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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
648+ 487.22% |
$13K - $13.7K
|
781
$15K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.46K+ 7.4% |
$29.3K - $30.8K
|
21.2K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
25.2K+ 38.25% |
$505K - $530K
|
90.9K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.95K+ 12.37% |
$59.1K - $62.1K
|
26.8K
$515K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1KNew |
$20.1K - $21.1K
|
1K
$19.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
22.7KNew |
$456K - $479K
|
22.7K
$438K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
139New |
$2.79K - $2.93K
|
139
$2.68K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.63K- 7.47% |
$133K - $140K
|
82.2K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-25K- 41.32% |
$502K - $527K
|
35.5K
$684K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3K- 20.27% |
$60.2K - $63.2K
|
11.8K
$227K
|
|
| Q4 2024 | |||||||
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.74KNew |
$35.2K - $38.1K
|
1.74K
$33.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
474+ 126.4% |
$9.56K - $10.4K
|
849
$16.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.7K- 7.39% |
$358K - $388K
|
222K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
57.3KNew |
$1.16M - $1.25M
|
57.3K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
80.8K+ 5.99% |
$1.63M - $1.77M
|
1.43M
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5K+ 1.82% |
$50.5K - $54.7K
|
140K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.6KNew |
$235K - $254K
|
11.6K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.44K+ 15.56% |
$150K - $162K
|
55.2K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 5.01% |
$39.8K - $43.1K
|
41.4K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.1K+ 4.52% |
$325K - $351K
|
372K
$7.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.1K- 53.45% |
$265K - $287K
|
11.4K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
37.1KNew |
$748K - $810K
|
37.1K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
842New |
$17K - $18.4K
|
842
$16.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
26.7KNew |
$539K - $584K
|
26.7K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.2K+ 1.92% |
$24.2K - $26.2K
|
63.7K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.3K- 2.45% |
$854K - $925K
|
1.68M
$32.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1K+ 100.0% |
$20.2K - $21.8K
|
2K
$38.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-59.6K- 13.11% |
$1.2M - $1.3M
|
395K
$7.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
6.49K+ 10.12% |
$131K - $142K
|
70.6K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-676- 4.21% |
$13.6K - $14.8K
|
15.4K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
405+ 0.25% |
$8.17K - $8.85K
|
164K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-725- 1.34% |
$14.6K - $15.8K
|
53.4K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.33K+ 2.06% |
$26.7K - $29K
|
65.6K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.08% |
$20.2 - $21.8
|
1.27K
$24.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-726- 4.59% |
$14.6K - $15.9K
|
15.1K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-229- 1.35% |
$4.62K - $5K
|
16.7K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.91K- 6.01% |
$78.8K - $85.3K
|
61.1K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-475Closed |
$9.58K - $10.4K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19.7K+ 11.82% |
$398K - $431K
|
187K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 29.8% |
$282K - $306K
|
61K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.1K- 6.88% |
$243K - $263K
|
163K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.09K+ 6.93% |
$163K - $177K
|
125K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35+ 0.31% |
$706 - $764
|
11.2K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.9K+ 1.72% |
$58.5K - $63.3K
|
171K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-355- 1.68% |
$7.16K - $7.75K
|
20.8K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
12K+ 9.38% |
$242K - $262K
|
140K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.3K- 59.49% |
$510K - $553K
|
17.2K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.64K+ 15.77% |
$93.7K - $101K
|
34.1K
$657K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
226New |
$4.56K - $4.94K
|
226
$4.35K
|
|