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.
13F holders, Q4 2022
Institutional positions in Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 74
- +4 vs. Q3 2022
- Shares held
- 7.44M
- +749.9K (+11.2%) vs. Q3 2022
- Total value
- $142.6M
- +$21.1M (+17.4%) vs. Q3 2022
- New holders
- 15
- 25 more added
- Sold out
- 11
- 19 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LDP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 80 | $182.6M |
| Q1 2026 | 84 | $166.3M |
| Q4 2025 | 81 | $169.9M |
| Q3 2025 | 77 | $177.4M |
| Q2 2025 | 76 | $178.1M |
| Q1 2025 | 79 | $164.5M |
| Q4 2024 | 71 | $154.9M |
| Q3 2024 | 66 | $162.3M |
| Q2 2024 | 67 | $155.2M |
| Q1 2024 | 63 | $146.2M |
| Q4 2023 | 75 | $133.1M |
| Q3 2023 | 70 | $113.5M |
| Q2 2023 | 67 | $119.4M |
| Q1 2023 | 68 | $120.1M |
| Q4 2022 | 74 | $142.6M |
| Q3 2022 | 72 | $122.8M |
| Q2 2022 | 74 | $138.2M |
| Q1 2022 | 75 | $145.9M |
| Q4 2021 | 71 | $169.5M |
| Q3 2021 | 67 | $169.9M |
| Q2 2021 | 66 | $180.8M |
| Q1 2021 | 68 | $169.4M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,366,760 | $26.0M | 0.00% | +217,825+19.0% | Added |
| UBS Group AG | 1,329,212 | $25.3M | 0.01% | +28,411+2.2% | Added |
| Bramshill Investments, LLC | 745,449 | $14.2M | 1.66% | −34,928−4.5% | Reduced |
| Bank of America Corp | 648,650 | $12.3M | 0.00% | +75,763+13.2% | Added |
| Chicago Partners Investment Group LLC | 510,258 | $10.8M | 0.66% | +3,210+0.6% | Added |
| Invesco Ltd. | 451,384 | $8.59M | 0.00% | +65,805+17.1% | Added |
| Penserra Capital Management LLC | 216,977 | $4.13M | 0.09% | +19,468+9.9% | Added |
| LexAurum Advisors, LLC | 139,277 | $2.65M | 0.95% | −1,873−1.3% | Reduced |
| Baird Financial Group, Inc. | 121,210 | $2.31M | 0.01% | +43,594+56.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 105,729 | $2.01M | 0.82% | +105,729 | New |
| Greatmark Investment Partners, Inc. | 96,625 | $1.84M | 0.34% | −9,825−9.2% | Reduced |
| Baldwin Brothers Inc | 96,402 | $1.83M | 0.17% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 89,275 | $1.70M | 1.24% | +2,052+2.4% | Added |
| Synovus Financial Corp | 88,852 | $1.69M | 0.02% | +40,134+82.4% | Added |
| Carmichael Hill & Associates, Inc. | 85,465 | $1.63M | 0.90% | −152−0.2% | Reduced |
| Cerity Partners LLC | 71,625 | $1.36M | 0.01% | +71,625 | New |
| Rockefeller Capital Management L.P. | 70,103 | $1.33M | 0.01% | −29,803−29.8% | Reduced |
| Sit Investment Associates Inc | 68,397 | $1.30M | 0.04% | +58,397+584.0% | Added |
| Fiera Capital Corp | 66,239 | $1.26M | 0.00% | +3,558+5.7% | Added |
| Algebris (UK) Ltd | 66,044 | $1.25M | 0.57% | −19,707−23.0% | Reduced |
| Logan Stone Capital, LLC | 65,787 | $1.25M | 0.47% | +31,258+90.5% | Added |
| LPL Financial LLC | 59,902 | $1.14M | 0.00% | −1,136−1.9% | Reduced |
| Envestnet Asset Management Inc | 55,426 | $1.05M | 0.00% | +38,197+221.7% | Added |
| Rivernorth Capital Management, LLC | 54,989 | $1.05M | 0.05% | +54,989 | New |
| YorkBridge Wealth Partners, LLC | 51,209 | $974.0K | 0.25% | −2,853−5.3% | Reduced |
| Guggenheim Capital LLC | 49,463 | $940.8K | 0.01% | +19,571+65.5% | Added |
| Royal Bank of Canada | 46,619 | $887.0K | 0.00% | +8,253+21.5% | Added |
| Wells Fargo & Company | 40,296 | $766.4K | 0.00% | −6,641−14.1% | Reduced |
| BerganKDV Wealth Management, LLC | 37,586 | $714.9K | 0.08% | +2,973+8.6% | Added |
| CNH Partners LLC | 37,115 | $705.9K | 0.02% | +10,917+41.7% | Added |
| HighTower Advisors, LLC | 34,889 | $663.0K | 0.00% | +20,000+134.3% | Added |
| Shaker Financial Services, LLC | 34,781 | $661.5K | 0.31% | −9,957−22.3% | Reduced |
| Raymond James & Associates | 34,246 | $651.4K | 0.00% | −5,877−14.6% | Reduced |
| Advisor Group Holdings, Inc. | 33,215 | $631.4K | 0.00% | +2,396+7.8% | Added |
| Stifel Financial Corp | 31,108 | $591.7K | 0.00% | −8,707−21.9% | Reduced |
| Landscape Capital Management, L.L.C. | 27,012 | $513.8K | 0.08% | −16,852−38.4% | Reduced |
| Money Concepts Capital Corp | 25,452 | $484.1K | 0.02% | +25,452 | New |
| Oder Investment Management, LLC | 24,861 | $472.9K | 0.59% | +2,732+12.3% | Added |
| Janney Montgomery Scott LLC | 20,824 | $396.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,542 | $352.0K | 0.00% | −995−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,263 | $328.3K | 0.00% | −1,000−5.5% | Reduced |
| Financial Advocates Investment Management | 16,543 | $314.7K | 0.02% | +3,485+26.7% | Added |
| Pettinga Financial Advisors, LLC | 15,241 | $289.9K | 0.09% | −194−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 15,222 | $289.5K | 0.01% | −5,265−25.7% | Reduced |
| Davenport & Co LLC | 14,950 | $284.0K | 0.00% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 13,704 | $260.6K | 0.38% | +885+6.9% | Added |
| Weiss Asset Management LP | 13,039 | $248.0K | 0.01% | +13,039 | New |
| NewEdge Wealth, LLC | 12,553 | $238.8K | 0.01% | +12,553 | New |
| Barrett & Company, Inc. | 12,385 | $235.6K | 0.16% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,800 | $224.4K | 0.01% | +11,800 | New |
| Northwestern Mutual Wealth Management Co | 11,365 | $216.2K | 0.00% | +2,311+25.5% | Added |
| Capital Investment Advisors, LLC | 11,090 | $211.0K | 0.01% | +600+5.7% | Added |
| Creative Planning | 10,633 | $202.2K | 0.00% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 10,463 | $199.0K | 0.12% | +10,463 | New |
| Wetherby Asset Management Inc | 10,000 | $190.2K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 7,444 | $141.6K | 0.04% | +7,444 | New |
| Rocky Mountain Advisers, LLC | 5,250 | $100.0K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,600 | $68.5K | 0.01% | +3,600 | New |
| Spire Wealth Management | 2,919 | $56.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,000 | $38.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,750 | $33.3K | 0.00% | +1,750 | New |
| First Manhattan Co | 800 | $15.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 536 | $10.2K | 0.00% | +536 | New |
| IFP Advisors, Inc | 250 | $10.0K | 0.00% | −5−2.0% | Reduced |
| Private Trust Co NA | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 390 | $7.00K | 0.00% | +390 | New |
| Montag A & Associates Inc | 303 | $5.76K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 246 | $4.45K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 189 | $3.82K | 0.00% | +189 | New |
| Sound Income Strategies, LLC | 113 | $2.14K | 0.00% | +3+2.7% | Added |
| EverSource Wealth Advisors, LLC | 7 | $133 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,206 | $23 | 0.00% | +1,206 | New |
| FMR LLC | 1 | $19 | 0.00% | −1−50.0% | Reduced |
| CWM, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −72,383−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −22,152−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,108−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −5,689−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −3,405−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −356−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Covington Capital Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |