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

Cohen & Steers Limited Duration Preferred and Income Fund logo
$20.96 -0.05 (-0.24%)
(As of 11/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$30.50M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$9.48M
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LDP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
10/29/2024 Carmichael 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%
10/18/2024Capital Investment Advisors LLC18,185$396K0.0%N/A0.000%
10/11/2024 Creative Planning24,583$535K0.0%+14.9%0.000%
9/5/2024Sanctuary 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%
4/10/2024LexAurum 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%
2/6/2024Merit 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%
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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%
1/23/2024 Carmichael 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%
1/11/2024LexAurum 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%
11/8/2023 Oppenheimer & Co. Inc.35,291$602K0.0%+215.2%0.000%
11/8/2023 Kestra Private Wealth Services LLC20,853$356K0.0%N/A0.000%
11/7/2023 Oder 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%
10/24/2023 Pettinga Financial Advisors LLC28,390$485K0.1%N/A0.000%
10/20/2023 Quattro Financial Advisors LLC11,230$192K0.1%N/A0.000%
10/16/2023LexAurum 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%
8/16/2023 Thomas J. Herzfeld Advisors Inc.122,335$2.23M0.9%-27.9%0.000%
8/11/2023 Baird Financial Group Inc.127,078$2.31M0.0%+2.5%0.000%
8/11/2023 Guggenheim Capital LLC52,648$958K0.0%+7.5%0.000%
8/11/2023 Penserra Capital Management LLC216,950$3.95M0.1%+6.6%0.000%
8/10/2023 Sit Investment Associates Inc.76,368$1.39M0.0%+19.0%0.000%
8/8/2023 Synovus Financial Corp118,966$2.17M0.0%+10.7%0.000%
8/8/2023 Chicago Partners Investment Group LLC498,327$9.11M0.5%-2.4%0.000%
8/7/2023 Shaker Financial Services LLC61,633$1.12M0.5%-13.4%0.000%
8/4/2023 Envestnet Asset Management Inc.91,161$1.66M0.0%+32.1%0.000%
8/4/2023 Carmichael 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%
8/3/2023 Oppenheimer & Co. Inc.11,198$204K0.0%N/A0.000%
8/2/2023 Greatmark Investment Partners Inc.133,325$2.43M0.4%+22.6%0.000%
8/1/2023Merit Financial Group LLC18,354$334K0.0%N/A0.000%
7/31/2023 LPL Financial LLC72,220$1.31M0.0%+14.4%0.000%
7/25/2023Raymond James & Associates38,941$709K0.0%+24.6%0.000%
7/20/2023 DAVENPORT & Co LLC15,050$274K0.0%-21.2%0.000%
I hate to say I told you so (Ad)

Last month, I openly declared that a Trump Presidency was going to kick off Tesla’s New Bullish Cycle Folks who listened and bought in when I said to are currently crushing it. As a matter of fact, all the trades we’ve opened ever since I made that public declaration have ALL been winners. And it’s simply because this Tesla indicator just flipped green on the stock…

7/17/2023Claybrook Capital LLC36,815$670K0.4%+11.3%0.000%
7/14/2023 Baldwin Brothers LLC MA91,332$1.66M0.1%-5.0%0.000%
7/14/2023Grey Street Capital LLC15,812$288K0.2%+5.2%0.000%
7/11/2023 Good Life Advisors LLC13,369$243K0.0%N/A0.000%
6/13/2023 Callan Capital LLC10,000$178K0.0%N/A0.000%
5/12/2023 Algebris UK Ltd57,665$1.03M0.4%-12.7%0.000%
5/11/2023 Bramshill Investments LLC253,645$4.53M0.5%-66.0%0.000%
5/11/2023 Synovus Financial Corp107,514$1.92M0.0%+21.0%0.000%
5/11/2023 Financial Advocates Investment Management17,842$318K0.0%+7.9%0.000%
5/11/2023 Barrett & Company Inc.12,450$222K0.1%N/A0.000%
(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, 65 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 ($9.32M), Raymond James & Associates ($8.12M), Invesco Ltd. ($7.82M), Sanctuary Advisors LLC ($6.99M), Penserra Capital Management LLC ($3.95M), 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 57 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 2,440,175 shares in the last 24 months. This purchase volume represents approximately $47.13M in transactions.

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

Of the 29 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), Atria Investments Inc ($278.21K), Chicago Partners Investment Group LLC ($70.11K), LexAurum Advisors LLC ($67.19K), Shaker Financial Services LLC ($60.21K), Thomas J. Herzfeld Advisors Inc. ($47.41K), and Maltin Wealth Management Inc. ($41.91K).

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

Institutional investors have sold a total of 1,282,478 shares in the last 24 months. This volume of shares sold represents approximately $24.41M in transactions.



This page (NYSE:LDP) was last updated on 11/23/2024 by MarketBeat.com Staff
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