Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 9.47% |
$3.2M - $3.36M
|
1.84M
$38.1M
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
59.2KNew |
$1.19M - $1.25M
|
59.2K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.9K+ 254.66% |
$881K - $924K
|
61.1K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
43.4K+ 10.99% |
$872K - $915K
|
439K
$9.07M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
41.6K+ 27.19% |
$835K - $877K
|
195K
$4.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
25.2K+ 38.25% |
$505K - $530K
|
90.9K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
22.7KNew |
$456K - $479K
|
22.7K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
22.5K+ 31.83% |
$451K - $474K
|
93.1K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.6K+ 32.08% |
$393K - $412K
|
80.5K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 9.5% |
$311K - $326K
|
179K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14K+ 3.48% |
$280K - $294K
|
415K
$8.57M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.9K+ 326.18% |
$278K - $292K
|
18.1K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.6KNew |
$233K - $244K
|
11.6K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$208K - $219K
|
10.4K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10K+ 7.14% |
$201K - $211K
|
150K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
7KNew |
$141K - $147K
|
7K
$145K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.5K+ 9.16% |
$131K - $137K
|
77.5K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
6.32K+ 9.62% |
$127K - $133K
|
72K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.16K+ 1.47% |
$124K - $130K
|
424K
$8.77M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.68K+ 16.65% |
$114K - $120K
|
39.8K
$822K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.1K+ 0.29% |
$82.3K - $86.4K
|
1.43M
$29.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.95K+ 12.37% |
$59.1K - $62.1K
|
26.8K
$553K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.69K+ 2.16% |
$54K - $56.7K
|
127K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.27K+ 1.38% |
$45.5K - $47.7K
|
167K
$3.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.46K+ 7.4% |
$29.3K - $30.8K
|
21.2K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.35K+ 160.45% |
$27.1K - $28.5K
|
2.19K
$45.3K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.25K+ 0.73% |
$25.1K - $26.3K
|
173K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2KNew |
$24.1K - $25.3K
|
1.2K
$24.8K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 1.83% |
$20.3K - $21.3K
|
56.2K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1KNew |
$20.1K - $21.1K
|
1K
$20.7K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
961+ 5.75% |
$19.3K - $20.2K
|
17.7K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
921+ 0.66% |
$18.5K - $19.4K
|
141K
$2.92M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
822New |
$16.5K - $17.3K
|
822
$17K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
750New |
$15.1K - $15.8K
|
750
$15.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
648+ 487.22% |
$13K - $13.7K
|
781
$16.1K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
625New |
$12.5K - $13.2K
|
625
$12.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
605+ 2.91% |
$12.1K - $12.7K
|
21.4K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
584+ 1.36% |
$11.7K - $12.3K
|
43.4K
$898K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
566New |
$11.4K - $11.9K
|
566
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
291+ 0.46% |
$5.84K - $6.13K
|
64K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
179+ 0.29% |
$3.59K - $3.77K
|
61.3K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
145+ 0.25% |
$2.91K - $3.06K
|
57.4K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
139New |
$2.79K - $2.93K
|
139
$2.87K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
115+ 0.66% |
$2.31K - $2.42K
|
17.6K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
107+ 0.03% |
$2.15K - $2.25K
|
372K
$7.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
69+ 0.55% |
$1.39K - $1.45K
|
12.7K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
24New |
$482 - $506
|
24
$496
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
22+ 1.9% |
$442 - $464
|
1.18K
$24.3K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10+ 0.59% |
$201 - $211
|
1.71K
$35.3K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5+ 4.81% |
$100 - $105
|
109
$2.25K
|