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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 31.8 M -USD 803 k -31,844 -2%
UBS Group
2
UBS Group
Switzerland
USD 30.2 M +USD 2.62 M +104,020 +10%
Bessemer Group
3
Bessemer Group
New Jersey
USD 19.1 M -USD 299 k -11,840 -2%
Bank of America
4
Bank of America
North Carolina
USD 16 M +USD 633 k +25,085 +4%
Baldwin Wealth Partners
5
Baldwin Wealth Partners
Massachusetts
USD 12.1 M -USD 857 k -34,003 -7%
First Foundation Advisors
6
First Foundation Advisors
California
USD 7.33 M -USD 913 k -36,209 -11%
Invesco
7
Invesco
Georgia
USD 7.3 M +USD 1.11 M +44,161 +18%
Chicago Partners Investment Group
8
Chicago Partners Investment Group
Illinois
USD 4.09 M +USD 3.52 M +139,576 +638%
Capital Investment Advisors
9
Capital Investment Advisors
Georgia
USD 1.74 M -USD 87.1 k -3,455 -5%
Kentucky Farm Bureau Mutual Insurance
10
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 1.52 M – – –
Wells Fargo
11
Wells Fargo
California
USD 1.42 M -USD 410 k -16,273 -23%
Ronald Blue & Co
12
Ronald Blue & Co
Georgia
USD 1.33 M +USD 91.5 k +3,628 +7%
WA
13
Winfield Associates
Ohio
USD 799 k – – –
LPL Financial
14
LPL Financial
California
USD 793 k +USD 95 k +3,767 +14%
Raymond James & Associates
15
Raymond James & Associates
Florida
USD 791 k +USD 52.3 k +2,072 +7%
Guggenheim Capital
16
Guggenheim Capital
Illinois
USD 775 k +USD 161 k +6,400 +26%
YorkBridge Wealth Partners
17
YorkBridge Wealth Partners
New York
USD 728 k +USD 85.7 k +3,400 +14%
B. Riley Financial
18
B. Riley Financial
California
USD 681 k +USD 18 k +713 +3%
Advisor Group
19
Advisor Group
Arizona
USD 652 k +USD 61.5 k +2,439 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 453 k -USD 179 k -7,084 -28%
SG Americas Securities
21
SG Americas Securities
New York
USD 367 k +USD 365 k +14,467 Nuevas
ACG Wealth
22
ACG Wealth
Georgia
USD 326 k +USD 29.9 k +1,186 +10%
Citigroup
23
Citigroup
New York
USD 304 k -USD 8.2 k -325 -3%
Millennium Management
24
Millennium Management
New York
USD 301 k +USD 299 k +11,856 Nuevas
Ladenburg Thalmann Financial Services
25
Ladenburg Thalmann Financial Services
Florida
USD 297 k -USD 39.3 k -1,557 -12%
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