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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
15,000
shares
|
$326,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
14,183
shares
|
$308,763
0.0% of portfolio
|
Q2 2025
Added 26.6%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
13,300
shares
|
$289,541
0.01% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,966
shares
|
$260,499
0.0% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
11,720
shares
|
$255,144
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
11,400
shares
|
$248,178
0.0% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
10,552
shares
|
$229,717
0.05% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$217,700
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
7,747
shares
|
$168,652
0.06% of portfolio
|
Q2 2025
Reduced 38.8%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
7,000
shares
|
$152,390
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$87,080
0.03% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
2,972
shares
|
$64,700
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,919
shares
|
$63,546
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,737
shares
|
$37,814
0.02% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
1,706
shares
|
$37,139
0.02% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,507
shares
|
$32,807
0.0% of portfolio
|
Q2 2025
Added 205.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,321
shares
|
$28,758
0.0% of portfolio
|
Q2 2020
Added 2.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,267
shares
|
$27,582
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,200
shares
|
$26,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,200
shares
|
$26,124
0.0% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$21,770
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$21,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
849
shares
|
$18,482
0.0% of portfolio
|
Q4 2024
Added 126.4%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
822
shares
|
$17,894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
803
shares
|
$17,481
0.0% of portfolio
|
Q2 2023
Added 165.02%
|