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Cohen & Steers Duration Preferred & Income Fund
LDP

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40.8M +$1.57M +74,896 +4%
UBS Group
2
UBS Group
Switzerland
$27.7M +$175K +8,322 +0.6%
CPIG
3
Chicago Partners Investment Group
Illinois
$9.17M -$228K -10,857 -2%
Invesco
4
Invesco
Georgia
$8.94M +$1.8M +85,560 +24%
Raymond James Financial
5
Raymond James Financial
Florida
$7.29M -$815K -38,820 -10%
GCM
6
Glaxis Capital Management
Florida
$5.23M +$630K +30,000 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.44M -$257K -12,251 -5%
NW
8
NewEdge Wealth
Pennsylvania
$3.9M -$395K -18,785 -9%
Bank of America
9
Bank of America
North Carolina
$3.54M -$137K -6,536 -4%
GIP
10
Greatmark Investment Partners
Georgia
$3.41M -$22.1K -1,050 -0.6%
PFPG
11
Pinnacle Financial Partners (Georgia)
Georgia
$3.34M +$30.6K +1,456 +0.9%
LPL Financial
12
LPL Financial
California
$3.03M +$100K +4,778 +3%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$2.9M +$53.3K +2,538 +2%
RC
14
Rareview Capital
Nevada
$2.78M +$480K +22,855 +21%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.73M -$456K -21,692 -14%
SA
16
Sanctuary Advisors
Indiana
$2.42M +$305K +14,514 +14%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$2.07M -$425K -20,247 -16%
SFS
18
Shaker Financial Services
Virginia
$1.86M -$20.3K -965 -1%
AAM
19
Advisors Asset Management
Colorado
$1.66M +$1.74M +83,006 New
PWM
20
Platt Wealth Management
California
$1.5M -$176K -8,390 -10%
OIM
21
Oder Investment Management
California
$1.49M +$12.6K +601 +0.8%
AI
22
Atria Investments
North Carolina
$1.45M +$440K +20,927 +40%
GC
23
Guggenheim Capital
Illinois
$1.33M +$629K +29,964 +82%
OC
24
Oppenheimer & Co
New York
$1.25M +$19K +906 +1%
Wells Fargo
25
Wells Fargo
California
$1.2M -$222K -10,553 -15%
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