Thomas J. Herzfeld Advisors, Inc. - COHEN & STEERS TAX ADVAN PFD ownership

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COHEN & STEERS TAX ADVAN PFD's ticker is PTA and the CUSIP is 19249X108. A total of 36 filers reported holding COHEN & STEERS TAX ADVAN PFD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Thomas J. Herzfeld Advisors, Inc. ownership history of COHEN & STEERS TAX ADVAN PFD
ValueSharesWeighting
Q2 2022$2,182,000
-8.4%
114,494
+5.6%
0.90%
+1.2%
Q1 2022$2,383,000
-2.7%
108,471
+6.5%
0.89%
+0.3%
Q4 2021$2,450,000–101,885–0.89%–
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Other shareholders
COHEN & STEERS TAX ADVAN PFD shareholders Q3 2023
NameSharesValueWeighting ↓
LexAurum Advisors, LLC 85,296$1,490,1260.44%
Claybrook Capital, LLC 34,384$600,6880.34%
SIT INVESTMENT ASSOCIATES INC 471,131$8,2310.23%
Penserra Capital Management LLC 351,460$6,1400.13%
Activest Wealth Management 7,032$122,8480.08%
Red Door Wealth Management, LLC 15,800$276,0260.07%
Relative Value Partners Group, LLC 51,754$904,1360.06%
WEDBUSH SECURITIES INC 50,124$8760.04%
RFG Advisory, LLC 29,151$509,2720.02%
UBS Group AG 2,348,512$41,028,5050.01%
View complete list of COHEN & STEERS TAX ADVAN PFD shareholders