Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
342K+ 1096.46% |
$6.68M - $7.44M
|
373K
$7.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122K+ 52.48% |
$2.39M - $2.66M
|
356K
$7.21M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
58.9KNew |
$1.15M - $1.28M
|
58.9K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
37.6K+ 34.15% |
$734K - $818K
|
148K
$2.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.6K+ 66.18% |
$500K - $557K
|
64.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.5K+ 4.97% |
$420K - $468K
|
455K
$9.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.8K+ 13.5% |
$407K - $453K
|
175K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.3K+ 17.23% |
$396K - $441K
|
138K
$2.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.2KNew |
$355K - $396K
|
18.2K
$368K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15KNew |
$293K - $327K
|
15K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
15K+ 13.27% |
$293K - $326K
|
128K
$2.59M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15KNew |
$293K - $326K
|
15K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.6K+ 5.92% |
$70.2K - $78.2K
|
64.3K
$1.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.18K+ 14.87% |
$62.1K - $69.2K
|
24.6K
$498K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.73K+ 21.63% |
$53.2K - $59.3K
|
15.3K
$310K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.56K+ 3.95% |
$50K - $55.7K
|
67.4K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.25K+ 5.58% |
$43.9K - $48.9K
|
42.5K
$861K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.58K+ 1.37% |
$30.9K - $34.4K
|
117K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.49K+ 9.65% |
$29.1K - $32.5K
|
16.9K
$343K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.11K+ 2.03% |
$21.6K - $24.1K
|
55.6K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1KNew |
$19.5K - $21.8K
|
1K
$20.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
676+ 4.39% |
$13.2K - $14.7K
|
16.1K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
673+ 1.45% |
$13.1K - $14.6K
|
47K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
590+ 0.36% |
$11.5K - $12.8K
|
164K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
362+ 0.58% |
$7.07K - $7.87K
|
62.5K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
300New |
$5.86K - $6.53K
|
300
$6.08K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
285+ 1.37% |
$5.56K - $6.2K
|
21.1K
$428K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
252+ 0.42% |
$4.92K - $5.48K
|
60.3K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
251New |
$4.9K - $5.46K
|
251
$5.08K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
200+ 0.12% |
$3.9K - $4.35K
|
169K
$3.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
67+ 0.54% |
$1.31K - $1.46K
|
12.5K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24+ 0.15% |
$468 - $522
|
15.8K
$321K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
22+ 1.98% |
$429 - $479
|
1.13K
$23K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.02% |
$195 - $218
|
47.8K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.24% |
$58.6 - $65.3
|
1.27K
$25.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 1.56% |
$39 - $43.5
|
130
$2.63K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-34- 0.11% |
$664 - $740
|
31.6K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-190- 0.85% |
$3.71K - $4.13K
|
22.1K
$447K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.2K- 23.08% |
$23.4K - $26.1K
|
4K
$81K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.77K- 9.72% |
$34.6K - $38.5K
|
16.4K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2.04K- 1.2% |
$39.7K - $44.3K
|
167K
$3.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.07K- 1.14% |
$99K - $110K
|
441K
$8.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.44K- 35.51% |
$106K - $118K
|
9.87K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.18K- 2.51% |
$121K - $134K
|
240K
$4.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.39K- 21.06% |
$164K - $182K
|
31.4K
$637K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.1K- 15.7% |
$236K - $263K
|
65K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-20.8K- 24.5% |
$406K - $453K
|
64.1K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.5K- 2.07% |
$713K - $794K
|
1.73M
$35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-252K- 15.73% |
$4.92M - $5.48M
|
1.35M
$27.3M
|