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 |
|---|---|---|---|---|---|
| CWM, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $19 | 0.00% | −1−50.0% | Reduced |
| GWM Advisors LLC | 1,206 | $23 | 0.00% | +1,206 | New |
| EverSource Wealth Advisors, LLC | 7 | $133 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 113 | $2.14K | 0.00% | +3+2.7% | Added |
| JJJ Advisors Inc. | 189 | $3.82K | 0.00% | +189 | New |
| Key Financial Inc | 246 | $4.45K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 303 | $5.76K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 390 | $7.00K | 0.00% | +390 | New |
| Private Trust Co NA | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 250 | $10.0K | 0.00% | −5−2.0% | Reduced |
| Wolverine Asset Management LLC | 536 | $10.2K | 0.00% | +536 | New |
| First Manhattan Co | 800 | $15.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,750 | $33.3K | 0.00% | +1,750 | New |
| Lindbrook Capital, LLC | 2,000 | $38.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,919 | $56.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,600 | $68.5K | 0.01% | +3,600 | New |
| Rocky Mountain Advisers, LLC | 5,250 | $100.0K | 0.06% | 00.0% | Unchanged |
| Elequin Capital LP | 7,444 | $141.6K | 0.04% | +7,444 | New |
| Wetherby Asset Management Inc | 10,000 | $190.2K | 0.01% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 10,463 | $199.0K | 0.12% | +10,463 | New |
| Creative Planning | 10,633 | $202.2K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 11,090 | $211.0K | 0.01% | +600+5.7% | Added |
| Northwestern Mutual Wealth Management Co | 11,365 | $216.2K | 0.00% | +2,311+25.5% | Added |
| Prospera Financial Services Inc | 11,800 | $224.4K | 0.01% | +11,800 | New |
| Barrett & Company, Inc. | 12,385 | $235.6K | 0.16% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 12,553 | $238.8K | 0.01% | +12,553 | New |
| Weiss Asset Management LP | 13,039 | $248.0K | 0.01% | +13,039 | New |
| SMH Capital Advisors Inc | 13,704 | $260.6K | 0.38% | +885+6.9% | Added |
| Davenport & Co LLC | 14,950 | $284.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,222 | $289.5K | 0.01% | −5,265−25.7% | Reduced |
| Pettinga Financial Advisors, LLC | 15,241 | $289.9K | 0.09% | −194−1.3% | Reduced |
| Financial Advocates Investment Management | 16,543 | $314.7K | 0.02% | +3,485+26.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,263 | $328.3K | 0.00% | −1,000−5.5% | Reduced |
| Commonwealth Equity Services, LLC | 18,542 | $352.0K | 0.00% | −995−5.1% | Reduced |
| Janney Montgomery Scott LLC | 20,824 | $396.0K | 0.00% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 24,861 | $472.9K | 0.59% | +2,732+12.3% | Added |
| Money Concepts Capital Corp | 25,452 | $484.1K | 0.02% | +25,452 | New |
| Landscape Capital Management, L.L.C. | 27,012 | $513.8K | 0.08% | −16,852−38.4% | Reduced |
| Stifel Financial Corp | 31,108 | $591.7K | 0.00% | −8,707−21.9% | Reduced |
| Advisor Group Holdings, Inc. | 33,215 | $631.4K | 0.00% | +2,396+7.8% | Added |
| Raymond James & Associates | 34,246 | $651.4K | 0.00% | −5,877−14.6% | Reduced |
| Shaker Financial Services, LLC | 34,781 | $661.5K | 0.31% | −9,957−22.3% | Reduced |
| HighTower Advisors, LLC | 34,889 | $663.0K | 0.00% | +20,000+134.3% | Added |
| CNH Partners LLC | 37,115 | $705.9K | 0.02% | +10,917+41.7% | Added |
| BerganKDV Wealth Management, LLC | 37,586 | $714.9K | 0.08% | +2,973+8.6% | Added |
| Wells Fargo & Company | 40,296 | $766.4K | 0.00% | −6,641−14.1% | Reduced |
| Royal Bank of Canada | 46,619 | $887.0K | 0.00% | +8,253+21.5% | Added |
| Guggenheim Capital LLC | 49,463 | $940.8K | 0.01% | +19,571+65.5% | Added |
| YorkBridge Wealth Partners, LLC | 51,209 | $974.0K | 0.25% | −2,853−5.3% | Reduced |
| Rivernorth Capital Management, LLC | 54,989 | $1.05M | 0.05% | +54,989 | New |
| Envestnet Asset Management Inc | 55,426 | $1.05M | 0.00% | +38,197+221.7% | Added |
| LPL Financial LLC | 59,902 | $1.14M | 0.00% | −1,136−1.9% | Reduced |
| Logan Stone Capital, LLC | 65,787 | $1.25M | 0.47% | +31,258+90.5% | Added |
| Algebris (UK) Ltd | 66,044 | $1.25M | 0.57% | −19,707−23.0% | Reduced |
| Fiera Capital Corp | 66,239 | $1.26M | 0.00% | +3,558+5.7% | Added |
| Sit Investment Associates Inc | 68,397 | $1.30M | 0.04% | +58,397+584.0% | Added |
| Rockefeller Capital Management L.P. | 70,103 | $1.33M | 0.01% | −29,803−29.8% | Reduced |
| Cerity Partners LLC | 71,625 | $1.36M | 0.01% | +71,625 | New |
| Carmichael Hill & Associates, Inc. | 85,465 | $1.63M | 0.90% | −152−0.2% | Reduced |
| Synovus Financial Corp | 88,852 | $1.69M | 0.02% | +40,134+82.4% | Added |
| Maltin Wealth Management, Inc. | 89,275 | $1.70M | 1.24% | +2,052+2.4% | Added |
| Baldwin Brothers Inc | 96,402 | $1.83M | 0.17% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 96,625 | $1.84M | 0.34% | −9,825−9.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 105,729 | $2.01M | 0.82% | +105,729 | New |
| Baird Financial Group, Inc. | 121,210 | $2.31M | 0.01% | +43,594+56.2% | Added |
| LexAurum Advisors, LLC | 139,277 | $2.65M | 0.95% | −1,873−1.3% | Reduced |
| Penserra Capital Management LLC | 216,977 | $4.13M | 0.09% | +19,468+9.9% | Added |
| Invesco Ltd. | 451,384 | $8.59M | 0.00% | +65,805+17.1% | Added |
| Chicago Partners Investment Group LLC | 510,258 | $10.8M | 0.66% | +3,210+0.6% | Added |
| Bank of America Corp | 648,650 | $12.3M | 0.00% | +75,763+13.2% | Added |
| Bramshill Investments, LLC | 745,449 | $14.2M | 1.66% | −34,928−4.5% | Reduced |
| UBS Group AG | 1,329,212 | $25.3M | 0.01% | +28,411+2.2% | Added |
| Morgan Stanley | 1,366,760 | $26.0M | 0.00% | +217,825+19.0% | Added |
| 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 |