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Public ownership evidence

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) Ownership Disclosures

Read PTA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2835,569$682,210None
Parvin Asset Management, LLC2026-06-302026-08-189,000$172,620None
Corient Private Wealth LP2026-06-302026-08-1840,269$772,355None
Equitable Holdings, Inc.2026-06-302026-08-1827,008$518,013None
COFG Advisors, LLC2026-06-302026-08-1512,747$244,478None
XTX Topco Ltd2026-06-302026-08-1517,429$334,288None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,200$23,016None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,191$118,772None
JANE STREET GROUP, LLC2026-06-302026-08-1515,799$303,025None
JANE STREET GROUP, LLC2026-06-302026-08-156,437$123,462None
Logan Stone Capital, LLC2026-06-302026-08-1524,969$478,905None
ROYAL BANK OF CANADA2026-06-302026-08-1511,149$214,000None
ROYAL BANK OF CANADA2026-06-302026-08-15664,665$12,748,000None
CITADEL ADVISORS LLC2026-06-302026-08-1552,043$998,185None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1531,136$597,195None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15328,517$6,300,956None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1529,955$574,546None
WELLS FARGO & COMPANY/MN2026-06-302026-08-154,000$76,720None
BANK OF AMERICA CORP /DE/2026-06-302026-08-153,525,696$67,622,845None
Timbuktu Capital Management, LLC2026-06-302026-08-14820$15,728None
Sanctuary Advisors, LLC2026-06-302026-08-1412,595$241,563None
CreativeOne Wealth, LLC2026-06-302026-08-1410,400$199,472None
Rockefeller Capital Management L.P.2026-06-302026-08-14188,821$3,621,604None
Rockefeller Capital Management L.P.2026-06-302026-08-142,650$50,827None
Rockefeller Capital Management L.P.2026-06-302026-08-1411,500$220,570None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14784$15,037None
UBS Group AG2026-06-302026-08-141,742$33,412None
UBS Group AG2026-06-302026-08-142,550,253$48,913,853None
MARK SHEPTOFF FINANCIAL PLANNING, LLC2026-06-302026-08-14300$5,754None
MORGAN STANLEY2026-06-302026-08-142,876$55,162None
MORGAN STANLEY2026-06-302026-08-141$25None
MORGAN STANLEY2026-06-302026-08-14488,662$9,372,551None
MORGAN STANLEY2026-06-302026-08-143,575,748$68,582,847None
MORGAN STANLEY2026-06-302026-08-1485,406$1,638,087None
HUNTINGTON NATIONAL BANK2026-06-302026-08-144,800$92,064None
Corient Private Wealth LP2026-06-302026-08-1340,269$772,355None
Clear Street Group Inc.2026-06-302026-08-134,094$78,523None
Integrated Wealth Concepts LLC2026-06-302026-08-1320,529$393,720None
Cetera Investment Advisers2026-06-302026-08-1322,255$426,842None
Focus Partners Wealth2026-06-302026-08-1316,294$312,537None
GUGGENHEIM CAPITAL LLC2026-06-302026-08-13352$6,751None
GUGGENHEIM CAPITAL LLC2026-06-302026-08-1349,563$950,618None
NewEdge Advisors, LLC2026-06-302026-08-1341,930$804,219None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-133,542$67,936None
STIFEL FINANCIAL CORP2026-06-302026-08-13155,674$2,985,814None
FIRST TRUST ADVISORS LP2026-06-302026-08-1268,480$1,313,446None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12204$3,913None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Parvin Asset Management, LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗COFG Advisors, LLC ↗XTX Topco Ltd ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗JANE STREET GROUP, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.