Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

PTANYSE

$17.04-0.30 (-1.73% today)

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund price and activity chart data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-17.0%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Morgan Stanley	Not reported	$79.6M	0.00%	Not reported
Bank of America Corp	Not reported	$67.6M	0.00%	Not reported
UBS Group AG	Not reported	$48.9M	0.01%	Not reported
Royal Bank of Canada	Not reported	$13M	0.00%	Not reported
Raymond James Financial Inc	Not reported	$6.9M	0.00%	Not reported
Rockefeller Capital Management L.P.	Not reported	$3.89M	0.01%	Not reported
Stifel Financial Corp	Not reported	$2.99M	0.00%	Not reported
Lido Advisors, LLC	Not reported	$2.75M	0.01%	Add 213.31%
Shaker Financial Services, LLC	Not reported	$1.88M	0.59%	Reduce 33.02%
Pettinga Financial Advisors LLC	Not reported	$1.64M	0.26%	Add 61.01%
Fifth Third Bancorp	Not reported	$1.34M	0.00%	Not reported
First Trust Advisors LP	Not reported	$1.31M	0.00%	Add 8.99%
LPL Financial LLC	Not reported	$1.2M	0.00%	Not reported
Wedbush Securities Inc	Not reported	$1.15M	0.03%	Reduce 8.76%
Oppenheimer & Co Inc	Not reported	$1.02M	0.01%	Reduce 3.36%
Citadel Advisors LLC	Not reported	$998K	0.00%	Not reported
Guggenheim Capital LLC	Not reported	$957K	0.01%	Add 75.01%
NewEdge Advisors, LLC	Not reported	$804K	0.00%	Not reported
RFG Advisory, LLC	Not reported	$780K	0.01%	Add 28.89%
Corient Private Wealth LP	Not reported	$682K	0.00%	Not reported
Wells Fargo & Company	Not reported	$651K	0.00%	Not reported
Rareview Capital LLC	Not reported	$542K	0.30%	Reduce 58.16%
Equitable Holdings, Inc.	Not reported	$518K	0.00%	Not reported
Logan Stone Capital, LLC	Not reported	$479K	0.10%	Reduce 90.54%
Cambridge Investment Research Advisors, Inc.	Not reported	$448K	0.00%	Not reported
Cetera Investment Advisers	Not reported	$427K	0.00%	Not reported
Jane Street Group, LLC	Not reported	$426K	0.00%	Not reported
Integrated Wealth Concepts LLC	Not reported	$394K	0.00%	Not reported
Kestra Private Wealth Services, LLC	Not reported	$388K	0.00%	Reduce 6.53%
Envestnet Asset Management Inc	Not reported	$386K	0.00%	Not reported
LexAurum Advisors, LLC	Not reported	$372K	0.04%	Add 0.52%
HighTower Advisors, LLC	Not reported	$335K	0.00%	Not reported
XTX Topco Ltd	Not reported	$334K	0.00%	Not reported
Focus Partners Wealth	Not reported	$313K	0.00%	Not reported
Choreo, LLC	Not reported	$251K	0.00%	Add 9.00%
COFG Advisors, LLC	Not reported	$244K	0.04%	Add 2.10%
Closed-End Fund Advisors, Inc.	Not reported	$225K	0.22%	Not reported
Commonwealth Equity Services, LLC	Not reported	$206K	0.00%	Not reported
CreativeOne Wealth, LLC	Not reported	$199K	0.00%	Not reported
Parvin Asset Management, LLC	Not reported	$173K	0.14%	Not reported
Osaic Holdings, Inc.	Not reported	$142K	0.00%	Not reported
Noble Wealth Management PBC	Not reported	$121K	0.05%	Reduce 11.29%
Global Retirement Partners, LLC	Not reported	$98.9K	0.00%	Not reported
Clear Street Group Inc.	Not reported	$78.5K	0.00%	Not reported
Northwestern Mutual Wealth Management Co	Not reported	$67.9K	0.00%	Not reported
MassMutual Private Wealth & Trust, FSB	Not reported	$43.7K	0.00%	Not reported
Pinnacle Wealth Planning Services, Inc.	Not reported	$34.1K	0.00%	Add 34.62%
Elevation Wealth Partners, LLC	Not reported	$28.8K	0.01%	New Not reported
Timbuktu Capital Management, LLC	Not reported	$15.7K	0.02%	Not reported
WPG Advisers, LLC	Not reported	$15.1K	0.01%	Add 35.63%

50 of 57 holders

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Historical Activity Patterns

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