COHEN & STEERS SLT PFD INCM shareholder history

Current and past COHEN & STEERS SLT PFD INCM shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BALDWIN BROTHERS LLC/MA 43430.02%0.09%0.42%Q2 2013Q4 202343
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 3450.00%0.00%0.01%Q2 2013Q3 202339
LPL Financial LLC 1740.00%0.00%0.01%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
CITIGROUP INC 34340.00%0.00%0.00%Q2 2013Q3 202134
American Research & Management Co. 1010.02%0.05%0.10%Q4 2014Q3 202228
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.02%Q2 2013Q4 201927
GARRISON BRADFORD & ASSOCIATES INC 15110.62%0.91%1.32%Q2 2013Q4 201926
Geneos Wealth Management Inc. 26260.00%0.01%0.01%Q1 2016Q2 202226
WEDBUSH SECURITIES INC 26260.02%0.04%0.05%Q4 2013Q1 202026
AMERIPRISE FINANCIAL INC 1920.00%0.00%0.00%Q2 2013Q3 202325
PNC FINANCIAL SERVICES GROUP, INC. 1210.00%0.00%0.00%Q1 2014Q3 202324
AdvisorNet Financial, Inc 23230.00%0.02%0.04%Q4 2017Q2 202323
Focused Wealth Management, Inc 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Janney Montgomery Scott LLC 1740.00%0.00%0.01%Q4 2017Q3 202321
GUGGENHEIM CAPITAL LLC 1730.00%0.01%0.03%Q2 2013Q3 202320
BB&T SECURITIES, LLC 20200.01%0.01%0.01%Q4 2014Q3 201920
NEXT Financial Group, Inc 1020.00%0.01%0.07%Q2 2014Q2 202119
DAVENPORT & Co LLC 1630.00%0.00%0.00%Q4 2018Q3 202319
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.01%0.02%Q4 2013Q4 201717
Capital Investment Advisors, LLC 17170.02%0.03%0.07%Q4 2013Q4 201717
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
MML INVESTORS SERVICES, LLC 610.00%0.00%0.01%Q1 2017Q4 202116
Stonebridge Capital Advisors LLC 1150.00%0.00%0.00%Q2 2019Q3 202316
HL FINANCIAL SERVICES LLC 16160.01%0.01%0.01%Q2 2015Q1 201916
WFG Advisors, LP 15150.00%0.01%0.01%Q4 2013Q2 201715
COMMONWEALTH EQUITY SERVICES, LLC 15150.00%0.00%0.00%Q4 2017Q2 202115
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.00%Q1 2017Q3 202315
Physician Wealth Advisors, Inc. 14140.07%0.15%0.27%Q2 2020Q3 202314
VSR Financial Services, Inc. 13130.37%0.81%1.53%Q2 2013Q2 201613
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
FAGAN ASSOCIATES, INC. 13130.11%0.22%0.26%Q1 2015Q1 201813
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
Cerity Partners LLC 11110.00%0.02%0.04%Q4 2020Q2 202311
Tower Research Capital LLC (TRC) 810.00%0.00%0.01%Q2 2013Q1 202211
Private Advisor Group, LLC 1010.00%0.00%0.01%Q3 2019Q3 202211
KESTRA PRIVATE WEALTH SERVICES, LLC 740.01%0.18%0.46%Q3 2020Q3 202311
Commonwealth Equity Services, Inc 11110.00%0.00%0.00%Q1 2015Q3 201711
GPS Wealth Strategies Group, LLC 730.01%0.01%0.02%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.02%Q1 2021Q3 202310
ENVESTNET ASSET MANAGEMENT INC 410.00%0.00%0.00%Q2 2013Q3 202310
VALLEY NATIONAL ADVISERS INC 10100.00%0.01%0.01%Q4 2019Q1 202210
LexAurum Advisors, LLC 10100.12%0.16%0.21%Q2 2021Q3 202310
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.01%0.02%Q2 2013Q4 202210
GLENMEDE TRUST CO NA 10100.00%0.00%0.00%Q2 2013Q3 201510
Creative Planning 810.00%0.00%0.00%Q1 2015Q2 20179
WESPAC Advisors, LLC 990.97%1.24%1.66%Q2 2020Q2 20229
Hexagon Capital Partners LLC 990.03%0.04%0.05%Q3 2021Q3 20239
Patriot Financial Group Insurance Agency, LLC 990.00%0.01%0.02%Q4 2018Q4 20209
Advisory Services Network, LLC 410.00%0.00%0.00%Q2 2019Q1 20239
NewEdge Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Financial Enhancement Group LLC 880.00%0.00%0.00%Q1 2018Q4 20198
