Purchases and Sales Made in Q1 2025 in Cohen & Steers Reit & Preferred & Income Fund Inc (RNP)
This table provides information about the institutional ownership of Cohen & Steers Reit & Preferred & Income Fund Inc (RNP) during Q1 2025. The information is specifically focused on institutions that hold shares of COHEN & STEERS REIT & PREFERRED & INCOME FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
321K+ 86.34% |
$6.51M - $7.17M
|
692K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
197K+ 810.06% |
$4M - $4.41M
|
221K
$5.07M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 40.89% |
$2.59M - $2.85M
|
439K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44.8KNew |
$910K - $1M
|
44.8K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
39.5K+ 98.91% |
$801K - $882K
|
79.3K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
30.9KNew |
$627K - $691K
|
30.9K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.2K+ 24.8% |
$614K - $676K
|
152K
$3.49M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.8K+ 20.22% |
$565K - $622K
|
165K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.1K+ 37.12% |
$550K - $606K
|
100K
$2.3M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
24.7KNew |
$501K - $552K
|
24.7K
$566K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21.6KNew |
$438K - $482K
|
21.6K
$494K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1KNew |
$306K - $337K
|
15.1K
$346K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.2K+ 25.24% |
$267K - $295K
|
65.4K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.7KNew |
$217K - $239K
|
10.7K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
10.1K+ 66.83% |
$204K - $225K
|
25.1K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.62KNew |
$195K - $215K
|
9.62K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
9.24KNew |
$187K - $207K
|
9.24K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.9K+ 1.18% |
$180K - $199K
|
766K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.46K+ 69.2% |
$151K - $167K
|
18.2K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.74K+ 7.37% |
$137K - $151K
|
98.1K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
6.49K+ 9.27% |
$132K - $145K
|
76.4K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.3K+ 35.07% |
$128K - $141K
|
24.3K
$556K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.4K+ 12.16% |
$110K - $121K
|
49.8K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.03K+ 7.36% |
$102K - $112K
|
73.3K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.36K+ 5.38% |
$88.5K - $97.5K
|
85.4K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.24K+ 32.19% |
$86K - $94.8K
|
17.4K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4K+ 10.0% |
$81.2K - $89.4K
|
44K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.04K+ 7.54% |
$61.7K - $68K
|
43.4K
$995K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.7K+ 134900.0% |
$54.7K - $60.3K
|
2.7K
$61.9K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.88K+ 6.02% |
$38.2K - $42.1K
|
33.2K
$760K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.87K+ 11.37% |
$38K - $41.9K
|
18.4K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.5KNew |
$30.4K - $33.5K
|
1.5K
$34.4K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.35K+ 206.75% |
$27.4K - $30.1K
|
2K
$45.8K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
600New |
$12.2K - $13.4K
|
600
$13.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
600+ 2.91% |
$12.2K - $13.4K
|
21.2K
$486K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
594+ 3.8% |
$12.1K - $13.3K
|
16.2K
$372K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
519+ 3.59% |
$10.5K - $11.6K
|
15K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
416New |
$8.44K - $9.3K
|
416
$9.53K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
409New |
$8.3K - $9.15K
|
409
$9.37K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
400New |
$8.12K - $8.94K
|
400
$9.17K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
400New |
$8.12K - $8.94K
|
400
$9.17K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
373+ 4.0% |
$7.57K - $8.34K
|
9.71K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
371+ 2.09% |
$7.53K - $8.3K
|
18.1K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
355+ 279.53% |
$7.2K - $7.94K
|
482
$11K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
300New |
$6.09K - $6.71K
|
300
$6.88K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
283+ 0.6% |
$5.74K - $6.33K
|
47.7K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
243+ 0.49% |
$4.93K - $5.43K
|
50.2K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
220+ 1.36% |
$4.46K - $4.92K
|
16.4K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
120+ 1.0% |
$2.43K - $2.68K
|
12.1K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
110+ 1.87% |
$2.23K - $2.46K
|
6K
$138K
|