Latest Institutional Transactions on Cohen & Steers LTD Duration Preferred & Income Fund, Inc. (LDP)
This table provides information on the latest institutional transactions involving Cohen & Steers LTD Duration Preferred & Income Fund, Inc. (LDP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.25KNew |
$85.8K - $92.9K
|
4.25K
$88.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
280+ 6.84% |
$5.65K - $6.12K
|
4.38K
$90.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.61K+ 4.43% |
$52.5K - $56.9K
|
61.5K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 1.85% |
$424 - $459
|
1.16K
$24K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.43K- 6.56% |
$89.3K - $96.6K
|
63K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.66K+ 77.53% |
$154K - $167K
|
17.5K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
67+ 0.54% |
$1.35K - $1.46K
|
12.6K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.2K+ 35.42% |
$226K - $245K
|
42.9K
$890K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-22.8K- 5.18% |
$461K - $499K
|
418K
$8.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-743- 0.83% |
$15K - $16.2K
|
88.8K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 2.31% |
$60.5 - $65.5
|
133
$2.76K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
256+ 0.42% |
$5.16K - $5.59K
|
60.5K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.4K+ 28.68% |
$88.6K - $96K
|
19.7K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14.8KNew |
$299K - $323K
|
14.8K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-3.24K- 15.79% |
$65.3K - $70.7K
|
17.3K
$359K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.8KNew |
$480K - $520K
|
23.8K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
47.6K+ 261.76% |
$960K - $1.04M
|
65.8K
$1.37M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15KNew |
$293K - $326K
|
15K
$312K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1KNew |
$19.5K - $21.8K
|
1K
$20.8K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.24% |
$58.6 - $65.3
|
1.27K
$26.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-252K- 15.73% |
$4.92M - $5.48M
|
1.35M
$28M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-190- 0.85% |
$3.71K - $4.13K
|
22.1K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24+ 0.15% |
$468 - $522
|
15.8K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.18K- 2.51% |
$121K - $134K
|
240K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.5K- 2.07% |
$713K - $794K
|
1.73M
$35.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
362+ 0.58% |
$7.07K - $7.87K
|
62.5K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
590+ 0.36% |
$11.5K - $12.8K
|
164K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.02% |
$195 - $218
|
47.8K
$993K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122K+ 52.48% |
$2.39M - $2.66M
|
356K
$7.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
673+ 1.45% |
$13.1K - $14.6K
|
47K
$975K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.25K+ 5.58% |
$43.9K - $48.9K
|
42.5K
$883K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.1K- 15.7% |
$236K - $263K
|
65K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.3K+ 17.23% |
$396K - $441K
|
138K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.49K+ 9.65% |
$29.1K - $32.5K
|
16.9K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.6K+ 5.92% |
$70.2K - $78.2K
|
64.3K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2.04K- 1.2% |
$39.7K - $44.3K
|
167K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.5K+ 4.97% |
$420K - $468K
|
455K
$9.45M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
37.6K+ 34.15% |
$734K - $818K
|
148K
$3.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.58K+ 1.37% |
$30.9K - $34.4K
|
117K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.39K- 21.06% |
$164K - $182K
|
31.4K
$653K
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
15K+ 13.27% |
$293K - $326K
|
128K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15KNew |
$293K - $327K
|
15K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
676+ 4.39% |
$13.2K - $14.7K
|
16.1K
$334K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.8K+ 13.5% |
$407K - $453K
|
175K
$3.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.6K+ 66.18% |
$500K - $557K
|
64.3K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-278K- 90.43% |
$5.43M - $6.05M
|
29.5K
$612K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-20.8K- 24.5% |
$406K - $453K
|
64.1K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
200+ 0.12% |
$3.9K - $4.35K
|
169K
$3.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.11K+ 2.03% |
$21.6K - $24.1K
|
55.6K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
342K+ 1096.46% |
$6.68M - $7.44M
|
373K
$7.75M
|
|