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 |
---|---|---|---|---|---|---|---|
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
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 9.5% |
$311K - $326K
|
179K
$3.78M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.5K+ 9.16% |
$131K - $137K
|
77.5K
$1.64M
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1K- 50.0% |
$20.1K - $21.1K
|
1K
$21.1K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
69+ 0.55% |
$1.39K - $1.45K
|
12.7K
$268K
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.63K- 7.47% |
$133K - $140K
|
82.2K
$1.74M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1KNew |
$20.1K - $21.1K
|
1K
$21.1K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.95K+ 12.37% |
$59.1K - $62.1K
|
26.8K
$566K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3K- 20.27% |
$60.2K - $63.2K
|
11.8K
$249K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.52K+ 7.39% |
$91.1K - $98.6K
|
65.6K
$1.39M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
474+ 126.4% |
$9.56K - $10.4K
|
849
$17.9K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.1K- 53.45% |
$265K - $287K
|
11.4K
$242K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 5.01% |
$39.8K - $43.1K
|
41.4K
$875K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.6KNew |
$235K - $254K
|
11.6K
$246K
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
37.1KNew |
$748K - $810K
|
37.1K
$784K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.08% |
$20.2 - $21.8
|
1.27K
$26.8K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-676- 4.21% |
$13.6K - $14.8K
|
15.4K
$326K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-475Closed |
$9.58K - $10.4K
|
0
$0
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35+ 0.31% |
$706 - $764
|
11.2K
$237K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
226New |
$4.56K - $4.94K
|
226
$4.78K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
280+ 6.84% |
$5.65K - $6.12K
|
4.38K
$92.5K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.61K+ 4.43% |
$52.5K - $56.9K
|
61.5K
$1.3M
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.43K- 6.56% |
$89.3K - $96.6K
|
63K
$1.33M
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15KNew |
$293K - $326K
|
15K
$317K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-190- 0.85% |
$3.71K - $4.13K
|
22.1K
$467K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15KNew |
$293K - $327K
|
15K
$318K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.11K+ 2.03% |
$21.6K - $24.1K
|
55.6K
$1.17M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
342K+ 1096.46% |
$6.68M - $7.44M
|
373K
$7.89M
|
|
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
$348K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
300New |
$5.86K - $6.53K
|
300
$6.34K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
251New |
$4.9K - $5.46K
|
251
$5.31K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.2K- 23.08% |
$23.4K - $26.1K
|
4K
$84.6K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-46.6K- 52.24% |
$881K - $938K
|
42.6K
$900K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.76K- 2.47% |
$33.3K - $35.4K
|
69.4K
$1.47M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.3KNew |
$119K - $127K
|
6.3K
$133K
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
11.8KNew |
$223K - $238K
|
11.8K
$249K
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
835New |
$15.8K - $16.8K
|
835
$17.7K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.95KNew |
$36.8K - $39.2K
|
1.95K
$41.1K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$8.23K - $9.62K
|
500
$10.6K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$240K - $280K
|
14.6K
$308K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.7KNew |
$226K - $264K
|
13.7K
$290K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.4KNew |
$386K - $451K
|
23.4K
$496K
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-47.5K- 76.37% |
$782K - $913K
|
14.7K
$311K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.2KNew |
$19.8K - $23.1K
|
1.2K
$25.4K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
525New |
$8.64K - $10.1K
|
525
$11.1K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.5K- 13.36% |
$41.1K - $48K
|
16.2K
$342K
|