Latest Institutional Purchases of Cohen & Steers Reit & Preferred & Income Fund Inc (RNP)
This list provides information on the latest institutional transactions involving Cohen & Steers Reit & Preferred & Income Fund Inc (RNP) 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.04KNew |
$87.8K - $99.1K
|
5.04K
$109K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$4.36K - $4.92K
|
250
$5.43K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
166New |
$2.89K - $3.26K
|
166
$3.6K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$1.74K - $1.97K
|
100
$2.17K
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8New |
$139 - $157
|
8
$174
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.62% |
$87.1 - $98.3
|
818
$17.8K
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.59% |
$17.4 - $19.7
|
64
$1.39K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
29.4KNew |
$531K - $684K
|
29.4K
$638K
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
17.5KNew |
$316K - $407K
|
17.5K
$380K
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.3KNew |
$222K - $286K
|
12.3K
$267K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.5KNew |
$45.1K - $58.2K
|
2.5K
$54.3K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
344New |
$6.21K - $8K
|
344
$7.47K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3KNew |
$58.7K - $72.8K
|
3K
$65.1K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.7KNew |
$33.3K - $41.2K
|
1.7K
$36.9K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.5KNew |
$29.4K - $36.4K
|
1.5K
$32.6K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200New |
$3.91K - $4.85K
|
200
$4.34K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
115New |
$2.25K - $2.79K
|
115
$2.5K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
80+ 4.78% |
$1.57K - $1.94K
|
1.75K
$38.1K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.73% |
$254 - $315
|
1.78K
$38.7K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
10New |
$196 - $243
|
10
$217
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
17.5KNew |
$334K - $447K
|
17.5K
$380K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
10.1KNew |
$192K - $257K
|
10.1K
$219K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.62K+ 4.37% |
$49.9K - $66.7K
|
62.5K
$1.36M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
900New |
$17.2K - $23K
|
900
$19.5K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
600New |
$11.4K - $15.3K
|
600
$13K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
112KNew |
$2.27M - $3.05M
|
112K
$2.42M
|
|
Aug 12, 2022
Q2 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
40.4KNew |
$820K - $1.1M
|
40.4K
$877K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.32K+ 59.82% |
$128K - $172K
|
16.9K
$366K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.07KNew |
$41.9K - $56.4K
|
2.07K
$44.9K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.76KNew |
$35.7K - $48K
|
1.76K
$38.2K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.03KNew |
$20.8K - $28K
|
1.03K
$22.3K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
945+ 675.0% |
$19.2K - $25.8K
|
1.09K
$23.6K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.6KNew |
$668K - $840K
|
28.6K
$621K
|
|
Q4 2021 | |||||||
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2KNew |
$51.6K - $57.2K
|
2K
$43.4K
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
365New |
$9.41K - $10.4K
|
365
$7.92K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
200New |
$5.16K - $5.72K
|
200
$4.34K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3New |
$76.9 - $85.1
|
3
$65.1
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
10.6KNew |
$261K - $291K
|
10.6K
$231K
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
7.4KNew |
$182K - $203K
|
7.4K
$161K
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
560New |
$13.7K - $15.3K
|
560
$12.2K
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
55KNew |
$1.17M - $1.34M
|
55K
$1.19M
|
|
Q4 2020 | |||||||
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8KNew |
$153K - $183K
|
8K
$174K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3K+ 45.02% |
$44.3K - $61.9K
|
9.66K
$210K
|
|
Q1 2020 | |||||||
May 05, 2020
Q1 2020
|
Investors Research Corp
|
BUY
|
- |
2.2KNew |
$23.9K - $55.6K
|
2.2K
$47.8K
|
|
Q4 2019 | |||||||
Feb 07, 2020
Q4 2019
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
209+ 2.12% |
$4.87K - $5.23K
|
10.1K
$218K
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
95.1KNew |
$1.91M - $2.07M
|
95.1K
$2.06M
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
33.3KNew |
$639K - $673K
|
33.3K
$723K
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
566New |
$10.9K - $11.4K
|
566
$12.3K
|
|
Q2 2018 | |||||||
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
33New |
$596 - $642
|
33
$716
|