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 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-743- 0.83% |
$15K - $16.2K
|
88.8K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-3.24K- 15.79% |
$65.3K - $70.7K
|
17.3K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.91K- 6.01% |
$78.8K - $85.3K
|
61.1K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.43K- 6.56% |
$89.3K - $96.6K
|
63K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.1K- 6.88% |
$243K - $263K
|
163K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.1K- 53.45% |
$265K - $287K
|
11.4K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.7K- 7.39% |
$358K - $388K
|
222K
$4.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-22.8K- 5.18% |
$461K - $499K
|
418K
$8.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.3K- 59.49% |
$510K - $553K
|
17.2K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.3K- 2.45% |
$854K - $925K
|
1.68M
$34.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-59.6K- 13.11% |
$1.2M - $1.3M
|
395K
$8.06M
|