Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Cohen & Steers REIT and Preferred Income Fund, Inc. comprennent SILVER OAK SECURITIES, Inc, NWF Advisory Services Inc., Strategic Wealth Partners, Ltd., Hartland & Co., LLC, Hurley Capital, LLC, Exchange Traded Concepts, Llc, Principal Securities, Inc., et Total Investment Management 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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10 754 | 4,88 | 245 | 7,96 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 466 | 11 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 16 613 | 0,33 | 378 | 3,56 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 79 709 | 8,80 | 1 815 | 12,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 272 574 | 2,98 | 6 207 | 6,25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15 103 | 0,07 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 48 535 | 1,36 | 1 105 | 4,64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30 125 | 4,42 | 686 | 7,70 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16 444 | 0,04 | 374 | 3,31 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10 725 | 244 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 946 | 1,87 | 113 | 4,67 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 18 740 | 2,11 | 427 | 5,19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 49 554 | 3,90 | 1 128 | 7,22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 152 306 | 0,06 | 3 468 | 3,25 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35 577 | 7,26 | 810 | 11,42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 119 704 | 40,57 | 2 726 | 45,02 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 664 | 15 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 257 | 6 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 115 | 1,88 | 139 | 5,30 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 45 167 | 4,09 | 1 028 | 7,42 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 1 199 662 | 0,23 | 27 316 | 3,41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 187 384 | 13,28 | 4 | 33,33 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 52 230 | 4,77 | 1 135 | 1,89 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 310 099 | 3,57 | 7 060 | 6,84 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13 843 | 1,47 | 315 | 4,65 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 21 950 | 3,54 | 500 | 6,85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19 540 | 31,83 | 447 | 36,39 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 113 031 | 15,17 | 2 574 | 18,79 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 25 143 | 0,13 | 572 | 3,25 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 99 402 | 52,07 | 2 263 | 56,93 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 86 467 | 8,98 | 1 969 | 12,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 818 404 | 6,89 | 18 635 | 10,28 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 33 997 | 10,06 | 774 | 13,66 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 9 902 | 219 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 833 | 0,31 | 264 | 1,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 228 | 5 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 000 | 46 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 12 218 | 1,03 | 278 | 4,51 | ||||
| 2025-05-22 | NP | Cornerstone Strategic Value Fund Inc | 62 948 | 415,08 | 1 389 | 444,71 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 383 144 | 4,33 | 8 724 | 7,65 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 313 706 | 41,72 | 7 143 | 46,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 | 200,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 050 | 47 | ||||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 9 721 | 5,22 | 221 | 8,87 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 214 | 330,74 | 50 | 400,00 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 15 791 | 0,31 | 360 | 3,46 | ||||
| 2025-08-08 | 13F | Creative Planning | 18 389 | 0,78 | 419 | 3,98 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 350 | 8 | ||||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 8 827 | 201 | ||||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 24 683 | 23,55 | 545 | 30,46 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12 700 | 289 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25 416 | 38,30 | 579 | 42,72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 592 522 | 34,90 | 13 491 | 39,12 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 64 | 1 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 19 956 | 0,13 | 454 | 3,42 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1 000 | 23 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 117 179 | 16,99 | 2 669 | 20,72 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 835 | 4,38 | 19 | 11,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10 372 | 7,81 | 236 | 11,32 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 10 687 | 0,07 | 243 | 3,40 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 213 | 1,91 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 705 164 | 1,91 | 16 057 | 5,14 |
