Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 3.87 M | $72.57 M | 11.58% | 7.51% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 3.69 M | $69.22 M | -10.39% | 7.16% |
| UBS GROUP AG | 05/05/2026 | 2.39 M | $44.75 M | 2.28% | 4.63% |
| ROYAL BANK OF CANADA | 05/15/2026 | 719.12 K | $13.48 M | 3.44% | 1.39% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 433.71 K | $8.13 M | -13.62% | 0.84% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 264.07 K | $4.95 M | -1.68% | 0.51% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 201.35 K | $3.77 M | 8.26% | 0.39% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 146.19 K | $2.74 M | -0.88% | 0.28% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 145.75 K | $2.73 M | 43.33% | 0.28% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 81.09 K | $1.52 M | 100.00% | 0.16% |
| FIFTH THIRD BANCORP | 05/01/2026 | 70.59 K | $1.32 M | 100.00% | 0.14% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 65.59 K | $1.23 M | 16.31% | 0.13% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 65.47 K | $1.30 M | 20.78% | 0.13% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 62.83 K | $1.18 M | 100.00% | 0.12% |
| LPL FINANCIAL LLC | 05/06/2026 | 59.87 K | $1.12 M | -16.72% | 0.12% |
| CITADEL ADVISORS LLC | 05/15/2026 | 58.58 K | $1.10 M | 43.90% | 0.11% |
| OPPENHEIMER & CO INC | 04/24/2026 | 55.03 K | $1.03 M | 11.71% | 0.11% |
| PETTINGA FINANCIAL ADVISORS, LLC | 04/13/2026 | 53.16 K | $996.29 K | -14.96% | 0.10% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 50.89 K | $646.78 K | -13.92% | 0.10% |
| LIDO ADVISORS, LLC | 05/13/2026 | 45.79 K | $858.01 K | 0.00% | 0.09% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 42.35 K | $793.57 K | 15.61% | 0.08% |
| COLONY GROUP, LLC | 05/15/2026 | 34.49 K | $646.41 K | -6.93% | 0.07% |
| RFG ADVISORY, LLC | 04/20/2026 | 31.56 K | $591.36 K | 17.16% | 0.06% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 29.18 K | $546.80 K | -63.68% | 0.06% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 28.56 K | $535.26 K | -0.49% | 0.06% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 28.52 K | $534.48 K | 100.00% | 0.06% |
| JPMORGAN CHASE & CO | 05/13/2026 | 25.00 K | $453.50 K | 100.00% | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 21.63 K | $405.41 K | -4.19% | 0.04% |
| LEXAURUM ADVISORS, LLC | 04/13/2026 | 19.30 K | $361.74 K | 100.00% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 19.06 K | $357.13 K | 6.64% | 0.04% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 18.84 K | $353.08 K | 22.46% | 0.04% |
| 04/16/2026 | 16.69 K | $312.85 K | 100.00% | 0.03% | |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 15.26 K | $294.63 K | -29.43% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 12.49 K | $234.00 K | 6.49% | 0.02% |
| 05/11/2026 | 12.49 K | $233.97 K | 2.11% | 0.02% | |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 12.33 K | $230.98 K | -5.64% | 0.02% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 12.21 K | $229.00 K | -7.87% | 0.02% |
| CHOREO, LLC | 05/13/2026 | 12.02 K | $225.24 K | 100.00% | 0.02% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 11.79 K | $220.92 K | 2.22% | 0.02% |
| 05/11/2026 | 11.72 K | $219.69 K | 0.42% | 0.02% | |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 10.90 K | $204.27 K | 0.00% | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 10.60 K | $198.59 K | 100.00% | 0.02% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 9.31 K | $174.43 K | -68.00% | 0.02% |
| PARVIN ASSET MANAGEMENT, LLC | 05/18/2026 | 9.00 K | $168.66 K | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 7.63 K | $143.07 K | 8.53% | 0.01% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 7.09 K | $132.77 K | 237.38% | 0.01% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 4.80 K | $89.95 K | 0.00% | 0.01% |
| MASSMUTUAL TRUST CO FSB/ADV | 04/13/2026 | 2.28 K | $42.73 K | 0.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 1.86 K | $34.76 K | 100.00% | 0.00% |
| IFP ADVISORS, INC | 04/13/2026 | 1.43 K | $26.85 K | 0.00% | 0.00% |
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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 3.87 M
BANK OF AMERICA CORP /DE/: 3.69 M
UBS Group AG: 2.39 M
ROYAL BANK OF CANADA: 719,118
RAYMOND JAMES FINANCIAL INC: 433,712
Logan Stone Capital, LLC: 264,073
25.24% of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.01 M shares in the last 24 months. This purchase volume represents approximately $267.76 M in transactions.