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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
321K+ 9.6% |
$6.3M - $6.71M
|
3.67M
$71.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
97.3K+ 2.5% |
$1.91M - $2.03M
|
3.99M
$78.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.9K+ 13.87% |
$449K - $478K
|
188K
$3.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.1KNew |
$434K - $462K
|
22.1K
$433K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16KNew |
$314K - $334K
|
16K
$313K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12KNew |
$236K - $251K
|
12K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$198K - $211K
|
10.1K
$198K
|
|
|
Nov 13, 2025
Q3 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
9.8KNew |
$192K - $205K
|
9.8K
$192K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.05K+ 20.07% |
$158K - $168K
|
48.2K
$943K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.01K+ 12.28% |
$98.2K - $105K
|
45.8K
$896K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.32K+ 9.32% |
$65K - $69.3K
|
38.9K
$761K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.23K+ 6.13% |
$63.3K - $67.4K
|
55.8K
$1.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.53K+ 6.28% |
$30K - $32K
|
25.9K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.21K+ 8.71% |
$23.7K - $25.3K
|
15.1K
$296K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
552+ 3.15% |
$10.8K - $11.5K
|
18.1K
$354K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
549+ 6.74% |
$10.8K - $11.5K
|
8.69K
$170K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$5.88K - $6.26K
|
300
$5.87K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
244+ 2.14% |
$4.78K - $5.09K
|
11.6K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
126+ 0.99% |
$2.47K - $2.63K
|
12.9K
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
90+ 0.41% |
$1.76K - $1.88K
|
22.3K
$437K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30+ 0.03% |
$588 - $626
|
107K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4New |
$78.4 - $83.5
|
4
$78.3
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.01% |
$58.8 - $62.6
|
48.7K
$953K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2+ 2.82% |
$39.2 - $41.8
|
73
$1.43K
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
12.8K+ 2235.66% |
$225K - $253K
|
13.4K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11KNew |
$194K - $218K
|
11K
$215K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.38KNew |
$130K - $146K
|
7.38K
$145K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.89KNew |
$50.9K - $57.2K
|
2.89K
$56.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
804New |
$14.2K - $15.9K
|
804
$15.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
600New |
$10.6K - $11.9K
|
600
$11.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
166New |
$2.92K - $3.29K
|
166
$3.25K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
153+ 1.23% |
$2.69K - $3.03K
|
12.6K
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.8KNew |
$92K - $97.2K
|
4.8K
$94K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.25K+ 32.32% |
$81.5K - $86.1K
|
17.4K
$341K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4K+ 200.0% |
$76.7K - $81K
|
6K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.65KNew |
$50.8K - $53.7K
|
2.65K
$51.9K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.1KNew |
$40.3K - $42.6K
|
2.1K
$41.2K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
500New |
$9.59K - $10.1K
|
500
$9.79K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
217New |
$4.16K - $4.39K
|
217
$4.25K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 3.45% |
$1.92K - $2.03K
|
3K
$58.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
65New |
$1.25K - $1.32K
|
65
$1.27K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
370KNew |
$7.08M - $7.84M
|
370K
$7.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
122KNew |
$2.33M - $2.58M
|
122K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
31.4KNew |
$601K - $665K
|
31.4K
$615K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.9KNew |
$476K - $527K
|
24.9K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.6KNew |
$337K - $373K
|
17.6K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
9KNew |
$172K - $191K
|
9K
$176K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.96KNew |
$94.8K - $105K
|
4.96K
$97.1K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
375K+ 2830.93% |
$7.3M - $7.89M
|
388K
$7.6M
|
|