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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-11.2K- 99.84% |
$185K - $216K
|
18
$381
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
405New |
$6.67K - $7.79K
|
405
$8.56K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
325New |
$5.35K - $6.25K
|
325
$6.87K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 1.63% |
$19.7K - $23K
|
74.5K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.1KNew |
$264K - $309K
|
16.1K
$339K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-787- 4.98% |
$13K - $15.1K
|
15K
$318K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
400New |
$6.79K - $7.36K
|
400
$8.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$8.49K - $9.21K
|
500
$10.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1New |
$17 - $18.4
|
1
$21.1
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-859- 11.18% |
$14.6K - $15.8K
|
6.82K
$144K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.41K+ 40.43% |
$91.7K - $99.5K
|
18.8K
$397K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20K- 57.4% |
$325K - $370K
|
14.9K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13.5K+ 6.65% |
$220K - $250K
|
217K
$4.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
279New |
$4.53K - $5.16K
|
279
$5.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
580New |
$9.41K - $10.7K
|
580
$12.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
500+ 165.02% |
$8.12K - $9.25K
|
803
$17K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-156- 1.33% |
$2.53K - $2.89K
|
11.6K
$245K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
625New |
$10.1K - $11.6K
|
625
$13.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-106- 0.26% |
$1.72K - $1.96K
|
41K
$866K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.05K- 21.2% |
$65.7K - $74.9K
|
15.1K
$318K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
3.75K+ 11.34% |
$60.9K - $69.4K
|
36.8K
$778K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1KNew |
$16.2K - $18.5K
|
1K
$21.1K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-8.38K- 12.69% |
$143K - $179K
|
57.7K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.3K+ 7.85% |
$22.1K - $27.8K
|
17.8K
$377K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
125New |
$2.13K - $2.68K
|
125
$2.64K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10KNew |
$170K - $214K
|
10K
$211K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
387New |
$6.59K - $8.28K
|
387
$8.18K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
13KNew |
$232K - $254K
|
13K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
25.5KNew |
$453K - $496K
|
25.5K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.3K+ 90.53% |
$556K - $609K
|
65.8K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.6KNew |
$64K - $70.2K
|
3.6K
$76.1K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.85K- 5.28% |
$50.7K - $55.6K
|
51.2K
$1.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
189New |
$3.36K - $3.68K
|
189
$4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
2.13K+ 10.65% |
$38.6K - $46.7K
|
22.2K
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 2.01% |
$127 - $153
|
356
$7.53K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
8+ 1.9% |
$145 - $175
|
430
$9.09K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.69% |
$706 - $854
|
5.69K
$120K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7New |
$127 - $153
|
7
$148
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
72.4KNew |
$1.31M - $1.59M
|
72.4K
$1.53M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
338New |
$6.12K - $7.4K
|
338
$7.15K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$183K - $221K
|
10.1K
$214K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
400New |
$7.56K - $9.3K
|
400
$8.46K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4KNew |
$75.6K - $93K
|
4K
$84.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-6.59K- 26.51% |
$125K - $153K
|
18.3K
$386K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-400Closed |
$7.56K - $9.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.23KClosed |
$174K - $214K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
12.3KNew |
$232K - $286K
|
12.3K
$260K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1KClosed |
$18.9K - $23.2K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.7KNew |
$50.9K - $62.6K
|
2.7K
$57K
|
|