How many institutions own LDP stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own LDP shares is 86, representing 27.82% of the company's common stock.

Who are the major shareholders selling Cohen & Steers Limited Duration Preferred and Income Fund, Inc. stock?

LEXAURUM ADVISORS, LLC, in the last quarter, reduced its stake in LDP by -5.12% restricting it's holding to 33.77 thousand shares of worth nearly $731.73K. FIERA CAPITAL CORP also lessened -25.32% of the LDP shares from its portfolio, reducing its holding to 46.36 thousand shares of worth $1.00M. ATRIA INVESTMENTS, INC also shunned LDP shares holding by -74.72% last quarter which brought its holding to 47.85 thousand shares worth $1.04M.

Investors who are buying LDP stock?

As per its latest 13F filing, CETERA INVESTMENT ADVISERS increased its stake in LDP by 14.84% in the last quarter. The institutional holder raised its holding to 20.98 thousand shares having worth more than $454.60K. JANNEY MONTGOMERY SCOTT LLC also added 6.66% more shares of LDP to its portfolio, raising its holding to 22.27 thousand shares of worth $483.00K. CHOREO, LLC also increased its LDP shares holding by 10.05% which brought its holding to 32.02 thousand shares worth $693.79K.

LDP's major insiders: who are they?

The insider with the most stakes in LDP is COHEN MARTIN , at the company. Additionally, LDP stock is highly held by Junkans Dean and Maginnis Gerald J. among others.

Did an insider recently sell LDP stock?

Company executives, directors, and other insiders own N/A percent of Cohen & Steers Limited Duration Preferred and Income Fund, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which LDP insiders have sold stock, totaling 0 shares. Insiders that have sold shares include DOROST JERRY, WARD C EDWARD JR, and COHEN BONNIE.

Which insider recently purchased LDP stock?

There have been 0 transaction(s) during the past 6-months in which Cohen & Steers Limited Duration Preferred and Income Fund, Inc. insiders have bought stock, totalling 0 shares

How much of LDP does insiders own?

Around 0 Cohen & Steers Limited Duration Preferred and Income Fund, Inc. shares are held by insiders, which represents about N/A of LDP stock.

Who is the insider with the largest stake?

LDP , COHEN MARTIN holds the largest portfolio of the company's shares. LDP shares owned by COHEN total nearly 5.1 thousand.

Which institution holds the most shares in LDP?

EVERPAR ADVISORS LLC is the largest institutional owner in LDP which holds 16.57 thousand shares worth $358.96K or 0.06% of the total LDP shares outstanding followed by CETERA INVESTMENT ADVISERS with ownership of 20.98 thousand shares representing 0.07% of the LDP ownership. JANNEY MONTGOMERY SCOTT LLC is the third largest stakeholder with 22.27 thousand shares or 0.08% of the ownership worth more than $483.00K.

Is Cohen & Steers Limited Duration Preferred and Income Fund, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the LDP is concerned, it is a stock which is not optionable.

Is there a short position on LDP's shares?

Number of LDP shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding LDP shares are there?

As of today, null shares of LDP are outstanding.

Is there many float in LDP stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, LDP has null shares in float.

LDP short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for LDP is null.

Cohen & Steers Duration Preferred and Income Fund (LDP) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

