PSF
Cohen & Steers Select Preferred and Income Fund, Inc.
1W: -0.5%
1M: -4.8%
3M: -8.8%
YTD: -9.2%
1Y: -11.2%
3Y: +22.4%
5Y: -8.8%
$18.26
+0.16 (+0.88%)
Weekly Expected Move ±1.5%
$18
$18
$18
$19
$19
Institutional Ownership — PSF
61
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
61M
Total Invested
4
New Positions
19
Increased
21
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (62 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 655,031 | 12M | -207,564 | -24.1% | 57Q | SEC ↗ |
| 2 | UBS Group AG | 360,739 | 7M | +8,842 | +2.5% | 47Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 170,546 | 3M | +7,224 | +4.4% | 7Q | SEC ↗ |
| 4 | Invesco Ltd. | 161,041 | 3M | +7,679 | +5.0% | 60Q | SEC ↗ |
| 5 | BALDWIN WEALTH PARTNERS LLC/MA | 157,153 | 3M | -3,664 | -2.3% | 54Q | SEC ↗ |
| 6 | Smith Asset Management Co., LLC | 129,643 | 2M | -917 | -0.7% | 7Q | SEC ↗ |
| 7 | Fiera Capital Corp | 103,229 | 2M | +3,312 | +3.3% | 4Q | SEC ↗ |
| 8 | Sanctuary Advisors, LLC | 100,807 | 2M | +8,924 | +9.7% | 4Q | SEC ↗ |
| 9 | Shaker Financial Services, LLC | 98,818 | 2M | +21,024 | +27.0% | 10Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 90,838 | 2M | +9,552 | +11.8% | 9Q | SEC ↗ |
| 11 | LPL Financial LLC | 86,178 | 2M | +4,497 | +5.5% | 28Q | SEC ↗ |
| 12 | Gridiron Partners, LLC | 84,339 | 2M | +50,253 | +147.4% | 11Q | SEC ↗ |
| 13 | Pettinga Financial Advisors LLC | 80,759 | 1M | +40,612 | +101.2% | 3Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 75,940 | 1M | +1,185 | +1.6% | 56Q | SEC ↗ |
| 15 | 1607 Capital Partners, LLC | 62,822 | 1M | -48,962 | -43.8% | 2Q | SEC ↗ |
| 16 | HARBOUR INVESTMENTS, INC. | 60,881 | 1M | — | +0.0% | 17Q | SEC ↗ |
| 17 | Merit Financial Group, LLC | 55,379 | 1M | +244 | +0.4% | 5Q | SEC ↗ |
| 18 | Glaxis Capital Management, LLC | 50,000 | 913K | +4,200 | +9.2% | 3Q | SEC ↗ |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | 48,495 | 886K | -10,420 | -17.7% | 15Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 39,331 | 718K | +578 | +1.5% | 26Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN | 34,109 | 623K | +151 | +0.4% | 63Q | SEC ↗ |
| 22 | TRUIST FINANCIAL CORP | 33,079 | 604K | +19 | +0.1% | 27Q | SEC ↗ |
| 23 | Kestra Advisory Services, LLC | 29,824 | 545K | -8,437 | -22.1% | 24Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 27,435 | 501K | -509 | -1.8% | 15Q | SEC ↗ |
| 25 | WealthBridge Capital Management, LLC | 27,269 | 498K | — | +0.0% | 10Q | SEC ↗ |
| 26 | Noble Wealth Management PBC | 20,055 | 366K | +2,825 | +16.4% | 4Q | SEC ↗ |
| 27 | Logan Stone Capital, LLC | 19,860 | 363K | -4,871 | -19.7% | 3Q | SEC ↗ |
| 28 | Composition Wealth, LLC | 17,308 | 316K | -540 | -3.0% | 4Q | SEC ↗ |
| 29 | US BANCORP \DE | 14,911 | 272K | — | +0.0% | 11Q | SEC ↗ |
| 30 | Cornerstone Advisory, LLC | 14,000 | 256K | -6,000 | -30.0% | 13Q | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 12,928 | 236K | +221 | +1.7% | 4Q | SEC ↗ |
| 32 | NewEdge Advisors, LLC | 12,798 | 234K | -596 | -4.4% | 10Q | SEC ↗ |
| 33 | NewEdge Wealth, LLC | 12,074 | 220K | — | +0.0% | 15Q | SEC ↗ |
| 34 | Physician Wealth Advisors, Inc. | 11,140 | 203K | — | +0.0% | 25Q | SEC ↗ |
| 35 | Integrated Wealth Concepts LLC | 10,000 | 183K | — | +0.0% | 11Q | SEC ↗ |
| 36 | Paladin Partners, LLC | 5,930 | 108K | — | +0.0% | 3Q | SEC ↗ |
| 37 | WOLVERINE ASSET MANAGEMENT LLC | 4,964 | 91K | -8,588 | -63.4% | 2Q | SEC ↗ |
| 38 | FIFTH THIRD BANCORP | 4,817 | 88K | -7,935 | -62.2% | 2Q | SEC ↗ |
