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PTA Insider Trading

Insider Ownership Percentage: N/A
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $0.00

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Insider Trading History Chart

This chart shows the insider buying and selling history at Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund by year and by quarter.

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Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Share Price & Price History

Current Price: $19.29
Price Change: ▼ Price Decrease of -0.095 (-0.49%)
As of 12/17/2025 04:59 PM ET

This chart shows the closing price history over time for PTA up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
10/11/2023Ramona Lynn Rogers-WindsorDirectorBuy115$17.27$1,986.05562View SEC Filing Icon  
7/6/2023Ramona Lynn Rogers-WindsorDirectorBuy125$17.23$2,153.75447View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (NYSE:PTA)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at PTA by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/1/2025Polar Asset Management Partners Inc.73,386$1.50M0.0%-12.3%0.000%Search for SEC Filing on Google Icon
11/17/2025NewEdge Advisors LLC38,890$0.79M0.0%+9.3%0.000%Search for SEC Filing on Google Icon
11/17/2025Lido Advisors LLC45,785$0.93M0.0%+12.3%0.000%Search for SEC Filing on Google Icon
11/17/2025Citadel Advisors LLC48,150$0.98M0.0%+20.1%0.000%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE3,994,663$81.53M0.0%+2.5%0.000%Search for SEC Filing on Google Icon
11/14/2025Polar Asset Management Partners Inc.73,386$1.50M0.0%-12.3%0.000%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.540,418$11.03M0.0%-0.1%0.000%Search for SEC Filing on Google Icon
11/14/2025Virtu Financial LLC12,015$0.25M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/14/2025Equitable Holdings Inc.10,122$0.21M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/14/2025Comerica Bank21,432$0.44M0.0%-9.3%0.000%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG2,416,195$49.32M0.0%-4.4%0.000%Search for SEC Filing on Google Icon
11/6/2025RFG Advisory LLC25,915$0.53M0.0%+6.3%0.000%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.18,086$0.37M0.0%+3.1%0.000%Search for SEC Filing on Google Icon
10/29/2025Wealth Enhancement Advisory Services LLC22,129$0.45M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/22/2025Shaker Financial Services LLC54,006$1.10M0.4%-11.9%0.000%Search for SEC Filing on Google Icon
10/21/2025Pettinga Financial Advisors LLC26,139$0.53M0.1%-58.8%0.000%Search for SEC Filing on Google Icon
9/26/2025Corient Private Wealth LLC64,675$1.28M0.0%+21.4%0.000%Search for SEC Filing on Google Icon
9/4/2025Osaic Holdings Inc.8,142$0.16M0.0%+20.8%0.000%Search for SEC Filing on Google Icon
8/19/2025Newbridge Financial Services Group Inc.7,380$0.15M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/15/2025Corient Private Wealth LLC64,674$1.28M0.0%+21.4%0.000%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE3,897,344$77.17M0.0%+3.6%0.000%Search for SEC Filing on Google Icon
8/15/2025Ameriprise Financial Inc.11,000$0.22M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/14/2025Jane Street Group LLC18,014$0.36M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.541,220$10.72M0.0%-4.3%0.000%Search for SEC Filing on Google Icon
8/14/2025NewEdge Advisors LLC35,573$0.70M0.0%+49.4%0.000%Search for SEC Filing on Google Icon
8/12/2025CreativeOne Wealth LLC15,500$0.31M0.0%-28.4%0.000%Search for SEC Filing on Google Icon
8/8/2025Rockefeller Capital Management L.P.165,242$3.27M0.0%+229.0%0.000%Search for SEC Filing on Google Icon
8/5/2025Shaker Financial Services LLC61,281$1.21M0.4%-6.9%0.000%Search for SEC Filing on Google Icon
8/1/2025Envestnet Asset Management Inc.17,534$0.35M0.0%+29.8%0.000%Search for SEC Filing on Google Icon
7/28/2025Pettinga Financial Advisors LLC63,500$1.26M0.3%-1.6%0.000%Search for SEC Filing on Google Icon
7/17/2025Janney Montgomery Scott LLC12,764$0.25M0.0%N/A0.000%Search for SEC Filing on Google Icon
7/9/2025MassMutual Private Wealth & Trust FSB2,890$57K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/21/2025Geneos Wealth Management Inc.1,319$26K0.0%+1,274.0%0.000%Search for SEC Filing on Google Icon
5/16/2025NewEdge Advisors LLC23,811$0.46M0.0%+5.7%0.000%Search for SEC Filing on Google Icon
5/16/2025K2 Principal Fund L.P.11,967$0.23M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/15/2025Royal Bank of Canada677,528$13.17M0.0%-0.5%0.000%Search for SEC Filing on Google Icon
5/13/2025Raymond James Financial Inc.565,776$11M0.0%+13.1%0.000%Search for SEC Filing on Google Icon
5/12/2025Wolverine Asset Management LLC21,063$0.41M0.0%-4.0%0.000%Search for SEC Filing on Google Icon
5/9/2025Atria Wealth Solutions Inc.10,075$0.20M0.0%-37.9%0.000%Search for SEC Filing on Google Icon
5/9/2025Shaker Financial Services LLC65,822$1.28M0.5%+27.3%0.000%Search for SEC Filing on Google Icon
5/8/2025US Bancorp DE6,000$0.12M0.0%+200.0%0.000%Search for SEC Filing on Google Icon
5/6/2025Journey Strategic Wealth LLC17,400$0.34M0.0%+32.3%0.000%Search for SEC Filing on Google Icon
5/6/2025Readystate Asset Management LP24,419$0.48M0.0%-54.0%0.000%Search for SEC Filing on Google Icon
5/5/2025IFP Advisors Inc1,433$28K0.0%-58.7%0.000%Search for SEC Filing on Google Icon
