Historical shareholding details of Shaker Financial Services, LLC holdings in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA)

Monthly changes of Shaker Financial Services, LLC shareholding in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund over the previous months

Month Name Total no. shares held Percent Holding
Mar 31, 2025 Shaker Financial Services, Llc 65,822 0.12%
Feb 28, 2025 Shaker Financial Services, Llc 51,720 0.09%
Jan 31, 2025 Shaker Financial Services, Llc 51,720 0.09%
Dec 31, 2024 Shaker Financial Services, Llc 51,720 0.09%
Dec 31, 2024 Shaker Financial Services, Llc 51,720 0.09%
Nov 30, 2024 Shaker Financial Services, Llc 19,181 0.03%
Oct 31, 2024 Shaker Financial Services, Llc 19,181 0.03%
Sep 30, 2024 Shaker Financial Services, Llc 19,332 0.03%
Sep 30, 2024 Shaker Financial Services, Llc 19,181 0.03%
Aug 31, 2024 Shaker Financial Services, Llc 21,180 0.04%
Jul 31, 2024 Shaker Financial Services, Llc 21,180 0.04%
Jun 30, 2024 Shaker Financial Services, Llc 22,104 0.04%
Jun 30, 2024 Shaker Financial Services, Llc 31,933 0.06%
May 31, 2024 Shaker Financial Services, Llc 4,000 0.01%
Apr 30, 2024 Shaker Financial Services, Llc 4,000 0.01%
Mar 31, 2024 Shaker Financial Services, Llc 38,322 0.07%
Mar 31, 2024 Shaker Financial Services, Llc 4,000 0.01%
Feb 29, 2024 Shaker Financial Services, Llc 4,000 0.01%
Jan 31, 2024 Shaker Financial Services, Llc 4,000 0.01%
Dec 31, 2023 Shaker Financial Services, Llc 0 0.00%
Nov 30, 2023 Shaker Financial Services, Llc 0 0.00%
Oct 31, 2023 Shaker Financial Services, Llc 0 0.00%
Sep 30, 2023 Shaker Financial Services, Llc 0 0.00%
Aug 31, 2023 Shaker Financial Services, Llc 0 0.00%
Jul 31, 2023 Shaker Financial Services, Llc 0 0.00%
Jun 30, 2023 Shaker Financial Services, Llc 0 0.00%
May 31, 2023 Shaker Financial Services, Llc 0 0.00%
Dec 31, 2022 Shaker Financial Services, Llc 0 0.00%

View all ownership details of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund