Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of Cohen & Steers Ltd Duration Preferred & Income Fund, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
401KNew |
$8.08M - $8.75M
|
401K
$8.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
80.8K+ 5.99% |
$1.63M - $1.77M
|
1.43M
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
57.3KNew |
$1.16M - $1.25M
|
57.3K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
47.6K+ 261.76% |
$960K - $1.04M
|
65.8K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
37.1KNew |
$748K - $810K
|
37.1K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
26.7KNew |
$539K - $584K
|
26.7K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.8KNew |
$480K - $520K
|
23.8K
$486K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19.7K+ 11.82% |
$398K - $431K
|
187K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.1K+ 4.52% |
$325K - $351K
|
372K
$7.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14.8KNew |
$299K - $323K
|
14.8K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 29.8% |
$282K - $306K
|
61K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
12K+ 9.38% |
$242K - $262K
|
140K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.6KNew |
$235K - $254K
|
11.6K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.2K+ 35.42% |
$226K - $245K
|
42.9K
$874K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.09K+ 6.93% |
$163K - $177K
|
125K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.66K+ 77.53% |
$154K - $167K
|
17.5K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.44K+ 15.56% |
$150K - $162K
|
55.2K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.68K+ 10.39% |
$135K - $146K
|
71K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
6.49K+ 10.12% |
$131K - $142K
|
70.6K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.3K+ 3.59% |
$107K - $116K
|
153K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.64K+ 15.77% |
$93.7K - $101K
|
34.1K
$696K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.4K+ 28.68% |
$88.6K - $96K
|
19.7K
$402K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.25KNew |
$85.8K - $92.9K
|
4.25K
$86.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.9K+ 1.72% |
$58.5K - $63.3K
|
171K
$3.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.61K+ 4.43% |
$52.5K - $56.9K
|
61.5K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5K+ 1.82% |
$50.5K - $54.7K
|
140K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 5.01% |
$39.8K - $43.1K
|
41.4K
$844K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.74KNew |
$35.2K - $38.1K
|
1.74K
$35.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.33K+ 2.06% |
$26.7K - $29K
|
65.6K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.2K+ 1.92% |
$24.2K - $26.2K
|
63.7K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1K+ 100.0% |
$20.2K - $21.8K
|
2K
$40.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
842New |
$17K - $18.4K
|
842
$17.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
533+ 106.6% |
$10.8K - $11.6K
|
1.03K
$21.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
474+ 126.4% |
$9.56K - $10.4K
|
849
$17.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
405+ 0.25% |
$8.17K - $8.85K
|
164K
$3.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
280+ 6.84% |
$5.65K - $6.12K
|
4.38K
$89.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
256+ 0.42% |
$5.16K - $5.59K
|
60.5K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
226New |
$4.56K - $4.94K
|
226
$4.61K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
67+ 0.54% |
$1.35K - $1.46K
|
12.6K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35+ 0.31% |
$706 - $764
|
11.2K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 1.85% |
$424 - $459
|
1.16K
$23.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 2.31% |
$60.5 - $65.5
|
133
$2.71K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.08% |
$20.2 - $21.8
|
1.27K
$25.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-229- 1.35% |
$4.62K - $5K
|
16.7K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-355- 1.68% |
$7.16K - $7.75K
|
20.8K
$424K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-475Closed |
$9.58K - $10.4K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-676- 4.21% |
$13.6K - $14.8K
|
15.4K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-725- 1.34% |
$14.6K - $15.8K
|
53.4K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-726- 4.59% |
$14.6K - $15.9K
|
15.1K
$308K
|