Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
149K+ 375.69% |
$2.77M - $3.14M
|
189K
$4.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
86.4KNew |
$1.6M - $1.81M
|
86.4K
$1.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.3K+ 19.19% |
$635K - $719K
|
213K
$4.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
29.5K+ 49.91% |
$547K - $620K
|
88.7K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.23K+ 1.94% |
$152K - $173K
|
432K
$9.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
8K+ 5.33% |
$148K - $168K
|
158K
$3.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.65K+ 13.64% |
$67.6K - $76.6K
|
30.4K
$654K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.2K+ 4.34% |
$40.7K - $46.1K
|
52.8K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.87K+ 10.6% |
$34.7K - $39.2K
|
19.5K
$420K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
587+ 3.32% |
$10.9K - $12.3K
|
18.3K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
440New |
$8.15K - $9.23K
|
440
$9.47K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
316+ 227.34% |
$5.86K - $6.63K
|
455
$9.79K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
169+ 1.63% |
$3.13K - $3.55K
|
10.6K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
99New |
$1.83K - $2.08K
|
99
$2.13K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
81+ 0.23% |
$1.5K - $1.7K
|
35.6K
$766K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
23+ 1.95% |
$426 - $483
|
1.2K
$25.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
19+ 0.08% |
$352 - $399
|
22.7K
$489K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
15+ 0.87% |
$278 - $315
|
1.74K
$37.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 0.64% |
$92.7 - $105
|
786
$16.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43- 0.38% |
$797 - $902
|
11.4K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-300- 1.42% |
$5.56K - $6.29K
|
20.9K
$449K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-611- 2.86% |
$11.3K - $12.8K
|
20.8K
$447K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-700- 4.05% |
$13K - $14.7K
|
16.6K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-924- 1.47% |
$17.1K - $19.4K
|
62.1K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-975- 0.56% |
$18.1K - $20.5K
|
172K
$3.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.1K- 13.64% |
$38.9K - $44.1K
|
13.3K
$286K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.65K- 4.71% |
$67.6K - $76.5K
|
73.8K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4.91K- 38.8% |
$91K - $103K
|
7.75K
$167K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-7.45K- 8.01% |
$138K - $156K
|
85.6K
$1.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-17.4K- 96.22% |
$323K - $366K
|
685
$14.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-27.3K- 33.18% |
$505K - $572K
|
54.9K
$1.18M
|