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 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2KNew |
$51.8K - $55.2K
|
2K
$41.8K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.47KClosed |
$225K - $234K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.04KClosed |
$54.3K - $56.5K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.92KNew |
$77.6K - $80.8K
|
2.92K
$60.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-60.5KClosed |
$1.61M - $1.68M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-200Closed |
$5.22K - $5.54K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10KNew |
$261K - $277K
|
10K
$209K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-800Closed |
$20.9K - $22.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.78KClosed |
$46.5K - $49.4K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
800New |
$20.9K - $22.2K
|
800
$16.7K
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
SELL
|
- |
-564- 69.63% |
$14.7K - $15.6K
|
246
$5.14K
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-5.33KClosed |
$139K - $148K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
20.5KNew |
$533K - $567K
|
20.5K
$427K
|
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.89KClosed |
$75.4K - $80.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-5Closed |
$124 - $132
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.01KClosed |
$74.6K - $79.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-709Closed |
$17.6K - $18.7K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8Closed |
$198 - $212
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-834Closed |
$20.7K - $22.1K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.1KClosed |
$52.1K - $55.5K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-421Closed |
$10.4K - $11.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1K- 55.56% |
$23.2K - $26.6K
|
800
$16.7K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-49.2KClosed |
$1.1M - $1.2M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-560Closed |
$12.6K - $13.7K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-780Closed |
$17.5K - $19K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-2.02KClosed |
$45.2K - $49.3K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5.25KNew |
$118K - $128K
|
5.25K
$110K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10+ 2.21% |
$185 - $242
|
463
$9.67K
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.32KClosed |
$24.4K - $31.9K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.32KClosed |
$42.8K - $56K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.2KClosed |
$155K - $310K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-8.08KClosed |
$111K - $223K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.1KClosed |
$166K - $333K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO
|
BUY
|
- |
1.57KNew |
$21.6K - $43.5K
|
1.57K
$32.8K
|
|
|
Apr 21, 2020
Q1 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-14.5KClosed |
$200K - $401K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-95Closed |
$2.4K - $2.57K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2KClosed |
$49.2K - $51.3K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-884Closed |
$21.7K - $22.7K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-4.36KClosed |
$107K - $112K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.2KClosed |
$252K - $263K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-1KClosed |
$24.6K - $25.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 30, 2019
Q2 2019
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.73KClosed |
$40.5K - $43K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-17.5KClosed |
$388K - $420K
|
0
$0
|
|
|
Apr 10, 2019
Q1 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2KClosed |
$44.4K - $48K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.85KClosed |
$174K - $188K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-17.2KClosed |
$339K - $411K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-56.2KClosed |
$1.1M - $1.34M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.06KClosed |
$119K - $145K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-117KClosed |
$2.3M - $2.79M
|
0
$0
|
|