Latest Institutional Transactions on Cohen & Steers LTD Duration Preferred & Income Fund, Inc. (LDP)
This table provides information on the latest institutional transactions involving Cohen & Steers LTD Duration Preferred & Income Fund, Inc. (LDP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
316+ 227.34% |
$5.86K - $6.63K
|
455
$9.62K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
19+ 0.08% |
$352 - $399
|
22.7K
$481K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-700- 4.05% |
$13K - $14.7K
|
16.6K
$350K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-73- 12.9% |
$1.47K - $1.54K
|
493
$10.4K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 9.47% |
$3.2M - $3.36M
|
1.84M
$39M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5+ 4.81% |
$100 - $105
|
109
$2.3K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.04K- 0.92% |
$41K - $43K
|
220K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
921+ 0.66% |
$18.5K - $19.4K
|
141K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
145+ 0.25% |
$2.91K - $3.06K
|
57.4K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
107+ 0.03% |
$2.15K - $2.25K
|
372K
$7.86M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.74K- 5.13% |
$55K - $57.7K
|
50.6K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
291+ 0.46% |
$5.84K - $6.13K
|
64K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.27K+ 1.38% |
$45.5K - $47.7K
|
167K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.6KNew |
$233K - $244K
|
11.6K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-660- 0.35% |
$13.3K - $13.9K
|
186K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
179+ 0.29% |
$3.59K - $3.77K
|
61.3K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 1.83% |
$20.3K - $21.3K
|
56.2K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.6K+ 32.08% |
$393K - $412K
|
80.5K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
24New |
$482 - $506
|
24
$507
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
750New |
$15.1K - $15.8K
|
750
$15.9K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
6.32K+ 9.62% |
$127K - $133K
|
72K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14K+ 3.48% |
$280K - $294K
|
415K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.1K+ 0.29% |
$82.3K - $86.4K
|
1.43M
$30.3M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.35K+ 160.45% |
$27.1K - $28.5K
|
2.19K
$46.4K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.4K- 15.9% |
$48.2K - $50.6K
|
12.7K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
43.4K+ 10.99% |
$872K - $915K
|
439K
$9.27M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.9K+ 326.18% |
$278K - $292K
|
18.1K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2KNew |
$24.1K - $25.3K
|
1.2K
$25.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
605+ 2.91% |
$12.1K - $12.7K
|
21.4K
$452K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
41.6K+ 27.19% |
$835K - $877K
|
195K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-700- 28.57% |
$14.1K - $14.7K
|
1.75K
$37K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
22.5K+ 31.83% |
$451K - $474K
|
93.1K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
625New |
$12.5K - $13.2K
|
625
$13.2K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.16K+ 1.47% |
$124K - $130K
|
424K
$8.97M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
822New |
$16.5K - $17.3K
|
822
$17.4K
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
59.2KNew |
$1.19M - $1.25M
|
59.2K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.69K+ 2.16% |
$54K - $56.7K
|
127K
$2.69M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10+ 0.59% |
$201 - $211
|
1.71K
$36.1K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
584+ 1.36% |
$11.7K - $12.3K
|
43.4K
$918K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-8.01K- 29.97% |
$161K - $169K
|
18.7K
$396K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
7KNew |
$141K - $147K
|
7K
$148K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10K+ 7.14% |
$201K - $211K
|
150K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
961+ 5.75% |
$19.3K - $20.2K
|
17.7K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.68K+ 16.65% |
$114K - $120K
|
39.8K
$841K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
115+ 0.66% |
$2.31K - $2.42K
|
17.6K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-533- 51.6% |
$10.7K - $11.2K
|
500
$10.6K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$208K - $219K
|
10.4K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.25K+ 0.73% |
$25.1K - $26.3K
|
173K
$3.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
22+ 1.9% |
$442 - $464
|
1.18K
$24.9K
|
|