PTA icon

Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

41 hedge funds and large institutions have $236M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$71.2M +$546K +25,946 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$70.5M -$1.78M -84,439 -2%
UBS Group
3
UBS Group
Switzerland
$49.1M -$5.76M -273,572 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.6M +$2.56M +121,622 +18%
RJA
5
Raymond James & Associates
Florida
$8.17M +$7.89M +375,098 +2,831%
Cerity Partners
6
Cerity Partners
New York
$2.23M +$53K +2,521 +2%
Stifel Financial
7
Stifel Financial
Missouri
$1.79M -$1.21M -57,427 -40%
WSFS
8
Wilmington Savings Fund Society
Delaware
$1.7M +$1.7M +80,631 New
SA
9
Sanctuary Advisors
Indiana
$1.5M +$80K +4,000 +6%
Corient Private Wealth
10
Corient Private Wealth
Florida
$1.29M +$108K +5,136 +9%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.12M -$66.9K -3,179 -6%
WS
12
Wedbush Securities
California
$1.07M -$78.5K -3,730 -7%
OC
13
Oppenheimer & Co
New York
$932K -$20.7K -983 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$798K +$188K +8,949 +31%
LPL Financial
15
LPL Financial
California
$776K +$184K +8,728 +31%
Lido Advisors
16
Lido Advisors
California
$723K
LA
17
LexAurum Advisors
Kansas
$674K +$1.75K +83 +0.3%
Invesco
18
Invesco
Georgia
$634K -$1.62K -77 -0.3%
NA
19
NewEdge Advisors
Louisiana
$461K +$219K +10,411 +90%
AWS
20
Atria Wealth Solutions
New York
$448K -$33.7K -1,600 -7%
Comerica Bank
21
Comerica Bank
Texas
$442K -$6.75K -321 -2%
SFS
22
Shaker Financial Services
Virginia
$407K -$58.3K -2,772 -13%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$366K +$968 +46 +0.3%
CL
24
Choreo LLC
Illinois
$364K
RA
25
RFG Advisory
Alabama
$326K +$326K +15,478 New