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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.64K- 7.26% |
$85.9K - $97.3K
|
59.2K
$1.29M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.97KNew |
$55.1K - $62.4K
|
2.97K
$64.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.01K+ 205.68% |
$18.8K - $21.3K
|
1.51K
$32.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
124K+ 6.71% |
$2.29M - $2.6M
|
1.97M
$42.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.95K- 4.51% |
$184K - $209K
|
210K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
20K+ 1.39% |
$370K - $419K
|
1.45M
$31.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.04K- 2.53% |
$37.8K - $42.8K
|
78.5K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.57K+ 2.14% |
$66.1K - $74.8K
|
170K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-735- 5.79% |
$13.6K - $15.4K
|
12K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.45K- 82.86% |
$26.9K - $30.4K
|
300
$6.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13K- 3.5% |
$241K - $273K
|
359K
$7.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.08K- 1.47% |
$113K - $128K
|
408K
$8.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
761+ 0.54% |
$14.1K - $16K
|
142K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.98K+ 26.6% |
$55.2K - $62.5K
|
14.2K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
161+ 0.29% |
$2.98K - $3.38K
|
56.4K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4K+ 0.91% |
$74.1K - $83.9K
|
443K
$9.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-24K- 39.17% |
$445K - $504K
|
37.3K
$812K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.7KNew |
$217K - $246K
|
11.7K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
14.9K+ 8.0% |
$276K - $312K
|
201K
$4.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-9.95K- 15.54% |
$184K - $209K
|
54.1K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.9K+ 3.06% |
$72.2K - $81.8K
|
131K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.3K- 33.02% |
$266K - $301K
|
29.1K
$633K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.3K+ 10.41% |
$375K - $425K
|
215K
$4.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.09K+ 4.29% |
$57.2K - $64.7K
|
75.1K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
150+ 137.61% |
$2.78K - $3.15K
|
259
$5.64K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-924- 1.47% |
$17.1K - $19.4K
|
62.1K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
8K+ 5.33% |
$148K - $168K
|
158K
$3.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
587+ 3.32% |
$10.9K - $12.3K
|
18.3K
$398K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.2K+ 4.34% |
$40.7K - $46.1K
|
52.8K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43- 0.38% |
$797 - $902
|
11.4K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
23+ 1.95% |
$426 - $483
|
1.2K
$26.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.87K+ 10.6% |
$34.7K - $39.2K
|
19.5K
$425K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.1K- 13.64% |
$38.9K - $44.1K
|
13.3K
$290K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-611- 2.86% |
$11.3K - $12.8K
|
20.8K
$452K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-7.45K- 8.01% |
$138K - $156K
|
85.6K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
99New |
$1.83K - $2.08K
|
99
$2.16K
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
29.5K+ 49.91% |
$547K - $620K
|
88.7K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-17.4K- 96.22% |
$323K - $366K
|
685
$14.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
149K+ 375.69% |
$2.77M - $3.14M
|
189K
$4.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.3K+ 19.19% |
$635K - $719K
|
213K
$4.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.65K- 4.71% |
$67.6K - $76.5K
|
73.8K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-975- 0.56% |
$18.1K - $20.5K
|
172K
$3.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.23K+ 1.94% |
$152K - $173K
|
432K
$9.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
169+ 1.63% |
$3.13K - $3.55K
|
10.6K
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-27.3K- 33.18% |
$505K - $572K
|
54.9K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.65K+ 13.64% |
$67.6K - $76.6K
|
30.4K
$662K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
440New |
$8.15K - $9.23K
|
440
$9.58K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4.91K- 38.8% |
$91K - $103K
|
7.75K
$169K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 0.64% |
$92.7 - $105
|
786
$17.1K
|