Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.5K+ 12.45% |
$551K - $581K
|
239K
$5.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
10.2KNew |
$211K - $223K
|
10.2K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.37KNew |
$195K - $205K
|
9.37K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.77K+ 101.96% |
$36.8K - $38.8K
|
3.51K
$76.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.39K+ 6.66% |
$28.9K - $30.5K
|
22.3K
$485K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
790+ 0.18% |
$16.4K - $17.3K
|
433K
$9.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
242+ 53.19% |
$5.03K - $5.3K
|
697
$15.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
200+ 0.12% |
$4.16K - $4.38K
|
172K
$3.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
140New |
$2.91K - $3.07K
|
140
$3.05K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
100New |
$2.08K - $2.19K
|
100
$2.18K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
100New |
$2.08K - $2.19K
|
100
$2.18K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 0.76% |
$125 - $132
|
792
$17.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5+ 1.93% |
$104 - $110
|
264
$5.75K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-431- 5.56% |
$8.96K - $9.45K
|
7.32K
$159K
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-945- 1.72% |
$19.6K - $20.7K
|
53.9K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-1.15K- 1.34% |
$23.8K - $25.1K
|
84.5K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.08K- 10.51% |
$189K - $199K
|
77.3K
$1.68M
|