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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 31.5 M +USD 2.78 M +115,522 +10%
UBS Group
2
UBS Group
Switzerland
USD 26.7 M -USD 835 k -34,682 -3%
Bessemer Group
3
Bessemer Group
New Jersey
USD 18.8 M +USD 2.05 M +85,000 +12%
Bank of America
4
Bank of America
North Carolina
USD 14.9 M +USD 1.24 M +51,278 +9%
Baldwin Wealth Partners
5
Baldwin Wealth Partners
Massachusetts
USD 12.6 M -USD 204 k -8,461 -2%
First Foundation Advisors
6
First Foundation Advisors
California
USD 7.99 M +USD 608 k +25,224 +8%
Invesco
7
Invesco
Georgia
USD 5.99 M +USD 403 k +16,730 +7%
Capital Investment Advisors
8
Capital Investment Advisors
Georgia
USD 1.77 M +USD 1.74 M +72,301 Nuevas
Wells Fargo
9
Wells Fargo
California
USD 1.77 M -USD 1.53 M -63,613 -47%
Kentucky Farm Bureau Mutual Insurance
10
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 1.47 M +USD 361 k +15,000 +33%
Ronald Blue & Co
11
Ronald Blue & Co
Georgia
USD 1.2 M +USD 1.18 M +48,940 Nuevas
WA
12
Winfield Associates
Ohio
USD 773 k -USD 35.6 k -1,476 -4%
Raymond James & Associates
13
Raymond James & Associates
Florida
USD 715 k -USD 93.8 k -3,893 -12%
Doliver Advisors
14
Doliver Advisors
Texas
USD 694 k +USD 250 k +10,369 +58%
LPL Financial
15
LPL Financial
California
USD 676 k +USD 67 k +2,781 +11%
B. Riley Financial
16
B. Riley Financial
California
USD 641 k -USD 9.03 k -375 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 612 k -USD 2.21 M -91,769 -79%
Guggenheim Capital
18
Guggenheim Capital
Illinois
USD 593 k -USD 61.9 k -2,568 -10%
YorkBridge Wealth Partners
19
YorkBridge Wealth Partners
New York
USD 582 k +USD 589 k +24,474 Nuevas
Advisor Group
20
Advisor Group
Arizona
USD 571 k +USD 42.4 k +1,760 +8%
Chicago Partners Investment Group
21
Chicago Partners Investment Group
Illinois
USD 537 k +USD 527 k +21,864 Nuevas
Ladenburg Thalmann Financial Services
22
Ladenburg Thalmann Financial Services
Florida
USD 325 k +USD 38.8 k +1,612 +14%
Citigroup
23
Citigroup
New York
USD 302 k +USD 4.91 k +204 +2%
GBA
24
Garrison Bradford & Associates
New York
USD 294 k – – –
ACG Wealth
25
ACG Wealth
Georgia
USD 286 k +USD 281 k +11,666 Nuevas
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