Institutional Ownership Cohen & Steers LTD Duration Preferred & Income Fund, Inc. (LDP)
This table provides information about the institutional ownership of Cohen & Steers LTD Duration Preferred & Income Fund, Inc. (LDP). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 8.77 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
58,194
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
56,781
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
55,564
shares
|
$1.18 Million
0.43% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
55,473
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
53,947
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
53,907
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
52,714
shares
|
$1.12 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
51,715
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
51,209
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2022
Reduced 5.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
47,846
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 74.72%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
46,361
shares
|
$986,098
0.0% of portfolio
|
Q3 2025
Reduced 25.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
41,390
shares
|
$880,365
0.0% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,960
shares
|
$871,219
0.07% of portfolio
|
Q2 2023
Reduced 0.26%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
36,815
shares
|
$783,055
0.36% of portfolio
|
Q2 2023
Added 11.34%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
33,767
shares
|
$718,224
0.12% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
32,814
shares
|
$697,953
0.02% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
32,016
shares
|
$680,980
0.01% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
22,270
shares
|
$473,682
0.0% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
20,978
shares
|
$446,202
0.0% of portfolio
|
Q3 2025
Added 14.84%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
18,229
shares
|
$387,730
0.01% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
16,565
shares
|
$352,337
0.14% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,441
shares
|
$349,700
0.0% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
15,025
shares
|
$319,581
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
13,300
shares
|
$282,891
0.01% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,070
shares
|
$256,728
0.0% of portfolio
|
Q3 2025
Added 5.88%
|
|