Steward Partners Investment Advisory, LLC - 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
Steward Partners Investment Advisory, LLC ownership history of COHEN & STEERS TAX ADVAN PFD
ValueSharesWeighting
Q3 2023$3,127
-99.1%
179
-99.0%
0.00%
-100.0%
Q2 2022$356,000
-76.9%
18,670
-73.4%
0.01%
-70.8%
Q1 2022$1,540,000
+109.5%
70,086
+129.3%
0.02%
+118.2%
Q4 2021$735,000–30,568–0.01%–
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Other shareholders
COHEN & STEERS TAX ADVAN PFD shareholders Q3 2023
NameSharesValueWeighting ↓
LexAurum Advisors, LLC 85,847$1,534,0840.51%
SIT INVESTMENT ASSOCIATES INC 688,525$12,3040.33%
Claybrook Capital, LLC 30,634$547,4300.31%
1607 Capital Partners, LLC 88,600$1,583,2820.11%
Activest Wealth Management 6,662$115,2580.07%
Relative Value Partners Group, LLC 101,496$1,813,7340.06%
WEDBUSH SECURITIES INC 61,067$1,0910.06%
RFG Advisory, LLC 31,746$567,2930.03%
Virtu Financial LLC 12,310$2200.02%
UBS Group AG 2,188,958$39,116,6790.01%
View complete list of COHEN & STEERS TAX ADVAN PFD shareholders