Purchases and Sales Made in Q2 2025 in Cohen & Steers Tax Advantaged Preferred Securities & Income Fund (PTA)
This table provides information about the institutional ownership of Cohen & Steers Tax Advantaged Preferred Securities & Income Fund (PTA) during Q2 2025. The information is specifically focused on institutions that hold shares of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund.
| 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
|