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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
279New |
$4.53K - $5.16K
|
279
$5.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13.5K+ 6.65% |
$220K - $250K
|
217K
$4.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
580New |
$9.41K - $10.7K
|
580
$11.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
500+ 165.02% |
$8.12K - $9.25K
|
803
$16.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-156- 1.33% |
$2.53K - $2.89K
|
11.6K
$237K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
625New |
$10.1K - $11.6K
|
625
$12.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-106- 0.26% |
$1.72K - $1.96K
|
41K
$836K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.05K- 21.2% |
$65.7K - $74.9K
|
15.1K
$307K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
3.75K+ 11.34% |
$60.9K - $69.4K
|
36.8K
$752K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1KNew |
$16.2K - $18.5K
|
1K
$20.4K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-8.38K- 12.69% |
$143K - $179K
|
57.7K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.3K+ 7.85% |
$22.1K - $27.8K
|
17.8K
$364K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
125New |
$2.13K - $2.68K
|
125
$2.55K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10KNew |
$170K - $214K
|
10K
$204K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
387New |
$6.59K - $8.28K
|
387
$7.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
13KNew |
$232K - $254K
|
13K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
25.5KNew |
$453K - $496K
|
25.5K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.3K+ 90.53% |
$556K - $609K
|
65.8K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.6KNew |
$64K - $70.2K
|
3.6K
$73.5K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.85K- 5.28% |
$50.7K - $55.6K
|
51.2K
$1.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
189New |
$3.36K - $3.68K
|
189
$3.86K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
2.13K+ 10.65% |
$38.6K - $46.7K
|
22.2K
$452K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 2.01% |
$127 - $153
|
356
$7.27K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
8+ 1.9% |
$145 - $175
|
430
$8.78K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.69% |
$706 - $854
|
5.69K
$116K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7New |
$127 - $153
|
7
$143
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
72.4KNew |
$1.31M - $1.59M
|
72.4K
$1.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-11.5KClosed |
$208K - $252K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
338New |
$6.12K - $7.4K
|
338
$6.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$183K - $221K
|
10.1K
$206K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
400New |
$7.56K - $9.3K
|
400
$8.17K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4KNew |
$75.6K - $93K
|
4K
$81.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
12.3KNew |
$232K - $286K
|
12.3K
$251K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-400Closed |
$7.56K - $9.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.23KClosed |
$174K - $214K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-6.59K- 26.51% |
$125K - $153K
|
18.3K
$373K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-4.72KClosed |
$89.3K - $110K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.7KNew |
$50.9K - $62.6K
|
2.7K
$55K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1KClosed |
$18.9K - $23.2K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3New |
$56.7 - $69.7
|
3
$61.3
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-12.9KClosed |
$244K - $301K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7KNew |
$132K - $163K
|
7K
$143K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-400Closed |
$7.56K - $9.3K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
68KNew |
$1.29M - $1.58M
|
68K
$1.39M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-599Closed |
$12.8K - $16K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-200Closed |
$4.28K - $5.34K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
3.41KNew |
$72.9K - $90.9K
|
3.41K
$69.5K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1KClosed |
$21.4K - $26.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-4.43K- 91.89% |
$94.9K - $118K
|
391
$7.98K
|
|