Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
371KNew |
$7.68M - $8.81M
|
371K
$8.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
248KNew |
$5.14M - $5.9M
|
248K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
70KNew |
$1.45M - $1.66M
|
70K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
63.4KNew |
$1.31M - $1.51M
|
63.4K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.2K+ 4.16% |
$625K - $717K
|
757K
$17.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.1KNew |
$518K - $594K
|
25.1K
$574K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
24K+ 1.99% |
$495K - $568K
|
1.23M
$28.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23K+ 78.85% |
$476K - $546K
|
52.2K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.5K+ 188.88% |
$423K - $485K
|
31.3K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
14.5KNew |
$299K - $343K
|
14.5K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.7KNew |
$284K - $326K
|
13.7K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
13.5KNew |
$279K - $320K
|
13.5K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.2KNew |
$272K - $312K
|
13.2K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 11.78% |
$266K - $305K
|
122K
$2.8M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
11KNew |
$227K - $261K
|
11K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.6KNew |
$218K - $250K
|
10.6K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$210K - $241K
|
10.2K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9.9KNew |
$205K - $235K
|
9.9K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.34KNew |
$193K - $222K
|
9.34K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.33K+ 30.54% |
$193K - $221K
|
39.9K
$914K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.73K+ 41.32% |
$181K - $207K
|
29.9K
$685K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.72K+ 19.45% |
$160K - $183K
|
47.4K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.69K+ 7121.3% |
$159K - $183K
|
7.8K
$179K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.51K+ 65.35% |
$135K - $155K
|
16.5K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.25KNew |
$129K - $148K
|
6.25K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.23K+ 2.09% |
$129K - $148K
|
304K
$6.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.89KNew |
$122K - $140K
|
5.89K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5KNew |
$103K - $119K
|
5K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.73K+ 1.81% |
$97.8K - $112K
|
266K
$6.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.1KNew |
$84.7K - $97.2K
|
4.1K
$93.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.86K+ 4.41% |
$79.8K - $91.5K
|
91.4K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.62KNew |
$74.8K - $85.9K
|
3.62K
$82.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.35K+ 15.96% |
$69.2K - $79.4K
|
24.3K
$558K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2K+ 4.72% |
$41.4K - $47.5K
|
44.4K
$1.02M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2K+ 15.61% |
$41.3K - $47.4K
|
14.8K
$339K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.76K+ 4.56% |
$36.4K - $41.8K
|
40.3K
$925K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.64K+ 2.46% |
$33.9K - $38.8K
|
68.2K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.56K+ 1.86% |
$32.2K - $36.9K
|
85.1K
$1.95M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.47KNew |
$30.4K - $34.9K
|
1.47K
$33.7K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.13K+ 12.32% |
$23.3K - $26.7K
|
10.3K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.06K+ 2.87% |
$21.8K - $25K
|
37.8K
$867K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
950+ 4.83% |
$19.6K - $22.5K
|
20.6K
$472K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
907+ 5.94% |
$18.8K - $21.5K
|
16.2K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
706+ 0.52% |
$14.6K - $16.8K
|
138K
$3.15M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
700+ 5.38% |
$14.5K - $16.6K
|
13.7K
$314K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
700+ 5.38% |
$14.5K - $16.6K
|
13.7K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
578New |
$12K - $13.7K
|
578
$13.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
447New |
$9.24K - $10.6K
|
447
$10.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
387+ 0.78% |
$8K - $9.18K
|
50K
$1.15M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
310New |
$6.41K - $7.36K
|
310
$7.11K
|