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 | 02/13/2026 | 1.97 M | $41.62 M | 1.06% | 6.76% |
| UBS GROUP AG | 01/29/2026 | 1.38 M | $29.23 M | -1.82% | 4.75% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 448.94 K | $9.56 M | 3.64% | 1.54% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 403.95 K | $8.55 M | -0.83% | 1.39% |
| INVESCO LTD. | 02/19/2026 | 362.07 K | $7.67 M | -19.86% | 1.25% |
| ROYAL BANK OF CANADA | 02/17/2026 | 234.62 K | $4.97 M | -34.40% | 0.81% |
| GLAXIS CAPITAL MANAGEMENT, LLC | 02/12/2026 | 231.80 K | $4.91 M | 33.22% | 0.80% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 214.13 K | $4.53 M | -0.43% | 0.74% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 183.81 K | $3.89 M | -11.40% | 0.63% |
| GREATMARK INVESTMENT PARTNERS, INC. | 01/27/2026 | 171.83 K | $3.64 M | -0.04% | 0.59% |
| 02/18/2026 | 165.97 K | $3.51 B | 100.00% | 0.57% | |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 158.25 K | $3.35 M | -33.90% | 0.54% |
| LPL FINANCIAL LLC | 02/11/2026 | 147.19 K | $3.12 M | 5.65% | 0.51% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 142.93 K | $3.03 M | -0.89% | 0.49% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 124.04 K | $2.63 M | -43.92% | 0.43% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 109.85 K | $2.30 M | 9.54% | 0.38% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 106.77 K | $2.26 M | 4.58% | 0.37% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 93.90 K | $1.99 M | 11.15% | 0.32% |
| 02/06/2026 | 83.26 K | $1.76 M | 100.00% | 0.29% | |
| ODER INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 73.97 K | $1.57 M | -2.14% | 0.25% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 70.42 K | $1.49 M | 7.18% | 0.24% |
| CERITY PARTNERS LLC | 02/11/2026 | 69.40 K | $1.47 M | 0.00% | 0.24% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 64.74 K | $1.37 M | -16.24% | 0.22% |
| OPPENHEIMER & CO INC | 02/02/2026 | 61.83 K | $1.31 M | 0.47% | 0.21% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 58.31 K | $1.23 M | 0.20% | 0.20% |
| FIERA CAPITAL CORP | 02/11/2026 | 57.87 K | $1.23 M | 24.83% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 56.82 K | $1.20 M | 0.06% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 54.23 K | $1.15 M | -2.25% | 0.19% |
| 02/02/2026 | 53.36 K | $1.13 M | 1.23% | 0.18% | |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 51.84 K | $1.10 M | 8.35% | 0.18% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 51.73 K | $1.10 M | 0.02% | 0.18% |
| BALDWIN BROTHERS LLC/MA | 01/07/2026 | 50.39 K | $1.07 M | -6.59% | 0.17% |
| 01/27/2026 | 47.83 K | $1.01 M | 100.00% | 0.16% | |
| LIDO ADVISORS, LLC | 02/10/2026 | 41.39 K | $896.92 K | 0.00% | 0.14% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 36.62 K | $775.16 K | 257.37% | 0.13% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 34.91 K | $739.14 K | 6.40% | 0.12% |
| COMERICA BANK | 01/29/2026 | 31.92 K | $675.65 K | -40.80% | 0.11% |
| 01/28/2026 | 24.81 K | $525.31 K | -7.35% | 0.09% | |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 22.69 K | $480.00 K | 1.89% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 21.98 K | $465.36 K | 100.00% | 0.08% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 20.35 K | $430.75 K | 11.62% | 0.07% |
| CHOREO, LLC | 01/23/2026 | 20.00 K | $424.32 K | -37.54% | 0.07% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 19.91 K | $421.57 K | -5.08% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 18.73 K | $396.49 K | 100.00% | 0.06% |
| JANE STREET GROUP, LLC | 02/12/2026 | 15.78 K | $334.13 K | 100.00% | 0.05% |
| CAPROCK GROUP, LLC | 01/28/2026 | 15.03 K | $318.08 K | 0.00% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 13.82 K | $292.51 K | 100.00% | 0.05% |
| FINANCIAL SECURITY ADVISOR, INC. | 02/05/2026 | 13.50 K | $285.80 K | 100.00% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 13.30 K | $281.56 K | 0.00% | 0.05% |
| EVERPAR ADVISORS LLC | 01/07/2026 | 13.29 K | $281.35 K | -19.77% | 0.05% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Cohen & Steers Limited Duration Preferred and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 126 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: 1.39 M
Chicago Partners Investment Group LLC: 438,083
GREATMARK INVESTMENT PARTNERS, INC.: 170,775
ENVESTNET ASSET MANAGEMENT INC: 136,557
Rareview Capital LLC: 132,703
Sanctuary Advisors, LLC: 121,285
27.59% of Cohen & Steers Limited Duration Preferred and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.17 M shares in the last 24 months. This purchase volume represents approximately $208.56 M in transactions.