Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund meliputi Citadel Advisors Llc, Integrated Wealth Concepts LLC, Massmutual Trust Co Fsb/adv, Pinnacle Bancorp, Inc., Assetmark, Inc, dan Whittier Trust Co .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12,764 | 0 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 83,650 | 1,656 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 106,964 | 0.26 | 2,118 | 2.12 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 95 | 2.15 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2,890 | 57 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 22,219 | 0.42 | 440 | 2.09 | ||||
| 2025-08-14 | 13F | Comerica Bank | 23,626 | 12.59 | 468 | 14.74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 600 | 12 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 160,024 | 3.13 | 3,168 | 5.04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 165,242 | 229.02 | 3,272 | 235.14 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19,867 | 393 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 24,384 | 2.06 | 483 | 3.88 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 12,565 | 1.23 | 249 | 2.90 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 35,573 | 49.40 | 704 | 52.38 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 52,584 | 6.63 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13,892 | 0.36 | 275 | 2.23 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 13,360 | 2,235.66 | 265 | 2,300.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40,102 | 794 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 804 | 16 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17,534 | 29.81 | 347 | 32.44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,349,513 | 7.70 | 66,320 | 9.69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8,142 | 20.84 | 161 | 23.85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,897,344 | 3.59 | 77,167 | 5.51 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18,014 | 357 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 64,674 | 21.42 | 1,281 | 23.67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 11,000 | 218 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 166 | 3 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 7,380 | 146 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 83,899 | 8.16 | 1,661 | 10.22 |
