Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Cohen & Steers Limited Duration Preferred and Income Fund, Inc. eröffnet haben, gehören 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, und Whittier Trust Co Of Nevada Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
