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Cohen & Steers Duration Preferred & Income Fund
LDP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 29.4 M -USD 919 k -36,611 -3%
UBS Group
2
UBS Group
Switzerland
USD 28.2 M +USD 3.39 M +135,015 +14%
Bessemer Group
3
Bessemer Group
New Jersey
USD 17.1 M +USD 502 k +20,000 +3%
Bank of America
4
Bank of America
North Carolina
USD 13.9 M +USD 104 k +4,146 +0.8%
Baldwin Wealth Partners
5
Baldwin Wealth Partners
Massachusetts
USD 13.1 M -USD 847 k -33,709 -6%
First Foundation Advisors
6
First Foundation Advisors
California
USD 7.55 M -USD 660 k -26,295 -8%
Invesco
7
Invesco
Georgia
USD 5.71 M +USD 361 k +14,383 +7%
Wells Fargo
8
Wells Fargo
California
USD 3.41 M -USD 1.79 M -71,433 -34%
RP
9
Raiff Partners
New York
USD 3.02 M +USD 3.01 M +120,000 Nuevas
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 2.93 M +USD 455 k +18,111 +18%
CFP
11
Cornerstone Financial Partners
North Carolina
USD 2.54 M -USD 229 k -9,105 -8%
Kentucky Farm Bureau Mutual Insurance
12
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 1.13 M – – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 966 k +USD 87.7 k +3,493 +10%
Raymond James & Associates
14
Raymond James & Associates
Florida
USD 830 k +USD 830 k +33,038 Nuevas
WA
15
Winfield Associates
Ohio
USD 829 k +USD 407 k +16,226 +97%
Guggenheim Capital
16
Guggenheim Capital
Illinois
USD 672 k -USD 209 k -8,306 -24%
B. Riley Financial
17
B. Riley Financial
California
USD 666 k -USD 68.9 k -2,743 -9%
LPL Financial
18
LPL Financial
California
USD 614 k +USD 63.4 k +2,526 +11%
Advisor Group
19
Advisor Group
Arizona
USD 541 k +USD 165 k +6,583 +44%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
USD 503 k – – –
Doliver Advisors
21
Doliver Advisors
Texas
USD 450 k +USD 449 k +17,891 Nuevas
Sigma Planning Corp
22
Sigma Planning Corp
Michigan
USD 444 k +USD 122 k +4,850 +38%
Virtu KCG Holdings
23
Virtu KCG Holdings
New York
USD 312 k +USD 312 k +12,410 Nuevas
Citigroup
24
Citigroup
New York
USD 304 k -USD 6.08 k -242 -2%
GBA
25
Garrison Bradford & Associates
New York
USD 302 k – – –
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