Stock Transactions — COHEN & STEERS TAX ADVAN PFD

Total Bought
1,526,403
35 transactions
Total Sold
495,876
14 transactions
Net
+1,030,527
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
RIVERNORTH CAPITAL MANAGEMENT, LLC0370,242+370,2420.000.34+0.34buy
BANK OF AMERICA CORP /DE/3,385,0323,642,417+257,3850.010.01+0.00buy
UBS Group AG2,332,4592,554,297+221,8380.010.01-0.00buy
Logan Stone Capital, LLC0121,691+121,6910.000.78+0.78buy
WELLS FARGO & COMPANY/MN0107,690+107,6900.000.00+0.00buy
Pettinga Financial Advisors LLC079,275+79,2750.000.34+0.34buy
READYSTATE ASSET MANAGEMENT LP053,136+53,1360.000.04+0.04buy
Polar Asset Management Partners Inc.050,000+50,0000.000.01+0.01buy
Marex Group plc046,195+46,1950.000.02+0.02buy
Shaker Financial Services, LLC19,33251,720+32,3880.150.38+0.23buy
Independent Advisor Alliance031,435+31,4350.000.01+0.01buy
Walleye Capital LLC024,886+24,8860.000.00+0.00buy
WOLVERINE ASSET MANAGEMENT LLC021,932+21,9320.000.01+0.01buy
CreativeOne Wealth, LLC021,650+21,6500.000.01+0.01buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.017,627+17,6270.000.04+0.04buy
JANE STREET GROUP, LLC011,693+11,6930.000.00+0.00buy
Janney Montgomery Scott LLC010,028+10,0280.000.00+0.00buy
LPL Financial LLC36,87546,452+9,5770.000.00+0.00buy
WEDBUSH SECURITIES INC50,63358,877+8,2440.040.04+0.00buy
RFG Advisory, LLC15,47821,395+5,9170.010.01+0.00buy
OPPENHEIMER & CO INC44,29749,480+5,1830.010.01-0.00buy
Avior Wealth Management, LLC04,960+4,9600.000.00+0.00buy
OSAIC HOLDINGS, INC.2,9737,552+4,5790.000.00+0.00buy
Lido Advisors, LLC34,38436,439+2,0550.010.00-0.00buy
IFP Advisors, Inc1,4333,466+2,0330.000.00+0.00buy
US BANCORP \DE\02,000+2,0000.000.00+0.00buy
JOURNEY STRATEGIC WEALTH LLC11,75013,150+1,4000.010.01+0.00buy
NewEdge Advisors, LLC21,92622,534+6080.000.00-0.00buy
COMERICA BANK21,00721,210+2030.000.00-0.00buy
Modera Wealth Management, LLC12,12612,265+1390.000.00-0.00buy
STIFEL FINANCIAL CORP85,18285,316+1340.000.00-0.00buy
Geneos Wealth Management Inc.096+960.000.00+0.00buy
LexAurum Advisors, LLC32,05132,138+870.150.12-0.03buy
Cetera Investment Advisers13,76513,844+790.000.00-0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,5861,604+180.000.00-0.00buy
Kimelman & Baird, LLC80080000.000.00-0.00hold
Activest Wealth Management7,4517,45100.050.04-0.01hold
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0000.000.000.00hold
HARBOUR INVESTMENTS, INC.2,9002,90000.000.00-0.00hold
Wilmington Savings Fund Society, FSB80,63180,63100.030.03-0.00hold
ENVESTNET ASSET MANAGEMENT INC13,48913,038-4510.000.00-0.00sell
Cambridge Investment Research Advisors, Inc.14,30213,777-5250.000.00-0.00sell
Princeton Global Asset Management LLC7000-7000.000.00-0.00sell
Equitable Holdings, Inc.12,45211,622-8300.000.00-0.00sell
Cerity Partners LLC106,086103,710-2,3760.000.00-0.00sell
Corient Private Wealth LLC61,31857,057-4,2610.000.00-0.00sell
Rockefeller Capital Management L.P.53,14448,508-4,6360.000.00-0.00sell
Atria Wealth Solutions, Inc.21,27516,225-5,0500.000.00-0.00sell
Virtu Financial LLC12,6020-12,6020.010.00-0.01sell
Invesco Ltd.30,14215,973-14,1690.000.00-0.00sell
CHOREO, LLC17,2700-17,2700.010.00-0.01sell
COMMONWEALTH EQUITY SERVICES, LLC17,3910-17,3910.000.00-0.00sell
ROYAL BANK OF CANADA789,259681,254-108,0050.000.00-0.00sell
MORGAN STANLEY3,349,6923,042,082-307,6100.010.00-0.00sell
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