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

Cohen & Steers Limited Duration Preferred and Income Fund logo
$19.76 +0.10 (+0.51%)
As of 12:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cohen & Steers Limited Duration Preferred and Income Fund (NYSE:LDP)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$46.31M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$16.59M
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LDP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2025 Oppenheimer & Co. Inc.77,476$1.58M0.0%+9.2%0.000%
4/17/2025 Janney Montgomery Scott LLC21,180$431K0.0%+7.4%0.000%
4/15/2025 Wealthcare Advisory Partners LLC26,760$545K0.0%+12.4%0.000%
4/14/2025 Baldwin Wealth Partners LLC MA82,150$1.67M0.1%-7.5%0.000%
4/14/2025 Capital Investment Advisors LLC90,947$1.85M0.0%+38.2%0.000%
4/14/2025 LexAurum Advisors LLC35,508$723K0.1%-41.3%0.000%
4/11/2025 Magnus Financial Group LLC11,800$240K0.0%-20.3%0.000%
2/21/2025Vermillion Wealth Management Inc.1,743$35K0.0%N/A0.000%
2/17/2025 Dunhill 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%
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%
2/5/2025 Oppenheimer & 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%
1/22/2025 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%
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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%
11/25/2024Wilmington 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%
11/6/2024 Oppenheimer & 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%
10/18/2024 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%
8/7/2024Choreo 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%
7/12/2024 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%
5/7/2024 Oppenheimer & Co. Inc.36,429$731K0.0%+12.0%0.000%
5/2/2024Choreo LLC29,991$602K0.0%N/A0.000%
5/1/2024 Janney 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%
4/10/2024 LexAurum Advisors LLC79,068$1.59M0.4%-36.5%0.000%
3/27/2024Nomura Holdings Inc.13,725$253K0.0%N/A0.000%
2/23/2024Chicago 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%
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%
2/5/2024Kestra 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%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
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%
1/12/2024Mutual 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%
(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), Chicago Partners Investment Group LLC ($8.51M), Raymond James & Associates ($8.12M), Raymond James Financial Inc. ($8.09M), Invesco Ltd. ($7.98M), Bank of America Corp DE ($4.49M), and Penserra Capital Management LLC ($3.95M).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: Raymond James Financial Inc. ($801.14K), Sanctuary Advisors LLC ($364.79K), Raymond James & Associates ($349.77K), Atria Investments Inc ($318.68K), Glaxis Capital Management LLC ($130K), 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 3,199,807 shares in the last 24 months. This purchase volume represents approximately $62.91M in transactions.

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

Of the 32 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 ($81.69K), Invesco Ltd. ($59.65K), and Shaker Financial Services LLC ($50.25K).

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

Institutional investors have sold a total of 1,609,023 shares in the last 24 months. This volume of shares sold represents approximately $31.67M in transactions.


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This page (NYSE:LDP) was last updated on 4/29/2025 by MarketBeat.com Staff
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