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Get Institutions for : 
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP)  
$19.91 0.03 (0.15%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    4
Total shares held : 
 6,744,779  
% of shares held : 
 23.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 565,181  
% of shares held change : 
   1.96%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $18.60  
Last Quarter's Ending Price : 
 $20.08  
Last Quarter's Average Price : 
 $19.42  
Change from last quarter's     
avg. price to the last closing  : 
0.49 (2.52%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 203,284
 3.01%
 
Increased Positions :
21
 743,975
 11.03%
 
Unchanged Positions :
15
 206,572
 3.06%
 
Decreased Positions :
24
-274,703
-4.07%
 
Closed Positions :
9
-107,375
-1.59%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2064 - 2024-03-31 1,787,539 $35,894,000 -42,176
   UBS Group AG 996 - 2024-03-31 1,476,198 $29,642,000 22,468
   Chicago Partners Investment Group LLC 64 - 2024-03-31 448,777 $8,679,000 3,352
   INVESCO LTD 1878 - 2024-03-31 422,091 $8,476,000 -19,820
   ATRIA INVESTMENTS LLC 280 *New 2024-03-31 314,040 $6,306,000 314,040
   BANK OF AMERICA CORP /DE/ 2828 - 2024-03-31 300,431 $6,033,000 -78,007
   ROYAL BANK OF CANADA 2105 - 2024-03-31 186,509 $3,745,000 92,278
   SYNOVUS FINANCIAL CORP 248 - 2024-03-31 172,763 $3,469,000 -12,421
   GREATMARK INVESTMENT PARTNERS, INC. 44 - 2024-03-31 162,775 $3,269,000 19,400
   THOMAS J. HERZFELD ADVISORS, INC. 24 - 2024-03-31 158,016 $3,173,000 12,004
   ENVESTNET ASSET MANAGEMENT INC 2356 - 2024-03-31 137,387 $2,759,000 29,700
   Baird Financial Group Inc. 901 - 2024-03-31 117,273 $2,355,000 5,160
   LPL FINANCIAL CORP 2433 - 2024-03-31 108,765 $2,184,000 17,342
   GLAXIS CAPITAL MANAGEMENT, LLC 5 - 2024-03-31 103,000 $2,068,000 10,584
   NewEdge Wealth LLC 331 - 2024-03-31 96,545 $1,888,000 1,468
   BALDWIN BROTHERS INC/MA 84 - 2024-03-31 91,332 $1,834,000 0
   CNH PARTNERS LLC 182 - 2024-03-31 89,117 $1,789,000 -63,806
   GUGGENHEIM CAPITAL LLC 934 - 2024-03-31 86,759 $1,742,000 -5,021
   LexAurum Advisors LLC 50 - 2024-03-31 79,068 $1,588,000 -45,490
   HPM Partners LLC 1121 - 2024-03-31 71,160 $1,429,000 0
   FIERA SCEPTRE INC. 313 - 2024-03-31 64,863 $1,302,000 75
   SHAKER FINANCIAL SERVICES, LLC 64 - 2024-03-31 62,591 $1,257,000 20,581
   COMERICA BANK 1416 - 2024-03-31 62,253 $1,250,000 -165
   Oder Investment Management LLC 25 - 2024-03-31 59,870 $1,202,000 5,196
   Beacon Pointe Advisors LLC 641 - 2024-03-31 57,853 $1,162,000 -2,139
   Carmichael Hill & Associates Inc. 54 - 2024-03-31 54,323 $1,091,000 4,530
   YorkBridge Wealth Partners LLC 89 - 2022-12-31 51,209 $974,000 -2,853
   Rockefeller Capital Management L.P. 1276 - 2024-03-31 47,160 $947,000 -4,105
   Advisor Group Holdings Inc. 2428 - 2024-03-31 45,091 $905,000 -3,719
   WELLS FARGO & CO/MN 3098 - 2024-03-31 41,158 $826,000 15,192
   Lido Advisors LLC 652 - 2024-03-31 40,859 $820,000 2,600
   BerganKDV Wealth Management LLC 147 - 2023-06-30 40,960 $745,000 -106
   OPPENHEIMER & CO INC 859 - 2024-03-31 36,429 $731,000 3,896
   Claybrook Capital LLC 76 - 2023-09-30 36,815 $628,000 0
