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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

53 hedge funds and large institutions have $235M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+12
Holders Change %
+29.27%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
19
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$433K +$11.7K +608 +3%
WAM
27
Wolverine Asset Management
Illinois
$422K +$422K +21,932 New
CW
28
CreativeOne Wealth
Kansas
$416K +$416K +21,650 New
RA
29
RFG Advisory
Alabama
$411K +$114K +5,917 +38%
Comerica Bank
30
Comerica Bank
Texas
$408K +$3.9K +203 +1%
LCM
31
Landscape Capital Management
New Jersey
$339K +$339K +17,627 New
AWS
32
Atria Wealth Solutions
New York
$312K -$97.1K -5,050 -24%
Invesco
33
Invesco
Georgia
$307K -$272K -14,169 -47%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$266K +$1.52K +79 +0.6%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$265K -$10.1K -525 -4%
JSW
36
Journey Strategic Wealth
New Jersey
$253K +$26.9K +1,400 +12%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$251K -$8.67K -451 -3%
MWM
38
Modera Wealth Management
New Jersey
$236K +$2.67K +139 +1%
Jane Street
39
Jane Street
New York
$225K +$225K +11,693 New
EH
40
Equitable Holdings
New York
$223K -$16K -830 -7%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$193K +$193K +10,028 New
PAM
42
Parvin Asset Management
South Dakota
$173K +$173K +9,000 New
Osaic Holdings
43
Osaic Holdings
Arizona
$145K +$88K +4,579 +154%
AWM
44
Activest Wealth Management
Florida
$143K
AWM
45
Avior Wealth Management
Nebraska
$95.3K +$95.3K +4,960 New
IA
46
IFP Advisors
Florida
$66.6K +$39.1K +2,033 +142%
HI
47
Harbour Investments
Wisconsin
$55.7K
LC
48
Lindbrook Capital
California
$38.4K
US Bancorp
49
US Bancorp
Minnesota
$38.4K +$38.4K +2,000 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$30.8K +$346 +18 +1%