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 88 institutions that hold shares in the stock, with a total of 8.98 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
|
$42.8 Million
0.0% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,454,728
shares
|
$31.7 Million
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
442,605
shares
|
$9.64 Million
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
432,383
shares
|
$9.41 Million
0.29% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
408,447
shares
|
$8.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
373,297
shares
|
$8.13 Million
0.01% of portfolio
|
Q3 2024
Added 1096.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
358,996
shares
|
$7.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
214,832
shares
|
$4.68 Million
0.08% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
212,897
shares
|
$4.63 Million
0.0% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
210,400
shares
|
$4.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
200,918
shares
|
$4.37 Million
1.5% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
189,228
shares
|
$4.12 Million
0.05% of portfolio
|
Q2 2025
Added 375.69%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
171,700
shares
|
$3.74 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
170,243
shares
|
$3.71 Million
0.04% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
158,000
shares
|
$3.44 Million
4.88% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
142,096
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
131,338
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Aug 05, 2025 Q2 2025 |
88,694
shares
|
$1.93 Million
1.17% of portfolio
|
Q2 2025
Added 49.91%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
86,357
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
85,631
shares
|
$1.86 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
78,467
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
75,053
shares
|
$1.63 Million
1.21% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
73,828
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
69,400
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
68,000
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2022
New holding
|