PTA
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
NYSE
Total Trades
6
Buys
6
Sells
0
Largest Trade
$50K–$100K
Insiders
5
Institutional Funds
50
Inst. Value
$1M+
Activist Filings
3
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Rogers-Windsor Ramona Lynn | Director | BUY | $1K–$15K | 115 | $17.27 | Oct 13, 2023 |
| Rogers-Windsor Ramona Lynn | Director | BUY | $1K–$15K | 125 | $17.23 | Jul 10, 2023 |
| Dorost Jerry | Vice President | BUY | $15K–$50K | 2K | $17.57 | Dec 29, 2022 |
| Magpiong Jane F. | Director | BUY | $1K–$15K | 175 | $18.04 | Dec 28, 2022 |
| Zaharis-Nikas Elaine | Vice President | BUY | $50K–$100K | 2K | $21.82 | Feb 22, 2022 |
| SCAPELL WILLIAM F | Vice President | BUY | $50K–$100K | 3K | $21.86 | Feb 16, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 50 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| UBS Group AG | 2.3M | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 474K | $1M+ | SH |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 236K | $1M+ | SH |
| Shaker Financial Services, LLC | 147K | $1M+ | SH |
| Cerity Partners LLC | 103K | $1M+ | SH |
| STIFEL FINANCIAL CORP | 102K | $1M+ | SH |
| LPL Financial LLC | 72K | $1M+ | SH |
| JANE STREET GROUP, LLC | 63K | $1M+ | SH |
| Pettinga Financial Advisors LLC | 63K | $1M+ | SH |
| WEDBUSH SECURITIES INC | 56K | $1M+ | SH |
| Rareview Capital LLC | 54K | $1M+ | SH |
| OPPENHEIMER & CO INC | 49K | $500K+ | SH |
| Lido Advisors, LLC | 46K | $500K+ | SH |
| Focus Partners Wealth | 37K | $500K+ | SH |
| NewEdge Advisors, LLC | 37K | $500K+ | SH |
| Marex Group plc | 35K | $500K+ | SH |
| WOLVERINE ASSET MANAGEMENT LLC | 29K | $500K+ | SH |
| MORGAN STANLEY | 27K | $500K+ | SH |
| RFG Advisory, LLC | 27K | $500K+ | SH |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 23K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Nov 14, 2025
7.2%
4.0M shares
BANK OF AMERICA CORP /DE/ 56-0906609
SC 13G · Nov 14, 2024
6.1%
3.4M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 12, 2024
6.0%
3.3M shares