5/2/2025Pettinga Financial Advisors LLC64,500$1.25M0.3%-18.6%0.000%Search for SEC Filing on Google Icon
4/30/2025Cerity Partners LLC106,686$2.07M0.0%+2.9%0.000%Search for SEC Filing on Google Icon
4/29/2025Bank of New York Mellon Corp12,002$0.23M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/23/2025Oppenheimer & Co. Inc.51,234$1M0.0%+3.5%0.000%Search for SEC Filing on Google Icon
4/22/2025Cambridge Investment Research Advisors Inc.11,834$0.23M0.0%-14.1%0.000%Search for SEC Filing on Google Icon
4/14/2025LexAurum Advisors LLC22,126$0.43M0.1%-31.2%0.000%Search for SEC Filing on Google Icon
4/9/2025RFG Advisory LLC23,891$0.46M0.0%+11.7%0.000%Search for SEC Filing on Google Icon
2/25/2025Polar Asset Management Partners Inc.50,000$0.96M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/18/2025Pettinga Financial Advisors LLC79,275$1.52M0.3%N/A0.000%Search for SEC Filing on Google Icon
2/17/2025Polar Asset Management Partners Inc.50,000$0.96M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/17/2025Logan Stone Capital LLC121,691$2.34M0.8%N/A0.000%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE3,642,417$70.01M0.0%+7.6%0.000%Search for SEC Filing on Google Icon
2/14/2025Jane Street Group LLC11,693$0.23M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/14/2025Lido Advisors LLC36,439$0.70M0.0%+6.0%0.000%Search for SEC Filing on Google Icon
2/14/2025Shaker Financial Services LLC51,720$0.99M0.4%+167.5%0.000%Search for SEC Filing on Google Icon
2/13/2025NewEdge Advisors LLC22,534$0.43M0.0%+2.8%0.000%Search for SEC Filing on Google Icon
2/13/2025Walleye Capital LLC24,886$0.48M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2025CreativeOne Wealth LLC21,650$0.42M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2025Rockefeller Capital Management L.P.48,508$0.93M0.0%-8.7%0.000%Search for SEC Filing on Google Icon
2/13/2025Invesco Ltd.15,973$0.31M0.0%-47.0%0.000%Search for SEC Filing on Google Icon
2/13/2025Cerity Partners LLC103,710$2M0.0%-2.2%0.000%Search for SEC Filing on Google Icon
2/13/2025Wells Fargo & Company MN107,690$2.07M0.0%+10,669.0%0.000%Search for SEC Filing on Google Icon
2/12/2025Landscape Capital Management L.L.C.17,627$0.34M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/11/2025LPL Financial LLC46,452$0.89M0.0%+26.0%0.000%Search for SEC Filing on Google Icon
2/10/2025Corient Private Wealth LLC57,057$1.10M0.0%-6.9%0.000%Search for SEC Filing on Google Icon
2/7/2025Independent Advisor Alliance31,435$0.60M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/6/2025Raymond James Financial Inc.500,048$9.61M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/5/2025US Bancorp DE2,000$38K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/5/2025Oppenheimer & Co. Inc.49,480$0.95M0.0%+11.7%0.000%Search for SEC Filing on Google Icon
2/4/2025IFP Advisors Inc3,466$67K0.0%+141.9%0.000%Search for SEC Filing on Google Icon
2/3/2025Wolverine Asset Management LLC21,932$0.42M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/31/2025Atria Wealth Solutions Inc.16,225$0.31M0.0%-23.7%0.000%Search for SEC Filing on Google Icon
1/31/2025Sanctuary Advisors LLC23,163$0.46M0.0%-69.0%0.000%Search for SEC Filing on Google Icon
1/24/2025Journey Strategic Wealth LLC13,150$0.25M0.0%+11.9%0.000%Search for SEC Filing on Google Icon
1/21/2025RFG Advisory LLC21,395$0.41M0.0%+38.2%0.000%Search for SEC Filing on Google Icon
1/17/2025Avior Wealth Management LLC4,960$95K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/17/2025Janney Montgomery Scott LLC10,028$0.19M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/25/2024Sanctuary Advisors LLC74,772$1.50M0.0%+5.7%0.000%Search for SEC Filing on Google Icon
11/20/2024Virtu Financial LLC12,602$0.27M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp85,182$1.79M0.0%-40.3%0.000%Search for SEC Filing on Google Icon
11/14/2024Rockefeller Capital Management L.P.53,144$1.12M0.0%-5.6%0.000%Search for SEC Filing on Google Icon
11/12/2024Cerity Partners LLC106,086$2.23M0.0%+2.4%0.000%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer & Co. Inc.44,297$0.93M0.0%-2.2%0.000%Search for SEC Filing on Google Icon
10/31/2024Shaker Financial Services LLC19,332$0.41M0.2%-12.5%0.000%Search for SEC Filing on Google Icon
10/24/2024Modera Wealth Management LLC12,126$0.26M0.0%+10.2%0.000%Search for SEC Filing on Google Icon
10/18/2024Raymond James & Associates388,348$8.17M0.0%+2,830.9%0.000%Search for SEC Filing on Google Icon
9/5/2024Sanctuary Advisors LLC70,772$1.31M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/7/2024Choreo LLC17,270$0.34M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/3/2024Shaker Financial Services LLC22,104$0.44M0.2%-42.3%0.000%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank20,646$0.41M0.0%+22.8%0.000%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer & Co. Inc.58,671$1.15M0.0%+27.4%0.000%Search for SEC Filing on Google Icon
4/24/2024Activest Wealth Management7,347$0.14M0.1%N/A0.000%Search for SEC Filing on Google Icon
4/18/2024Pettinga Financial Advisors LLC16,850$0.33M0.1%-82.6%0.000%Search for SEC Filing on Google Icon
4/16/2024Register Financial Advisors LLC8,467$0.17M0.1%N/A0.000%Search for SEC Filing on Google Icon
4/10/2024LexAurum Advisors LLC46,308$0.91M0.2%-36.6%0.000%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd18,080$0.33M0.0%N/A0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

