Latest Institutional Transactions on Cohen & Steers Select Preferred & Income Fund, Inc. (PSF)
This table provides information on the latest institutional transactions involving Cohen & Steers Select Preferred & Income Fund, Inc. (PSF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.8K+ 13.63% |
$191K - $211K
|
81.7K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 1.23% |
$488 - $538
|
2.05K
$41.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
43+ 0.31% |
$839 - $925
|
13.7K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
21.4K+ 14.25% |
$418K - $461K
|
172K
$3.48M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-696- 4.81% |
$13.6K - $14.9K
|
13.8K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
32.6K+ 11.99% |
$637K - $698K
|
304K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.13K+ 16.67% |
$41.6K - $45.7K
|
14.9K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.88K+ 12.59% |
$75.9K - $83.2K
|
34.7K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.54K- 4.91% |
$49.7K - $54.5K
|
49.3K
$997K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
27+ 0.79% |
$528 - $579
|
3.44K
$69.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 4.99% |
$591K - $648K
|
636K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
50.4K+ 65.96% |
$986K - $1.08M
|
127K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-241- 1.14% |
$4.71K - $5.17K
|
20.8K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-683- 3.2% |
$13.4K - $14.6K
|
20.6K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
85+ 0.21% |
$1.66K - $1.82K
|
40.9K
$827K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-403- 1.27% |
$7.88K - $8.64K
|
31.3K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.55K+ 52.18% |
$49.9K - $54.7K
|
7.44K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-11.2K- 6.95% |
$219K - $241K
|
150K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.3K+ 3.91% |
$104K - $114K
|
141K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4+ 0.03% |
$78.2 - $85.8
|
12K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.9K- 32.4% |
$252K - $277K
|
26.9K
$545K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.04K- 3.0% |
$40K - $43.8K
|
66K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
833+ 1.59% |
$16.3K - $17.9K
|
53.3K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
173New |
$3.38K - $3.71K
|
173
$3.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 0.29% |
$762 - $836
|
13.7K
$277K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
44.3K+ 118.44% |
$867K - $950K
|
81.8K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.73K- 84.38% |
$33.8K - $37.1K
|
320
$6.48K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.7K+ 17.59% |
$365K - $401K
|
125K
$2.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5K+ 25.38% |
$97.8K - $107K
|
24.7K
$500K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11.1K+ 74.61% |
$216K - $237K
|
25.9K
$523K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.13KNew |
$95.6K - $103K
|
5.13K
$104K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
406+ 2.73% |
$7.56K - $8.12K
|
15.3K
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-378- 0.93% |
$7.04K - $7.56K
|
40.3K
$816K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-177- 1.56% |
$3.37K - $3.54K
|
11.1K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61New |
$1.16K - $1.22K
|
61
$1.23K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
600New |
$11.4K - $12K
|
600
$12.1K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.24K- 22.35% |
$61.7K - $64.7K
|
11.3K
$228K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
6.05K+ 13.25% |
$115K - $121K
|
51.7K
$1.05M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27New |
$450 - $544
|
27
$546
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800+ 400.0% |
$13.3K - $16.1K
|
1K
$20.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
366New |
$6.1K - $7.37K
|
366
$7.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.09KNew |
$51.5K - $62.2K
|
3.09K
$62.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2K- 13.99% |
$33.3K - $40.3K
|
12.3K
$249K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
232New |
$3.87K - $4.67K
|
232
$4.7K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.2KNew |
$669K - $810K
|
40.2K
$813K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
35.6KNew |
$593K - $717K
|
35.6K
$720K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 2.21% |
$117 - $141
|
324
$6.56K
|
|