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PTA

PTA

Cohen & Steers Tax-Advantaged Preferred Securities and Income FundFinancial Services

Institutional holders
39
As of Q2 2026
Total 13F value
$239.2M
Sum of disclosed positions
New positions
8
This quarter
Sold positions
3
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
MORGAN STANLEY

Morgan Stanley

$79.6M4.15M0.00%+7.2%
BANK OF AMERICA CORP /DE/

Bank Of America

$67.6M3.53M0.00%-4.5%
UBS Group AG

Ubs Group Ag

$48.9M2.55M0.01%+6.9%
ROYAL BANK OF CANADA

Royal Bank Of Canada

$13M675.8K0.00%-6.0%
RAYMOND JAMES FINANCIAL INC

Raymond James Financial Inc

$6.9M359.7K0.00%-17.1%
Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.

$3.9M203.0K0.01%+0.8%
STIFEL FINANCIAL CORP

Stifel Financial Corp

$3M155.7K0.00%+6.8%
Lido Advisors, LLC

Lido Advisors, Llc

$2.8M143.5K0.01%+213.3%
Corient Private Wealth LP

Ci Private Wealth, Llc

$2.2M116.1K0.00%-20.9%
CITADEL ADVISORS LLC

Citadel Advisors

$2M104.1K0.00%-11.2%
FIRST TRUST ADVISORS LP

First Trust Advisors Lp

$1.3M68.5K0.00%+9.0%
LPL Financial LLC

Lpl Financial Llc

$1.2M62.6K0.00%+4.6%
GUGGENHEIM CAPITAL LLC

Guggenheim Capital Llc

$957K49.9K0.01%+75.0%
NewEdge Advisors, LLC

Newedge Advisors, Llc

$804K41.9K0.00%-1.0%
WELLS FARGO & COMPANY/MN

Wells Fargo & Company/Mn

$651K34.0K0.00%+18.9%
Equitable Holdings, Inc.

Equitable Holdings, Inc.

$518K27.0K0.00%+77.0%
Logan Stone Capital, LLC

Logan Stone Capital, Llc

$479K25.0K0.10%-90.5%
Cetera Investment Advisers

Cetera Investment Advisers

$427K22.3K0.00%+18.1%
JANE STREET GROUP, LLC

Jane Street Group, Llc

$426K22.2K0.00%New Position
Integrated Wealth Concepts LLC

Integrated Wealth Concepts Llc

$394K20.5K0.00%+74.1%
XTX Topco Ltd

Xtx Topco Ltd

$334K17.4K0.00%New Position
Focus Partners Wealth

Colony Group Llc

$313K16.3K0.00%-52.8%
COFG Advisors, LLC

Cofg Advisors, Llc

$244K12.7K0.04%+2.1%
Sanctuary Advisors, LLC

Sanctuary Advisors, Llc

$242K12.6K0.00%+2.2%
CreativeOne Wealth, LLC

Creativeone Wealth, Llc

$199K10.4K0.00%-4.6%
Parvin Asset Management, LLC

Parvin Asset Management, Llc

$173K9.0K0.14%Unchanged
OSAIC HOLDINGS, INC.

Advisor Group Holdings, Inc.

$142K7.4K0.00%-3.2%
Global Retirement Partners, LLC

Global Retirement Partners, Llc

$99K5.2K0.00%+211.1%
HUNTINGTON NATIONAL BANK

Huntington National Bank

$92K4.8K0.00%Unchanged
Clear Street Group Inc.

Clear Street Group Inc.

$79K4.1K0.00%New Position
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Northwestern Mutual Wealth Management Co

$68K3.5K0.00%New Position
Pinnacle Wealth Planning Services, Inc.

Pinnacle Wealth Planning Services, Inc.

$34K1.8K0.00%+34.6%
Timbuktu Capital Management, LLC

Timbuktu Capital Management, Llc

$16K8200.02%New Position
WPG Advisers, LLC

Wpg Advisers, Llc

$15K7880.01%+35.6%
Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, Llc

$15K7840.00%New Position
Arax Advisory Partners

Srs Capital Advisors, Inc.

$12K6000.00%+100.0%
MARK SHEPTOFF FINANCIAL PLANNING, LLC

Mark Sheptoff Financial Planning, Llc

$6K3000.00%New Position
MERCER GLOBAL ADVISORS INC /ADV

Mercer Global Advisors Inc /Adv

$4K2040.00%New Position
BlackRock, Inc.

Blackrock, Inc.

$9150.00%-97.6%

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