Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Cohen & Steers Limited Duration Preferred and Income Fund, Inc. comprennent StoneX Group Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | MAI Capital Management | 57 563 | 0,26 | 1 208 | 3,34 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | -91,30 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 189 228 | 375,69 | 3 970 | 390,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Rareview Capital LLC | 88 694 | 49,91 | 1 861 | 54,49 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 170 243 | 2,14 | 3 572 | 5,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 507 | 205,68 | 32 | 210,00 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 158 000 | 5,33 | 3 315 | 8,51 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 720 | 246 | ||||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 87 800 | 49,89 | 1 842 | 54,53 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 442 605 | 0,91 | 9 286 | 3,98 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 440 | 9 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 212 897 | 19,19 | 4 467 | 22,83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 968 151 | 6,71 | 41 292 | 9,96 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 10 552 | 1,63 | 221 | 4,74 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 364 423 | 22,61 | 7 449 | 19,45 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 35 589 | 0,23 | 747 | 3,32 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 56 395 | 0,29 | 1 183 | 3,41 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 214 832 | 10,41 | 4 610 | 16,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 18 267 | 3,32 | 383 | 6,69 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 22 745 | 0,08 | 477 | 3,25 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 259 | 137,61 | 5 | 150,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 52 823 | 4,34 | 1 108 | 7,57 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 432 383 | 1,94 | 9 007 | 6,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 200 | 1,95 | 25 | 8,70 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 75 053 | 4,29 | 1 575 | 7,44 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19 514 | 10,60 | 409 | 13,93 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 737 | 0,87 | 36 | 2,86 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 142 096 | 0,54 | 2 981 | 3,61 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 455 | 227,34 | 10 | 350,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 30 410 | 13,64 | 638 | 17,10 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 786 | 0,64 | 16 | 6,67 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 972 | 62 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 454 728 | 1,39 | 30 520 | 4,48 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14 183 | 26,60 | 298 | 30,26 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 131 338 | 3,06 | 2 755 | 6,21 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 200 918 | 8,00 | 4 215 | 11,30 |