   RAYMOND JAMES & ASSOCIATES 2893 - 2024-03-31 30,896 $620,000 -1,593
   RSM US WEALTH MANAGEMENT LLC 392 *New 2024-03-31 29,991 $602,000 29,991
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 427 - 2024-03-31 27,406 $550,000 -22,481
   JANNEY MONTGOMERY SCOTT LLC 2098 - 2024-03-31 21,013 $422,000 9,994
   COMMONWEALTH EQUITY SERVICES LLC. 2950 - 2024-03-31 20,634 $414,000 -38
   EVERPAR ADVISORS LLC 135 - 2024-03-31 20,503 $412,000 -633
   CREATIVE PLANNING 2011 - 2024-03-31 20,032 $402,000 -2,377
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2758 - 2024-03-31 16,438 $330,000 3,396
   Cetera Investment Advisers 2927 *New 2024-03-31 16,354 $328,000 16,354
   KESTRA PRIVATE WEALTH SERVICES LLC 973 - 2024-03-31 16,218 $326,000 -2,611
   STIFEL FINANCIAL CORP 2867 - 2024-03-31 15,779 $317,000 -2,048
   SIT INVESTMENT ASSOCIATES INC 432 - 2024-03-31 14,695 $295,000 0
   Grey Street Capital LLC 109 - 2023-12-31 15,025 $277,000 -787
   BARRETT & COMPANY INC. 112 - 2024-03-31 12,386 $249,000 67
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1495 - 2024-03-31 11,168 $224,000 -498
   WETHERBY ASSET MANAGEMENT INC 881 - 2024-03-31 10,000 $201,000 0
   Venturi Wealth Management LLC 440 - 2024-03-31 3,947 $79,000 0
   Spire Wealth Management 1163 - 2024-03-31 2,919 $59,000 0
   Goss Wealth Management LLC 2533 - 2024-03-31 1,261 $25,000 3
   Sachetta LLC 295 - 2024-03-31 1,200 $22,000 0
   HANSON MCCLAIN, INC. 1724 - 2024-03-31 1,090 $22,000 29
   FIRST MANHATTAN CO 1049 - 2024-03-31 800 $16,000 0
   MONTAG A & ASSOCIATES INC 711 - 2024-03-31 803 $16,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC 447 - 2024-03-31 500 $10,000 0
   FIFTH THIRD BANCORP 1874 - 2024-03-31 500 $10,000 0
   PRIVATE TRUST CO NA 1738 - 2024-03-31 400 $8,000 0
   Sunbelt Securities Inc. 1269 - 2024-03-31 375 $8,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 806 *New 2023-12-31 405 $7,000 405
   Key Financial Inc 920 - 2024-03-31 246 $5,000 0
   Sound Income Strategies LLC 962 - 2024-03-31 126 $3,000 4
   NOMURA HOLDINGS INC 892 *Closed 2024-03-31 0 $0 -13,725
   QUATTRO FINANCIAL ADVISORS LLC 83 *Closed 2024-03-31 0 $0 -11,230
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5695 *Closed 2024-03-31 0 $0 -23,448
   Maltin Wealth Management Inc. 122 *Closed 2024-03-31 0 $0 -74,508
   Merit Financial Group LLC 865 *Closed 2024-03-31 0 $0 -16,179
   PROEQUITIES INC. 5009 - 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 2598 *Closed 2024-03-31 0 $0 -525
   GRADIENT INVESTMENTS LLC 1498 *Closed 2024-03-31 0 $0 -325
   Bramshill Investments LLC 134 *Closed 2024-03-31 0 $0 -6,823
   Farther Finance Advisors LLC 3111 *Closed 2024-03-31 0 $0 -500
   JANE STREET GROUP LLC 6005 *Closed 2024-03-31 0 $0 -14,562
   WFA of San Diego LLC 414 *Closed 2023-09-30 0 $0 -580
   Rocky Mountain Advisers LLC 315 *Closed 2024-03-31 0 $0 -5,250
   Mutual Advisors LLC 1095 *Closed 2024-03-31 0 $0 -16,058
   Pettinga Financial Advisors LLC 127 *Closed 2024-03-31 0 $0 -50,300
   Steward Partners Investment Advisory LLC 3590 *Closed 2024-03-31 0 $0 -1,500
   WOLVERINE ASSET MANAGEMENT LLC 1332 *Closed 2024-03-31 0 $0 -1,934
  81 Records found
  1    
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