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Get Institutions for : 
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. (LDP)  
$19.68 0.00 (0.00%) as of 4:30 Wed 5/15


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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
$16.95  
Last Quarter's Ending Price : 
$18.43  
Last Quarter's Average Price
$17.70  
Change from last quarter's     
avg. price to the last closing  : 
1.98 (11.19%)  




 
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: 
3-31-2022 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 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
   MORGAN STANLEY 2128 - 2023-12-31 1,829,715 $33,722,000 365,238
   UBS Group AG 958 - 2023-12-31 1,453,730 $26,792,000 27,551
   Chicago Partners Investment Group LLC 64 - 2024-03-31 448,777 $8,679,000 3,352
   SYNOVUS FINANCIAL CORP 229 - 2023-12-31 185,184 $3,413,000 69,865
   GREATMARK INVESTMENT PARTNERS, INC. 44 - 2024-03-31 162,775 $3,269,000 19,400
   CNH PARTNERS LLC 134 - 2023-12-31 152,923 $2,818,000 38,491
   THOMAS J. HERZFELD ADVISORS, INC. 31 - 2023-12-31 146,012 $2,691,000 7,856
   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
   ENVESTNET ASSET MANAGEMENT INC 2469 - 2023-12-31 107,687 $1,985,000 38,935
   NewEdge Wealth LLC 331 - 2024-03-31 96,545 $1,888,000 1,468
   ROYAL BANK OF CANADA 2657 - 2023-12-31 94,231 $1,737,000 15,686
   GUGGENHEIM CAPITAL LLC 913 - 2023-12-31 91,780 $1,692,000 11,859
   HPM Partners LLC - 2023-12-31 71,160 $1,311,000 3,160
   FIERA SCEPTRE INC. 313 - 2024-03-31 64,863 $1,302,000 75
   Oder Investment Management LLC 25 - 2024-03-31 59,870 $1,202,000 5,196
   COMERICA BANK 1463 - 2023-12-31 62,418 $1,150,000 1,703
   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
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1471 - 2023-12-31 11,666 $215,000 90
   Goss Wealth Management LLC 2501 - 2023-12-31 1,258 $23,000 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

  27 Records found
  1    
  Page 1 of 1
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