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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.

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 %
Morgan Stanley
1
Morgan Stanley
New York
$68.2M +$1.91M +96,451 +3%
Bank of America
2
Bank of America
North Carolina
$66.7M +$3.94M +198,262 +6%
UBS Group
3
UBS Group
Switzerland
$51.7M +$1.54M +77,737 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.3M +$1.42M +71,721 +12%
Stifel Financial
5
Stifel Financial
Missouri
$2.83M +$520K +26,203 +23%
Cerity Partners
6
Cerity Partners
New York
$2.06M -$49.2K -2,478 -2%
SA
7
Sanctuary Advisors
Indiana
$1.31M +$1.31M +70,772 New
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$1.12M +$511K +25,734 +84%
Corient Private Wealth
9
Corient Private Wealth
Florida
$1.12M +$75.2K +3,789 +7%
WS
10
Wedbush Securities
California
$1.08M -$84.8K -4,272 -7%
OC
11
Oppenheimer & Co
New York
$899K -$266K -13,391 -23%
Lido Advisors
12
Lido Advisors
California
$683K
LA
13
LexAurum Advisors
Kansas
$635K -$285K -14,340 -31%
Invesco
14
Invesco
Georgia
$600K +$36.3K +1,831 +6%
SIA
15
Sit Investment Associates
Minnesota
$579K -$5.42M -272,799 -90%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$576K -$41.2K -2,074 -7%
LPL Financial
17
LPL Financial
California
$559K +$97.5K +4,911 +21%
AWS
18
Atria Wealth Solutions
New York
$454K -$3.97K -200 -0.9%
SFS
19
Shaker Financial Services
Virginia
$439K -$322K -16,218 -42%
Comerica Bank
20
Comerica Bank
Texas
$423K +$13.5K +682 +3%
CL
21
Choreo LLC
Illinois
$344K +$344K +17,270 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$344K +$932 +47 +0.3%
PFA
23
Pettinga Financial Advisors
Indiana
$330K -$4.96K -250 -1%
GC
24
Guggenheim Capital
Illinois
$322K -$19.7K -991 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$301K -$44.5K -2,240 -13%