Purchases and Sales Made in Q1 2024 in Cohen & Steers Select Preferred & Income Fund, Inc. (PSF)
This table provides information about the institutional ownership of Cohen & Steers Select Preferred & Income Fund, Inc. (PSF) during Q1 2024. The information is specifically focused on institutions that hold shares of Cohen & Steers Select Preferred & Income Fund, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
38.9KNew |
$741K - $778K
|
38.9K
$781K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
20K+ 8.0% |
$382K - $401K
|
271K
$5.43M
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.7KNew |
$375K - $394K
|
19.7K
$396K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
18.9KNew |
$359K - $377K
|
18.9K
$379K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.3K+ 3.11% |
$329K - $346K
|
573K
$11.5M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.3K+ 3.11% |
$329K - $346K
|
573K
$11.5M
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17.3K+ 15.17% |
$329K - $345K
|
131K
$2.63M
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
14.9KNew |
$283K - $298K
|
14.9K
$299K
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
12.1KNew |
$230K - $241K
|
12.1K
$242K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.8KNew |
$206K - $216K
|
10.8K
$217K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
6.05K+ 13.25% |
$115K - $121K
|
51.7K
$1.04M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.35K+ 10.89% |
$82.8K - $87K
|
44.3K
$890K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.05K+ 3.42% |
$58.1K - $61K
|
92.4K
$1.85M
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.05KNew |
$39K - $41K
|
2.05K
$41.1K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.23K+ 4.08% |
$23.4K - $24.6K
|
31.4K
$630K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.21K+ 3.22% |
$23.1K - $24.2K
|
38.9K
$780K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02K+ 2.51% |
$19.3K - $20.3K
|
41.5K
$834K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
600New |
$11.4K - $12K
|
600
$12K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
230+ 1.96% |
$4.38K - $4.6K
|
12K
$240K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61New |
$1.16K - $1.22K
|
61
$1.22K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
43+ 0.32% |
$819 - $860
|
13.6K
$272K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
27+ 0.8% |
$514 - $540
|
3.39K
$68K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-21- 0.04% |
$400 - $420
|
55.1K
$1.11M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59- 1.23% |
$1.12K - $1.18K
|
4.73K
$94.9K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-177- 1.56% |
$3.37K - $3.54K
|
11.1K
$224K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-353- 2.53% |
$6.72K - $7.06K
|
13.6K
$273K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-414- 1.84% |
$7.88K - $8.28K
|
22.1K
$443K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-416- 1.25% |
$7.92K - $8.32K
|
32.9K
$661K
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-744- 0.45% |
$14.2K - $14.9K
|
163K
$3.28M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-892- 1.34% |
$17K - $17.8K
|
65.5K
$1.31M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.23K- 2.74% |
$23.4K - $24.6K
|
43.7K
$878K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.24K- 22.35% |
$61.7K - $64.7K
|
11.3K
$226K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.3K- 19.86% |
$196K - $206K
|
41.5K
$834K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.6K- 10.84% |
$278K - $292K
|
120K
$2.41M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.1K- 38.71% |
$402K - $422K
|
33.4K
$671K
|
|
May 13, 2024
Q1 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-25.4K- 38.42% |
$483K - $507K
|
40.7K
$817K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.5K- 5.37% |
$619K - $650K
|
573K
$11.5M
|