13FBOX
COHEN & STEERS TAX ADVAN PFD · 13F 机构持仓分析
期权收益计算器 机构排行
C

COHEN & STEERS TAX ADVAN PFD

PTA
持有机构数
63
机构合计市值 (Q2 2026)
$2.48亿
机构合计股数 (Q2 2026)
1,295.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+93.5万股
35 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-79.4万股
26 · 7 清仓 · ≈
⚖️ 净额
+14.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.48亿
持有机构数
63
新买入
11
加仓
24
减仓
19
清仓
7
持股不变
9
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#25$7,964.9万415.3万股$7,492.4万367.1万股+48.2万股+13.12%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%0.01%#21$6,762.3万352.6万股$6,922.0万369.4万股-16.8万股-4.55%减仓
瑞银集团UBS Group AG
0.01%0.01%#18$4,894.7万255.2万股$4,474.9万238.8万股+16.4万股+6.87%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#34$1,296.2万67.6万股$1,347.6万71.9万股-4.3万股-6.02%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#35$689.8万36.0万股$812.8万43.4万股-7.4万股-17.08%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#20$389.3万20.3万股$377.3万20.1万股+1,622股+0.81%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#30$298.6万15.6万股$273.1万14.6万股+9,923股+6.81%加仓
Lido顾问Lido Advisors, LLC
0.01%<0.01%#17$275.1万14.3万股$85.8万4.6万股+9.8万股+213.31%加仓
Shaker Financial Services, LLC
0.59%0.95%#1$187.8万9.8万股$274.0万14.6万股-4.8万股-33.02%减仓
Pettinga Financial Advisors LLC
0.26%0.19%#3$164.2万8.6万股$99.6万5.3万股+3.2万股+61.01%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#32$134.3万7.0万股$132.3万7.1万股-572股-0.81%减仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#42$131.3万6.8万股$117.7万6.3万股+5,648股+8.99%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#50$120.1万6.3万股$112.2万6.0万股+2,749股+4.59%加仓
WEDBUSH SECURITIES INC
0.03%0.04%#10$114.8万6.0万股$122.9万6.6万股-5,747股-8.76%减仓
奥本海默公司OPPENHEIMER & CO INC
0.01%0.01%#14$102.0万5.3万股$103.1万5.5万股-1,848股-3.36%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#54$99.8万5.2万股$109.8万5.9万股-6,533股-11.15%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.01%<0.01%#19$95.7万5.0万股$53.4万2.9万股+2.1万股+75.01%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#31$80.4万4.2万股$79.4万4.2万股-416股-0.98%减仓
RFG顾问RFG Advisory, LLC
0.01%0.01%#13$78.0万4.1万股$59.1万3.2万股+9,117股+28.89%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#43$77.2万4.0万股$64.7万5.1万股-1.1万股-20.87%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#55$65.1万3.4万股$53.5万2.9万股+5,392股+18.88%加仓
READYSTATE 资产管理READYSTATE ASSET MANAGEMENT LP
0.03%0.02%#11$54.7万2.9万股$54.7万2.9万股00.00%持仓不变
Rareview Capital LLC
0.3%0.76%#2$54.2万2.7万股$129.6万6.5万股-3.8万股-58.16%减仓
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#27$51.8万2.7万股$29.5万1.5万股+1.2万股+77.01%加仓
Logan Stone Capital, LLC
0.1%1.37%#6$47.9万2.5万股$494.9万26.4万股-23.9万股-90.54%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#47$42.7万2.2万股$35.3万1.9万股+3,414股+18.12%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#60$42.6万2.2万股$00股+2.2万股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#33$39.4万2.1万股$22.1万1.2万股+8,740股+74.14%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#24$38.8万2.0万股$40.5万2.2万股-1,412股-6.53%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#56$38.6万2.0万股$35.7万1.9万股+1,054股+5.53%加仓
LexAurum Advisors, LLC
0.04%0.05%#8$37.2万1.9万股$36.2万1.9万股+100股+0.52%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%#48$33.5万1.7万股$00股+1.7万股新买入
XTX资本XTX Topco Ltd
<0.01%#22$33.4万1.7万股$00股+1.7万股新买入
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#49$31.3万1.6万股$64.6万3.4万股-1.8万股-52.76%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#45$26.6万1.4万股$22.9万1.2万股+1,637股+13.41%加仓
Choreo资本CHOREO, LLC
<0.01%<0.01%#29$25.1万1.3万股$22.5万1.2万股+1,082股+9.00%加仓
COFG Advisors, LLC
0.04%0.06%#9$24.4万1.3万股$23.4万1.2万股+262股+2.10%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#39$24.2万1.3万股$23.1万1.2万股+270股+2.19%加仓
Closed-End Fund Advisors, Inc.
0.22%0.22%#4$22.5万1.2万股$22.0万1.2万股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#44$22.4万1.2万股$23.4万1.2万股-795股-6.37%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#51$20.6万1.1万股$19.9万1.1万股+125股+1.18%加仓
CreativeOne Wealth, LLC
<0.01%<0.01%#23$19.9万1.0万股$20.4万1.1万股-500股-4.59%减仓
Parvin Asset Management, LLC
0.14%0.12%#5$17.3万9,000股$16.9万9,000股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#53$14.2万7,391股$14.3万7,633股-242股-3.17%减仓
Noble Wealth Management PBC
0.05%0.07%#7$12.1万6,285股$13.3万7,085股-800股-11.29%减仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#36$9.9万5,158股$00股+5,158股新买入
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%<0.01%#46$9.2万4,800股$9.0万4,800股00.00%持仓不变
Clear Street集团Clear Street Group Inc.
<0.01%#52$7.9万4,094股$00股+4,094股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#59$6.8万3,542股$00股+3,542股新买入
MassMutual Private Wealth & Trust, FSB
<0.01%<0.01%#38$4.4万2,280股$4.3万2,280股00.00%持仓不变

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