Cohen & Steers Select 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 | 655.03 K | $13.19 M | -24.06% | 5.45% |
| UBS GROUP AG | 08/13/2026 | 360.74 K | $7.26 M | 2.51% | 3.00% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 170.55 K | $3.43 M | 4.42% | 1.42% |
| INVESCO LTD. | 08/14/2026 | 161.04 K | $3.24 M | 5.01% | 1.34% |
| BALDWIN WEALTH PARTNERS LLC/MA | 07/14/2026 | 157.15 K | $3.16 M | -2.28% | 1.31% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 129.64 K | $2.61 M | -0.70% | 1.08% |
| FIERA CAPITAL CORP | 08/07/2026 | 103.23 K | $2.08 M | 3.31% | 0.86% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 100.81 K | $2.03 M | 9.71% | 0.84% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 98.82 K | $1.99 M | 27.03% | 0.82% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 90.84 K | $1.83 M | 11.75% | 0.76% |
| LPL FINANCIAL LLC | 08/07/2026 | 86.18 K | $1.73 M | 5.51% | 0.72% |
| GRIDIRON PARTNERS, LLC | 08/05/2026 | 84.34 K | $1.70 M | 147.43% | 0.70% |
| PETTINGA FINANCIAL ADVISORS LLC | 07/09/2026 | 80.76 K | $1.63 M | 101.16% | 0.67% |
| ROYAL BANK OF CANADA | 08/14/2026 | 75.94 K | $1.53 M | 1.59% | 0.63% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 62.82 K | $1.26 M | -43.80% | 0.52% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 60.88 K | $1.23 M | 0.00% | 0.51% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 55.38 K | $1.11 M | 0.44% | 0.46% |
| GLAXIS CAPITAL MANAGEMENT, LLC | 08/11/2026 | 50.00 K | $1.01 M | 9.17% | 0.42% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 48.50 K | $976.20 K | -17.69% | 0.40% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 39.33 K | $791.83 K | 1.49% | 0.33% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 34.11 K | $686.61 K | 0.44% | 0.28% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 33.08 K | $665.88 K | 0.06% | 0.28% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 29.82 K | $600.35 K | -22.05% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 27.44 K | $552.26 K | -1.82% | 0.23% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 07/24/2026 | 27.27 K | $548.93 K | 0.00% | 0.23% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 20.06 K | $403.71 K | 16.40% | 0.17% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 19.86 K | $399.78 K | -19.70% | 0.17% |
| COMPOSITION WEALTH, LLC | 07/22/2026 | 17.31 K | $348.42 K | -3.03% | 0.14% |
| US BANCORP \DE\ | 08/12/2026 | 14.91 K | $300.16 K | 0.00% | 0.12% |
| CORNERSTONE ADVISORY, LLC | 07/29/2026 | 14.00 K | $281.82 K | -30.00% | 0.12% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 12.93 K | $260.26 K | 1.74% | 0.11% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 12.80 K | $257.63 K | -4.45% | 0.11% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 12.07 K | $243.05 K | 0.00% | 0.10% |
| PHYSICIAN WEALTH ADVISORS, INC. | 07/20/2026 | 11.14 K | $224.25 K | 0.00% | 0.09% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 10.00 K | $201.30 K | 0.00% | 0.08% |
| PALADIN PARTNERS, LLC | 08/07/2026 | 5.93 K | $119.37 K | 0.00% | 0.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 4.96 K | $99.93 K | -63.37% | 0.04% |
| FIFTH THIRD BANCORP | 08/05/2026 | 4.82 K | $96.96 K | -62.23% | 0.04% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 4.73 K | $95.26 K | 0.00% | 0.04% |
| AMERIFLEX GROUP, INC. | 08/14/2026 | 3.65 K | $73.48 K | 0.00% | 0.03% |
| MASSMUTUAL PRIVATE WEALTH & TRUST, FSB | 07/02/2026 | 2.72 K | $54.81 K | 0.00% | 0.02% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 2.00 K | $40.26 K | 0.00% | 0.02% |
| IFG ADVISORY, LLC | 08/14/2026 | 1.78 K | $35.73 K | 100.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 1.41 K | $28.30 K | -43.78% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 1.36 K | $27.44 K | 100.00% | 0.01% |
| HIGHLAND INVESTMENT ADVISORS LLC | 08/13/2026 | 1.10 K | $22.14 K | 100.00% | 0.01% |
| BARRETT & COMPANY, INC. | 07/24/2026 | 650 | $13.09 K | 0.00% | 0.01% |
| HILLTOP NATIONAL BANK | 07/02/2026 | 600 | $12.08 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 500 | $10.07 K | 0.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 450 | $9.06 K | -30.77% | 0.00% |
Cohen & Steers Select Preferred and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 85 institutional investors and hedge funds held shares of Cohen & Steers Select Preferred and Income Fund Inc. The most heavily invested institutionals were:
BALDWIN WEALTH PARTNERS LLC/MA: 154,833
Smith Asset Management Co., LLC: 126,979
Gridiron Partners, LLC: 84,339
Shaker Financial Services, LLC: 72,564
Pettinga Financial Advisors LLC: 65,498
Glaxis Capital Management, LLC: 55,000
24.99% of Cohen & Steers Select Preferred and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.57 M shares in the last 24 months. This purchase volume represents approximately $70.53 M in transactions.