Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. - LDP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,089,803 | 44,220 | 0.0% | 0.0% | 1 | +48,867 | 2.39% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 1,389,779 | 29,407 | 0.0% | 0.0% | 2 | +507 | 0.04% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 467,104 | 9,883 | 0.0% | 0.0% | 3 | +19,471 | 4.35% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 468,773 | 9,703 | 0.19% | 0.2% | 4 | +30,690 | 7.01% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 295,463 | 6,251 | 0.03% | 0.01% | 5 | +174,178 | 143.61% | Q2 2026 | Aug 13, 2026 |
| Glaxis Capital Management, LLC | History | Added to | 270,000 | 5,713 | 11.48% | 6.54% | 6 | +8,200 | 3.13% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Added to | 246,045 | 5,206 | 0.05% | 0.02% | 7 | +173,278 | 238.13% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 237,003 | 5,014 | 0.0% | 0.0% | 8 | -128,130 | -35.09% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 225,620 | 4,774 | 0.0% | 0.0% | 9 | +3,250 | 1.46% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 181,455 | 3,839 | 0.06% | 0.03% | 10 | +98,449 | 118.6% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 170,003 | 3,597 | 0.0% | 0.0% | 11 | -7,272 | -4.1% | Q2 2026 | Aug 14, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 168,275 | 3,560 | 0.39% | 0.4% | 12 | -2,500 | -1.46% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 168,135 | 3,557 | 0.02% | 0.03% | 13 | +708 | 0.42% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 157,138 | 3,325 | 0.0% | 0.0% | 14 | +5,170 | 3.4% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 153,402 | 3,245 | 0.0% | 0.0% | 15 | +93,536 | 156.24% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 147,592 | 3,123 | 0.0% | 0.0% | 16 | +11,035 | 8.08% | Q2 2026 | Aug 03, 2026 |
| Rareview Capital LLC | History | Added to | 145,557 | 3,053 | 1.71% | 1.63% | 17 | +12,854 | 9.69% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 144,127 | 3,049 | 0.0% | 0.0% | 18 | -1,336 | -0.92% | Q2 2026 | Aug 12, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 137,739 | 2,914 | 0.89% | 0.7% | 19 | +33,948 | 32.71% | Q2 2026 | Aug 10, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 116,907 | 2,473 | 0.02% | 0.05% | 20 | -78,436 | -40.15% | Q2 2026 | Aug 10, 2026 |
| Oder Investment Management, LLC | History | Added to | 77,589 | 1,641 | 1.1% | 1.14% | 21 | +3,019 | 4.05% | Q2 2026 | Aug 11, 2026 |
| Platt Wealth Management LLC | History | Reduced | 74,662 | 1,579 | 1.27% | 1.46% | 22 | -204 | -0.27% | Q2 2026 | Jul 31, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 66,210 | 1,401 | 0.01% | 0.01% | 23 | -370 | -0.56% | Q2 2026 | Aug 12, 2026 |
| WJ Financial Advisors LLC | History | Added to | 65,947 | 1,395 | 1.02% | 0.94% | 24 | +7,633 | 13.09% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 62,681 | 1,326 | 0.01% | 0.02% | 25 | -50 | -0.08% | Q2 2026 | Aug 03, 2026 |
| Fiera Capital Corp | History | Added to | 57,368 | 1,213 | 0.0% | 0.0% | 26 | +1,526 | 2.73% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 55,863 | 1,182 | 0.01% | 0.01% | 27 | +11 | 0.02% | Q2 2026 | Aug 18, 2026 |
| MAI Capital Management | History | Reduced | 54,496 | 1,153 | 0.0% | 0.01% | 28 | -3,772 | -6.47% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 53,533 | 1,132 | 0.0% | 0.0% | 29 | +652 | 1.23% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 52,831 | 1,117 | 0.01% | 0.02% | 30 | -2,892 | -5.19% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 51,988 | 1,100 | 0.0% | 0.0% | 31 | -553 | -1.05% | Q2 2026 | Aug 14, 2026 |
| Breachway Investments LLC | History | Reduced | 47,512 | 1,005 | 1.51% | 0.93% | 32 | -368 | -0.77% | Q2 2026 | Jul 13, 2026 |
| Lido Advisors, LLC | History | Added to | 43,875 | 928 | 0.0% | 0.0% | 33 | +2,485 | 6.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 42,709 | 903 | 0.02% | 0.02% | 34 | +2,538 | 6.32% | Q2 2026 | Jul 09, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 36,611 | 774 | 0.24% | 0.65% | 35 | -56,326 | -60.61% | Q2 2026 | Jul 15, 2026 |
| Independent Wealth Network Inc. | History | New | 36,395 | 770 | 0.2% | — | 36 | +36,395 | New | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 31,947 | 675 | 0.01% | 0.01% | 37 | +3,943 | 14.08% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 31,459 | 665 | 0.0% | 0.0% | 38 | -459 | -1.44% | Q2 2026 | Aug 05, 2026 |
| PMG Family Office LLC | History | Added to | 29,361 | 621 | 0.57% | 0.62% | 39 | +1,611 | 5.81% | Q2 2026 | Jul 16, 2026 |
