COHEN & STEERS TAX-ADVANTAGE (PTA) Institutional Ownership Changes & 13F Activity

COHEN & STEERS TAX-ADVANTAGE (PTA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Logan Stone Capital, Llc, Bank Of America Corp, Ubs Group Ag, and Lido Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-1,525-12.9%10,264$196.86KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-6,533-11.2%52,043$998.18KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-15,318-30.1%35,569$682.21KQ2 2026Aug 27, 2026
Equitable Holdings, Inc.Buy+11,750+77.0%27,008$518.01KQ2 2026Aug 17, 2026
Logan Stone Capital, LlcSell-239,104-90.5%24,969$478.90KQ2 2026Aug 14, 2026
Bank Of America CorpSell-168,003-4.5%3,525,696$67.62MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-74,059-17.1%359,653$6.90MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-43,304-6.0%675,814$12.96MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+22,23622,236$426.49KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+17,42917,429$334.29KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+5,392+18.9%33,955$651.27KQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+262+2.1%12,747$244.48KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-242-3.2%7,391$141.79KQ2 2026Aug 14, 2026
Morgan StanleyBuy+280,293+7.2%4,152,693$79.65MQ2 2026Aug 13, 2026
Ubs Group AgBuy+164,120+6.9%2,551,995$48.95MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+1,622+0.8%202,971$3.89MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+784784$15.04KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-500-4.6%10,400$199.47KQ2 2026Aug 13, 2026
Mark Sheptoff Financial Planning, LlcBuy+300300$5.75KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+270+2.2%12,595$241.56KQ2 2026Aug 13, 2026
Guggenheim Capital LlcBuy+21,394+75.0%49,915$957.37KQ2 2026Aug 12, 2026
Focus Partners WealthSell-18,199-52.8%16,294$312.54KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+9,923+6.8%155,674$2.99MQ2 2026Aug 12, 2026
Clear Street Group Inc.Buy+4,0944,094$78.52KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+3,414+18.1%22,255$426.84KQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-416-1.0%41,930$804.22KQ2 2026Aug 12, 2026
First Trust Advisors LpBuy+5,648+9.0%68,480$1.31MQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+300+100.0%600$11.51KQ2 2026Aug 10, 2026
Lido Advisors, LlcBuy+97,666+213.3%143,451$2.75MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+2,749+4.6%62,617$1.20MQ2 2026Aug 07, 2026
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Frequently asked questions about PTA activity

  • Which institutional owners are buying PTA?

    Institutional owners buying PTA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PTA activity?

    "Buy" means an investor increased their reported position in PTA compared to the prior reporting period. This reflects growing exposure to COHEN & STEERS TAX-ADVANTAGE (PTA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PTA increasing?

    Institutional interest in PTA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.