Shaker Financial Services, LLC 210.10%0.18%0.43%Q2 2013Q3 20238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 510.00%0.00%0.01%Q3 2016Q2 20208
Lehman Financial Resources, Inc. 880.00%0.00%0.00%Q1 2013Q4 20148
FINANCIAL MANAGEMENT NETWORK INC 880.10%0.14%0.16%Q4 2020Q3 20228
Alpha Cubed Investments, LLC 710.02%0.03%0.06%Q3 2018Q3 20238
BROWN BROTHERS HARRIMAN & CO 880.00%0.00%0.00%Q2 2019Q1 20218
Penserra Capital Management LLC 770.00%0.00%0.00%Q4 2015Q2 20177
Jaffetilchin Investment Partners, LLC 770.02%0.09%0.17%Q4 2020Q2 20227
ROBINSON CAPITAL MANAGEMENT, LLC 610.07%0.19%0.40%Q4 2015Q2 20237
DOLIVER ADVISORS, LP 210.16%0.25%0.44%Q3 2013Q1 20187
Princeton Global Asset Management LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Weaver Consulting Group 770.01%0.01%0.01%Q1 2019Q3 20207
CapWealth Advisors, LLC 610.02%0.09%0.15%Q2 2013Q1 20157
Cetera Advisor Networks LLC 610.00%0.00%0.01%Q2 2020Q1 20237
OLD NATIONAL BANCORP /IN/ 660.02%0.02%0.02%Q3 2018Q4 20196
SeaCrest Wealth Management, LLC 660.01%0.01%0.02%Q4 2017Q1 20196
Avantax Planning Partners, Inc. 660.01%0.01%0.02%Q3 2020Q4 20216
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.00%0.00%Q1 2016Q2 20176
Cambridge Investment Research Advisors, Inc. 310.00%0.01%0.06%Q3 2014Q4 20216
Steward Partners Investment Advisory, LLC 660.00%0.00%0.00%Q3 2020Q4 20216
REILLY FINANCIAL ADVISORS, LLC 510.00%0.00%0.00%Q4 2015Q2 20196
American Portfolios Advisors 660.00%0.00%0.00%Q2 2021Q3 20226
IHT Wealth Management, LLC 660.00%0.01%0.02%Q4 2016Q1 20186
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2014Q1 20166
BARCLAYS PLC 310.00%0.00%0.00%Q4 2013Q1 20216
Dominick & Dominick LLC 660.12%0.21%0.29%Q2 2013Q3 20146
Orinda Asset Management LLC 550.57%1.34%1.87%Q4 2018Q4 20195
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.02%0.04%0.04%Q2 2015Q3 20225
D.A. DAVIDSON & CO. 550.00%0.00%0.00%Q2 2016Q2 20175
MSI Financial Services Inc 550.01%0.01%0.01%Q4 2015Q4 20165
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 310.02%0.04%0.06%Q4 2018Q3 20215
FMR LLC 310.00%0.00%0.00%Q4 2018Q3 20235
SG Americas Securities, LLC 310.00%0.00%0.00%Q4 2015Q1 20185
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
Addison Advisors LLC 310.01%0.01%0.02%Q4 2020Q4 20214
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
NATIONAL PLANNING CORP 310.00%0.03%0.04%Q4 2014Q2 20174
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 440.02%0.18%0.30%Q2 2015Q1 20164
Shorepoint Capital Partners LLC 310.13%0.14%0.14%Q3 2019Q4 20204
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
NewEdge Wealth, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 440.42%0.50%0.60%Q4 2022Q3 20234
Raymond James Financial Services Advisors, Inc. 210.00%0.02%0.05%Q2 2013Q2 20214
Kerntke Otto McGlone Wealth Management Group 220.11%0.24%0.38%Q4 2019Q1 20214
Koshinski Asset Management, Inc. 310.00%0.05%0.18%Q2 2015Q1 20224
Carroll Financial Associates, Inc. 440.00%0.00%0.00%Q2 2019Q1 20204
RMB Capital Management, LLC 210.01%0.05%0.10%Q2 2015Q3 20164
AQR Capital Management 440.00%0.00%0.00%Q4 2013Q3 20144
Newbridge Financial Services Group, Inc. 440.04%0.06%0.10%Q3 2020Q2 20214
Baird Financial Group, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q1 2023Q3 20233
Worth Asset Management, LLC 330.03%0.03%0.03%Q1 2022Q3 20223
MARINER INVESTMENT GROUP LLC 330.08%0.09%0.11%Q4 2013Q2 20143
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q2 2022Q4 20223
