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

Cohen & Steers Limited Duration Preferred and Income Fund logo
$20.63 -0.26 (-1.24%)
As of 04:00 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)
37
Total
Institutional Inflows
(last 12 months)
$45.90M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$16.81M
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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
2/21/2025 Vermillion Wealth Management Inc.1,743$35K0.0%N/A0.000%
2/17/2025 Dunhill Financial LLC2,000$40K0.0%+100.0%0.000%
2/17/2025 Baird Financial Group Inc.140,414$2.84M0.0%+1.8%0.000%
2/17/2025 Bank of America Corp DE222,390$4.49M0.0%-7.4%0.000%
2/14/2025 Comerica Bank63,741$1.29M0.0%+1.9%0.000%
2/14/2025 Lido Advisors LLC41,390$836K0.0%+5.0%0.000%
2/14/2025 Beacon Pointe Advisors LLC55,223$1.12M0.0%+15.6%0.000%
2/14/2025 Stifel Financial Corp15,102$305K0.0%-4.6%0.000%
2/14/2025 Shaker Financial Services LLC70,608$1.43M0.5%+10.1%0.000%
2/13/2025 Guggenheim Capital LLC61,123$1.24M0.0%-6.0%0.000%
2/13/2025 Rockefeller Capital Management L.P.53,368$1.08M0.0%-1.3%0.000%
2/13/2025 Oder Investment Management LLC65,649$1.33M1.1%+2.1%0.000%
2/13/2025 Raymond James Financial Inc.400,571$8.09M0.0%N/A0.000%
2/13/2025 Invesco Ltd.395,193$7.98M0.0%-13.1%0.000%
2/13/2025 Envestnet Asset Management Inc.163,133$3.30M0.0%-6.9%0.000%
2/13/2025 Wells Fargo & Company MN60,952$1.23M0.0%+29.8%0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.186,703$3.77M1.2%+11.8%0.000%
2/11/2025 LPL Financial LLC124,750$2.52M0.0%+6.9%0.000%
2/10/2025 Greatmark Investment Partners Inc.171,425$3.46M0.5%+1.7%0.000%
2/7/2025 Glaxis Capital Management LLC140,000$2.83M7.8%+9.4%0.000%
2/6/2025 Raymond James Financial Inc.400,571$8.09M0.0%N/A0.000%
2/6/2025 Atria Investments Inc34,101$689K0.0%+15.8%0.000%
2/5/2025 Oppenheimer & Co. Inc.70,972$1.43M0.0%+10.4%0.000%
2/5/2025 NewEdge Wealth LLC152,981$3.09M0.1%+3.6%0.000%
2/3/2025 Wolverine Asset Management LLC4,252$86K0.0%N/A0.000%
1/31/2025 Sanctuary Advisors LLC61,455$1.28M0.0%+4.4%0.000%
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%
11/25/2024 Synovus Financial Corp164,008$3.57M0.0%+0.4%0.000%
11/25/2024 Wilmington Savings Fund Society FSB15,000$326K0.0%N/A0.000%
11/25/2024 Sanctuary Advisors LLC58,850$1.23M0.0%-83.8%0.000%
11/9/2024 Landscape Capital Management L.L.C.31,442$684K0.1%-21.1%0.000%
11/8/2024 Glaxis Capital Management LLC128,000$2.78M10.7%+13.3%0.000%
11/8/2024 Prospera Financial Services Inc16,076$350K0.0%+4.4%0.000%
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11/7/2024 Caprock Group LLC15,025$327K0.0%N/A0.000%
11/6/2024 Oppenheimer & Co. Inc.64,290$1.40M0.0%+66.2%0.000%
11/1/2024 Atria Investments Inc29,457$641K0.0%-90.4%0.000%
11/1/2024 Fiera Capital Corp67,425$1.47M0.0%+3.9%0.000%
10/31/2024 Shaker 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%
10/11/2024 Creative Planning24,583$535K0.0%+14.9%0.000%
9/5/2024 Sanctuary Advisors LLC362,187$6.99M0.1%N/A0.000%
8/16/2024 Creative Planning21,400$426K0.0%+6.8%0.000%
8/8/2024 Envestnet Asset Management Inc.154,351$3.07M0.0%+12.3%0.000%
8/7/2024 Choreo LLC31,678$630K0.0%+5.6%0.000%
8/7/2024 Ashton Thomas Private Wealth LLC6,296$125K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC84,927$1.69M0.7%+35.7%0.000%
8/2/2024 Wolverine Asset Management LLC3,810$76K0.0%N/A0.000%
7/12/2024 Baldwin Brothers LLC MA89,521$1.78M0.1%-2.0%0.000%
7/9/2024 Lynx Investment Advisory1,945$39K0.0%N/A0.000%
5/21/2024 Atria Investments Inc314,040$6.31M0.1%N/A0.000%
5/10/2024 Glaxis 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%
5/2/2024 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%
4/10/2024 LexAurum Advisors LLC79,068$1.59M0.4%-36.5%0.000%
3/27/2024 Nomura 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%
2/15/2024 Comerica Bank62,418$1.15M0.0%+2.8%0.000%
2/9/2024 UBS Group AG1,453,730$26.79M0.0%+1.9%0.000%
2/8/2024 Glaxis Capital Management LLC92,416$1.70M5.9%N/A0.000%
2/8/2024 Beacon Pointe Advisors LLC59,992$1.11M0.0%-6.5%0.000%
2/7/2024 Shaker 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%
2/5/2024 Oder 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%
2/5/2024 Greatmark Investment Partners Inc.143,375$2.64M0.4%-1.5%0.000%
2/1/2024 Wolverine Asset Management LLC1,934$36K0.0%-92.3%0.000%
1/29/2024 NewEdge Wealth LLC95,077$1.75M0.0%+657.4%0.000%
1/26/2024 Cerity Partners LLC71,160$1.31M0.0%+4.6%0.000%
1/23/2024Carmichael Hill & Associates Inc.49,793$918K0.4%-8.2%0.000%
1/23/2024 Venturi 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%
1/18/2024 Pettinga 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%
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1/11/2024 LexAurum Advisors LLC124,558$2.30M0.6%-8.2%0.000%
11/14/2023 AQR Arbitrage LLC114,432$1.95M0.1%+306.8%0.000%
11/14/2023 Synovus Financial Corp115,319$1.97M0.0%-3.1%0.000%
11/14/2023 Thomas J. Herzfeld Advisors Inc.138,156$2.36M0.9%+12.9%0.000%
11/13/2023 Bramshill Investments LLC6,823$116K0.0%-11.2%0.000%
11/13/2023 Invesco Ltd.457,825$7.82M0.0%+8.2%0.000%
11/13/2023 Wolverine Asset Management LLC25,175$430K0.0%N/A0.000%
11/9/2023 UBS Group AG1,426,179$24.35M0.0%+3.2%0.000%
11/8/2023 Landscape Capital Management L.L.C.30,500$521K0.1%N/A0.000%
11/8/2023 Greatmark Investment Partners Inc.145,525$2.48M0.4%+9.2%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, 70 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 62 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), NewEdge Wealth LLC ($87.82K), and AQR Arbitrage LLC ($86.30K).

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

Institutional investors have bought a total of 3,207,813 shares in the last 24 months. This purchase volume represents approximately $62.96M in transactions.

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

Of the 33 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), 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 1,632,104 shares in the last 24 months. This volume of shares sold represents approximately $32.03M in transactions.


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This page (NYSE:LDP) was last updated on 3/6/2025 by MarketBeat.com Staff
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