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Cohen & Steers Select Preferred & Income Fund
PSF

Overview Fund Activity

43 hedge funds and large institutions have $50.9M invested in Cohen & Steers Select Preferred & Income Fund in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
20
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$2.72M
2
SFS
2
Shaker Financial Services
Virginia
$1.75M
3
UBS Group
3
UBS Group
Switzerland
$6.52M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.6M
5
RJA
5
Raymond James & Associates
Florida
$2.68M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
LCM
2
Landscape Capital Management
New Jersey
$578K
3
CA
3
Cornerstone Advisory
Maryland
$3.22M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.06M
5
AWM
5
Activest Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.6M 635,939 +30,205 +5%
UBS Group
2
UBS Group
Switzerland
$6.52M 304,217 +32,567 +12%
BWP
3
Baldwin Wealth Partners
Massachusetts
$3.22M 150,314 +4,559 +3%
CA
4
Cornerstone Advisory
Maryland
$3.22M 150,221 -11,223 -7%
Invesco
5
Invesco
Georgia
$3.02M 140,733 +5,302 +4%
GC
6
Guggenheim Capital
Illinois
$2.72M 126,847 +50,416 +66%
RJA
7
Raymond James & Associates
Florida
$2.68M 124,939 +18,688 +18%
SFS
8
Shaker Financial Services
Virginia
$1.75M 81,753 +44,327 +118%
KPWS
9
Kestra Private Wealth Services
Texas
$1.54M 71,877 +16,941 +31%
LPL Financial
10
LPL Financial
California
$1.42M 66,046 -2,044 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.14M 53,341 +833 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.06M 49,258 -2,544 -5%
KAS
13
Kestra Advisory Services
Texas
$876K 40,858 +85 +0.2%
GP
14
Gridiron Partners
Pennsylvania
$864K 40,295 – –
Bank of America
15
Bank of America
North Carolina
$744K 34,709 +3,882 +13%
Truist Financial
16
Truist Financial
North Carolina
$671K 31,285 -403 -1%
LCM
17
Landscape Capital Management
New Jersey
$578K 26,937 -12,913 -32%
WCM
18
WealthBridge Capital Management
Ohio
$554K 25,860 +11,050 +75%
DWP
19
Daymark Wealth Partners
Ohio
$530K 24,700 +5,000 +25%
Osaic Holdings
20
Osaic Holdings
Arizona
$446K 20,813 -241 -1%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$442K 20,634 -683 -3%
Ameriprise
22
Ameriprise
Minnesota
$320K 14,904 +2,130 +17%
PWA
23
Physician Wealth Advisors
Utah
$310K 14,833 – –
NA
24
NewEdge Advisors
Louisiana
$296K 13,784 -696 -5%
HI
25
Harbour Investments
Wisconsin
$294K 13,693 +39 +0.3%
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