SIT INVESTMENT ASSOCIATES INC 330.01%0.01%0.01%Q3 2015Q1 20163
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
HBC Financial Services, PLLC 330.00%0.00%0.00%Q1 2021Q3 20213
CoreCap Advisors, LLC 110.01%0.01%0.02%Q4 2021Q4 20223
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.00%0.00%0.00%Q2 2017Q4 20173
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q4 2013Q2 20152
Sowell Financial Services LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Sheaff Brock Investment Advisors, LLC 220.03%0.03%0.04%Q2 2016Q3 20162
Atlas Private Wealth Advisors 220.01%0.01%0.01%Q2 2020Q3 20202
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q4 2018Q4 20202
Golden Green, Inc. 220.70%0.71%0.73%Q4 2020Q1 20212
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.04%0.15%0.25%Q4 2019Q3 20202
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q3 20232
NATIONAL BANK OF CANADA /FI/ 220.00%0.00%0.00%Q3 2022Q4 20222
Vanguard Capital Wealth Advisors 220.35%0.35%0.35%Q4 2017Q1 20182
CWM, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Private Capital Group, LLC 220.00%0.00%0.01%Q3 2018Q4 20182
Brookfield Asset Management 220.01%0.01%0.01%Q4 2013Q1 20142
Cornerstone Advisory, LLC 220.18%0.27%0.36%Q2 2023Q3 20232
Saba Capital Management, L.P. 220.02%0.02%0.03%Q4 2013Q1 20142
Carnick & Kubik, LLC 110.00%0.00%0.01%Q3 2015Q1 20162
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Pine River Capital Management L.P. 220.01%0.01%0.01%Q4 2013Q1 20142
EPG Wealth Management LLC 220.02%0.02%0.03%Q4 2019Q1 20202
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.02%Q2 2014Q4 20142
Arlington Capital Management, Inc. 110.25%0.25%0.25%Q1 2023Q1 20231
Ospraie Management, LLC 110.40%0.40%0.40%Q3 2013Q3 20131
Allworth Financial LP 110.00%0.00%0.00%Q3 2022Q3 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
AQR Arbitrage LLC 110.01%0.01%0.01%Q2 2022Q2 20221
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Regal Investment Advisors LLC 110.01%0.01%0.01%Q1 2015Q1 20151
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
IFG Advisory, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
HOWE & RUSLING INC 110.02%0.02%0.02%Q2 2013Q2 20131
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2018Q1 20181
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Miracle Mile Advisors, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
TFS CAPITAL LLC 110.03%0.03%0.03%Q1 2014Q1 20141
Logan Stone Capital, LLC 110.32%0.32%0.32%Q3 2022Q3 20221
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Elequin Capital, LP 110.02%0.02%0.02%Q4 2022Q4 20221
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
Gerstein Fisher 110.07%0.07%0.07%Q1 2015Q1 20151
NEWGATE CAPITAL MANAGEMENT LLC 110.24%0.24%0.24%Q1 2014Q1 20141
Allegis Investment Advisors, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
US BANCORP \DE\ 110.00%0.00%0.00%Q4 2014Q4 20141
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2021Q2 20211
AVALON CAPITAL MANAGEMENT 110.51%0.51%0.51%Q4 2013Q4 20131
TCG Advisors, LP 110.01%0.01%0.01%Q1 2019Q1 20191
IFP Advisors, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
First Personal Financial Services 110.00%0.00%0.00%Q4 2021Q4 20211
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
FNY Investment Advisers, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
External links

This page lists all the filers that currently own COHEN & STEERS SLT PFD INCM or have owned COHEN & STEERS SLT PFD INCM in the past.