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 79 institutions that hold shares in the stock, with a total of 8.26 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
61,455
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
61,123
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
60,952
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 29.8%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
60,507
shares
|
$1.23 Million
0.26% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
57,266
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
55,564
shares
|
$1.13 Million
0.43% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
55,223
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
53,368
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
51,209
shares
|
$1.04 Million
0.25% of portfolio
|
Q4 2022
Reduced 5.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
42,852
shares
|
$871,609
0.01% of portfolio
|
Q4 2024
Added 35.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
41,390
shares
|
$841,872
0.0% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,960
shares
|
$833,126
0.07% of portfolio
|
Q2 2023
Reduced 0.26%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
37,107
shares
|
$754,756
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
36,815
shares
|
$748,817
0.36% of portfolio
|
Q2 2023
Added 11.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
34,101
shares
|
$693,614
0.01% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
26,732
shares
|
$543,728
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
23,815
shares
|
$484,397
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,768
shares
|
$422,421
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,720
shares
|
$401,104
0.0% of portfolio
|
Q4 2024
Added 28.68%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
17,529
shares
|
$356,539
0.01% of portfolio
|
Q4 2024
Added 77.53%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
17,265
shares
|
$351,170
0.18% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
17,229
shares
|
$350,437
0.0% of portfolio
|
Q4 2024
Reduced 59.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
16,719
shares
|
$340,064
0.0% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,441
shares
|
$334,409
0.0% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
15,400
shares
|
$313,236
0.01% of portfolio
|
Q4 2024
Reduced 4.21%
|