27.82% Percentage of Shares held by All Institutions

27.82% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 27.82% of LDP shares are held by financial institutions. EVERPAR ADVISORS LLC is the top corporate investor, holding 16.57K shares valued at $358.96K. A 0.06% stake in Cohen & Steers Limited Duration Preferred and Income Fund, Inc. is owned by the company. CETERA INVESTMENT ADVISERS owns 20.98K shares valued at $454.60K, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	EVERPAR ADVISORS LLC	0.06%	16.57K	358.96K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.07%	20.98K	454.6K	2.71K	+14.84%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	22.27K	483K	1.39K	+6.66%
Sep 30, 2025	CHOREO, LLC	0.11%	32.02K	693.79K	2.92K	+10.05%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.11%	32.81K	711.07K	2.4K	+7.91%
Sep 30, 2025	LEXAURUM ADVISORS, LLC	0.12%	33.77K	731.73K	-1.82K	-5.12%
Sep 30, 2025	LIDO ADVISORS, LLC	0.14%	41.39K	896.92K	0	0
Sep 30, 2025	FIERA CAPITAL CORP	0.16%	46.36K	1M	-15.72K	-25.32%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.16%	47.85K	1.04M	-141.38K	-74.72%
Sep 30, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.59%	171.9K	3.73M	200	+0.12%
Sep 30, 2025	ROYAL BANK OF CANADA	1.23%	357.65K	7.75M	-1.35K	-0.38%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.4%	407.33K	8.83M	-1.12K	-0.27%
Sep 30, 2025	MORGAN STANLEY	6.69%	1.95M	42.16M	-22.71K	-1.15%
Sep 30, 2025	BARRETT & COMPANY, INC.	0.03%	7.32K	158.53K	-431	-5.56%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	9.37K	204.38K	9.37K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.04%	11.54K	249.99K	11.54K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.04%	11.77K	254.97K	-200	-1.67%
Sep 30, 2025	CREATIVE PLANNING	0.04%	12.07K	261.56K	670	+5.88%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.05%	13.3K	288.21K	0	0
Sep 30, 2025	BRYN MAWR TRUST CO	0.05%	15K	325.05K	0	0
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	18.23K	395.03K	-1.29K	-6.59%
Sep 30, 2025	OPPENHEIMER & CO INC	0.21%	61.53K	1.33M	-12.3K	-16.65%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.23%	65.7K	1.42M	-12.76K	-16.27%
Sep 30, 2025	CERITY PARTNERS LLC	0.24%	69.4K	1.5M	0	0
Sep 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.26%	75.58K	1.64M	530	+0.71%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.27%	77.28K	1.67M	-9.08K	-10.51%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.29%	84.48K	1.83M	-1.15K	-1.34%
Sep 30, 2025	LPL FINANCIAL LLC	0.48%	139.32K	3.02M	7.98K	+6.08%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.5%	144.2K	3.12M	2.11K	+1.48%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.56%	164.28K	3.56M	-5.97K	-3.51%
Sep 30, 2025	COMERICA BANK	0.19%	53.91K	1.17M	-177	-0.33%
Sep 30, 2025	GLAXIS CAPITAL MANAGEMENT, LLC	0.6%	174K	3.77M	16K	+10.13%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.71%	207.47K	4.5M	-2.93K	-1.39%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.74%	215.04K	4.69M	211	+0.10%
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.76%	221.2K	4.79M	20.28K	+10.09%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.82%	239.4K	5.19M	26.51K	+12.45%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	1.49%	433.17K	9.37M	790	+0.18%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.35%	102.1K	2.21M	-131.35K	-56.27%
Sep 30, 2025	INVESCO LTD.	1.55%	451.78K	9.79M	9.18K	+2.07%
Sep 30, 2025	UBS GROUP AG	4.84%	1.41M	30.48M	-48.23K	-3.32%
Sep 30, 2025	WPG ADVISERS, LLC	0%	264	5.72K	5	+1.93%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	300	6.5K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	387	8.39K	-53	-12.05%
Sep 30, 2025	PRIVATE TRUST CO NA	0%	400	8.67K	0	0
Sep 30, 2025	US BANCORP \DE\	0%	585	12.68K	-237	-28.83%
Sep 30, 2025	TOTH FINANCIAL ADVISORY CORP	0%	697	15.1K	242	+53.19%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	750	16.25K	0	0
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	792	17.19K	6	+0.76%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	9.45K	204.7K	9.45K	+100.00%
Sep 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.03%	10K	216.7K	0	0
Sep 30, 2025	MONTAG A & ASSOCIATES INC	0%	803	17.4K	0	0
