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 | 2,040,936 | 40,757 | 0.0% | 0.0% | 1 | +74,896 | 3.81% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,389,272 | 27,743 | 0.0% | 0.0% | 2 | +8,322 | 0.6% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 438,083 | 9,173 | 0.2% | 0.24% | 3 | -10,857 | -2.42% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Added to | 447,633 | 8,939 | 0.0% | 0.0% | 4 | +85,560 | 23.63% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 365,133 | 7,291 | 0.0% | 0.0% | 5 | -38,820 | -9.61% | Q1 2026 | May 14, 2026 |
| Glaxis Capital Management, LLC | History | Added to | 261,800 | 5,228 | 6.54% | 8.4% | 6 | +30,000 | 12.94% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 222,370 | 4,440 | 0.0% | 0.0% | 7 | -12,251 | -5.22% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 195,343 | 3,901 | 0.05% | 0.05% | 8 | -18,785 | -8.77% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 177,275 | 3,540 | 0.0% | 0.0% | 9 | -6,536 | -3.56% | Q1 2026 | May 15, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 170,775 | 3,410 | 0.4% | 0.43% | 10 | -1,050 | -0.61% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 167,427 | 3,343 | 0.03% | 0.03% | 11 | +1,456 | 0.88% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 151,968 | 3,034 | 0.0% | 0.0% | 12 | +4,778 | 3.25% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 145,463 | 2,904 | 0.0% | 0.0% | 13 | +2,538 | 1.78% | Q1 2026 | May 14, 2026 |
| Rareview Capital LLC | History | Added to | 132,703 | 2,784 | 1.63% | 1.49% | 14 | +22,855 | 20.81% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 136,557 | 2,727 | 0.0% | 0.0% | 15 | -21,692 | -13.71% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 121,285 | 2,422 | 0.01% | 0.01% | 16 | +14,514 | 13.59% | Q1 2026 | May 05, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 103,791 | 2,072 | 0.7% | 0.89% | 17 | -20,247 | -16.32% | Q1 2026 | May 12, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 92,937 | 1,855 | 0.65% | 0.63% | 18 | -965 | -1.03% | Q1 2026 | May 12, 2026 |
| Advisors Asset Management, Inc. | History | New | 83,006 | 1,657 | 0.03% | — | 19 | +83,006 | New | Q1 2026 | May 15, 2026 |
| Platt Wealth Management LLC | History | Reduced | 74,866 | 1,495 | 1.46% | 1.75% | 20 | -8,390 | -10.08% | Q1 2026 | May 01, 2026 |
| Oder Investment Management, LLC | History | Added to | 74,570 | 1,489 | 1.14% | 1.13% | 21 | +601 | 0.81% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Added to | 72,767 | 1,453 | 0.02% | 0.01% | 22 | +20,927 | 40.37% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 66,580 | 1,329 | 0.01% | 0.01% | 23 | +29,964 | 81.83% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 62,731 | 1,252 | 0.02% | 0.02% | 24 | +906 | 1.47% | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 59,866 | 1,195 | 0.0% | 0.0% | 25 | -10,553 | -14.99% | Q1 2026 | May 11, 2026 |
| WJ Financial Advisors LLC | History | Added to | 58,314 | 1,164 | 0.94% | 1.01% | 26 | +4,950 | 9.28% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Reduced | 58,268 | 1,163 | 0.01% | 0.01% | 27 | -45 | -0.08% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 55,852 | 1,115 | 0.01% | 0.01% | 29 | +4,126 | 7.98% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Reduced | 55,842 | 1,115 | 0.0% | 0.0% | 28 | -2,031 | -3.51% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 55,723 | 1,112 | 0.02% | 0.02% | 30 | -9,012 | -13.92% | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 52,881 | 1,056 | 0.0% | 0.0% | 31 | -3,936 | -6.93% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 52,541 | 1,049 | 0.0% | 0.0% | 32 | -1,684 | -3.11% | Q1 2026 | May 15, 2026 |
| Breachway Investments LLC | History | Added to | 47,880 | 973 | 0.93% | 1.07% | 33 | +50 | 0.1% | Q1 2026 | Apr 13, 2026 |
| Belpointe Asset Management LLC | History | New | 44,529 | 889 | 0.03% | — | 34 | +44,529 | New | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | No change | 41,390 | 826 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 40,171 | 802 | 0.02% | 0.01% | 36 | +5,257 | 15.06% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 31,915 | 675 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 31,918 | 637 | 0.0% | — | 38 | +31,918 | New | Q1 2026 | May 01, 2026 |
| LexAurum Advisors, LLC | History | New | 28,133 | 561 | 0.07% | — | 39 | +28,133 | New | Q1 2026 | Apr 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 28,004 | 559 | 0.01% | 0.01% | 40 | +7,657 | 37.63% | Q1 2026 | Apr 20, 2026 |
