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 72 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
58,850
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
55,564
shares
|
$1.14 Million
0.43% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
54,093
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2024
Added 14.7%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
51,209
shares
|
$1.05 Million
0.25% of portfolio
|
Q4 2022
Reduced 5.28%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
47,788
shares
|
$977,264
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
46,960
shares
|
$960,332
0.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
42,530
shares
|
$869,738
0.0% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,960
shares
|
$837,632
0.07% of portfolio
|
Q2 2023
Reduced 0.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
39,415
shares
|
$806,036
0.0% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
36,815
shares
|
$752,866
0.36% of portfolio
|
Q2 2023
Added 11.34%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
31,644
shares
|
$647,119
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
31,442
shares
|
$642,988
0.08% of portfolio
|
Q3 2024
Reduced 21.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
29,457
shares
|
$602,395
0.01% of portfolio
|
Q3 2024
Reduced 90.43%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
24,583
shares
|
$502,722
0.0% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
22,071
shares
|
$451,351
0.0% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
21,123
shares
|
$431,965
0.0% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
20,503
shares
|
$419,286
0.23% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
18,185
shares
|
$371,883
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
16,948
shares
|
$346,586
0.0% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,441
shares
|
$336,218
0.0% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
16,076
shares
|
$328,754
0.01% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
15,828
shares
|
$323,682
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
15,325
shares
|
$313,396
0.0% of portfolio
|
Q3 2024
Added 21.63%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
15,025
shares
|
$307,261
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
15,000
shares
|
$306,750
0.01% of portfolio
|
Q3 2024
New holding
|