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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5K+ 25.38% |
$97.8K - $107K
|
24.7K
$500K
|
|
| 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
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-378- 0.93% |
$7.04K - $7.56K
|
40.3K
$815K
|
|
| Q1 2024 | |||||||
|
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
$7.4K
|
|
|
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
$4.69K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.2KNew |
$669K - $810K
|
40.2K
$813K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 2.21% |
$117 - $141
|
324
$6.55K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 1.37% |
$353 - $382
|
1.48K
$29.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
895New |
$15.8K - $17.1K
|
895
$18.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-812- 3.52% |
$14.3K - $15.5K
|
22.3K
$450K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2KNew |
$32.3K - $37.3K
|
2K
$40.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-500- 43.48% |
$8.07K - $9.32K
|
650
$13.1K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$34.8K - $43.6K
|
2K
$40.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.22K+ 15.56% |
$39.2K - $45K
|
16.5K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.1KNew |
$213K - $244K
|
12.1K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
16.5K+ 329.87% |
$291K - $334K
|
21.5K
$435K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.24KNew |
$21.9K - $25.2K
|
1.24K
$25.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$494K - $620K
|
27.5K
$557K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
32+ 0.3% |
$575 - $721
|
10.6K
$215K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
201+ 14.37% |
$3.61K - $4.53K
|
1.6K
$32.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
629New |
$11.3K - $14.2K
|
629
$12.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
33+ 0.28% |
$593 - $743
|
11.9K
$242K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
2.72KNew |
$48.9K - $61.3K
|
2.72K
$55.1K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-4.23K- 48.28% |
$76K - $95.3K
|
4.53K
$91.7K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
150New |
$3K - $3.51K
|
150
$3.03K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$214K - $250K
|
10.7K
$217K
|
|
|
Aug 15, 2022
Q2 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
13KNew |
$260K - $304K
|
13K
$263K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-9.67K- 39.46% |
$193K - $226K
|
14.8K
$300K
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
22.4K+ 53.7% |
$449K - $524K
|
64.2K
$1.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-726Closed |
$14.5K - $17K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.46KClosed |
$109K - $128K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5KClosed |
$225K - $282K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.34KNew |
$49.8K - $62.6K
|
2.34K
$47.3K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.37KClosed |
$178K - $224K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.4KClosed |
$200K - $252K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
700New |
$14.9K - $18.7K
|
700
$14.2K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500Closed |
$10.7K - $13.4K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-49Closed |
$1.04K - $1.31K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-721Closed |
$15.4K - $19.3K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.9K- 92.26% |
$254K - $319K
|
1K
$20.2K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
592New |
$15.7K - $17.6K
|
592
$12K
|
|