| PMG Family Office LLC | History | Added to | 27,750 | 554 | 0.62% | 0.61% | 41 | +2,936 | 11.83% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,208 | 543 | 0.0% | 0.0% | 42 | +5,226 | 23.77% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 26,682 | 532 | 0.02% | — | 43 | +26,682 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 25,694 | 513 | 0.0% | 0.0% | 44 | +5,781 | 29.03% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 23,911 | 477 | 0.0% | 0.0% | 45 | +12,118 | 102.76% | Q1 2026 | May 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 19,133 | 382 | 0.0% | — | 46 | +19,133 | New | Q1 2026 | May 04, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 19,016 | 379 | 0.33% | 0.21% | 47 | +7,231 | 61.36% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 18,683 | 373 | 0.0% | 0.0% | 48 | +4,866 | 35.22% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 17,929 | 358 | 0.0% | 0.0% | 49 | -4,763 | -20.99% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Reduced | 17,483 | 349 | 0.0% | 0.01% | 50 | -2,514 | -12.57% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | No change | 15,025 | 300 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Logan Stone Capital, LLC | History | New | 14,838 | 296 | 0.08% | — | 52 | +14,838 | New | Q1 2026 | May 15, 2026 |
| Pettinga Financial Advisors LLC | History | New | 14,688 | 293 | 0.06% | — | 53 | +14,688 | New | Q1 2026 | Apr 13, 2026 |
| Financial Security Advisor, Inc. | History | No change | 13,500 | 269 | 0.05% | 0.06% | 54 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | No change | 13,300 | 265 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 13,290 | 265 | 0.09% | 0.1% | 56 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 12,901 | 257 | 0.0% | 0.0% | 57 | -5,828 | -31.12% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | No change | 11,400 | 227 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,566 | 211 | 0.0% | 0.0% | 59 | -900 | -7.85% | Q1 2026 | May 12, 2026 |
| PW Nova Financial Services LLC | History | New | 10,085 | 201 | 0.05% | — | 60 | +10,085 | New | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,742 | 174 | 0.0% | 0.0% | 61 | -2,461 | -21.97% | Q1 2026 | May 07, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 7,461 | 148 | 0.05% | 0.05% | 62 | +75 | 1.02% | Q1 2026 | May 04, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 3,538 | 70 | 0.03% | 0.03% | 63 | +15 | 0.43% | Q1 2026 | Apr 17, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 3,000 | 63 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 2,919 | 58 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | No change | 2,085 | 41 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,629 | 34 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | Added to | 1,568 | 31 | 0.0% | 0.0% | 68 | +323 | 25.94% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,267 | 25 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,200 | 23 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,103 | 22 | 0.0% | 0.0% | 71 | +306 | 38.39% | Q1 2026 | Apr 27, 2026 |
| Dunhill Financial, LLC | History | No change | 1,000 | 19 | 0.0% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 975 | 19 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 939 | 18 | 0.0% | 0.0% | 74 | +312 | 49.76% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Added to | 900 | 17 | 0.0% | 0.0% | 76 | +100 | 12.5% | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 899 | 17 | 0.0% | 0.0% | 75 | +81 | 9.9% | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | New | 610 | 12 | 0.0% | — | 77 | +610 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 500 | 9 | 0.0% | — | 80 | +500 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 474 | 9 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 500 | 9 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WPG Advisers, LLC | History | Added to | 412 | 8 | 0.01% | 0.0% | 81 | +154 | 59.69% | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 400 | 7 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 290 | 5 | 0.0% | 0.0% | 83 | +150 | 107.14% | Q1 2026 | Apr 06, 2026 |
| Western Wealth Management, LLC | History | New | 210 | 4 | 0.0% | — | 84 | +210 | New | Q1 2026 | May 19, 2026 |
| BlackRock, Inc. | History | New | 150 | 2 | 0.0% | — | 85 | +150 | New | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 66 | 1 | 0.0% | 0.0% | 86 | -33 | -33.33% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,400 | -100.0% | Q1 2026 | May 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Closed out | 0 | 0 | — | 0.07% | — | -50,393 | -100.0% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,783 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -803 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 34 | 0 | — | — | — | +34 | New | Q1 2026 | Apr 28, 2026 |