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 79 institutions that hold shares in the stock, with a total of 8.26 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
15,102
shares
|
$307,929
0.0% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
15,025
shares
|
$306,359
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
15,000
shares
|
$305,850
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
14,800
shares
|
$301,772
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
12,589
shares
|
$256,689
0.11% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,629
shares
|
$237,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
11,443
shares
|
$233,322
0.0% of portfolio
|
Q4 2024
Reduced 53.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
11,203
shares
|
$228,429
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$203,900
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,376
shares
|
$89,226
0.0% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
4,252
shares
|
$86,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$81,560
0.03% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,919
shares
|
$59,518
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,450
shares
|
$49,955
0.0% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$40,780
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
1,743
shares
|
$35,539
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,321
shares
|
$26,935
0.0% of portfolio
|
Q2 2020
Added 2.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,267
shares
|
$25,834
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,155
shares
|
$23,550
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,033
shares
|
$21,062
0.0% of portfolio
|
Q4 2024
Added 106.6%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
849
shares
|
$17,311
0.0% of portfolio
|
Q4 2024
Added 126.4%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
842
shares
|
$17,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
803
shares
|
$16,373
0.0% of portfolio
|
Q2 2023
Added 165.02%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$10,195
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
405
shares
|
$8,257
0.0% of portfolio
|
Q4 2023
New holding
|