Latest Institutional Purchases of Cohen & Steers Tax Advantaged Preferred Securities & Income Fund (PTA)
This list provides information on the latest institutional transactions involving Cohen & Steers Tax Advantaged Preferred Securities & Income Fund (PTA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8KNew |
$225K - $253K
|
12.8K
$256K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.89KNew |
$50.9K - $57.2K
|
2.89K
$57.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
804New |
$14.2K - $15.9K
|
804
$16.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
93+ 0.42% |
$1.64K - $1.84K
|
22.2K
$445K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
120K+ 3.29% |
$2.3M - $2.43M
|
3.76M
$75.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
68K+ 2.23% |
$1.3M - $1.38M
|
3.11M
$62.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65.7K+ 13.14% |
$1.26M - $1.33M
|
566K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.5K+ 44.08% |
$910K - $961K
|
155K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5KNew |
$374K - $395K
|
19.5K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14.3K+ 0.56% |
$273K - $289K
|
2.57M
$51.4M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
14.1K+ 27.27% |
$270K - $286K
|
65.8K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
12KNew |
$229K - $242K
|
12K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.1K+ 13.13% |
$117K - $124K
|
52.6K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.8KNew |
$92K - $97.2K
|
4.8K
$96.1K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.34K+ 11.9% |
$83.2K - $87.8K
|
40.8K
$816K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.25K+ 32.32% |
$81.5K - $86.1K
|
17.4K
$348K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4K+ 200.0% |
$76.7K - $81K
|
6K
$120K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.98K+ 2.87% |
$57K - $60.3K
|
107K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.65KNew |
$50.8K - $53.7K
|
2.65K
$53.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.5K+ 11.67% |
$47.8K - $50.5K
|
23.9K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.1KNew |
$40.3K - $42.6K
|
2.1K
$42.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.75K+ 3.54% |
$33.6K - $35.5K
|
51.2K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.72K+ 3.54% |
$32.9K - $34.7K
|
50.2K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.5K+ 12.91% |
$28.8K - $30.4K
|
13.1K
$263K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.32KNew |
$25.3K - $26.7K
|
1.32K
$26.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.28K+ 5.67% |
$24.5K - $25.9K
|
23.8K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
572New |
$11K - $11.6K
|
572
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
500New |
$9.59K - $10.1K
|
500
$10K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
469+ 3.6% |
$8.99K - $9.5K
|
13.5K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
217New |
$4.16K - $4.39K
|
217
$4.34K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
165+ 124.06% |
$3.16K - $3.34K
|
298
$5.97K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
147+ 1.2% |
$2.82K - $2.98K
|
12.4K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 3.45% |
$1.92K - $2.03K
|
3K
$60.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
65New |
$1.25K - $1.32K
|
65
$1.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
370KNew |
$7.08M - $7.84M
|
370K
$7.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
122KNew |
$2.33M - $2.58M
|
122K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
50KNew |
$956K - $1.06M
|
50K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
31.4KNew |
$601K - $665K
|
31.4K
$629K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.9KNew |
$476K - $527K
|
24.9K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.7KNew |
$414K - $458K
|
21.7K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.6KNew |
$337K - $373K
|
17.6K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$223K - $248K
|
11.7K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
9KNew |
$172K - $191K
|
9K
$180K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.96KNew |
$94.8K - $105K
|
4.96K
$99.3K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
814+ 12.08% |
$15.6K - $17.2K
|
7.55K
$151K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
375K+ 2830.93% |
$7.3M - $7.89M
|
388K
$7.77M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
80.6KNew |
$1.57M - $1.7M
|
80.6K
$1.61M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.6KNew |
$245K - $265K
|
12.6K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.95K+ 30.86% |
$174K - $188K
|
38K
$760K
|
|