Latest Institutional Purchases of Cohen & Steers Tax Advantaged Preferred Securities & Income Fund (PTA)
This list provides information on the latest institutional transactions involving Cohen & Steers Tax Advantaged Preferred Securities & Income Fund (PTA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
|
- |
500KNew |
$9.56M - $10.6M
|
500K
$9.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 10669.0% |
$2.04M - $2.26M
|
108K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
32.4K+ 167.54% |
$619K - $686K
|
51.7K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
31.4KNew |
$601K - $665K
|
31.4K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.9KNew |
$476K - $527K
|
24.9K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
21.9KNew |
$419K - $464K
|
21.9K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.7KNew |
$414K - $458K
|
21.7K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.6KNew |
$337K - $373K
|
17.6K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10KNew |
$192K - $212K
|
10K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.58K+ 25.97% |
$183K - $203K
|
46.5K
$922K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.24K+ 16.28% |
$158K - $175K
|
58.9K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.92K+ 38.23% |
$113K - $125K
|
21.4K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.18K+ 11.7% |
$99K - $110K
|
49.5K
$982K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.96KNew |
$94.8K - $105K
|
4.96K
$98.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.03K+ 141.87% |
$38.9K - $43K
|
3.47K
$68.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2KNew |
$38.2K - $42.3K
|
2K
$39.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.4K+ 11.91% |
$26.8K - $29.6K
|
13.2K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
608+ 2.77% |
$11.6K - $12.9K
|
22.5K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
139+ 1.15% |
$2.66K - $2.94K
|
12.3K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
134+ 0.16% |
$2.56K - $2.84K
|
85.3K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
96New |
$1.83K - $2.03K
|
96
$1.91K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
87+ 0.27% |
$1.66K - $1.84K
|
32.1K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
79+ 0.57% |
$1.51K - $1.67K
|
13.8K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18+ 1.13% |
$344 - $381
|
1.6K
$31.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
375K+ 2830.93% |
$7.3M - $7.89M
|
388K
$7.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122K+ 18.22% |
$2.37M - $2.56M
|
789K
$15.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
80.6KNew |
$1.57M - $1.7M
|
80.6K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.9K+ 0.77% |
$505K - $546K
|
3.39M
$67.2M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.6KNew |
$245K - $265K
|
12.6K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.95K+ 30.86% |
$174K - $188K
|
38K
$753K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400+ 16.0% |
$7.79K - $8.41K
|
2.9K
$57.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46+ 0.27% |
$896 - $967
|
17.4K
$345K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.3KNew |
$316K - $343K
|
17.3K
$343K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
800New |
$14.6K - $15.9K
|
800
$15.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
104+ 1.42% |
$1.9K - $2.06K
|
7.45K
$148K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20New |
$366 - $397
|
20
$397
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$194K - $211K
|
10.7K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.7KNew |
$193K - $211K
|
10.7K
$213K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.47KNew |
$153K - $166K
|
8.47K
$168K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
525New |
$9.47K - $10.3K
|
525
$10.4K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34.4KNew |
$568K - $640K
|
34.4K
$683K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
27.7KNew |
$457K - $515K
|
27.7K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
26.1K+ 7.44% |
$432K - $486K
|
378K
$7.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.1KNew |
$299K - $336K
|
18.1K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.56KNew |
$42.3K - $47.6K
|
2.56K
$50.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2KNew |
$33K - $37.2K
|
2K
$39.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
600New |
$9.91K - $11.2K
|
600
$11.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
581+ 58100.0% |
$9.59K - $10.8K
|
582
$11.6K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1KNew |
$17.3K - $18.3K
|
1K
$19.9K
|
|