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Company profile

Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund Insider Trading

PTA

Every SEC Form 4 insider trading filing for Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) since April 2023 — open-market buys and sells by directors and officers, option exercises, and cluster activity, updated as each filing is reported to the SEC. Why 2023?

Exchange
NYSE
CIK
0001793882
Filings
2
Insiders
1
Last filing
2023-10-11
SEC EDGAR ↗Yahoo Finance ↗Finviz ↗Stock Analysis ↗

Activity summary

No insider transactions in the last 30 days. The most recent was on October 11, 2023, when Rogers-Windsor Ramona Lynn bought 115 shares. 2 filings from 1 insider are on record below.

Quarterly balance

Buy and sell value by quarter, Q3 23 to Q4 23. Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund insiders are net buyers across the period shown.

Q3 23Q4 23

Bars below the rule are sales, above are purchases. Largest quarter on the chart is $2K.

No insider activity recorded for PTA in the last 90 days.

Insider Transactions

Sourced from SEC EDGAR Form 4 filings. Updated hourly.

DateInsiderCompanyTypeSharesPriceValue1d1w1m3m6m
Oct 11, 2023Rogers-Windsor Ramona LynnPTA
Purchase
115$17.27$2K+0.8%-0.7%+2.4%+9.7%+13.3%
Jul 6, 2023Rogers-Windsor Ramona LynnPTA
Purchase
125$17.23$2K+0.7%+1.0%+4.3%-0.2%+11.3%

Query this yourself

The same rows, over the API.

curl "https://api.form4api.com/v1/transactions?ticker=PTA" \
  -H "X-Api-Key: $KEY"
Get a key

Institutional Ownership

Top 13F-HR holders of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund as of 2026-06-30

↓ decreasing
Total reported AUM
$13.7M
QoQ change
-94.3%
Reporting period
2026-06-30
#1
Lido Advisors, LLC
CIK 0001650150
$2.8M
143K shares
#2
Shaker Financial Services, LLC
CIK 0001511794
$1.9M
98K shares
#3
Pettinga Financial Advisors LLC
CIK 0001694592
$1.6M
86K shares

Data source: quarterly 13F-HR filings — institutional holders report positions within 45 days of quarter end. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →

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Form4API, StockholmNot affiliated with the SEC or EDGAR. Data sourced from public EDGAR filings. Not investment advice.

Congressional Trading

Disclosed PTA trades under the STOCK Act

Total trades
1
Purchases
1
Sales
0
Debbie Dingell
Democrat · House · MI
1 buy
0 sells

Sourced from U.S. House Clerk periodic transaction reports (House coverage only). Trade counts reflect disclosed filings only. The STOCK Act allows up to 45 days between a trade and its disclosure, so this reflects recent disclosures, not real-time trading. Full congressional trading API →

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