Sep 30, 2025	DUNHILL FINANCIAL, LLC	0%	1K	21.67K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	1.2K	26K	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	2.92K	63.26K	0	0
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	2.97K	64.4K	0	0
Sep 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0.01%	3.51K	76.02K	1.77K	+101.96%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.2%	58.19K	1.26M	631	+1.10%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.04%	10.17K	220.41K	10.17K	+100.00%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.04%	10.25K	222.03K	-27.04K	-72.52%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	11.2K	242.77K	-2.98K	-21.01%
Sep 30, 2025	CAPROCK GROUP, LLC	0.05%	15.03K	321.39K	15.03K	+100.00%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.18%	51.72K	1.12M	-4.68K	-8.30%
Sep 30, 2025		0.09%	26.78K	580.39K	26.78K	+100.00%
Sep 30, 2025	BALDWIN BROTHERS LLC/MA	0.19%	53.95K	1.17M	-945	-1.72%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	55.47K	1.19M	-3.71K	-6.27%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	56.78K	1.23M	3.96K	+7.49%
Sep 30, 2025	RAREVIEW CAPITAL LLC	0.34%	100.28K	2.1M	11.59K	+13.06%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.4%	408.45K	8.57M	-6.08K	-1.47%
Jun 30, 2025	ROYAL BANK OF CANADA	1.23%	359K	7.53M	-13.03K	-3.50%
Jun 30, 2025	WELA STRATEGIES, INC.	0.08%	22.75K	477.19K	19	+0.08%
Jun 30, 2025	LIDO ADVISORS, LLC	0.14%	41.39K	868.36K	0	0
Jun 30, 2025	INVESCO LTD.	1.52%	442.61K	9.29M	4K	+0.91%
Jun 30, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0.04%	10.55K	221.38K	169	+1.63%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	52.82K	1.11M	2.2K	+4.34%
Jun 30, 2025	COMERICA BANK	0.19%	54.08K	1.13M	-9.95K	-15.54%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.49%	142.1K	2.98M	761	+0.54%
Jun 30, 2025	GLAXIS CAPITAL MANAGEMENT, LLC	0.54%	158K	3.31M	8K	+5.33%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.59%	170.24K	3.57M	3.57K	+2.14%
Jun 30, 2025	BALDWIN BROTHERS LLC/MA	0.19%	54.89K	1.15M	-27.26K	-33.18%
Jun 30, 2025	UBS GROUP AG	5%	1.45M	30.52M	19.97K	+1.39%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.74%	214.83K	4.61M	20.25K	+10.41%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	1.49%	432.38K	9.01M	8.23K	+1.94%
Jun 30, 2025	RAREVIEW CAPITAL LLC	0.3%	88.69K	1.86M	29.53K	+49.91%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.73%	212.9K	4.47M	34.27K	+19.19%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.72%	210.4K	4.41M	-9.95K	-4.51%
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.69%	200.92K	4.22M	14.88K	+8.00%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.65%	189.23K	3.97M	149.45K	+375.69%
Jun 30, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.59%	171.7K	3.6M	-975	-0.56%
Jun 30, 2025	MORGAN STANLEY	6.77%	1.97M	41.29B	123.81K	+6.71%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.2%	57.56K	1.21M	152	+0.26%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	59.18K	1.24M	-1.92K	-3.14%
Jun 30, 2025	FIERA CAPITAL CORP	0.21%	62.08K	1.3M	-924	-1.47%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.04%	11.97K	251.05K	-735	-5.79%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.19%	56.4K	1.18M	161	+0.29%
Jun 30, 2025	STONEX GROUP INC.	0.04%	11.72K	245.89K	11.72K	+100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.05%	13.3K	279.03K	-2.1K	-13.64%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	14.18K	297.56K	2.98K	+26.60%
Jun 30, 2025	BRYN MAWR TRUST CO	0.05%	15K	314.7K	0	0
Jun 30, 2025	EVERPAR ADVISORS LLC	0.06%	16.57K	347.53K	-700	-4.05%
Jun 30, 2025	CERITY PARTNERS LLC	0.24%	69.4K	1.46M	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.27%	78.47K	1.65M	-2.04K	-2.53%
Jun 30, 2025	GARRISON BRADFORD & ASSOCIATES INC	0.02%	7K	146.86K	0	0
Jun 30, 2025	BARRETT & COMPANY, INC.	0.03%	7.75K	162.52K	-4.91K	-38.80%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.03%	10K	209.8K	10K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	18.27K	383.25K	587	+3.32%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	20.76K	436K	-611	-2.86%
Jun 30, 2025	OPPENHEIMER & CO INC	0.25%	73.83K	1.55M	-3.65K	-4.71%
Jun 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.26%	75.05K	1.57M	3.09K	+4.29%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.29%	85.63K	1.8M	-7.45K	-8.01%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.3%	86.36K	1.81M	-4.59K	-5.05%
Jun 30, 2025		0.3%	88.69K	1.86M	29.53K	+49.91%
Jun 30, 2025	LPL FINANCIAL LLC	0.45%	131.34K	2.76M	3.9K	+3.06%
Jun 30, 2025	CREATIVE PLANNING	0.04%	11.4K	239.17K	-43	-0.38%
Jun 30, 2025	CHOREO, LLC	0.1%	29.09K	610.37K	-14.34K	-33.02%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	30.41K	638K	3.65K	+13.64%
Jun 30, 2025	LEXAURUM ADVISORS, LLC	0.12%	35.59K	746.65K	81	+0.23%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.13%	37.29K	782.28K	-24.02K	-39.17%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.07%	19.51K	409.4K	1.87K	+10.60%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	20.88K	438K	-300	-1.42%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.06%	17.68K	359.96K	961	+5.75%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.28%	80.51K	1.64M	19.55K	+32.08%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	61.1K	1.24M	-4.52K	-6.88%
Mar 31, 2025	LPL FINANCIAL LLC	0.44%	127.44K	2.59M	2.69K	+2.16%
Mar 31, 2025		0.2%	59.16K	1.2M	59.16K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	21.37K	435K	605	+2.91%
Mar 31, 2025	MORGAN STANLEY	6.34%	1.84M	37.55M	159.54K	+9.47%
Mar 31, 2025	CHOREO, LLC	0.15%	43.44K	884.36K	584	+1.36%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.43%	414.53K	8.44M	13.95K	+3.48%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.61%	178.63K	3.64M	15.49K	+9.50%
Mar 31, 2025	GREATMARK INVESTMENT PARTNERS, INC.	0.59%	172.68K	3.52M	1.25K	+0.73%
Mar 31, 2025	SYNOVUS FINANCIAL CORP	0.57%	166.68K	3.39M	2.27K	+1.38%
Mar 31, 2025	GLAXIS CAPITAL MANAGEMENT, LLC	0.52%	150K	3.05M	10K	+7.14%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.49%	141.34K	2.88M	921	+0.66%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.21%	61.3K	1.25M	179	+0.29%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.2%	57.41K	1.17M	145	+0.25%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.31%	90.95K	1.85M	25.16K	+38.25%
Mar 31, 2025	OPPENHEIMER & CO INC	0.27%	77.48K	1.58M	6.5K	+9.16%
Mar 31, 2025	INVESCO LTD.	1.51%	438.61K	8.93M	43.42K	+10.99%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.04%	11.58K	235.79K	11.58K	+100.00%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	50.63K	1.03M	-2.74K	-5.13%
Mar 31, 2025	CAPROCK GROUP, LLC	0.05%	15.03K	305.91K	0	0
Mar 31, 2025	BRYN MAWR TRUST CO	0.05%	15K	305.4K	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.04%	12.7K	258.58K	-2.4K	-15.90%
Mar 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.64%	186.04K	3.79M	-660	-0.35%
Mar 31, 2025	FIERA CAPITAL CORP	0.22%	63K	1.28M	0	0
Mar 31, 2025	CERITY PARTNERS LLC	0.24%	69.4K	1.41M	0	0
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	1.46%	424.16K	8.48M	6.16K	+1.47%
Mar 31, 2025	ROYAL BANK OF CANADA	1.28%	372.02K	7.57M	107	+0.03%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.76%	220.35K	4.49M	-2.04K	-0.92%
Mar 31, 2025	UBS GROUP AG	4.93%	1.43M	29.21M	4.1K	+0.29%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.67%	194.58K	3.96M	41.6K	+27.19%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.32%	93.09K	1.9M	22.48K	+31.83%
Mar 31, 2025	BALDWIN BROTHERS LLC/MA	0.28%	82.15K	1.67M	-6.63K	-7.47%
Mar 31, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.25%	71.97K	1.47M	6.32K	+9.62%
Mar 31, 2025	COMERICA BANK	0.22%	64.03K	1.3M	291	+0.46%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.19%	56.23K	1.14M	1.01K	+1.83%
Mar 31, 2025	LIDO ADVISORS, LLC	0.14%	41.39K	842.7K	0	0
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.14%	39.78K	809.92K	5.68K	+16.65%
Mar 31, 2025	LEXAURUM ADVISORS, LLC	0.12%	35.51K	722.95K	-25K	-41.32%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.09%	26.76K	544.83K	2.95K	+12.37%
Mar 31, 2025	WELA STRATEGIES, INC.	0.08%	22.73K	462.7K	22.73K	+100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	21.18K	431K	1.46K	+7.40%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.06%	18.72K	381.16K	-8.01K	-29.97%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.06%	18.12K	368.94K	13.87K	+326.18%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	17.64K	359.23K	115	+0.66%