| Cetera Investment Advisers | History | Added to | 29,296 | 619 | 0.0% | 0.0% | 40 | +3,602 | 14.02% | Q2 2026 | Aug 12, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 24,964 | 528 | 0.06% | 0.07% | 41 | -3,169 | -11.26% | Q2 2026 | Jul 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 23,913 | 506 | 0.0% | 0.0% | 42 | +2 | 0.01% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Added to | 20,054 | 424 | 0.0% | 0.0% | 43 | +2,571 | 14.71% | Q2 2026 | Aug 04, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 18,109 | 383 | 0.3% | 0.33% | 44 | -907 | -4.77% | Q2 2026 | Jul 14, 2026 |
| Caprock Group, LLC | History | No change | 15,025 | 317 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,872 | 293 | 0.0% | 0.0% | 46 | -4,811 | -25.75% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,704 | 289 | 0.0% | 0.0% | 47 | +803 | 6.22% | Q2 2026 | Jul 28, 2026 |
| Financial Security Advisor, Inc. | History | No change | 13,500 | 285 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | No change | 13,300 | 281 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 13,290 | 281 | 0.08% | 0.09% | 50 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 11,967 | 253 | 0.01% | 0.02% | 51 | -14,715 | -55.15% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 11,400 | 241 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,373 | 219 | 0.0% | 0.0% | 53 | +1,631 | 18.66% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 9,912 | 210 | 0.0% | 0.0% | 54 | -8,017 | -44.72% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,724 | 205 | 0.0% | 0.0% | 55 | -842 | -7.97% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 6,378 | 134 | 0.0% | 0.0% | 56 | +4,293 | 205.9% | Q2 2026 | Aug 12, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 3,500 | 74 | 0.02% | 0.05% | 57 | -3,961 | -53.09% | Q2 2026 | Jul 24, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 3,524 | 74 | 0.02% | 0.03% | 58 | -14 | -0.4% | Q2 2026 | Jul 15, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 3,288 | 67 | 0.01% | — | 59 | +3,288 | New | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 3,123 | 66 | 0.0% | — | 60 | +3,123 | New | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 2,919 | 61 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Key FInancial Inc | History | New | 2,590 | 54 | 0.01% | — | 62 | +2,590 | New | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | Added to | 1,592 | 33 | 0.0% | 0.0% | 63 | +24 | 1.53% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,267 | 26 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,200 | 25 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 1,180 | 24 | 0.0% | — | 66 | +1,180 | New | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,078 | 22 | 0.0% | 0.0% | 67 | +139 | 14.8% | Q2 2026 | Aug 07, 2026 |
| Dunhill Financial, LLC | History | No change | 1,000 | 21 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 975 | 20 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 917 | 19 | 0.0% | 0.0% | 70 | +18 | 2.0% | Q2 2026 | Jul 14, 2026 |
| Triumph Capital Management | History | No change | 900 | 19 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WPG Advisers, LLC | History | Added to | 475 | 10 | 0.01% | 0.01% | 74 | +63 | 15.29% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 500 | 10 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 500 | 10 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 474 | 9 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 400 | 8 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 290 | 6 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 191 | 4 | 0.0% | — | 78 | +191 | New | Q2 2026 | Jul 30, 2026 |
| Clear Street Group Inc. | History | New | 61 | 1 | 0.0% | — | 80 | +61 | New | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -44,529 | -100.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,208 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,133 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,838 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,688 | -100.0% | Q2 2026 | Jul 09, 2026 |
| PW Nova Financial Services LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,085 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,103 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -610 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 33 | 0 | — | 0.0% | — | -33 | -50.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |