Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
LDP- Exchange
- NYSE
- SEC CIK
- 0001548717
No open-market purchases or sales by Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. insiders were filed in the last 90 days; 80 institutions reported holding it in 13F filings for Q2 2026, worth $182.6M in total; no superinvestor holds it.
Q4 2021 vs. Q3 2021
How the institutions holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 67 | 1 | 71 | +5 |
| Shares | 6.23M | 8.30K | 6.48M | +252.8K (+4.1%) |
| Value | $169.9M | $226.0K | $169.5M | −$190.7K (−0.1%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Stifel Financial Corp | 22,610 | $599.0K | 0.00% |
| Magnus Financial Group LLC | 13,075 | $346.0K | 0.07% |
| IHT Wealth Management, LLC | 7,967 | $211.0K | 0.02% |
| Commons Capital, LLC | 4,724 | $125.0K | 0.12% |
| CoreCap Advisors, LLC | 2,400 | $64.0K | 0.00% |
| Lindbrook Capital, LLC | 2,000 | $53.0K | 0.01% |
| The PNC Financial Services Group, Inc. | 1,000 | $26.0K | 0.00% |
| Ellis Investment Partners, LLC | 331 | $8.00K | 0.00% |
| JJJ Advisors Inc. | 189 | $5.00K | 0.00% |
| Snowden Capital Advisors LLC | 200 | $5.00K | 0.00% |
| Allworth Financial LP | 100 | $3.00K | 0.00% |
Sold out (6)
Institutions that held Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| IPG Investment Advisors LLC | 12,850 | $350.5K |
| Ameriprise Financial Inc | 7,440 | $203.0K |
| Harbour Investments, Inc. | 500 | $14.0K |
| Herold Advisors, Inc. | 400 | $10.0K |
| Arkadios Wealth Advisors | 138 | $3.00K |
| FMR LLC | 1 | $0 |
Not filed for Q4 2021 yet (1)
Institutions that held Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Mid Atlantic Financial Management Inc | 8,300 | $226.0K |