M7.8%+9.4%0.000%
2/6/2025Raymond James Financial Inc.400,571$8.09M0.0%N/A0.000%
2/6/2025Atria Investments Inc34,101$689K0.0%+15.8%0.000%
2/5/2025Oppenheimer & Co. Inc.70,972$1.43M0.0%+10.4%0.000%
2/5/2025NewEdge Wealth LLC152,981$3.09M0.1%+3.6%0.000%
2/3/2025Wolverine Asset Management LLC4,252$86K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC61,455$1.28M0.0%+4.4%0.000%
1/27/2025Choreo LLC42,852$867K0.0%+35.4%0.000%
1/24/2025Chicago Partners Investment Group LLC418,000$8.51M0.3%-5.2%0.000%
1/22/2025Baldwin Wealth Partners LLC MA88,778$1.79M0.1%-0.8%0.000%
1/17/2025Janney Montgomery Scott LLC19,720$398K0.0%+28.7%0.000%
1/17/2025Magnus Financial Group LLC14,800$299K0.0%N/A0.000%
1/15/2025Wealthcare Advisory Partners LLC23,815$481K0.0%N/A0.000%
1/15/2025 Everpar Advisors LLC17,265$349K0.2%-15.8%0.000%
1/13/2025Capital Investment Advisors LLC65,786$1.33M0.0%+261.8%0.000%
11/25/2024Synovus Financial Corp164,008$3.57M0.0%+0.4%0.000%
11/25/2024Wilmington 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%
11/7/2024Caprock 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%
11/1/2024Fiera 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%
10/29/2024Chicago 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%
10/18/2024Capital 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%
8/7/2024Choreo 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%
7/12/2024Baldwin 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%
Revolutionary AI Tech Targets Early Diabetic Blindness Detection FDA Trial Underway (Ad)

Tiny Stock, Massive Potential— this company’s AI platform is a game changer for healthcare!

Discover how this tiny tech firm is using AI in healthcare
5/7/2024Oppenheimer & Co. Inc.36,429$731K0.0%+12.0%0.000%
5/2/2024Choreo LLC29,991$602K0.0%N/A0.000%
5/1/2024Janney Montgomery Scott LLC21,013$422K0.0%+90.7%0.000%
4/26/2024Chicago 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%
4/10/2024LexAurum Advisors LLC79,068$1.59M0.4%-36.5%0.000%
3/27/2024Nomura Holdings Inc.13,725$253K0.0%N/A0.000%
2/23/2024Chicago 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%
(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, 69 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), Invesco Ltd. ($8.93M), Chicago Partners Investment Group LLC ($8.48M), Raymond James Financial Inc. ($8.44M), Raymond James & Associates ($8.12M), Bank of America Corp DE ($4.49M), and Penserra Capital Management LLC ($3.95M).Learn more on Cohen & Steers Limited Duration Preferred and Income Fund's institutional investors.

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

Of the 58 institutional investors that purchased Cohen & Steers Limited Duration Preferred 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. ($815.10K), Sanctuary Advisors LLC ($364.79K), Raymond James & Associates ($349.77K), Atria Investments Inc ($318.68K), Glaxis Capital Management LLC ($140K), Capital Investment Advisors LLC ($90.95K), and NewEdge Wealth LLC ($87.82K).

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

Institutional investors have bought a total of 2,126,413 shares in the last 24 months. This purchase volume represents approximately $43.57M in transactions.

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

Of the 17 institutional investors that sold Cohen & Steers Limited Duration Preferred and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sanctuary Advisors LLC ($303.34K), Atria Investments Inc ($278.21K), Invesco Ltd. ($59.65K), Chicago Partners Investment Group LLC ($27.91K), LexAurum Advisors LLC ($25.00K), Shaker Financial Services LLC ($20.81K), and Bank of America Corp DE ($17.75K).

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

Institutional investors have sold a total of 781,439 shares in the last 24 months. This volume of shares sold represents approximately $16.75M in transactions.


Related Companies

This page (NYSE:LDP) was last updated on 7/16/2025 by MarketBeat.com Staff
From Our Partners
Revolutionary AI Tech Targets Early Diabetic Blindness Detection FDA Trial Underway
Tiny Stock, Massive Potential— this company’s AI platform is a game changer for healthcare!
Interactive Offers | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants
Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. ...
Golden Portfolio | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
The Next Commodity Crisis Just Got a Name: Silver
Elon's Next Market Move Could Send Silver Soaring Every industry Elon Musk touches explodes—from Tesla to S...
Priority Gold | Sponsored
Central Banks Are Hoarding Gold – Should You?
The AI boom isn’t just transforming technology—it’s redefining global power, increasing government debt, and u...
Lear Capital | Sponsored