Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund incluem Fifth Third Bancorp, First Trust Advisors Lp, PW Nova Financial Services LLC, Global Retirement Partners, LLC, BlackRock, Inc., e Jones Financial Companies Lllp .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Morgan Stanley | 3,872,400 | 11.58 | 72,569 | 8.29 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 16,694 | 313 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 19,057 | 6.64 | 357 | 3.48 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 352 | 76.00 | 7 | 100.00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 42,346 | 15.61 | 42 | -94.06 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 81,085 | 1,520 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 50 | 1 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 62,832 | 1,177 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 12,487 | 6.49 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 7,085 | 237.38 | 133 | 230.00 | ||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 11,723 | 0.42 | 220 | -2.67 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1,320 | 104.97 | 25 | 100.00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1,658 | 32 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 65,591 | 16.31 | 1 | 0.00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 31,556 | 17.16 | 591 | 13.65 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 719,118 | 3.44 | 13,476 | 0.39 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1,855 | 35 | ||||||
| 2026-04-27 | 13F | Rareview Capital LLC | 65,472 | 20.78 | 1,296 | 20.78 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 11,789 | 2.22 | 221 | -0.90 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 70,587 | 1,323 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 90 | -3.26 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 211 | 4 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 55,029 | 11.71 | 1,031 | 8.41 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 12,485 | 2.11 | 234 | -1.27 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 201,349 | 8.26 | 3,773 | 5.07 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 7,633 | 8.53 | 143 | 5.93 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 58,576 | 43.90 | 1,098 | 39.57 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 18,841 | 22.46 | 353 | 18.86 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 145,751 | 43.33 | 2,731 | 39.12 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 581 | 115.19 | 11 | 100.00 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 28,521 | 534 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 12,019 | 225 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 25,000 | 454 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 2,387,875 | 2.28 | 44,749 | -0.74 |
