Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
47.6K+ 261.76% |
$960K - $1.04M
|
65.8K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.8KNew |
$480K - $520K
|
23.8K
$494K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14.8KNew |
$299K - $323K
|
14.8K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.2K+ 35.42% |
$226K - $245K
|
42.9K
$890K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.66K+ 77.53% |
$154K - $167K
|
17.5K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.4K+ 28.68% |
$88.6K - $96K
|
19.7K
$409K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.61K+ 4.43% |
$52.5K - $56.9K
|
61.5K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
256+ 0.42% |
$5.16K - $5.59K
|
60.5K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
67+ 0.54% |
$1.35K - $1.46K
|
12.6K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 1.85% |
$424 - $459
|
1.16K
$24K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 2.31% |
$60.5 - $65.5
|
133
$2.76K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-743- 0.83% |
$15K - $16.2K
|
88.8K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-3.24K- 15.79% |
$65.3K - $70.7K
|
17.3K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.43K- 6.56% |
$89.3K - $96.6K
|
63K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-22.8K- 5.18% |
$461K - $499K
|
418K
$8.68M
|