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
Bank of America
1
Bank of America
North Carolina
$73.1M +$2.36M +119,824 +3%
Morgan Stanley
2
Morgan Stanley
New York
$60.5M +$1.34M +67,972 +2%
UBS Group
3
UBS Group
Switzerland
$49.9M +$281K +14,251 +0.6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.2M -$73.4K -3,726 -0.5%
Raymond James Financial
5
Raymond James Financial
Florida
$11M +$1.29M +65,728 +13%
Wells Fargo
6
Wells Fargo
California
$3.02M +$935K +47,474 +44%
Cerity Partners
7
Cerity Partners
New York
$2.07M +$58.6K +2,976 +3%
WSFS
8
Wilmington Savings Fund Society
Delaware
$1.57M
Stifel Financial
9
Stifel Financial
Missouri
$1.51M -$153K -7,749 -9%
SFS
10
Shaker Financial Services
Virginia
$1.28M +$278K +14,102 +27%
PFA
11
Pettinga Financial Advisors
Indiana
$1.25M -$291K -14,775 -19%
Corient Private Wealth
12
Corient Private Wealth
Florida
$1.04M -$74.7K -3,791 -7%
LPL Financial
13
LPL Financial
California
$1.02M +$120K +6,101 +13%
OC
14
Oppenheimer & Co
New York
$996K +$34.5K +1,754 +4%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$976K +$33.8K +1,715 +4%
WS
16
Wedbush Securities
California
$959K -$188K -9,563 -16%
Lido Advisors
17
Lido Advisors
California
$793K +$85.4K +4,338 +12%
RAM
18
Readystate Asset Management
Illinois
$475K -$565K -28,717 -54%
RA
19
RFG Advisory
Alabama
$464K +$49.2K +2,496 +12%
NA
20
NewEdge Advisors
Louisiana
$463K +$25.1K +1,277 +6%
LA
21
LexAurum Advisors
Kansas
$430K -$197K -10,012 -31%
CW
22
CreativeOne Wealth
Kansas
$421K
WAM
23
Wolverine Asset Management
Illinois
$409K -$17.1K -869 -4%
Comerica Bank
24
Comerica Bank
Texas
$408K -$4.45K -226 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$379K +$384K +19,486 New