Cohen & Steers Limited Duration Preferred and Income Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 2.09 M | $44.22 M | 2.39% | 7.19% |
| UBS GROUP AG | 08/13/2026 | 1.39 M | $29.41 M | 0.04% | 4.78% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 468.77 K | $9.70 M | 7.01% | 1.61% |
| INVESCO LTD. | 08/14/2026 | 467.10 K | $9.88 M | 4.35% | 1.61% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 295.46 K | $6.25 M | 143.61% | 1.02% |
| GLAXIS CAPITAL MANAGEMENT, LLC | 08/11/2026 | 270.00 K | $5.71 M | 3.13% | 0.93% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 246.05 K | $5.21 M | 238.13% | 0.85% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 237.00 K | $5.01 M | -35.09% | 0.82% |
| ROYAL BANK OF CANADA | 08/14/2026 | 225.62 K | $4.77 M | 1.46% | 0.78% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 181.46 K | $3.84 M | 118.60% | 0.62% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 170.00 K | $3.60 M | -4.10% | 0.58% |
| GREATMARK INVESTMENT PARTNERS, INC. | 07/24/2026 | 168.28 K | $3.56 M | -1.46% | 0.58% |
| PINNACLE FINANCIAL PARTNERS, INC. | 08/14/2026 | 168.14 K | $3.56 M | 0.42% | 0.58% |
| LPL FINANCIAL LLC | 08/07/2026 | 157.14 K | $3.33 M | 3.40% | 0.54% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 153.40 K | $3.25 M | 156.24% | 0.53% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 147.59 K | $3.12 M | 8.08% | 0.51% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 145.56 K | $3.05 M | 9.69% | 0.50% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 144.13 K | $3.05 M | -0.92% | 0.50% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 137.74 K | $2.91 M | 32.71% | 0.47% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 116.91 K | $2.47 M | -40.15% | 0.40% |
| ODER INVESTMENT MANAGEMENT, LLC | 08/11/2026 | 77.59 K | $1.64 M | 4.05% | 0.27% |
| PLATT WEALTH MANAGEMENT LLC | 08/03/2026 | 74.66 K | $1.58 M | -0.27% | 0.26% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 66.21 K | $1.40 M | -0.56% | 0.23% |
| WJ FINANCIAL ADVISORS LLC | 08/13/2026 | 65.95 K | $1.40 M | 13.09% | 0.23% |
| OPPENHEIMER & CO INC | 08/03/2026 | 62.68 K | $1.33 M | -0.08% | 0.22% |
| FIERA CAPITAL CORP | 08/07/2026 | 57.37 K | $1.21 M | 2.73% | 0.20% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 55.86 K | $1.18 M | 0.02% | 0.19% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 54.50 K | $1.15 M | -6.47% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 53.53 K | $1.13 M | 1.23% | 0.18% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 52.83 K | $1.12 M | -5.19% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 51.99 K | $1.10 M | -1.05% | 0.18% |
| BREACHWAY INVESTMENTS LLC | 07/13/2026 | 47.51 K | $1.01 M | -0.77% | 0.16% |
| LIDO ADVISORS, LLC | 08/07/2026 | 43.88 K | $928.40 K | 6.00% | 0.15% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 42.71 K | $903.71 K | 6.32% | 0.15% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 36.61 K | $774.69 K | -60.61% | 0.13% |
| INDEPENDENT WEALTH NETWORK INC. | 07/20/2026 | 36.40 K | $770.13 K | 100.00% | 0.13% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 31.95 K | $675.99 K | 14.08% | 0.11% |
| FIFTH THIRD BANCORP | 08/05/2026 | 31.46 K | $665.67 K | -1.44% | 0.11% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 29.36 K | $621.28 K | 5.81% | 0.10% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 29.30 K | $619.91 K | 14.02% | 0.10% |
| LEXAURUM ADVISORS, LLC | 07/15/2026 | 24.96 K | $528.24 K | -11.26% | 0.09% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 23.91 K | $506.00 K | 0.01% | 0.08% |
| CHOREO, LLC | 08/04/2026 | 20.05 K | $424.34 K | 14.71% | 0.07% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 18.11 K | $383.19 K | -4.77% | 0.06% |
| CAPROCK GROUP, LLC | 07/27/2026 | 15.03 K | $317.93 K | 0.00% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 13.87 K | $293.53 K | -25.75% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 13.70 K | $289.98 K | 6.22% | 0.05% |
| FINANCIAL SECURITY ADVISOR, INC. | 08/11/2026 | 13.50 K | $285.66 K | 0.00% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 13.30 K | $281.43 K | 0.00% | 0.05% |
| EVERPAR ADVISORS LLC | 07/09/2026 | 13.29 K | $281.22 K | 0.00% | 0.05% |
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Cohen & Steers Limited Duration Preferred and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 129 institutional investors and hedge funds held shares of Cohen & Steers Limited Duration Preferred and Income Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 2.09 M
UBS Group AG: 1.39 M
Chicago Partners Investment Group LLC: 468,773
Invesco Ltd.: 467,104
Sanctuary Advisors, LLC: 295,463
Glaxis Capital Management, LLC: 270,000
29.72% of Cohen & Steers Limited Duration Preferred and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.39 M shares in the last 24 months. This purchase volume represents approximately $213.18 M in transactions.