Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Cohen & Steers Limited Duration Preferred and Income Fund, Inc., to m.in Advisors Asset Management, Inc., Belpointe Asset Management LLC, Marex Group plc, PW Nova Financial Services LLC, Litman Gregory Asset Management LLC, Global Retirement Partners, LLC, i Whittier Trust Co Of Nevada Inc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 14 838 | 296 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 210 | 4 | ||||||
| 2026-04-02 | 13F | Marex Group plc | 16 097 | 328 | ||||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 26 682 | 533 | ||||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 10 085 | 201 | ||||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 7 461 | 1,02 | 149 | -5,13 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 3 538 | 0,43 | 71 | -5,41 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 3 000 | 64 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 145 463 | 1,78 | 2 905 | -4,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1 | -50,00 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 629 | 34 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 610 | 12 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 13 817 | 293 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 31 918 | 637 | ||||||
| 2026-05-14 | 13F | Smith Asset Management Co., LLC | 19 016 | 61,36 | 380 | 52,21 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 28 004 | 37,63 | 559 | 30,00 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 74 570 | 0,81 | 1 489 | -4,86 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 55 852 | 7,98 | 1 115 | 1,83 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 150 | 3 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2 040 936 | 3,81 | 40 758 | -2,08 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 500 | 10 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 62 731 | 1,47 | 1 253 | -4,28 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 58 314 | 9,28 | 1 165 | 3,10 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 66 580 | 81,83 | 1 330 | 71,48 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 121 285 | 13,59 | 2 422 | 7,17 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 290 | 107,14 | 6 | 150,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 25 694 | 29,03 | 513 | 21,85 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 568 | 25,94 | 31 | 19,23 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 412 | 59,69 | 8 | 60,00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1 000 | 20 | -9,52 | |||||
| 2026-05-05 | 13F | UBS Group AG | 1 389 272 | 0,60 | 27 744 | -5,10 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 23 911 | 102,76 | 478 | 91,57 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 19 133 | 382 | ||||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 899 | 9,90 | 18 | 0,00 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 939 | 49,76 | 19 | 38,46 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 40 171 | 15,06 | 802 | 8,53 | ||||
| 2026-04-27 | 13F | Rareview Capital LLC | 132 703 | 20,81 | 2 784 | 20,83 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 34 | 1 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27 208 | 23,77 | 543 | 16,77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 151 968 | 3,25 | 3 035 | -2,63 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 14 688 | 293 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 103 | 38,39 | 22 | 37,50 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 47 880 | 0,10 | 973 | -3,85 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 167 427 | 0,88 | 3 344 | -4,84 | ||||
| 2026-05-11 | 13F | Glaxis Capital Management, LLC | 261 800 | 12,94 | 5 228 | 6,54 | ||||
| 2026-05-15 | 13F | Kentucky Farm Bureau Mutual Insurance Co | 0 | 0 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 83 006 | 1 658 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 900 | 12,50 | 18 | 6,25 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 72 767 | 40,37 | 1 453 | 32,45 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 44 529 | 889 | ||||||
| 2026-04-17 | 13F | PMG Family Office LLC | 27 750 | 11,83 | 554 | 5,52 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 447 633 | 23,63 | 8 939 | 16,62 |
