Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund inkluderar Fifth Third Bancorp, First Trust Advisors Lp, PW Nova Financial Services LLC, Global Retirement Partners, LLC, BlackRock, Inc., och Jones Financial Companies Lllp .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Morgan Stanley | 3 872 400 | 11,58 | 72 569 | 8,29 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 16 694 | 313 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 19 057 | 6,64 | 357 | 3,48 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 352 | 76,00 | 7 | 100,00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 42 346 | 15,61 | 42 | −94,06 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 81 085 | 1 520 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 50 | 1 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 62 832 | 1 177 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 12 487 | 6,49 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 7 085 | 237,38 | 133 | 230,00 | ||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 11 723 | 0,42 | 220 | −2,67 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1 320 | 104,97 | 25 | 100,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 658 | 32 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 65 591 | 16,31 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 31 556 | 17,16 | 591 | 13,65 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 719 118 | 3,44 | 13 476 | 0,39 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1 855 | 35 | ||||||
| 2026-04-27 | 13F | Rareview Capital LLC | 65 472 | 20,78 | 1 296 | 20,78 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 11 789 | 2,22 | 221 | −0,90 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 70 587 | 1 323 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 90 | −3,26 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 211 | 4 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 55 029 | 11,71 | 1 031 | 8,41 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 12 485 | 2,11 | 234 | −1,27 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 201 349 | 8,26 | 3 773 | 5,07 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 7 633 | 8,53 | 143 | 5,93 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 58 576 | 43,90 | 1 098 | 39,57 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 18 841 | 22,46 | 353 | 18,86 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 145 751 | 43,33 | 2 731 | 39,12 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 581 | 115,19 | 11 | 100,00 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 28 521 | 534 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 12 019 | 225 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 25 000 | 454 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 2 387 875 | 2,28 | 44 749 | −0,74 |
