Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of Cohen & Steers Ltd Duration Preferred & Income Fund, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
146K+ 1092.78% |
$3.13M - $3.9M
|
159K
$3.23M
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
58.3KNew |
$1.25M - $1.56M
|
58.3K
$1.18M
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
34.3KNew |
$735K - $916K
|
34.3K
$695K
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
24.9KNew |
$533K - $664K
|
24.9K
$503K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.1KNew |
$452K - $563K
|
21.1K
$427K
|
|
May 12, 2022
Q1 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
20KNew |
$429K - $535K
|
20K
$405K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.8K+ 69.96% |
$339K - $422K
|
38.4K
$778K
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
13.9K+ 37.21% |
$297K - $370K
|
51.2K
$1.04M
|
|
May 16, 2022
Q1 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
13.8KNew |
$296K - $368K
|
13.8K
$279K
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
BUY
|
- |
12.9KNew |
$277K - $345K
|
12.9K
$262K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11K+ 119.16% |
$236K - $295K
|
20.3K
$411K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.6KNew |
$228K - $284K
|
10.6K
$215K
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
10KNew |
$214K - $267K
|
10K
$203K
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.06K+ 3.12% |
$194K - $242K
|
300K
$6.07M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.99KNew |
$128K - $160K
|
5.99K
$121K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.64K+ 23.3% |
$121K - $151K
|
29.9K
$605K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.89K+ 10.22% |
$83.4K - $104K
|
42K
$850K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
3.41KNew |
$72.9K - $90.9K
|
3.41K
$69K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.97K+ 4.14% |
$63.6K - $79.2K
|
74.6K
$1.51M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.97K+ 3.86% |
$42.2K - $52.5K
|
53K
$1.07M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.64K+ 4.12% |
$35.2K - $43.9K
|
41.5K
$840K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 15.82% |
$27K - $33.6K
|
9.23K
$187K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1KNew |
$21.4K - $26.7K
|
1K
$20.3K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
952+ 4.5% |
$20.4K - $25.4K
|
22.1K
$447K
|
|
May 04, 2022
Q1 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
840+ 8.9% |
$18K - $22.4K
|
10.3K
$208K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
741+ 1235.0% |
$15.9K - $19.8K
|
801
$16.2K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
400New |
$8.57K - $10.7K
|
400
$8.1K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
284New |
$6.08K - $7.58K
|
284
$5.75K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99+ 0.34% |
$2.12K - $2.64K
|
29.7K
$600K
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
74+ 1.54% |
$1.59K - $1.98K
|
4.87K
$98.6K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
61+ 1.1% |
$1.31K - $1.63K
|
5.61K
$114K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
59+ 0.04% |
$1.26K - $1.58K
|
138K
$2.79M
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
32+ 0.2% |
$685 - $854
|
16K
$323K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24+ 0.26% |
$514 - $641
|
9.34K
$189K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
11+ 2.75% |
$236 - $294
|
411
$8.32K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 3.32% |
$236 - $294
|
342
$6.93K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 2.91% |
$64.3 - $80.1
|
106
$2.15K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3Closed |
$64.3 - $80.1
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25- 1.89% |
$536 - $668
|
1.3K
$26.2K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69- 0.23% |
$1.48K - $1.84K
|
30.5K
$617K
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-92- 0.03% |
$1.97K - $2.46K
|
319K
$6.47M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-200Closed |
$4.28K - $5.34K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-550- 4.66% |
$11.8K - $14.7K
|
11.2K
$228K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-599Closed |
$12.8K - $16K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-796Closed |
$17.1K - $21.3K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 4.59% |
$21.4K - $26.7K
|
20.8K
$421K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1KClosed |
$21.4K - $26.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.48KClosed |
$31.8K - $39.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.58K- 7.7% |
$33.9K - $42.3K
|
19K
$385K
|