Personal Cfo Solutions, LLC Cohen & Steers, Inc. Transaction History

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Cohen & Steers, Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,894 shares of CNS stock, worth $266,038. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,894
Previous 4,249 8.35%
Holding current value
$266,038
Previous $392,000 20.41%
% of portfolio
0.06%
Previous 0.08%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$75.52 - $92.6 $26,809 - $32,873
-355 Reduced 8.35%
3,894 $312,000
Q4 2024

Feb 07, 2025
SELL
$90.53 - $106.6 $26,072 - $30,700
-288 Reduced 6.35%
4,249 $392,000
Q3 2024

Nov 14, 2024
SELL
$70.88 - $97.15 $7,158 - $9,812
-101 Reduced 2.18%
4,537 $435,000
Q2 2024

Aug 09, 2024
SELL
$66.11 - $76.32 $10,775 - $12,440
-163 Reduced 3.4%
4,638 $336,000
Q1 2024

May 13, 2024
SELL
$66.19 - $76.89 $21,710 - $25,219
-328 Reduced 6.4%
4,801 $369,000
Q4 2023

Feb 13, 2024
SELL
$50.6 - $77.46 $2,428 - $3,718
-48 Reduced 0.93%
5,129 $388,000
Q3 2023

Nov 13, 2023
BUY
$57.47 - $66.94 $2,068 - $2,409
36 Added 0.7%
5,177 $324,000
Q2 2023

Aug 10, 2023
BUY
$53.66 - $64.6 $7,673 - $9,237
143 Added 2.86%
5,141 $298,000
Q1 2023

May 09, 2023
BUY
$60.54 - $77.42 $73,495 - $93,987
1,214 Added 32.08%
4,998 $319,000
Q4 2022

Feb 14, 2023
BUY
$55.52 - $68.12 $14,379 - $17,643
259 Added 7.35%
3,784 $244,000
Q3 2022

Nov 01, 2022
BUY
$62.63 - $77.95 $1,189 - $1,481
19 Added 0.54%
3,525 $221,000
Q2 2022

Aug 05, 2022
SELL
$63.59 - $87.7 $7,312 - $10,085
-115 Reduced 3.18%
3,506 $223,000
Q1 2022

May 02, 2022
BUY
$75.73 - $93.09 $11,510 - $14,149
152 Added 4.38%
3,621 $311,000
Q4 2021

Feb 11, 2022
SELL
$84.67 - $100.45 $84 - $100
-1 Reduced 0.03%
3,469 $321,000
Q3 2021

Nov 18, 2021
BUY
$78.01 - $88.84 $4,134 - $4,708
53 Added 1.55%
3,470 $291,000
Q2 2021

Jul 22, 2021
BUY
$65.28 - $82.09 $587 - $738
9 Added 0.26%
3,417 $280,000
Q1 2021

Apr 21, 2021
BUY
$63.78 - $74.54 $6,122 - $7,155
96 Added 2.9%
3,408 $223,000
Q4 2020

Feb 09, 2021
SELL
$55.93 - $78.03 $19,687 - $27,466
-352 Reduced 9.61%
3,312 $246,000
Q3 2020

Nov 02, 2020
BUY
$54.33 - $68.53 $869 - $1,096
16 Added 0.44%
3,664 $0
Q2 2020

Aug 03, 2020
BUY
$38.72 - $73.68 $141,250 - $268,784
3,648 New
3,648 $248,000
Q1 2020

Apr 30, 2020
SELL
$34.89 - $78.11 $112,415 - $251,670
-3,222 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$51.93 - $67.63 $167,318 - $217,903
3,222 New
3,222 $202,000

Others Institutions Holding CNS

# of Institutions
307
Shares Held
30.9M
Call Options Held
0
Put Options Held
0
View Full List

About COHEN & STEERS, INC.

CNS Quotes by TradingView
  • Ticker CNS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 48,697,800
  • Market Cap $3.33B
  • Description
  • Cohen & Steers, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to institutional investors, including pension funds, endowments, and foundations. It manages separate client-focused equity, fixed income, multi-asset, and commodity portfolios through its subsidiaries. The firm...
More about CNS
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