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 87 institutions that hold shares in the stock, with a total of 8.88 Million shares, which have been reported (via 13F filing form) to have a value of $195 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,968,151
shares
|
$43.3 Million
0.0% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,454,728
shares
|
$32 Million
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
442,605
shares
|
$9.73 Million
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
433,173
shares
|
$9.53 Million
0.27% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
408,447
shares
|
$8.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
373,297
shares
|
$8.21 Million
0.01% of portfolio
|
Q3 2024
Added 1096.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
358,996
shares
|
$7.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
239,403
shares
|
$5.26 Million
0.0% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
221,196
shares
|
$4.86 Million
1.64% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
215,043
shares
|
$4.73 Million
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
210,400
shares
|
$4.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
174,000
shares
|
$3.83 Million
6.91% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
171,900
shares
|
$3.78 Million
0.45% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
164,276
shares
|
$3.61 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
142,096
shares
|
$3.12 Million
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
139,318
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Aug 05, 2025 Q2 2025 |
88,694
shares
|
$1.95 Million
1.17% of portfolio
|
Q2 2025
Added 49.91%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
84,484
shares
|
$1.86 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
78,467
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
77,282
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
75,583
shares
|
$1.66 Million
1.2% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
69,400
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
68,000
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
61,533
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
61,455
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Added 4.43%
|