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Who holds PTA

COHEN & STEERS TAX ADVAN PFD · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
MORGAN STANLEY4.2M$79.6M0.0%
BANK OF AMERICA CORP /DE/3.5M$67.6M0.0%
UBS Group AG2.6M$48.9M0.0%
ROYAL BANK OF CANADA675.8K$13.0M0.0%
RAYMOND JAMES FINANCIAL INC359.7K$6.9M0.0%
Rockefeller Capital Management L.P.203.0K$3.9M0.0%
STIFEL FINANCIAL CORP155.7K$3.0M0.0%
Lido Advisors, LLC143.5K$2.8M0.0%
Shaker Financial Services, LLC97.9K$1.9M0.6%
Pettinga Financial Advisors LLC85.6K$1.6M0.3%
FIFTH THIRD BANCORP70.0K$1.3M0.0%
FIRST TRUST ADVISORS LP68.5K$1.3M0.0%
LPL Financial LLC62.6K$1.2M0.0%
WEDBUSH SECURITIES INC59.8K$1.1M0.0%
OPPENHEIMER & CO INC53.2K$1.0M0.0%
CITADEL ADVISORS LLC52.0K$998,1850.0%
GUGGENHEIM CAPITAL LLC49.9K$957,3690.0%
NewEdge Advisors, LLC41.9K$804,2190.0%
RFG Advisory, LLC40.7K$780,1150.0%
Corient Private Wealth LP35.6K$682,2100.0%
WELLS FARGO & COMPANY/MN34.0K$651,2660.0%
Rareview Capital LLC27.4K$542,3810.3%
Equitable Holdings, Inc.27.0K$518,0130.0%
Logan Stone Capital, LLC25.0K$478,9050.1%
Cetera Investment Advisers22.3K$426,8420.0%
JANE STREET GROUP, LLC22.2K$426,4870.0%
KESTRA PRIVATE WEALTH SERVICES, LLC20.2K$387,8510.0%
ENVESTNET ASSET MANAGEMENT INC20.1K$385,7210.0%
LexAurum Advisors, LLC19.4K$372,1470.0%
XTX Topco Ltd17.4K$334,2880.0%
Focus Partners Wealth16.3K$312,5370.0%
Janney Montgomery Scott LLC13.8K$266,0000.0%
CHOREO, LLC13.1K$251,2770.0%
COFG Advisors, LLC12.7K$244,4780.0%
Sanctuary Advisors, LLC12.6K$241,5630.0%
Closed-End Fund Advisors, Inc.11.7K$224,8470.2%
Cambridge Investment Research Advisors, Inc.11.7K$224,0000.0%
COMMONWEALTH EQUITY SERVICES, LLC10.7K$205,6600.0%
CreativeOne Wealth, LLC10.4K$199,4720.0%
Integrated Wealth Concepts LLC10.3K$196,8600.0%
Parvin Asset Management, LLC9.0K$172,6200.1%
OSAIC HOLDINGS, INC.7.4K$141,7880.0%
Noble Wealth Management PBC6.3K$109,2960.0%
Global Retirement Partners, LLC5.2K$98,9300.0%
HUNTINGTON NATIONAL BANK4.8K$92,0640.0%
Clear Street Group Inc.4.1K$78,5230.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.5K$67,9360.0%
MassMutual Private Wealth & Trust, FSB2.3K$43,7300.0%
Pinnacle Wealth Planning Services, Inc.1.8K$34,0830.0%
ELEVATION WEALTH PARTNERS, LLC1.5K$28,7700.0%
Timbuktu Capital Management, LLC820$15,7280.0%
WPG Advisers, LLC788$15,1140.0%
Steward Partners Investment Advisory, LLC784$15,0370.0%
Arax Advisory Partners600$11,5080.0%
HIGHLINE WEALTH PARTNERS LLC352$6,7510.0%
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$5,7540.0%
Elevated Capital Advisors, LLC200$3,8360.0%
Pinnacle Bancorp, Inc.168$3,2220.0%
ASSETMARK, INC43$8250.0%
BlackRock, Inc.5$910.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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