News + Filings Key Docs Ownership
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Cohen & Steers Limited Duration Preferred and Income Fund Inc (LDP)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 1,447,531 | 80,771 | 26,345,064,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 1,382,178 | 24,513 | 25,155,640,000 | 0.01 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 563,879 | 3,755 | 10,262,598,000 | 0.00 | |
Hist
| 06/30/2023 |
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Invesco Ltd.
| 422,968 | 6,116 | 7,698,018,000 | 0.00 | |
Hist
| 06/30/2023 |
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LexAurum Advisors, LLC
| 139,277 | -1,873 | 2,649,055,000 | 0.95 | |
Hist
| 12/31/2022 |
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Baird Financial Group, Inc.
| 127,078 | 3,091 | 2,312,820,000 | 0.01 | |
Hist
| 06/30/2023 |
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Thomas J. Herzfeld Advisors, Inc.
| 122,335 | -47,407 | 2,226,497,000 | | |
Hist
| 06/30/2023 |
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SYNOVUS FINANCIAL CORP
| 118,966 | 11,452 | 2,165,197,000 | 0.02 | |
Hist
| 06/30/2023 |
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GREATMARK INVESTMENT PARTNERS, INC.
| 96,625 | -9,825 | 1,837,808,000 | 0.34 | |
Hist
| 12/31/2022 |
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ENVESTNET ASSET MANAGEMENT INC
| 91,161 | 22,148 | 1,659,127,000 | 0.00 | |
Hist
| 06/30/2023 |
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BALDWIN BROTHERS LLC/MA
| 91,332 | -5,070 | 1,559,037,000 | 0.13 | |
Hist
| 09/30/2023 |
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Cerity Partners LLC
| 71,160 | -465 | 1,295,112,000 | 0.01 | |
Hist
| 06/30/2023 |
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Shaker Financial Services, LLC
| 71,129 | 36,348 | 1,268,942,000 | 0.55 | |
Hist
| 03/31/2023 |
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Fiera Capital Corp
| 64,973 | 2,148 | 1,182,509,000 | 0.00 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 63,103 | 3,201 | 1,125,749,000 | 0.00 | |
Hist
| 03/31/2023 |
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Algebris (UK) Ltd
| 57,665 | 0 | 1,045,366,000 | 0.51 | |
Hist
| 06/30/2023 |
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Rockefeller Capital Management L.P.
| 56,766 | -2,780 | 1,033,142,000 | 0.00 | |
Hist
| 06/30/2023 |
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Carmichael Hill & Associates, Inc.
| 54,019 | -29,969 | 983,148,000 | 0.44 | |
Hist
| 06/30/2023 |
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YorkBridge Wealth Partners, LLC
| 51,209 | -4,977 | 973,995,000 | 0.25 | |
Hist
| 12/31/2022 |
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GUGGENHEIM CAPITAL LLC
| 52,648 | 3,657 | 958,194,000 | 0.01 | |
Hist
| 06/30/2023 |
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Maltin Wealth Management, Inc.
| 49,086 | -40,189 | 893,362,000 | | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 39,768 | -6,851 | 724,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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BerganKDV Wealth Management, LLC
| 37,586 | 7,718 | 714,884,000 | 0.08 | |
Hist
| 12/31/2022 |
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Claybrook Capital, LLC
| 36,815 | 26,352 | 670,033,000 | 0.36 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 35,907 | 2,692 | 653,523,000 | | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 34,246 | -6,925 | 651,358,000 | 0.00 | |
Hist
| 12/31/2022 |
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WELLS FARGO & COMPANY/MN
| 34,111 | -451 | 620,826,000 | 0.00 | |
Hist
| 06/30/2023 |
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Oder Investment Management, LLC
| 29,695 | -409 | 540,449,000 | 0.59 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 29,362 | -2,119 | 534,394,000 | 0.00 | |
Hist
| 06/30/2023 |
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AQR Arbitrage LLC
| 28,133 | -8,982 | 512,021,000 | 0.02 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 19,576 | 8,000 | 356,283,000 | 0.00 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 17,263 | 41 | 328,342,000 | 0.00 | |
Hist
| 12/31/2022 |
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Pettinga Financial Advisors, LLC
| 15,241 | -18,480 | 289,884,000 | 0.09 | |
Hist
| 12/31/2022 |
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DAVENPORT & Co LLC
| 14,950 | 0 | 284,000,000 | 0.00 | |
Hist
| 12/31/2022 |
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HighTower Advisors, LLC
| 14,863 | -20,026 | 271,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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