Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
198KNew |
$3.57M - $4.33M
|
198K
$4M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
72.4KNew |
$1.31M - $1.59M
|
72.4K
$1.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
28.5K+ 175.07% |
$515K - $624K
|
44.7K
$906K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.2KNew |
$312K - $377K
|
17.2K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.1KNew |
$236K - $286K
|
13.1K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 46.1% |
$197K - $239K
|
34.5K
$699K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$183K - $221K
|
10.1K
$205K
|
|
|
Nov 08, 2022
Q3 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
9.95K+ 10.31% |
$180K - $218K
|
106K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.27K+ 1.65% |
$114K - $137K
|
386K
$7.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.7K+ 23.58% |
$103K - $125K
|
29.9K
$605K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.46K+ 18.72% |
$98.8K - $120K
|
34.6K
$701K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.39K+ 5.4% |
$79.4K - $96K
|
85.6K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
4.34K+ 5.33% |
$78.5K - $95K
|
85.8K
$1.74M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.85K+ 2.8% |
$69.6K - $84.3K
|
141K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.25K+ 4.37% |
$58.8K - $71.1K
|
77.6K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
2.13K+ 10.65% |
$38.6K - $46.7K
|
22.2K
$449K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.32KNew |
$23.9K - $28.9K
|
1.32K
$26.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.04K+ 6.04% |
$18.8K - $22.8K
|
18.3K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
712+ 3.78% |
$12.9K - $15.6K
|
19.5K
$396K
|
|
|
Nov 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
578+ 2.68% |
$10.5K - $12.7K
|
22.1K
$448K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
338New |
$6.12K - $7.4K
|
338
$6.84K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
279+ 1.38% |
$5.05K - $6.11K
|
20.5K
$415K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
175+ 0.36% |
$3.17K - $3.83K
|
48.7K
$987K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
40New |
$724 - $876
|
40
$810
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.69% |
$706 - $854
|
5.69K
$115K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20+ 0.1% |
$362 - $438
|
20.8K
$422K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
8+ 1.9% |
$145 - $175
|
430
$8.71K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7New |
$127 - $153
|
7
$142
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 2.01% |
$127 - $153
|
356
$7.21K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 1.85% |
$36.2 - $43.8
|
110
$2.23K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-29- 10.21% |
$525 - $635
|
255
$5.16K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-65- 0.52% |
$1.18K - $1.42K
|
12.4K
$251K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-144- 0.23% |
$2.61K - $3.15K
|
62.7K
$1.27M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-400- 3.67% |
$7.24K - $8.76K
|
10.5K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-622- 1.6% |
$11.3K - $13.6K
|
38.4K
$777K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-801- 99.5% |
$14.5K - $17.5K
|
4
$81
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.05K- 2.55% |
$19K - $23K
|
40.1K
$812K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.2K- 3.73% |
$21.6K - $26.2K
|
30.8K
$624K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.38K- 13.22% |
$25K - $30.2K
|
9.05K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-1.45K- 5.25% |
$26.3K - $31.8K
|
26.2K
$531K
|
|
|
Nov 02, 2022
Q3 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-1.52K- 3.34% |
$27.4K - $33.2K
|
43.9K
$888K
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.12K- 3.78% |
$38.4K - $46.5K
|
54.1K
$1.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-2.44K- 15.99% |
$44.1K - $53.4K
|
12.8K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.79K- 4.37% |
$50.5K - $61.1K
|
61K
$1.24M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.5K- 18.97% |
$63.4K - $76.7K
|
15K
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.36K- 8.49% |
$78.8K - $95.4K
|
46.9K
$950K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.49K- 0.88% |
$81.3K - $98.4K
|
507K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.44K- 17.49% |
$153K - $185K
|
39.8K
$806K
|
|
|
Nov 03, 2022
Q3 2022
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-11.5KClosed |
$208K - $252K
|
0
$0
|