Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Cohen & Steers Limited Duration Preferred and Income Fund, Inc., omfatter StoneX Group Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | MAI Capital Management | 57.563 | 0,26 | 1.208 | 3,34 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | -91,30 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 189.228 | 375,69 | 3.970 | 390,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Rareview Capital LLC | 88.694 | 49,91 | 1.861 | 54,49 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 170.243 | 2,14 | 3.572 | 5,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.507 | 205,68 | 32 | 210,00 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 158.000 | 5,33 | 3.315 | 8,51 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11.720 | 246 | ||||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 87.800 | 49,89 | 1.842 | 54,53 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 442.605 | 0,91 | 9.286 | 3,98 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 440 | 9 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 212.897 | 19,19 | 4.467 | 22,83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.968.151 | 6,71 | 41.292 | 9,96 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 10.552 | 1,63 | 221 | 4,74 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 364.423 | 22,61 | 7.449 | 19,45 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 35.589 | 0,23 | 747 | 3,32 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 56.395 | 0,29 | 1.183 | 3,41 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 214.832 | 10,41 | 4.610 | 16,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 18.267 | 3,32 | 383 | 6,69 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 22.745 | 0,08 | 477 | 3,25 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 259 | 137,61 | 5 | 150,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 52.823 | 4,34 | 1.108 | 7,57 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 432.383 | 1,94 | 9.007 | 6,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.200 | 1,95 | 25 | 8,70 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 75.053 | 4,29 | 1.575 | 7,44 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19.514 | 10,60 | 409 | 13,93 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1.737 | 0,87 | 36 | 2,86 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 142.096 | 0,54 | 2.981 | 3,61 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 455 | 227,34 | 10 | 350,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 30.410 | 13,64 | 638 | 17,10 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 786 | 0,64 | 16 | 6,67 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2.972 | 62 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1.454.728 | 1,39 | 30.520 | 4,48 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14.183 | 26,60 | 298 | 30,26 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 131.338 | 3,06 | 2.755 | 6,21 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 200.918 | 8,00 | 4.215 | 11,30 |
