Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
238K+ 36.46% |
$6.16M - $6.56M
|
890K
$18M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
35.1K+ 2.77% |
$909K - $968K
|
1.3M
$26.3M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.6KNew |
$586K - $624K
|
22.6K
$458K
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13.1KNew |
$339K - $361K
|
13.1K
$265K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.97KNew |
$206K - $220K
|
7.97K
$161K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.49K+ 165.28% |
$194K - $207K
|
12K
$243K
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
4.72KNew |
$122K - $130K
|
4.72K
$95.7K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.13K+ 10.14% |
$107K - $114K
|
44.8K
$908K
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.94K+ 32.9% |
$102K - $109K
|
15.9K
$323K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.92K+ 4.35% |
$75.7K - $80.6K
|
70.1K
$1.42M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.4KNew |
$62.2K - $66.2K
|
2.4K
$48.6K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2KNew |
$51.8K - $55.2K
|
2K
$40.5K
|
|
Feb 03, 2022
Q4 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.83K+ 1.45% |
$47.3K - $50.4K
|
127K
$2.58M
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.01K+ 2.78% |
$26.1K - $27.8K
|
37.3K
$755K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$25.9K - $27.6K
|
1K
$20.3K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
843+ 2.94% |
$21.8K - $23.3K
|
29.6K
$598K
|
|
Feb 02, 2022
Q4 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
491+ 5.49% |
$12.7K - $13.5K
|
9.44K
$191K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
331New |
$8.58K - $9.13K
|
331
$6.7K
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
278+ 0.39% |
$7.2K - $7.67K
|
71.7K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
200New |
$5.18K - $5.52K
|
200
$4.05K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
189New |
$4.9K - $5.21K
|
189
$3.83K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
112+ 8.48% |
$2.9K - $3.09K
|
1.43K
$29K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
100New |
$2.59K - $2.76K
|
100
$2.03K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30+ 0.54% |
$777 - $828
|
5.55K
$112K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17+ 0.18% |
$440 - $469
|
9.26K
$188K
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 1.98% |
$51.8 - $55.2
|
103
$2.09K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-23- 0.08% |
$596 - $635
|
27.2K
$551K
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-36- 0.01% |
$933 - $993
|
320K
$6.47M
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
SELL
|
- |
-80- 0.98% |
$2.07K - $2.21K
|
8.1K
$164K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-102- 1.08% |
$2.64K - $2.81K
|
9.31K
$189K
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-131- 0.22% |
$3.39K - $3.61K
|
60.3K
$1.22M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-138Closed |
$3.58K - $3.81K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-148- 0.7% |
$3.83K - $4.08K
|
21.1K
$428K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-400Closed |
$10.4K - $11K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-500Closed |
$13K - $13.8K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-600- 2.68% |
$15.5K - $16.6K
|
21.8K
$442K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-634- 2.55% |
$16.4K - $17.5K
|
24.2K
$491K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-853- 2.1% |
$22.1K - $23.5K
|
39.9K
$807K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1K- 4.65% |
$26K - $27.7K
|
20.6K
$417K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.22K- 2.33% |
$31.5K - $33.5K
|
51K
$1.03M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.34K- 76.96% |
$34.6K - $36.9K
|
400
$8.1K
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.42K- 14.99% |
$36.8K - $39.2K
|
8.06K
$163K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.48K- 3.75% |
$38.5K - $40.9K
|
38.1K
$771K
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.9K- 1.36% |
$49.2K - $52.4K
|
138K
$2.79M
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.16K- 15.48% |
$56K - $59.6K
|
11.8K
$239K
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.05K- 1.37% |
$105K - $112K
|
291K
$5.89M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.44K- 0.37% |
$115K - $122K
|
1.18M
$23.9M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.16K- 1.3% |
$186K - $198K
|
543K
$11M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.44KClosed |
$193K - $205K
|
0
$0
|