We are live on ! Find out more
LDP icon

Cohen & Steers Duration Preferred & Income Fund
LDP

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.3M +$1.3M +52,431 +4%
UBS Group
2
UBS Group
Switzerland
$30.9M -$522K -21,076 -2%
Bank of America
3
Bank of America
North Carolina
$18M +$305K +12,292 +2%
BWP
4
Baldwin Wealth Partners
Massachusetts
$13.8M -$5.6K -226 -0%
CPIG
5
Chicago Partners Investment Group
Illinois
$8.64M +$762K +30,753 +9%
Invesco
6
Invesco
Georgia
$7.48M +$93K +3,751 +1%
Bessemer Group
7
Bessemer Group
New Jersey
$2.78M -$4.89M -197,426 -63%
FFA
8
First Foundation Advisors
California
$2.48M -$150K -6,066 -6%
PPA
9
Parametric Portfolio Associates
Washington
$1.74M -$1.25M -50,279 -41%
KFBMI
10
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.43M – – –
NMC
11
Nine Masts Capital
Hong Kong
$1.34M +$1.39M +56,200 New
CHA
12
Carmichael Hill & Associates
Maryland
$1.32M +$181K +7,310 +15%
Wells Fargo
13
Wells Fargo
California
$1.2M +$139K +5,615 +12%
RJA
14
Raymond James & Associates
Florida
$1.05M +$152K +6,146 +16%
AG
15
Advisor Group
Arizona
$1.03M -$23K -929 -2%
DA
16
Doliver Advisors
Texas
$897K +$934K +37,682 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$844K -$10.4K -420 -1%
BRF
18
B. Riley Financial
California
$816K +$24.9K +1,006 +3%
GIP
19
Greatmark Investment Partners
Georgia
$778K +$376K +15,155 +86%
WA
20
Winfield Associates
Ohio
$756K – – –
PFA
21
Pathway Financial Advisors
Vermont
$742K +$384K +15,491 +89%
YWP
22
YorkBridge Wealth Partners
New York
$639K +$13.1K +530 +2%
HighTower Advisors
23
HighTower Advisors
Illinois
$545K -$19.4K -781 -3%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$533K -$35.7K -1,440 -6%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$452K -$20.6K -833 -4%
1
2 3