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.
Q1 2024 vs. Q4 2023
How the institutions holding Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 75 | 1 | 63 | −11 |
| Shares | 7.20M | 405 | 7.30M | +96.8K (+1.3%) |
| Value | $133.1M | $7.48K | $146.2M | +$13.1M (+9.8%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atria Investments LLC | 314,040 | $6.31M | 0.09% |
| RSM US Wealth Management LLC | 29,991 | $602.2K | 0.02% |
| Cetera Investment Advisers | 16,354 | $328.4K | 0.00% |
| WR Wealth Planners, LLC | 5,200 | $104.4K | 0.03% |
| CoreCap Advisors, LLC | 1,750 | $35.1K | 0.00% |
Sold out (16)
Institutions that held Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Maltin Wealth Management, Inc. | 74,508 | $1.37M |
| Pettinga Financial Advisors, LLC | 50,300 | $927.0K |
| Susquehanna International Group, LLP | 23,448 | $432.1K |
| Merit Financial Group, LLC | 16,179 | $298.2K |
| Mutual Advisors, LLC | 16,058 | $295.9K |
| Grey Street Capital, LLC | 15,025 | $276.9K |
| Jane Street Group, LLC | 14,562 | $268.4K |
| Nomura Holdings Inc | 13,725 | $253.0K |
| Quattro Financial Advisors LLC | 18 | $207.0K |
| Bramshill Investments, LLC | 6,823 | $125.7K |
| Rocky Mountain Advisers, LLC | 5,250 | $96.8K |
| Wolverine Asset Management LLC | 1,934 | $35.6K |
| Steward Partners Investment Advisory, LLC | 1,500 | $27.6K |
| Advisory Services Network, LLC | 525 | $9.68K |
| Farther Finance Advisors, LLC | 500 | $9.21K |
| Gradient Investments LLC | 325 | $5.99K |
Not filed for Q1 2024 yet (1)
Institutions that held Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Baystate Wealth Management LLC | 405 | $7.48K |