| 39 | CoreCap Advisors, LLC | 4,732 | 86K | — | +0.0% | 10Q | SEC ↗ |
| 40 | AMERIFLEX GROUP, INC. | 3,650 | 67K | — | +0.0% | 4Q | SEC ↗ |
| 41 | MassMutual Private Wealth & Trust, FSB | 2,723 | 50K | — | +0.0% | 5Q | SEC ↗ |
| 42 | IFG Advisory, LLC NEW | 1,775 | 32K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Farther Finance Advisors, LLC | 1,406 | 26K | -1,095 | -43.8% | 6Q | SEC ↗ |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 1,363 | 25K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Highland Investment Advisors LLC NEW | 1,100 | 20K | — | +0.0% | 1Q | SEC ↗ |
| 46 | BARRETT & COMPANY, INC. | 650 | 12K | — | +0.0% | 16Q | SEC ↗ |
| 47 | Hilltop National Bank | 600 | 11K | — | +0.0% | 5Q | SEC ↗ |
| 48 | PNC Financial Services Group, Inc. | 500 | 9K | — | +0.0% | 15Q | SEC ↗ |
| 49 | Triumph Capital Management | 450 | 8K | -200 | -30.8% | 4Q | SEC ↗ |
| 50 | Global Retirement Partners, LLC NEW | 306 | 6K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| IFG Advisory, LLC | 1,775 | 32K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 1,363 | 25K |
| Highland Investment Advisors LLC | 1,100 | 20K |
| Global Retirement Partners, LLC | 306 | 6K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GUGGENHEIM CAPITAL LLC | 88,000 | 2M |
| Marex Group plc | 15,598 | 285K |
| DAYMARK WEALTH PARTNERS, LLC | 13,700 | 250K |
| READYSTATE ASSET MANAGEMENT LP | 13,536 | 247K |
| DAVENPORT & Co LLC | 12,430 | 227K |
| Arlington Capital Management, Inc. | 11,254 | 205K |
| Keating Financial Advisory Services | 901 | 16K |
| BlackRock, Inc. | 18 | 0K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Gridiron Partners, LLC | +50,253 | +147.4% | 84,339 |
| Pettinga Financial Advisors LLC | +40,612 | +101.2% | 80,759 |
| Shaker Financial Services, LLC | +21,024 | +27.0% | 98,818 |
| AMERIPRISE FINANCIAL INC | +9,552 | +11.8% | 90,838 |
| Sanctuary Advisors, LLC | +8,924 | +9.7% | 100,807 |
| UBS Group AG | +8,842 | +2.5% | 360,739 |
| Invesco Ltd. | +7,679 | +5.0% | 161,041 |
| RAYMOND JAMES FINANCIAL INC | +7,224 | +4.4% | 170,546 |
| LPL Financial LLC | +4,497 | +5.5% | 86,178 |
| Glaxis Capital Management, LLC | +4,200 | +9.2% | 50,000 |
| Fiera Capital Corp | +3,312 | +3.3% | 103,229 |
| Noble Wealth Management PBC | +2,825 | +16.4% | 20,055 |
| ROYAL BANK OF CANADA | +1,185 | +1.6% | 75,940 |
| OSAIC HOLDINGS, INC. | +578 | +1.5% | 39,331 |
| Merit Financial Group, LLC | +244 | +0.4% | 55,379 |
| Rockefeller Capital Management L.P. | +221 | +1.7% | 12,928 |
| WELLS FARGO & COMPANY/MN | +151 | +0.4% | 34,109 |
| TRUIST FINANCIAL CORP | +19 | +0.1% | 33,079 |
| WPG Advisers, LLC | +1 | +2.1% | 48 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -207,564 | -24.1% | 655,031 |
| 1607 Capital Partners, LLC | -48,962 | -43.8% | 62,822 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -10,420 | -17.7% | 48,495 |
| WOLVERINE ASSET MANAGEMENT LLC | -8,588 | -63.4% | 4,964 |
| Kestra Advisory Services, LLC | -8,437 | -22.1% | 29,824 |
| FIFTH THIRD BANCORP | -7,935 | -62.2% | 4,817 |
| Cornerstone Advisory, LLC | -6,000 | -30.0% | 14,000 |
| Logan Stone Capital, LLC | -4,871 | -19.7% | 19,860 |
| BALDWIN WEALTH PARTNERS LLC/MA | -3,664 | -2.3% | 157,153 |
| Farther Finance Advisors, LLC | -1,095 | -43.8% | 1,406 |
| Smith Asset Management Co., LLC | -917 | -0.7% | 129,643 |
| NewEdge Advisors, LLC | -596 | -4.4% | 12,798 |
| Composition Wealth, LLC | -540 | -3.0% | 17,308 |
| BANK OF AMERICA CORP /DE | -509 | -1.8% | 27,435 |
| Triumph Capital Management | -200 | -30.8% | 450 |