Mar 31, 2025	EVERPAR ADVISORS LLC	0.06%	17.27K	351.52K	0	0
Mar 31, 2025	BARRETT & COMPANY, INC.	0.04%	12.66K	257.72K	69	+0.55%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.05%	15.4K	313.54K	0	0
Mar 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.04%	11.8K	240.25K	-3K	-20.27%
Mar 31, 2024	AQR ARBITRAGE LLC	0.31%	89.12K	1.79M	-63.81K	-41.72%
Mar 31, 2024	BALDWIN BROTHERS LLC/MA	0.31%	91.33K	1.83M	0	0
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.33%	96.55K	1.89M	1.47K	+1.54%
Mar 31, 2024	SACHETTA, LLC	0%	1.2K	22.12M	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	1.26K	25.31K	3	+0.24%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.01%	2.92K	58.61K	0	0
Mar 31, 2024	VENTURI WEALTH MANAGEMENT, LLC	0.01%	3.95K	79.26K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	11.17K	224.25K	-498	-4.27%
Mar 31, 2024	BARRETT & COMPANY, INC.	0.04%	12.39K	248.71K	67	+0.54%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0.05%	14.7K	295K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.05%	15.78K	316.84K	-2.05K	-11.49%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	16.22K	325.66K	-2.61K	-13.87%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.06%	16.35K	328.39K	16.35K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.06%	16.44K	330.08K	3.4K	+26.04%
Mar 31, 2024	GLAXIS CAPITAL MANAGEMENT, LLC	0.35%	103K	2.07M	10.58K	+11.45%
Mar 31, 2024	LPL FINANCIAL LLC	0.37%	108.77K	2.18M	17.34K	+18.97%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.4%	117.27K	2.35M	5.16K	+4.60%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.47%	137.39K	2.76M	29.7K	+27.58%
Mar 31, 2024	THOMAS J. HERZFELD ADVISORS, INC.	0.54%	158.02K	3.17M	12K	+8.22%
Mar 31, 2024	CREATIVE PLANNING	0.07%	20.03K	402.24K	-2.38K	-10.61%
Mar 31, 2024	EVERPAR ADVISORS LLC	0.07%	20.5K	411.7K	-633	-2.99%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	20.63K	414K	20.63K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.07%	21.01K	422K	9.99K	+90.70%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.09%	27.41K	550.31K	-22.48K	-45.06%
Mar 31, 2024	CHOREO, LLC	0.1%	29.99K	602.22K	29.99K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.11%	30.9K	620.39K	-1.59K	-4.90%
Mar 31, 2024	OPPENHEIMER & CO INC	0.13%	36.43K	731.49K	3.9K	+11.98%
Mar 31, 2024	LIDO ADVISORS, LLC	0.14%	40.86K	820.45K	2.6K	+6.80%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.14%	41.16K	826.44K	15.19K	+58.51%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	45.09K	905.43K	-3.72K	-7.62%
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.59%	172.76K	3.47M	-12.42K	-6.71%
Mar 31, 2024	ROYAL BANK OF CANADA	0.64%	186.51K	3.75M	92.28K	+97.93%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.03%	300.43K	6.03M	-78.01K	-20.61%
Mar 31, 2024	ATRIA INVESTMENTS, INC	1.08%	314.04K	6.31M	314.04K	+100.00%
Mar 31, 2024	MORGAN STANLEY	6.15%	1.79M	35.89M	-42.18K	-2.31%
Mar 31, 2024	FIERA CAPITAL CORP	0.22%	64.86K	1.3M	75	+0.12%
Mar 31, 2024	CERITY PARTNERS LLC	0.24%	71.16K	1.43M	0	0
Mar 31, 2024	LEXAURUM ADVISORS, LLC	0.27%	79.07K	1.59M	-45.49K	-36.52%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.3%	86.76K	1.74M	-5.02K	-5.47%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	47.16K	946.99K	-4.11K	-8.01%
Mar 31, 2024	CARMICHAEL HILL & ASSOCIATES, INC.	0.19%	54.32K	1.09M	4.53K	+9.10%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.2%	57.85K	1.16M	-2.14K	-3.57%
Mar 31, 2024	ODER INVESTMENT MANAGEMENT, LLC	0.21%	59.87K	1.2M	5.2K	+9.50%
Mar 31, 2024	COMERICA BANK	0.21%	62.25K	1.25M	-165	-0.26%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.22%	62.59K	1.26M	20.58K	+48.99%
Mar 31, 2024	GREATMARK INVESTMENT PARTNERS, INC.	0.56%	162.78K	3.27M	19.4K	+13.53%
Mar 31, 2024	INVESCO LTD.	1.45%	422.09K	8.48M	-19.82K	-4.49%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	1.54%	448.78K	8.68M	3.35K	+0.75%
Mar 31, 2024	UBS GROUP AG	5.08%	1.48M	29.64M	22.47K	+1.55%
Mar 31, 2024	GRADIENT INVESTMENTS LLC	0%	0	-	-325	-100.00%
Mar 31, 2024	WETHERBY ASSET MANAGEMENT INC	0.03%	10K	200.8K	0	0
