BerganKDV Wealth Management, LLC - COHEN & STEERS LTD DUR PFD I ownership

COHEN & STEERS LTD DUR PFD I's ticker is LDP and the CUSIP is 19248C105. A total of 69 filers reported holding COHEN & STEERS LTD DUR PFD I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of COHEN & STEERS LTD DUR PFD I
ValueSharesWeighting
Q2 2023$745,471
+1.8%
40,960
-0.3%
0.08%0.0%
Q1 2023$732,616
+2.5%
41,066
+9.3%
0.08%
-2.6%
Q4 2022$714,884
+14.2%
37,586
+8.6%
0.08%
+2.7%
Q3 2022$626,000
+8.5%
34,613
+18.7%
0.08%
+13.6%
Q2 2022$577,000
-15.8%
29,155
-2.4%
0.07%
-9.6%
Q1 2022$685,000
+6.9%
29,868
+23.3%
0.07%
+9.0%
Q4 2021$641,000
-5.5%
24,224
-2.6%
0.07%
-13.0%
Q3 2021$678,000
-0.4%
24,858
-0.0%
0.08%
-4.9%
Q2 2021$681,000
+1.5%
24,864
-3.2%
0.08%
-5.8%
Q1 2021$671,00025,6980.09%
Other shareholders
COHEN & STEERS LTD DUR PFD I shareholders Q3 2023
NameSharesValueWeighting ↓
Bramshill Investments, LLC 889,800$23,562,0002.31%
LexAurum Advisors, LLC 137,570$3,643,0001.19%
Chicago Partners Investment Group LLC 542,631$12,372,0000.88%
Carmichael Hill & Associates, Inc. 71,675$1,898,0000.85%
BALDWIN BROTHERS LLC/MA 319,513$8,461,0000.85%
Oder Investment Management, LLC 15,929$422,0000.60%
GREATMARK INVESTMENT PARTNERS, INC. 127,312$3,371,0000.57%
SMH CAPITAL ADVISORS INC 9,442$250,0000.50%
YorkBridge Wealth Partners, LLC 60,257$1,596,0000.36%
GARRISON BRADFORD & ASSOCIATES INC 11,500$305,0000.27%
View complete list of COHEN & STEERS LTD DUR PFD I shareholders