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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

42 hedge funds and large institutions have $219M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$263K -$7.66K -386 -3%
JSW
27
Journey Strategic Wealth
New Jersey
$263K +$263K +13,250 New
EH
28
Equitable Holdings
New York
$241K +$19.9K +1,000 +9%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$232K +$8.28K +417 +4%
NA
30
NewEdge Advisors
Louisiana
$229K +$229K +11,515 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$222K -$34.3K -1,727 -13%
MWM
32
Modera Wealth Management
New Jersey
$218K +$2.42K +122 +1%
RFA
33
Register Financial Advisors
Georgia
$168K
AWM
34
Activest Wealth Management
Florida
$148K +$2.07K +104 +1%
Osaic Holdings
35
Osaic Holdings
Arizona
$98.1K -$11.2K -564 -10%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$75.4K +$357 +18 +0.5%
HI
37
Harbour Investments
Wisconsin
$49.6K
Wells Fargo
38
Wells Fargo
California
$42.9K -$6.75K -340 -14%
LC
39
Lindbrook Capital
California
$39.7K
KB
40
Kimelman & Baird
New York
$15.9K +$15.9K +800 New
PGAM
41
Princeton Global Asset Management
New Jersey
$13.9K
SPIA
42
Steward Partners Investment Advisory
New York
$397 +$397 +20 New
Amundi
43
Amundi
France
-$3.91M -213,015 Closed
RVPG
44
Relative Value Partners Group
-$1.59M -85,203 Closed
Millennium Management
45
Millennium Management
New York
-$210K -10,732 Closed
NS
46
NBC Securities
Alabama
-$19K -1,000 Closed
PS
47
Principal Securities
Iowa
-$10.3K -525 Closed