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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
401KNew |
$8.08M - $8.75M
|
401K
$7.71M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.68K+ 10.39% |
$135K - $146K
|
71K
$1.37M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.3K+ 3.59% |
$107K - $116K
|
153K
$2.95M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
533+ 106.6% |
$10.8K - $11.6K
|
1.03K
$19.9K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.25KNew |
$85.8K - $92.9K
|
4.25K
$81.9K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
280+ 6.84% |
$5.65K - $6.12K
|
4.38K
$84.3K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.61K+ 4.43% |
$52.5K - $56.9K
|
61.5K
$1.18M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 1.85% |
$424 - $459
|
1.16K
$22.2K
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.43K- 6.56% |
$89.3K - $96.6K
|
63K
$1.21M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.66K+ 77.53% |
$154K - $167K
|
17.5K
$338K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
67+ 0.54% |
$1.35K - $1.46K
|
12.6K
$242K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.2K+ 35.42% |
$226K - $245K
|
42.9K
$825K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-22.8K- 5.18% |
$461K - $499K
|
418K
$8.05M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-3.24K- 15.79% |
$65.3K - $70.7K
|
17.3K
$333K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15KNew |
$293K - $326K
|
15K
$289K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-190- 0.85% |
$3.71K - $4.13K
|
22.1K
$425K
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.39K- 21.06% |
$164K - $182K
|
31.4K
$606K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15KNew |
$293K - $327K
|
15K
$289K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.11K+ 2.03% |
$21.6K - $24.1K
|
55.6K
$1.07M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
342K+ 1096.46% |
$6.68M - $7.44M
|
373K
$7.19M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
300New |
$5.86K - $6.53K
|
300
$5.78K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.77K- 9.72% |
$34.6K - $38.5K
|
16.4K
$317K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.2K- 23.08% |
$23.4K - $26.1K
|
4K
$77K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
251New |
$4.9K - $5.46K
|
251
$4.83K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-46.6K- 52.24% |
$881K - $938K
|
42.6K
$820K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.76K- 2.47% |
$33.3K - $35.4K
|
69.4K
$1.34M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.3KNew |
$119K - $127K
|
6.3K
$121K
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
11.8KNew |
$223K - $238K
|
11.8K
$227K
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
835New |
$15.8K - $16.8K
|
835
$16.1K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.95KNew |
$36.8K - $39.2K
|
1.95K
$37.5K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-700- 28.57% |
$13K - $14.2K
|
1.75K
$33.7K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$8.23K - $9.62K
|
500
$9.63K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$240K - $280K
|
14.6K
$280K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.7KNew |
$226K - $264K
|
13.7K
$264K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.4KNew |
$386K - $451K
|
23.4K
$452K
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-47.5K- 76.37% |
$782K - $913K
|
14.7K
$283K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.5KNew |
$24.7K - $28.8K
|
1.5K
$28.9K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
525New |
$8.64K - $10.1K
|
525
$10.1K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.2KNew |
$19.8K - $23.1K
|
1.2K
$23.1K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.5K- 13.36% |
$41.1K - $48K
|
16.2K
$312K
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-11.2K- 99.84% |
$185K - $216K
|
18
$347
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
405New |
$6.67K - $7.79K
|
405
$7.8K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
325New |
$5.35K - $6.25K
|
325
$6.26K
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 1.63% |
$19.7K - $23K
|
74.5K
$1.44M
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
21.9K+ 77.18% |
$361K - $421K
|
50.3K
$969K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.1KNew |
$264K - $309K
|
16.1K
$309K
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-787- 4.98% |
$13K - $15.1K
|
15K
$289K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-859- 11.18% |
$14.6K - $15.8K
|
6.82K
$131K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1New |
$17 - $18.4
|
1
$19.3
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$8.49K - $9.21K
|
500
$9.63K
|