Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 18.96% |
$3.87M - $4.25M
|
1.37M
$27.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
106KNew |
$1.88M - $2.06M
|
106K
$2.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
75.8K+ 13.22% |
$1.35M - $1.48M
|
649K
$13.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
71.6KNew |
$1.27M - $1.4M
|
71.6K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
65.8K+ 17.07% |
$1.17M - $1.28M
|
451K
$9.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
58.4K+ 583.97% |
$1.04M - $1.14M
|
68.4K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
55KNew |
$978K - $1.07M
|
55K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
40.1K+ 82.38% |
$714K - $782K
|
88.9K
$1.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.2K+ 221.7% |
$679K - $744K
|
55.4K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.3K+ 90.53% |
$556K - $609K
|
65.8K
$1.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
28.4K+ 2.18% |
$505K - $554K
|
1.33M
$26.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
25.5KNew |
$453K - $496K
|
25.5K
$515K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20K+ 134.33% |
$356K - $390K
|
34.9K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
19.6K+ 65.47% |
$348K - $381K
|
49.5K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
19.5K+ 9.86% |
$346K - $379K
|
217K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
13KNew |
$232K - $254K
|
13K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.6KNew |
$223K - $245K
|
12.6K
$254K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
11.8KNew |
$210K - $230K
|
11.8K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
10.9K+ 41.67% |
$194K - $213K
|
37.1K
$752K
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
10.5KNew |
$186K - $204K
|
10.5K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.25K+ 21.51% |
$147K - $161K
|
46.6K
$944K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.44KNew |
$132K - $145K
|
7.44K
$151K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.6KNew |
$64K - $70.2K
|
3.6K
$72.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.56K+ 5.68% |
$63.3K - $69.3K
|
66.2K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.49K+ 26.69% |
$62K - $67.9K
|
16.5K
$335K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.21K+ 0.63% |
$57.1K - $62.6K
|
510K
$10.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.97K+ 8.59% |
$52.9K - $57.9K
|
37.6K
$761K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.73K+ 12.35% |
$48.6K - $53.2K
|
24.9K
$503K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.4K+ 7.77% |
$42.6K - $46.7K
|
33.2K
$673K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.31K+ 25.52% |
$41.1K - $45K
|
11.4K
$230K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.05K+ 2.35% |
$36.5K - $40K
|
89.3K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.75KNew |
$31.1K - $34.1K
|
1.75K
$35.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.21KNew |
$21.4K - $23.5K
|
1.21K
$24.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
885+ 6.9% |
$15.7K - $17.2K
|
13.7K
$278K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
600+ 5.72% |
$10.7K - $11.7K
|
11.1K
$225K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
536New |
$9.53K - $10.4K
|
536
$10.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
390New |
$6.93K - $7.6K
|
390
$7.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
189New |
$3.36K - $3.68K
|
189
$3.83K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 2.73% |
$53.3 - $58.5
|
113
$2.29K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 1.96% |
$88.9 - $97.4
|
250
$5.06K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-65- 0.52% |
$1.16K - $1.27K
|
12.4K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-152- 0.18% |
$2.7K - $2.96K
|
85.5K
$1.73M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-194- 1.26% |
$3.45K - $3.78K
|
15.2K
$309K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-995- 5.09% |
$17.7K - $19.4K
|
18.5K
$375K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1K- 5.48% |
$17.8K - $19.5K
|
17.3K
$350K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.14K- 1.86% |
$20.2K - $22.1K
|
59.9K
$1.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.87K- 1.33% |
$33.3K - $36.5K
|
139K
$2.82M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.85K- 5.28% |
$50.7K - $55.6K
|
51.2K
$1.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.27K- 25.7% |
$93.6K - $103K
|
15.2K
$308K
|