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 |
|---|---|---|---|---|---|
| UBS GROUP AG | 02/14/2025 | 1.43 M | $28.90 M | 5.99% | 4.92% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/24/2025 | 418,000 | $8.51 M | -5.18% | 1.44% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 400,571 | $8.09 M | 100.00% | 1.38% |
| INVESCO LTD. | 02/13/2025 | 395,193 | $7.98 M | -13.11% | 1.36% |
| ROYAL BANK OF CANADA | 02/14/2025 | 371,915 | $7.51 M | 4.52% | 1.28% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/12/2025 | 186,703 | $3.77 M | 11.83% | 0.64% |
| GREATMARK INVESTMENT PARTNERS, INC. | 02/10/2025 | 171,425 | $3.46 M | 1.72% | 0.59% |
| SYNOVUS FINANCIAL CORP | 02/13/2025 | 164,413 | $3.32 M | 0.25% | 0.57% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 163,133 | $3.30 M | -6.88% | 0.56% |
| NEWEDGE WEALTH, LLC | 02/05/2025 | 152,981 | $3.09 M | 3.59% | 0.53% |
| BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 140,414 | $2.84 M | 1.82% | 0.48% |
| GLAXIS CAPITAL MANAGEMENT, LLC | 02/07/2025 | 140,000 | $2.83 M | 9.38% | 0.48% |
| BALDWIN BROTHERS LLC/MA | 01/22/2025 | 88,778 | $1.79 M | -0.83% | 0.31% |
| OPPENHEIMER & CO INC | 02/05/2025 | 70,972 | $1.43 M | 10.39% | 0.24% |
| SHAKER FINANCIAL SERVICES, LLC | 02/13/2025 | 70,608 | $1.43 M | 10.12% | 0.24% |
| CERITY PARTNERS LLC | 02/13/2025 | 69,400 | $1.40 M | 0.00% | 0.24% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2025 | 65,786 | $1.33 M | 261.76% | 0.23% |
| ODER INVESTMENT MANAGEMENT, LLC | 02/13/2025 | 65,649 | $1.33 M | 2.06% | 0.23% |
| FIERA CAPITAL CORP | 01/29/2025 | 63,000 | $1.27 M | -6.56% | 0.22% |
| 01/31/2025 | 61,455 | $1.28 M | 4.43% | 0.21% | |
| GUGGENHEIM CAPITAL LLC | 02/13/2025 | 61,123 | $1.23 M | -6.01% | 0.21% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 60,952 | $1.23 M | 29.80% | 0.21% |
| LEXAURUM ADVISORS, LLC | 01/21/2025 | 60,507 | $1.22 M | 0.42% | 0.21% |
| MAI CAPITAL MANAGEMENT | 02/14/2025 | 57,266 | $1.16 M | 100.00% | 0.20% |
| BEACON POINTE ADVISORS, LLC | 02/14/2025 | 55,223 | $1.12 M | 15.56% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 53,368 | $1.08 M | -1.34% | 0.18% |
| CHOREO, LLC | 01/27/2025 | 42,852 | $866,617 | 35.42% | 0.15% |
| LIDO ADVISORS, LLC | 02/14/2025 | 41,390 | $836,078 | 5.01% | 0.14% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/14/2025 | 37,107 | $749,561 | 100.00% | 0.13% |
| ATRIA INVESTMENTS, INC | 02/06/2025 | 34,101 | $688,840 | 15.77% | 0.12% |
| READYSTATE ASSET MANAGEMENT LP | 02/14/2025 | 26,732 | $539,986 | 100.00% | 0.09% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/15/2025 | 23,815 | $481,056 | 100.00% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 20,768 | $420,000 | -1.68% | 0.07% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/28/2025 | 17,529 | $354,086 | 77.53% | 0.06% |
| EVERPAR ADVISORS LLC | 01/15/2025 | 17,265 | $348,753 | -15.79% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 17,229 | $371,839 | -59.49% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 16,719 | $337,726 | -1.35% | 0.06% |
| PROSPERA FINANCIAL SERVICES INC | 02/13/2025 | 15,400 | $311,080 | -4.21% | 0.05% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 15,102 | $305,069 | -4.59% | 0.05% |
| CAPROCK GROUP, LLC | 01/23/2025 | 15,025 | $303,505 | 0.00% | 0.05% |
| BRYN MAWR TRUST CO | 01/28/2025 | 15,000 | $303,000 | 0.00% | 0.05% |
| MAGNUS FINANCIAL GROUP LLC | 01/17/2025 | 14,800 | $298,960 | 100.00% | 0.05% |
| BARRETT & COMPANY, INC. | 01/28/2025 | 12,589 | $254,301 | 0.54% | 0.04% |
| HRT FINANCIAL LP | 02/14/2025 | 11,629 | $234,000 | 100.00% | 0.04% |
| CREATIVE PLANNING | 02/14/2025 | 11,443 | $231,149 | -53.45% | 0.04% |
| WETHERBY ASSET MANAGEMENT INC | 02/14/2025 | 10,000 | $202,000 | 0.00% | 0.03% |
| VENTURI WEALTH MANAGEMENT, LLC | 01/31/2025 | 4,376 | $88,393 | 6.84% | 0.02% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/03/2025 | 4,252 | $85,890 | 100.00% | 0.01% |
| WR WEALTH PLANNERS, LLC | 02/05/2025 | 4,000 | $80,800 | 0.00% | 0.01% |
| SPIRE WEALTH MANAGEMENT | 01/24/2025 | 2,919 | $58,964 | 0.00% | 0.01% |
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Cohen & Steers Limited Duration Preferred and Income Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 97 institutional investors and hedge funds held shares of Cohen & Steers Limited Duration Preferred and Income Fund, Inc.. The most heavily invested institutionals were:
UBS Group AG: 1.43 M
Chicago Partners Investment Group LLC: 418,000
RAYMOND JAMES FINANCIAL INC: 400,571
Invesco Ltd.: 395,193
ROYAL BANK OF CANADA: 371,915
Thomas J. Herzfeld Advisors, Inc.: 186,703
26.17% of Cohen & Steers Limited Duration Preferred and Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.99 M shares in the last 24 months. This purchase volume represents approximately $183.79 M in transactions.