Mar 31, 2024	ROCKY MOUNTAIN ADVISERS, LLC	0%	0	-	-5.25K	-100.00%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-1.93K	-100.00%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0%	126	2.52K	4	+3.28%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	1.09K	21.89K	29	+2.73%
Mar 31, 2024	KEY FINANCIAL INC	0%	246	4.94K	0	0
Mar 31, 2024	SUNBELT SECURITIES, INC.	0%	375	7.53K	0	0
Mar 31, 2024	PRIVATE TRUST CO NA	0%	400	8.03K	0	0
Mar 31, 2024	FIFTH THIRD BANCORP	0%	500	10.04K	0	0
Mar 31, 2024	MONTAG A & ASSOCIATES INC	0%	803	16.13K	0	0
Dec 31, 2023	BALDWIN BROTHERS LLC/MA	0.31%	91.33K	1.68M	0	0
Dec 31, 2023	LPL FINANCIAL LLC	0.31%	91.42K	1.68M	18.67K	+25.66%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.32%	91.78K	1.69M	11.86K	+14.84%
Dec 31, 2023	GLAXIS CAPITAL MANAGEMENT, LLC	0.32%	92.42K	1.7M	92.42K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.32%	94.23K	1.74M	15.69K	+19.97%
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.33%	95.08K	1.75M	82.52K	+657.40%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.37%	107.69K	1.98M	38.94K	+56.63%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.39%	112.11K	2.07M	-15.43K	-12.10%
Dec 31, 2023	LEXAURUM ADVISORS, LLC	0.43%	124.56K	2.3M	-11.2K	-8.25%
Dec 31, 2023	GREATMARK INVESTMENT PARTNERS, INC.	0.49%	143.38K	2.64M	-2.15K	-1.48%
Dec 31, 2023	THOMAS J. HERZFELD ADVISORS, INC.	0.5%	146.01K	2.69M	7.86K	+5.69%
Dec 31, 2023	AQR ARBITRAGE LLC	0.53%	152.92K	2.82M	38.49K	+33.64%
Dec 31, 2023	SYNOVUS FINANCIAL CORP	0.64%	185.18K	3.41M	69.87K	+60.58%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.3%	378.44K	6.97M	-68.41K	-15.31%
Dec 31, 2023	INVESCO LTD.	1.52%	441.91K	8.14M	-15.91K	-3.48%
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	1.53%	445.43K	8.38M	-18K	-3.88%
Dec 31, 2023	UBS GROUP AG	5%	1.45M	26.79M	27.55K	+1.93%
Dec 31, 2023	MORGAN STANLEY	6.29%	1.83M	33.72M	365.24K	+24.94%
Dec 31, 2023	BRAMSHILL INVESTMENTS, LLC	0.02%	6.82K	125.75K	0	0
Dec 31, 2023	WETHERBY ASSET MANAGEMENT INC	0.03%	10K	184.3K	0	0
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.04%	11.02K	203K	-9.81K	-47.09%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	11.67K	215K	90	+0.78%
Dec 31, 2023	BARRETT & COMPANY, INC.	0.04%	12.32K	227.03K	73	+0.60%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.04%	13.04K	240.36K	-588	-4.31%
Dec 31, 2023	NOMURA HOLDINGS INC	0.05%	13.73K	252.95K	13.73K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.05%	14.56K	268.38K	14.56K	+100.00%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	0.05%	14.7K	271K	-47.48K	-76.37%
Dec 31, 2023	GREY STREET CAPITAL, LLC	0.05%	15.03K	276.91K	-787	-4.98%
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.06%	16.06K	295.94K	16.06K	+100.00%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.06%	16.18K	298.19K	-2.5K	-13.36%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.06%	17.83K	328.55K	-5.61K	-23.95%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	18.83K	347.02K	-2.02K	-9.71%
Dec 31, 2023		0.07%	21.14K	389.54K	21.14K	+100.00%
Dec 31, 2023	CREATIVE PLANNING	0.08%	22.41K	413K	-12K	-34.88%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.09%	25.97K	478.54K	-618	-2.32%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.11%	32.49K	598.78K	-3.6K	-9.98%
Dec 31, 2023	OPPENHEIMER & CO INC	0.11%	32.53K	599.58K	-2.76K	-7.82%
Dec 31, 2023	LIDO ADVISORS, LLC	0.13%	38.26K	705.11K	38.26K	+100.00%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.14%	42.01K	774.25K	-19.95K	-32.20%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.17%	48.81K	899.58K	-4.58K	-8.58%
Dec 31, 2023	CARMICHAEL HILL & ASSOCIATES, INC.	0.17%	49.79K	917.69K	-4.43K	-8.17%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.17%	49.89K	919.42K	19.39K	+63.56%
Dec 31, 2023	PETTINGA FINANCIAL ADVISORS, LLC	0.17%	50.3K	927.03K	21.91K	+77.18%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	51.27K	944.82K	-5.45K	-9.60%
Dec 31, 2023	ODER INVESTMENT MANAGEMENT, LLC	0.19%	54.67K	1.01M	18.83K	+52.55%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.21%	59.99K	1.11M	-4.14K	-6.46%
Dec 31, 2023	COMERICA BANK	0.21%	62.42K	1.15M	1.7K	+2.80%
Dec 31, 2023	FIERA CAPITAL CORP	0.22%	64.79K	1.19M	0	0
Dec 31, 2023	CERITY PARTNERS LLC	0.24%	71.16K	1.31M	3.16K	+4.65%
Dec 31, 2023	MALTIN WEALTH MANAGEMENT, INC.	0.26%	74.51K	1.37M	1.2K	+1.63%

