Institutional Ownership Cohen & Steers LTD Duration Preferred & Income Fund, Inc. (LDP)
This table provides information about the institutional ownership of Cohen & Steers LTD Duration Preferred & Income Fund, Inc. (LDP). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 8.87 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,844,338
shares
|
$39.6 Million
0.0% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,434,763
shares
|
$30.8 Million
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
438,608
shares
|
$9.42 Million
0.0% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
432,383
shares
|
$9.28 Million
0.29% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
414,525
shares
|
$8.9 Million
0.0% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
373,297
shares
|
$8.01 Million
0.01% of portfolio
|
Q3 2024
Added 1096.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
372,022
shares
|
$7.99 Million
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
220,347
shares
|
$4.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
212,897
shares
|
$4.57 Million
0.0% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
194,582
shares
|
$4.18 Million
0.07% of portfolio
|
Q1 2025
Added 27.19%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
189,228
shares
|
$4.06 Million
0.05% of portfolio
|
Q2 2025
Added 375.69%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
186,043
shares
|
$3.99 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
171,700
shares
|
$3.69 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
166,678
shares
|
$3.58 Million
0.04% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
May 06, 2025 Q1 2025 |
150,000
shares
|
$3.22 Million
11.81% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
141,335
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
127,439
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Aug 05, 2025 Q2 2025 |
88,694
shares
|
$1.9 Million
1.17% of portfolio
|
Q2 2025
Added 49.91%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
86,357
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
85,631
shares
|
$1.84 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
80,505
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 32.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
73,828
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
71,967
shares
|
$1.55 Million
1.27% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
69,400
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
68,000
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2022
New holding
|