Latest Institutional Transactions on Cohen & Steers Reit & Preferred & Income Fund Inc (RNP)
This table provides information on the latest institutional transactions involving Cohen & Steers Reit & Preferred & Income Fund Inc (RNP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
6+ 1.97% |
$124 - $142
|
310
$6.41K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
128+ 1.84% |
$2.65K - $3.04K
|
7.1K
$147K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9.9KNew |
$205K - $235K
|
9.9K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-300- 57.92% |
$6.2K - $7.12K
|
218
$4.51K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28New |
$579 - $664
|
28
$579
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
422New |
$8.66K - $10.2K
|
422
$8.73K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
3.18KNew |
$65.2K - $77.1K
|
3.18K
$65.8K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 79.43% |
$20.5K - $24.3K
|
259
$5.36K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.8KNew |
$221K - $261K
|
10.8K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.4KNew |
$235K - $277K
|
11.4K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.09K- 18.72% |
$63.4K - $74.9K
|
13.4K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.63K- 26.18% |
$74.5K - $88.1K
|
10.2K
$212K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.5KNew |
$51.3K - $60.6K
|
2.5K
$51.7K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
125New |
$2.56K - $3.03K
|
125
$2.59K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
59+ 0.22% |
$1.21K - $1.43K
|
26.8K
$554K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.42K+ 0.53% |
$29.1K - $34.5K
|
269K
$5.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13- 0.01% |
$267 - $315
|
117K
$2.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
625New |
$12.8K - $15.2K
|
625
$12.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17+ 1.74% |
$349 - $412
|
994
$20.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.7KNew |
$302K - $357K
|
14.7K
$305K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
9.77KNew |
$200K - $237K
|
9.77K
$202K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
25+ 0.16% |
$471 - $518
|
15.6K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
21.1KNew |
$397K - $437K
|
21.1K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.75KNew |
$51.8K - $56.9K
|
2.75K
$56.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
272New |
$5.12K - $5.63K
|
272
$5.63K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
650New |
$12.2K - $13.5K
|
650
$13.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-980- 5.81% |
$18.5K - $20.3K
|
15.9K
$329K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
52New |
$979 - $1.08K
|
52
$1.08K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.04KNew |
$20.3K - $22K
|
1.04K
$21.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.69K+ 2.48% |
$33.1K - $35.8K
|
70K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
359New |
$7.01K - $7.59K
|
359
$7.43K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.71KNew |
$52.9K - $57.2K
|
2.71K
$56K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
410New |
$8K - $8.66K
|
410
$8.48K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.71K- 9.78% |
$33.3K - $36K
|
15.7K
$326K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-600- 50.0% |
$11.7K - $12.7K
|
600
$12.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6.16K- 30.02% |
$120K - $130K
|
14.4K
$297K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-750- 9.41% |
$14.6K - $15.8K
|
7.22K
$149K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
24.2KNew |
$473K - $512K
|
24.2K
$501K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
400New |
$7.81K - $8.45K
|
400
$8.28K
|
|
| Q4 2023 | |||||||
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.22KNew |
$34.5K - $45K
|
2.22K
$46K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80+ 15.38% |
$1.24K - $1.62K
|
600
$12.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
43.4KNew |
$675K - $879K
|
43.4K
$899K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.5KNew |
$194K - $253K
|
12.5K
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.33K- 4.26% |
$20.7K - $27K
|
29.9K
$618K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-573- 0.94% |
$8.9K - $11.6K
|
60.2K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.4K- 54.75% |
$37.4K - $48.7K
|
1.99K
$41.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.95KNew |
$155K - $202K
|
9.95K
$206K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
300New |
$4.66K - $6.08K
|
300
$6.21K
|
|