Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) Institutional Ownership $19.88 +0.09 (+0.43%) As of 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendFinancialsInsider TradesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (NYSE:PTA)Number ofInstitutional Buyers(last 12 months)20TotalInstitutional Inflows(last 12 months)$17.16MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$3.80M Get PTA Insider Trade Alerts Want to know when executives and insiders are buying or selling Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PTA Institutional Buying and Selling by Quarter Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/24/2025 Journey Strategic Wealth LLC13,150$253K0.0%+11.9%0.000% 1/21/2025 RFG Advisory LLC21,395$411K0.0%+38.2%0.000% 1/17/2025 Avior Wealth Management LLC4,960$95K0.0%N/A0.000% 1/17/2025 Janney Montgomery Scott LLC10,028$193K0.0%N/A0.000% 11/25/2024Sanctuary Advisors LLC74,772$1.50M0.0%+5.7%0.000% 11/20/2024Virtu Financial LLC12,602$265K0.0%N/A0.000% 11/15/2024Stifel Financial Corp85,182$1.79M0.0%-40.3%0.000% 11/14/2024Rockefeller Capital Management L.P.53,144$1.12M0.0%-5.6%0.000% 11/12/2024Cerity Partners LLC106,086$2.23M0.0%+2.4%0.000% 11/6/2024Oppenheimer & Co. Inc.44,297$932K0.0%-2.2%0.000% Get the Latest News and Ratings for PTA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund and its competitors with MarketBeat's FREE daily newsletter. 10/31/2024Shaker Financial Services LLC19,332$407K0.2%-12.5%0.000% 10/24/2024Modera Wealth Management LLC12,126$255K0.0%+10.2%0.000% 10/18/2024Raymond James & Associates388,348$8.17M0.0%+2,830.9%0.000% 9/5/2024Sanctuary Advisors LLC70,772$1.31M0.0%N/A0.000% 8/7/2024 Choreo LLC17,270$344K0.0%N/A0.000% 8/3/2024Shaker Financial Services LLC22,104$439K0.2%-42.3%0.000% 5/17/2024Comerica Bank20,646$405K0.0%+22.8%0.000% 5/7/2024Oppenheimer & Co. Inc.58,671$1.15M0.0%+27.4%0.000% 4/24/2024 Activest Wealth Management7,347$144K0.1%N/A0.000% 4/18/2024Pettinga Financial Advisors LLC16,850$330K0.1%-82.6%0.000% 4/16/2024 Register Financial Advisors LLC8,467$166K0.1%N/A0.000% 4/10/2024 LexAurum Advisors LLC46,308$908K0.2%-36.6%0.000% 3/25/2024Quadrature Capital Ltd18,080$325K0.0%N/A0.000% 2/12/2024Relative Value Partners Group LLC87,136$1.57M0.1%+68.4%0.000% 2/12/2024Weiss Asset Management LP27,669$498K0.0%N/A0.000% 2/9/2024UBS Group AG2,595,595$46.75M0.0%+10.5%0.000% 2/2/2024Atria Wealth Solutions Inc.23,875$430K0.0%-6.8%0.000% 2/1/2024Wolverine Asset Management LLC4,981$90K0.0%N/A0.000% 2/1/2024Lindbrook Capital LLC2,000$36K0.0%N/A0.000% 1/26/2024Cerity Partners LLC102,500$1.85M0.0%+2.5%0.000% 1/18/2024Pettinga Financial Advisors LLC96,630$1.74M0.5%N/A0.000% 1/16/2024Raymond James Financial Services Advisors Inc.31,375$565K0.0%+99.4%0.000% 1/16/2024Raymond James & Associates14,186$255K0.0%N/A0.000% 1/11/2024 LexAurum Advisors LLC73,042$1.32M0.3%-14.4%0.000% 11/16/2023Penserra Capital Management LLC351,460$6.14M0.1%N/A0.000% 11/13/2023Stifel Financial Corp156,833$2.74M0.0%+21.0%0.000% 11/9/2023UBS Group AG2,348,512$41.03M0.0%-6.7%0.000% 11/8/2023Oppenheimer & Co. Inc.34,908$610K0.0%-13.0%0.000% 10/24/2023Raymond James Financial Services Advisors Inc.15,733$275K0.0%N/A0.000% 10/24/2023Cambridge Investment Research Advisors Inc.18,838$329K0.0%-4.3%0.000% Better than Bitcoin – and potentially more profitable (Ad)The world is obsessed with Bitcoin again... And for a good reason: It just soared beyond $100,000. Bitcoin Skimming allows you to “skim” cash into your account thanks to 2025’s surging Bitcoin market.Click here to watch now, while you still can.10/23/2023Commonwealth Equity Services LLC19,119$334K0.0%-10.8%0.000% 10/16/2023 LexAurum Advisors LLC85,296$1.49M0.4%-2.0%0.000% 10/16/2023 RFG Advisory LLC29,151$509K0.0%+2.4%0.000% 8/10/2023Sit Investment Associates Inc.474,631$8.27M0.2%-31.1%0.000% 8/3/2023Atria Wealth Solutions Inc.25,375$442K0.0%-9.0%0.000% 8/3/2023 RFG Advisory LLC28,475$496K0.0%-10.3%0.000% 8/3/2023Oppenheimer & Co. Inc.40,130$699K0.0%+112.3%0.000% 7/31/2023LPL Financial LLC48,502$845K0.0%N/A0.000% 7/17/2023Claybrook Capital LLC34,384$599K0.3%+12.2%0.000% (Data available from 1/1/2016 forward) PTA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PTA shares? During the previous two years, 33 institutional investors and hedge funds held shares of Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund. The most heavily invested institutionals were UBS Group AG ($46.75M), Sit Investment Associates Inc. ($8.27M), Raymond James & Associates ($8.17M), Penserra Capital Management LLC ($6.14M), Cerity Partners LLC ($2.23M), Stifel Financial Corp ($1.79M), and Relative Value Partners Group LLC ($1.57M).Learn more on PTA's institutional investors. Which institutional investors have been buying Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund stock? Of the 26 institutional investors that purchased Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James & Associates ($389.28K), Penserra Capital Management LLC ($351.46K), UBS Group AG ($247.08K), Pettinga Financial Advisors LLC ($96.63K), Sanctuary Advisors LLC ($74.77K), LPL Financial LLC ($48.50K), and Relative Value Partners Group LLC ($35.38K). How much institutional buying is happening at Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund? Institutional investors have bought a total of 1,470,638 shares in the last 24 months. This purchase volume represents approximately $26.39M in transactions. Which Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund major shareholders have been selling company stock? Of the 12 institutional investors that sold Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($213.89K), UBS Group AG ($167.53K), Pettinga Financial Advisors LLC ($79.78K), Stifel Financial Corp ($57.43K), LexAurum Advisors LLC ($40.71K), Shaker Financial Services LLC ($18.99K), and Oppenheimer & Co. Inc. ($6.21K). How much institutional selling is happening at Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund? Institutional investors have sold a total of 598,379 shares in the last 24 months. This volume of shares sold represents approximately $7.12M in transactions. 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