We are live on ! Find out more
PTA icon

Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$79.6M +$5.42M +280,293 +7%
Bank of America
2
Bank of America
North Carolina
$67.6M -$3.25M -168,003 -5%
UBS Group
3
UBS Group
Switzerland
$48.9M +$3.18M +164,120 +7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13M -$838K -43,304 -6%
Raymond James Financial
5
Raymond James Financial
Florida
$6.9M -$1.43M -74,059 -17%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$3.89M +$31.4K +1,622 +0.8%
Stifel Financial
7
Stifel Financial
Missouri
$2.99M +$192K +9,923 +7%
Lido Advisors
8
Lido Advisors
California
$2.75M +$1.89M +97,666 +213%
SFS
9
Shaker Financial Services
Virginia
$1.88M -$934K -48,270 -33%
PFA
10
Pettinga Financial Advisors
Indiana
$1.64M +$628K +32,435 +61%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$1.34M -$11.1K -572 -0.8%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.31M +$109K +5,648 +9%
LPL Financial
13
LPL Financial
California
$1.2M +$53.2K +2,749 +5%
WS
14
Wedbush Securities
California
$1.15M -$111K -5,747 -9%
OC
15
Oppenheimer & Co
New York
$1.02M -$35.8K -1,848 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$998K -$126K -6,533 -11%
GC
17
Guggenheim Capital
Illinois
$957K +$414K +21,394 +75%
NA
18
NewEdge Advisors
Louisiana
$804K -$8.05K -416 -1%
RA
19
RFG Advisory
Alabama
$780K +$176K +9,117 +29%
Corient Private Wealth
20
Corient Private Wealth
Florida
$682K -$296K -15,318 -30%
Wells Fargo
21
Wells Fargo
California
$651K +$104K +5,392 +19%
RC
22
Rareview Capital
Nevada
$542K -$737K -38,079 -58%
EH
23
Equitable Holdings
New York
$518K +$227K +11,750 +77%
LSC
24
Logan Stone Capital
Illinois
$479K -$4.63M -239,104 -91%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$427K +$66.1K +3,414 +18%