The company
Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Common Shares of Beneficial Interest
PTA · NYSE
FinancialsFunds, Shells & SPACs
We hold no 150-day reading for PTA yet: it needs about 200 sessions of history. Financials: 53% of its 739 stocks in an uptrend (−0 points in four weeks).
Statistics
- Rotation
- not in the set
- Weeks in an uptrend
- —
- Insider buys, 12 months
- $0
- Insider sales, 12 months
- $0
- Officials’ trades on record
- 1
- Institutions holding
- 58 (+5)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 0 of 0 weeks.
23 Apr – 22 Oct
Money in and out
1 Nov 2024 – 1 Oct 2026
Open-market buys above the line and sales below, in dollars.
Congress and officials
1 disclosed lines: House 1, Senate 0, executive 0; 1 people.
| Who | Did | Amount | Traded |
|---|---|---|---|
| Debbie Dingell House: U.S. House ClerkMI06 | bought | $1k–$15k | 21 Apr 2026filed 28 Apr 2026 |
Insiders
Buy orders, 12 months0
Sale orders, 12 months0
Buyers · sellers0 · 0
No open-market buy or sale by its insiders on record.
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Holders58+5 on the quarter
New · exited11 · 7
Reported value$246.2M
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEYadded · filed 13 Aug 2026 | 4,152,693$79.6M | +280,293+7.2% |
| BANK OF AMERICA CORPreduced · filed 14 Aug 2026 | 3,525,696$67.6M | -168,003−4.5% |
| UBS Group AGadded · filed 13 Aug 2026 | 2,551,995$48.9M | +164,120+6.9% |
| ROYAL BANK OF CANADAreduced · filed 14 Aug 2026 | 675,814$13.0M | -43,304−6.0% |
| RAYMOND JAMES FINANCIAL INCreduced · filed 14 Aug 2026 | 359,653$6.9M | -74,059−17.1% |
| Rockefeller Capital Management L.P.added · filed 13 Aug 2026 | 202,971$3.9M | +1,622+0.8% |
| STIFEL FINANCIAL CORPadded · filed 12 Aug 2026 | 155,674$3.0M | +9,923+6.8% |
| Lido Advisors, LLCadded · filed 7 Aug 2026 | 143,451$2.8M | +97,666+213.3% |
| Shaker Financial Services, LLCreduced · filed 15 Jul 2026 | 97,919$1.9M | -48,270−33.0% |
| Pettinga Financial Advisors LLCadded · filed 9 Jul 2026 | 85,599$1.6M | +32,435+61.0% |
31 Mar 2023 – 30 Jun 2026
News
Everyone who traded it
Same industry
No other stock in its industry this week.
Government contracts
No federal award is tied to it.
From its SEC filings
No ratio computed from its SEC filings yet.
Analyst forecasts
No analyst forecasts yet.