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
$81.7M +$16.5M +852,675 +23%
UBS Group
2
UBS Group
Switzerland
$26.2M +$2.83M +146,621 +11%
SIA
3
Sit Investment Associates
Minnesota
$19.9M +$2.41M +124,922 +13%
Bank of America
4
Bank of America
North Carolina
$16.7M +$584K +30,273 +3%
PCM
5
Penserra Capital Management
California
$8.89M +$1.96M +101,669 +26%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.49M +$178K +9,245 +3%
RCM
7
Rivernorth Capital Management
Florida
$5.18M -$24.8M -1,285,707 -82%
Amundi
8
Amundi
France
$4.5M
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$2.43M +$1.09M +56,451 +73%
LSC
10
Logan Stone Capital
Illinois
$2.14M +$961K +49,810 +73%
CCM
11
Covington Capital Management
California
$1.85M
WS
12
Wedbush Securities
California
$1.73M +$343K +17,798 +23%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.6M +$249K +12,898 +17%
Stifel Financial
14
Stifel Financial
Missouri
$1.53M +$52K +2,697 +3%
AFS
15
Access Financial Services
Minnesota
$1.5M -$9.2K -477 -0.6%
1CP
16
1607 Capital Partners
Virginia
$1.49M
Invesco
17
Invesco
Georgia
$1.3M +$117K +6,081 +9%
RVPG
18
Relative Value Partners Group
$1.23M -$11.6K -600 -0.9%
H6H
19
Hightower 6M Holding
Kansas
$1M +$1.07M +55,384 New
PCMC
20
Private Capital Management (Colorado)
Colorado
$724K +$772K +40,000 New
SA
21
Shilanski & Associates
Alaska
$724K +$772K +40,000 New
AAS
22
Avantax Advisory Services
Texas
$518K +$146K +7,541 +36%
AWS
23
Atria Wealth Solutions
New York
$512K +$546K +28,275 New
Osaic Holdings
24
Osaic Holdings
Arizona
$419K +$82.2K +4,261 +23%
MIG
25
Mariner Investment Group
New York
$394K