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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   ROYAL BANK OF CANADA 2105 - 2024-03-31 186,509 $3,745,000 92,278
   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
   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
   Oder Investment Management LLC 25 - 2024-03-31 59,870 $1,202,000 5,196
   Carmichael Hill & Associates Inc. 54 - 2024-03-31 54,323 $1,091,000 4,530
   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
   OPPENHEIMER & CO INC 859 - 2024-03-31 36,429 $731,000 3,896
   JANNEY MONTGOMERY SCOTT LLC 2098 - 2024-03-31 21,013 $422,000 9,994
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2758 - 2024-03-31 16,438 $330,000 3,396
   BARRETT & COMPANY INC. 112 - 2024-03-31 12,386 $249,000 67
   Goss Wealth Management LLC 2533 - 2024-03-31 1,261 $25,000 3
   HANSON MCCLAIN, INC. 1724 - 2024-03-31 1,090 $22,000 29
   Sound Income Strategies LLC 962 - 2024-03-31 126 $3,000 4
  23 Records found
  1    
  Page 1 of 1
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