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 | No change | 2,089,803 | 44,220 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,389,779 | 29,407 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 467,104 | 9,883 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 491,612 | 9,178 | 0.17% | 0.19% | 4 | +22,839 | 4.87% | Q3 2026 | Oct 26, 2026 |
| Sanctuary Advisors, LLC | History | No change | 295,463 | 6,251 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glaxis Capital Management, LLC | History | Added to | 273,350 | 5,286 | 12.58% | 11.48% | 6 | +3,350 | 1.24% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Added to | 262,703 | 5,080 | 0.05% | 0.05% | 7 | +16,658 | 6.77% | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 237,003 | 5,014 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 225,620 | 4,774 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 181,455 | 3,839 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 170,003 | 3,597 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 168,135 | 3,557 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 157,138 | 3,325 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 169,025 | 3,268 | 0.35% | 0.39% | 14 | +750 | 0.45% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 153,402 | 3,245 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 147,592 | 3,123 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Rareview Capital LLC | History | Added to | 159,281 | 3,080 | 1.46% | 1.71% | 17 | +13,724 | 9.43% | Q3 2026 | Nov 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 144,127 | 3,049 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 137,739 | 2,914 | 0.89% | 0.89% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Wealth, LLC | History | No change | 116,907 | 2,473 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oder Investment Management, LLC | History | No change | 77,589 | 1,641 | 1.1% | 1.1% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 66,210 | 1,401 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WJ Financial Advisors LLC | History | No change | 65,947 | 1,395 | 1.02% | 1.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Platt Wealth Management LLC | History | Reduced | 68,206 | 1,319 | 1.03% | 1.27% | 24 | -6,456 | -8.65% | Q3 2026 | Nov 03, 2026 |
| Fiera Capital Corp | History | No change | 57,368 | 1,213 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 55,863 | 1,182 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MAI Capital Management | History | No change | 54,496 | 1,153 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 53,533 | 1,132 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 56,985 | 1,102 | 0.0% | 0.0% | 29 | +13,110 | 29.88% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 51,988 | 1,100 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 51,785 | 1,001 | 0.01% | 0.01% | 31 | -10,896 | -17.38% | Q3 2026 | Oct 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 50,157 | 970 | 0.02% | 0.02% | 32 | +7,448 | 17.44% | Q3 2026 | Oct 21, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 47,623 | 921 | 0.01% | 0.01% | 33 | -5,208 | -9.86% | Q3 2026 | Oct 22, 2026 |
| Breachway Investments LLC | History | Added to | 47,562 | 919 | 1.42% | 1.51% | 34 | +50 | 0.11% | Q3 2026 | Oct 19, 2026 |
| Independent Wealth Network Inc. | History | Added to | 39,333 | 760 | 0.19% | 0.2% | 35 | +2,938 | 8.07% | Q3 2026 | Oct 19, 2026 |
| Cetera Investment Advisers | History | No change | 29,296 | 619 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 31,446 | 608 | 0.0% | 0.0% | 37 | -13 | -0.04% | Q3 2026 | Nov 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 30,784 | 595 | 0.01% | 0.01% | 38 | -1,163 | -3.64% | Q3 2026 | Oct 30, 2026 |
| LexAurum Advisors, LLC | History | Added to | 30,374 | 587 | 0.07% | 0.06% | 39 | +5,410 | 21.67% | Q3 2026 | Oct 19, 2026 |
| PMG Family Office LLC | History | Added to | 29,579 | 572 | 0.53% | 0.57% | 40 | +218 | 0.74% | Q3 2026 | Oct 19, 2026 |
| Pathstone Holdings, LLC | History | No change | 23,913 | 506 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 25,568 | 494 | 0.16% | 0.24% | 42 | -11,043 | -30.16% | Q3 2026 | Oct 14, 2026 |
| CHOREO, LLC | History | Reduced | 19,686 | 380 | 0.0% | 0.0% | 43 | -368 | -1.84% | Q3 2026 | Oct 28, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 17,265 | 333 | 0.27% | 0.3% | 44 | -844 | -4.66% | Q3 2026 | Oct 16, 2026 |
| Caprock Group, LLC | History | No change | 15,025 | 317 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,794 | 286 | 0.0% | 0.0% | 46 | +1,090 | 7.95% | Q3 2026 | Nov 02, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 13,290 | 281 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prospera Financial Services Inc | History | No change | 13,300 | 254 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 11,967 | 253 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 11,670 | 225 | 0.0% | 0.0% | 50 | +270 | 2.37% | Q3 2026 | Nov 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,373 | 219 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,912 | 210 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 9,724 | 205 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PW Nova Financial Services LLC | History | New | 10,085 | 195 | 0.04% | — | 54 | +10,085 | New | Q3 2026 | Oct 15, 2026 |
| BFC Planning, Inc. | History | No change | 8,825 | 186 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 7,780 | 164 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,650 | 109 | 0.0% | 0.0% | 57 | -728 | -11.41% | Q3 2026 | Nov 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,500 | 67 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,123 | 66 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 3,331 | 64 | 0.01% | 0.01% | 60 | +43 | 1.31% | Q3 2026 | Oct 30, 2026 |
| Spire Wealth Management | History | No change | 2,919 | 56 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Key FInancial Inc | History | No change | 2,590 | 50 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | No change | 1,592 | 33 | 0.0% | 0.0% | 63 | 0 | 0.0% | 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 | No change | 1,180 | 24 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 1,000 | 21 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,051 | 20 | 0.0% | 0.0% | 68 | -27 | -2.5% | Q3 2026 | Oct 27, 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 | 1,025 | 19 | 0.0% | 0.0% | 70 | +108 | 11.78% | Q3 2026 | Oct 08, 2026 |
| Triumph Capital Management | History | No change | 900 | 17 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WPG Advisers, LLC | History | Added to | 526 | 10 | 0.01% | 0.01% | 73 | +51 | 10.74% | Q3 2026 | Oct 27, 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 | 9 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 400 | 7 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 290 | 5 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 191 | 3 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Clear Street Group Inc. | History | No change | 61 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,872 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Financial Security Advisor, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -13,500 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,524 | -100.0% | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |