// company-profile
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTAExchange: NYSEInc.: MDFilings: 2Insiders: 1
// activity-summary
No insider transactions in the last 30 days.
No insider activity recorded for PTA in the last 90 days.
Institutional Ownership
Top 13F-HR holders of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund as of 2026-03-31
Total reported AUM
$241.3M
QoQ change
-4.8%
Reporting period
2026-03-31
#1
BANK OF AMERICA CORP /DE/
CIK 70858
$69.2M
3.7M shares
#2
MORGAN STANLEY
CIK 895421
$64.1M
3.4M shares
#3
UBS Group AG
CIK 1610520
$44.7M
2.4M shares
Data source: SEC Form 13F-HR filings. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →
Insider Transactions
Sourced from SEC EDGAR Form 4 filings. Updated hourly.
| Date | Insider | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 11, 2023 | Rogers-Windsor Ramona Lynn | PTA | Purchase | 115 | $17.27 | $2K |
| Jul 6, 2023 | Rogers-Windsor Ramona Lynn | PTA | Purchase | 125 | $17.23 | $2K |
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