Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Cohen & Steers Limited Duration Preferred and Income Fund, Inc. termasuk StoneX Group Inc. .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
