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 | 08/13/2026 | 4.15 M | $79.65 M | 7.24% | 8.05% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 3.53 M | $67.62 M | -4.55% | 6.84% |
| UBS GROUP AG | 08/13/2026 | 2.55 M | $48.95 M | 6.87% | 4.95% |
| ROYAL BANK OF CANADA | 08/14/2026 | 675.81 K | $12.96 M | -6.02% | 1.31% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 359.65 K | $6.90 M | -17.08% | 0.70% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 202.97 K | $3.89 M | 0.81% | 0.39% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 155.67 K | $2.99 M | 6.81% | 0.30% |
| LIDO ADVISORS, LLC | 08/07/2026 | 143.45 K | $2.75 M | 213.31% | 0.28% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 97.92 K | $1.88 M | -33.02% | 0.19% |
| PETTINGA FINANCIAL ADVISORS, LLC | 07/09/2026 | 85.60 K | $1.64 M | 61.01% | 0.17% |
| FIFTH THIRD BANCORP | 08/05/2026 | 70.02 K | $1.34 M | -0.81% | 0.14% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 68.48 K | $1.31 M | 8.99% | 0.13% |
| LPL FINANCIAL LLC | 08/07/2026 | 62.62 K | $1.20 M | 4.59% | 0.12% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 59.84 K | $1.15 M | -8.76% | 0.12% |
| OPPENHEIMER & CO INC | 08/03/2026 | 53.18 K | $1.02 M | -3.36% | 0.10% |
| CITADEL ADVISORS LLC | 09/02/2026 | 52.04 K | $998.19 K | -11.15% | 0.10% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 49.92 K | $957.37 K | 75.01% | 0.10% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 41.93 K | $804.22 K | -0.98% | 0.08% |
| RFG ADVISORY, LLC | 07/15/2026 | 40.67 K | $780.12 K | 28.89% | 0.08% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 35.57 K | $682.21 K | -30.10% | 0.07% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 33.96 K | $651.27 K | 18.88% | 0.07% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 27.39 K | $542.38 K | -58.16% | 0.05% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 27.01 K | $518.01 K | 77.01% | 0.05% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 24.97 K | $478.91 K | -90.54% | 0.05% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 22.26 K | $426.84 K | 18.12% | 0.04% |
| JANE STREET GROUP, LLC | 08/14/2026 | 22.24 K | $426.49 K | 100.00% | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 20.22 K | $387.85 K | -6.53% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 20.11 K | $385.72 K | 5.53% | 0.04% |
| LEXAURUM ADVISORS, LLC | 07/15/2026 | 19.40 K | $372.15 K | 0.52% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 17.45 K | $334.69 K | 100.00% | 0.03% |
| XTX TOPCO LTD | 08/14/2026 | 17.43 K | $334.29 K | 100.00% | 0.03% |
| COLONY GROUP, LLC | 08/12/2026 | 16.29 K | $312.54 K | -52.76% | 0.03% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 13.85 K | $266.00 K | 13.41% | 0.03% |
| CHOREO, LLC | 08/04/2026 | 13.10 K | $251.28 K | 9.00% | 0.03% |
| COFG ADVISORS, LLC | 08/14/2026 | 12.75 K | $244.48 K | 2.10% | 0.02% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 12.60 K | $241.56 K | 2.19% | 0.02% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 11.72 K | $224.85 K | 0.00% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 11.69 K | $224.00 K | -6.37% | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 10.72 K | $205.66 K | 1.18% | 0.02% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 10.40 K | $199.47 K | -4.59% | 0.02% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 10.26 K | $196.86 K | -12.94% | 0.02% |
| PARVIN ASSET MANAGEMENT, LLC | 08/17/2026 | 9.00 K | $172.62 K | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 7.39 K | $141.79 K | -3.17% | 0.01% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 6.29 K | $120.55 K | -11.29% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 5.16 K | $98.93 K | 100.00% | 0.01% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 4.80 K | $92.06 K | 0.00% | 0.01% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 4.09 K | $78.52 K | 100.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 3.54 K | $67.94 K | 100.00% | 0.01% |
| MASSMUTUAL TRUST CO FSB/ADV | 07/02/2026 | 2.28 K | $43.73 K | 0.00% | 0.00% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 08/07/2026 | 1.78 K | $34.08 K | 34.62% | 0.00% |
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 Tax-Advantaged Preferred Securities & Income Fund institutional Ownership - FAQ's
During the previous two years, 84 institutional investors and hedge funds held shares of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 4.15 M
BANK OF AMERICA CORP /DE/: 3.53 M
UBS Group AG: 2.55 M
ROYAL BANK OF CANADA: 675,814
RAYMOND JAMES FINANCIAL INC: 359,653
Rockefeller Capital Management L.P.: 202,971
25.04% of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.95 M shares in the last 24 months. This purchase volume represents approximately $266.54 M in transactions.