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 |
|---|---|---|---|---|---|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
62,076
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
61,455
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
59,184
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
57,411
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
56,395
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
55,564
shares
|
$1.21 Million
0.43% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
54,892
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Reduced 33.18%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
54,084
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.54%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
52,823
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
51,209
shares
|
$1.11 Million
0.25% of portfolio
|
Q4 2022
Reduced 5.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
41,390
shares
|
$901,060
0.0% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,960
shares
|
$891,699
0.07% of portfolio
|
Q2 2023
Reduced 0.26%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
37,287
shares
|
$811,737
0.01% of portfolio
|
Q2 2025
Reduced 39.17%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
36,815
shares
|
$801,462
0.36% of portfolio
|
Q2 2023
Added 11.34%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
35,589
shares
|
$774,772
0.13% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
30,410
shares
|
$662,025
0.02% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
29,093
shares
|
$633,354
0.01% of portfolio
|
Q2 2025
Reduced 33.02%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
22,745
shares
|
$495,158
0.19% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
20,880
shares
|
$454,557
0.0% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
20,762
shares
|
$451,988
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
19,514
shares
|
$424,819
0.01% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
18,267
shares
|
$397,672
0.0% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
16,565
shares
|
$360,620
0.16% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,441
shares
|
$357,920
0.0% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
15,025
shares
|
$327,094
0.01% of portfolio
|
Q3 2024
New holding
|