Type / Class
Equity / Common Stock, $0.01 par value
Total 13F shares
5,511,175
Share change
-93,540
Total reported value
$130,523,000
Price per share
$23.67
Number of holders
51
Value change
-$1,827,764
Number of buys
28
Number of sells
24

Security key

19248C105

Report period

Q1 2019

Institutions

51

Top holders

10

Ownership snapshot

Top shareholders of LDP - Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. - Common Stock, $0.01 par value (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
MORGAN STANLEY
13D/G signal
Evidence rows
50
Latest as of
31 Dec 2018
13F Highest disclosed value: $25,554,000 Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
class O/S missing
$25,554,000
1,171,662 shares
31 Dec 2018
UBS Group AG
13F
Company
13F
class O/S missing
$25,298,000
1,159,908 shares
31 Dec 2018
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$16,698,000
765,606 shares
31 Dec 2018
BALDWIN WEALTH PARTNERS LLC/MA
13F
Company
13F
class O/S missing
$10,559,000
484,138 shares
31 Dec 2018
Invesco Ltd.
13F
Company
13F
class O/S missing
$8,316,000
381,272 shares
31 Dec 2018
Chicago Partners Investment Group LLC
13F
Company
13F
class O/S missing
$7,399,000
332,854 shares
31 Dec 2018
WELLS FARGO & COMPANY/MN
13F
Company
13F
class O/S missing
$3,481,000
159,579 shares
31 Dec 2018
FIRST FOUNDATION ADVISORS
13F
Company
13F
class O/S missing
$3,021,000
138,476 shares
31 Dec 2018
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
GREATMARK INVESTMENT PARTNERS, INC.
13F
Company
13F
class O/S missing
$1,737,000
79,620 shares
31 Dec 2018
BlackRock Finance, Inc.
13F
Company
13F
class O/S missing
$1,620,000
74,299 shares
31 Dec 2018
YorkBridge Wealth Partners, LLC
13F
Company
13F
class O/S missing
$1,475,000
67,631 shares
31 Dec 2018
STIFEL FINANCIAL CORP
13F
Company
13F
class O/S missing
$1,348,000
61,746 shares
31 Dec 2018
Kentucky Farm Bureau Mutual Insurance Co
13F
Company
13F
class O/S missing
$1,308,600
60,000 shares
31 Dec 2018
Carmichael Hill & Associates, Inc.
13F
Company
13F
class O/S missing
$1,297,000
59,480 shares
31 Dec 2018
B. Riley Wealth Management, Inc.
13F
Company
13F
class O/S missing
$1,177,000
53,960 shares
31 Dec 2018
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$1,079,000
49,895 shares
31 Dec 2018
Pettinga Financial Advisors LLC
13F
Company
13F
class O/S missing
$975,000
44,725 shares
31 Dec 2018
Advisor Group, Inc.
13F
Company
13F
class O/S missing
$953,000
43,667 shares
31 Dec 2018
ROYAL BANK OF CANADA
13F
Company
13F
class O/S missing
$912,000
41,829 shares
31 Dec 2018
RAYMOND JAMES & ASSOCIATES
13F
Company
13F
class O/S missing
$802,000
36,755 shares
31 Dec 2018
IHT Wealth Management, LLC
13F
Company
13F
class O/S missing
$786,000
36,061 shares
31 Dec 2018
Pathway Financial Advisors LLC
13F
Company
13F
class O/S missing
$716,000
32,832 shares
31 Dec 2018
Winfield Associates, Inc.
13F
Company
13F
class O/S missing
$531,000
24,350 shares
31 Dec 2018
Orinda Asset Management LLC
13F
Company
13F
class O/S missing
$527,000
24,184 shares
31 Dec 2018
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV
13F
Company
13F
class O/S missing
$444,000
20,350 shares
31 Dec 2018
JPMORGAN CHASE & CO
13F
Company
13F
class O/S missing
$437,000
20,029 shares
31 Dec 2018
THRIVENT FINANCIAL FOR LUTHERANS
13F
Company
13F
class O/S missing
$436,000
19,156 shares
31 Dec 2018
HighTower Advisors, LLC
13F
Company
13F
class O/S missing
$420,000
19,219 shares
31 Dec 2018
LADENBURG THALMANN FINANCIAL SERVICES INC.
13F
Company
13F
class O/S missing
$411,000
18,872 shares
31 Dec 2018
Capital Investment Advisors, LLC
13F
Company
13F
class O/S missing
$396,000
18,150 shares
31 Dec 2018
Inscription Capital, LLC
13F
Company
13F
class O/S missing
$382,000
17,500 shares
31 Dec 2018
PARAMETRIC PORTFOLIO ASSOCIATES LLC
13F
Company
13F
class O/S missing
$354,000
16,253 shares
31 Dec 2018
Fiera Capital Corp
13F
Company
13F
class O/S missing
$318,000
14,559 shares
31 Dec 2018
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
13F
Company
13F
class O/S missing
$292,000
13,397 shares
31 Dec 2018
Weiss Asset Management LP
13F
Company
13F
class O/S missing
$249,000
11,435 shares
31 Dec 2018
Cambridge Investment Research Advisors, Inc.
13F
Company
13F
class O/S missing
$223,000
10,209 shares
31 Dec 2018
LPL Financial LLC
13F
Company
13F
class O/S missing
$222,000
10,165 shares
31 Dec 2018
GARRISON BRADFORD & ASSOCIATES INC
13F
Company
13F
class O/S missing
$218,000
10,000 shares
31 Dec 2018
Creative Planning
13F
Company
13F
class O/S missing
$211,000
9,654 shares
31 Dec 2018
MGO ONE SEVEN LLC
13F
Company
13F
class O/S missing
$171,000
7,851 shares
31 Dec 2018
SeaCrest Wealth Management, LLC
13F
Company
13F
class O/S missing
$157,000
7,193 shares
31 Dec 2018
CITIGROUP INC
13F
Company
13F
class O/S missing
$136,000
6,227 shares
31 Dec 2018
IFP Advisors, Inc
13F
Company
13F
class O/S missing
$117,000
5,433 shares
31 Dec 2018
SIGNATUREFD, LLC
13F
Company
13F
class O/S missing
$113,000
5,191 shares
31 Dec 2018
Doyle Wealth Management
13F
Company
13F
class O/S missing
$91,000
4,188 shares
31 Dec 2018
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
13F
class O/S missing
$68,000
3,125 shares
31 Dec 2018
Rockefeller Capital Management L.P.
13F
Company
13F
class O/S missing
$65,000
3,000 shares
31 Dec 2018
CWM, LLC
13F
Company
13F
class O/S missing
$47,000
2,143 shares
31 Dec 2018
Old North State Trust, LLC
13F
Company
13F
class O/S missing
$43,000
2,000 shares
31 Dec 2018
FIRST MANHATTAN CO. LLC.
13F
Company
13F
class O/S missing
$39,000
1,800 shares
31 Dec 2018
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2019

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
51
Shares
5,511,175
Rows loaded
52
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q1 2019 vs Q4 2018 Across Filers

Q4 2018 holders
56
Q1 2019 holders
51
Holder diff
-5
Investor Q4 2018 Shares Q1 2019 Shares Share Diff Share Chg % Q4 2018 value Q1 2019 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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