Insiders

Among the LDP insiders holding of N/A of the stake in company, COHEN MARTIN, , holds the largest shares of 5.1K. JUNKANS DEAN, , is the second largest LDP insider with ownership of 1K shares. MAGINNIS GERALD J., , stands third with possession of 660 shares of that stake.

Insiders	Designation	Shares Held
COHEN MARTIN		5.1K
JUNKANS DEAN		1K
MAGINNIS GERALD J.		660
ROGERS-WINDSOR RAMONA LYNN	director	503
MAGPIONG JANE F.	director	275
SCAPELL WILLIAM F		200
CLARK MICHAEL G		200
WARD C EDWARD JR		0
COHEN BONNIE		0
DOROST JERRY	Vice President	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jul 06, 2023	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	18.00	125	2.25K	503
Dec 28, 2022	DOROST JERRY	SALE	18.59	1.21K	22.49K	0
Dec 23, 2022	MAGPIONG JANE F.	PURCHASE	18.99	275	5.22K	275
Jun 30, 2022	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	19.52	100	1.95K	351
Dec 17, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	26.14	75	1.96K	250
Jul 01, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	27.55	175	4.82K	175
Feb 05, 2020	WARD C EDWARD JR	SALE	27.05	277	7.49K	0
Feb 09, 2017	MAGINNIS GERALD J.	PURCHASE	25.40	196	4.98K	660
Mar 10, 2016	MAGINNIS GERALD J.	PURCHASE	23.02	435	10.01K	435
Oct 13, 2015	COHEN BONNIE	SALE	22.63	1.25K	28.29K	0
Mar 04, 2015	JUNKANS DEAN	PURCHASE	23.98	1K	23.98K	1K
Jun 25, 2013	SCAPELL WILLIAM F	PURCHASE	23.74	200	4.75K	200
May 13, 2013	WARD C EDWARD JR	PURCHASE	27.08	100	2.71K	200
Dec 21, 2012	CLARK MICHAEL G	PURCHASE	24.90	200	4.98K	200
Oct 17, 2012	COHEN BONNIE	PURCHASE	25.10	1K	25.1K	1K
Sep 21, 2012	COHEN MARTIN	PURCHASE	24.67	100	2.47K	5.1K
Sep 20, 2012	COHEN MARTIN	PURCHASE	24.71	5K	123.54K	5K

Frequently Asked Questions