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%.
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
LexAurum Advisors, LLC | 85,296 | $1,490,126 | 0.44% |
Claybrook Capital, LLC | 34,384 | $600,688 | 0.34% |
SIT INVESTMENT ASSOCIATES INC | 471,131 | $8,231 | 0.23% |
Penserra Capital Management LLC | 351,460 | $6,140 | 0.13% |
Activest Wealth Management | 7,032 | $122,848 | 0.08% |
Red Door Wealth Management, LLC | 15,800 | $276,026 | 0.07% |
Relative Value Partners Group, LLC | 51,754 | $904,136 | 0.06% |
WEDBUSH SECURITIES INC | 50,124 | $876 | 0.04% |
RFG Advisory, LLC | 29,151 | $509,272 | 0.02% |
UBS Group AG | 2,348,512 | $41,028,505 | 0.01% |
OPPENHEIMER & CO INC | 34,908 | $609,843 | 0.01% |
Cerity Partners LLC | 100,000 | $1,747,000 | 0.01% |
MORGAN STANLEY | 3,978,750 | $69,508,789 | 0.01% |
Atria Wealth Solutions, Inc. | 25,625 | $447,669 | 0.01% |
Rockefeller Capital Management L.P. | 77,717 | $1,357,724 | 0.01% |
BANK OF AMERICA CORP /DE/ | 2,026,245 | $35,398,496 | 0.00% |
STIFEL FINANCIAL CORP | 156,833 | $2,739,860 | 0.00% |
Princeton Global Asset Management LLC | 700 | $12,229 | 0.00% |
Modera Wealth Management, LLC | 10,627 | $185,654 | 0.00% |
GUGGENHEIM CAPITAL LLC | 17,290 | $302,056 | 0.00% |
External links
This page lists COHEN & STEERS TAX ADVAN PFD's shareholders in Q3 2023. To view COHEN & STEERS TAX ADVAN PFD's shareholder history, click here.