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
Mariner
26
Mariner
Kansas
$267K -$52.7K -2,791 -16%
Wells Fargo
27
Wells Fargo
California
$263K -$10.4K -550 -4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$235K +$248K +13,123 New
VF
29
Virtu Financial
New York
$220K +$232K +12,310 New
MWM
30
Modera Wealth Management
New Jersey
$185K +$2.06K +109 +1%
JP Morgan Chase
31
JP Morgan Chase
New York
$135K +$143K +7,559 New
AWM
32
Activest Wealth Management
Florida
$115K +$1.72K +91 +1%
BAM
33
Belpointe Asset Management
Nevada
$60.6K +$925 +49 +1%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$56.7K -$133K -7,062 -69%
SS
35
Sunbelt Securities
Texas
$34.6K +$37.8K +2,000 New
US Bancorp
36
US Bancorp
Minnesota
$17.9K
AW
37
Avion Wealth
Texas
$17K
BWA
38
BDO Wealth Advisors
Florida
$15.7K +$16.6K +879 New
PGAM
39
Princeton Global Asset Management
New Jersey
$12.5K
EC
40
Elequin Capital
New York
$5.84K -$915K -48,448 -99%
EWA
41
EverSource Wealth Advisors
Alabama
$1.66K
RCM
42
Rivernorth Capital Management
Florida
-$12.1M -686,730 Closed
PCM
43
Penserra Capital Management
California
-$9.53M -539,447 Closed
AFS
44
Access Financial Services
Minnesota
-$1.12M -63,349 Closed
LSC
45
Logan Stone Capital
Illinois
-$540K -44,977 Closed
WAM
46
Weiss Asset Management
Massachusetts
-$700K -39,596 Closed
LCM
47
Landscape Capital Management
New Jersey
-$659K -37,295 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$209K -11,854 Closed
MCC
49
Money Concepts Capital
Florida
-$195K -11,016 Closed
WAM
50
Wolverine Asset Management
Illinois
-$159K -9,024 Closed