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 | 05/15/2026 | 2.04 M | $40.76 M | 3.81% | 7.02% |
| UBS GROUP AG | 05/05/2026 | 1.39 M | $27.74 M | 0.60% | 4.78% |
| INVESCO LTD. | 05/12/2026 | 447.63 K | $8.94 M | 23.63% | 1.54% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 438.08 K | $9.17 M | -2.42% | 1.51% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 365.13 K | $7.29 M | -9.61% | 1.26% |
| GLAXIS CAPITAL MANAGEMENT, LLC | 05/11/2026 | 261.80 K | $5.23 M | 12.94% | 0.90% |
| ROYAL BANK OF CANADA | 05/15/2026 | 222.37 K | $4.44 M | -5.22% | 0.76% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 195.34 K | $3.90 M | -8.77% | 0.67% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 177.28 K | $3.54 M | -3.56% | 0.61% |
| GREATMARK INVESTMENT PARTNERS, INC. | 04/28/2026 | 170.78 K | $3.41 M | -0.61% | 0.59% |
| 05/14/2026 | 167.43 K | $3.34 M | 0.88% | 0.58% | |
| LPL FINANCIAL LLC | 05/06/2026 | 151.97 K | $3.03 M | 3.25% | 0.52% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 145.46 K | $2.90 M | 1.78% | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 136.56 K | $2.73 M | -13.71% | 0.47% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 132.70 K | $2.78 M | 20.81% | 0.46% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 121.29 K | $2.42 M | 13.59% | 0.42% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 103.79 K | $2.07 M | -16.32% | 0.36% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 92.94 K | $1.86 M | -1.03% | 0.32% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 83.01 K | $1.66 M | 100.00% | 0.29% |
| 05/01/2026 | 74.87 K | $1.50 M | -10.08% | 0.26% | |
| ODER INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 74.57 K | $1.49 M | 0.81% | 0.26% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 72.77 K | $1.45 M | 40.37% | 0.25% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 66.58 K | $1.33 M | 81.83% | 0.23% |
| OPPENHEIMER & CO INC | 04/24/2026 | 62.73 K | $1.25 M | 1.47% | 0.22% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 59.87 K | $1.20 M | -14.99% | 0.21% |
| 05/04/2026 | 58.31 K | $1.16 M | 9.28% | 0.20% | |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 58.27 K | $1.16 M | -0.08% | 0.20% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 55.85 K | $1.12 M | 7.98% | 0.19% |
| FIERA CAPITAL CORP | 05/12/2026 | 55.84 K | $1.12 M | -3.51% | 0.19% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 55.72 K | $1.11 M | -13.92% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 52.88 K | $1.06 M | -6.93% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 52.54 K | $1.05 M | -3.11% | 0.18% |
| 04/13/2026 | 47.88 K | $973.40 K | 0.10% | 0.16% | |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 44.53 K | $889.24 K | 100.00% | 0.15% |
| LIDO ADVISORS, LLC | 05/13/2026 | 41.39 K | $826.56 K | 0.00% | 0.14% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 40.17 K | $802.22 K | 15.06% | 0.14% |
| FIFTH THIRD BANCORP | 05/01/2026 | 31.92 K | $637.41 K | 100.00% | 0.11% |
| LEXAURUM ADVISORS, LLC | 04/13/2026 | 28.13 K | $561.82 K | 100.00% | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 28.00 K | $559.24 K | 37.63% | 0.10% |
| 04/17/2026 | 27.75 K | $554.17 K | 11.83% | 0.10% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 27.21 K | $543.34 K | 23.77% | 0.09% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 26.68 K | $532.84 K | 100.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 25.69 K | $513.11 K | 29.03% | 0.09% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 23.91 K | $477.51 K | 102.76% | 0.08% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 19.13 K | $382.09 K | 100.00% | 0.07% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 19.02 K | $379.75 K | 61.36% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 18.68 K | $373.09 K | 35.22% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 17.93 K | $358.00 K | -20.99% | 0.06% |
| CHOREO, LLC | 05/13/2026 | 17.48 K | $349.14 K | -12.57% | 0.06% |
| CAPROCK GROUP, LLC | 05/11/2026 | 15.03 K | $300.05 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, 122 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: 2.04 M
UBS Group AG: 1.39 M
Invesco Ltd.: 447,633
Chicago Partners Investment Group LLC: 438,083
RAYMOND JAMES FINANCIAL INC: 365,133
Glaxis Capital Management, LLC: 261,800
28.54% of Cohen & Steers Limited Duration Preferred and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 9.66 M shares in the last 24 months. This purchase volume represents approximately $198.17 M in transactions.