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Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund logo
Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund is a close-end fixed income mutual fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets of global region. The fund invests directly and through derivates in preferred stock and debt securities, floating-rate and fixed-to-floating-rate preferred securities, fixed- and floating-rate corporate debt securities, convertible securities, contingent capital securities that are rated BBB- or above by S&P. The fund seeks to invest in securities of any maturity. It employs fundamental analysis to create its portfolio. Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund was formed on October 26, 2020 and is domiciled in the United States.
Read More on Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund

Today's Range

Now: $19.29
Low: $19.23
High: $19.41

50 Day Range

MA: $19.65
Low: $18.98
High: $20.44

52 Week Range

Now: $19.29
Low: $17.40
High: $20.92

Volume

233,041 shs

Average Volume

123,935 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

9.30%

Beta

N/A

Who are the major institutional investors of Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund?

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's top institutional investors include:
  1. Bank of America Corp DE — 0.00%
  2. UBS Group AG — 0.00%
  3. Raymond James Financial Inc. — 0.00%
  4. Polar Asset Management Partners Inc. — 0.00%
  5. Polar Asset Management Partners Inc. — 0.00%
  6. Shaker Financial Services LLC — 0.00%
Learn More about top institutional investors of Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund stock.

Which institutional investors are selling Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund stock?

In the last quarter, PTA stock was sold by these institutional investors:
  1. UBS Group AG
  2. Pettinga Financial Advisors LLC
  3. Polar Asset Management Partners Inc.
  4. Polar Asset Management Partners Inc.
  5. Shaker Financial Services LLC
  6. Comerica Bank
  7. Raymond James Financial Inc.

Which institutional investors are buying Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund stock?

During the previous quarter, PTA stock was bought by institutional investors including:
  1. Bank of America Corp DE
  2. Wealth Enhancement Advisory Services LLC
  3. Virtu Financial LLC
  4. Equitable Holdings Inc.
  5. Citadel Advisors LLC
  6. Lido Advisors LLC
  7. NewEdge Advisors LLC
  8. RFG Advisory LLC