COHEN & STEERS TAX-ADVANTAGE (PTA) Institutional Ownership and Insiders Activity
COHEN & STEERS TAX-ADVANTAGE (PTA) is widely held by institutional investors, with 58 firms reporting positions valued at approximately $246.95M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $79.65M in PTA holdings in its latest filing.
Institutional Holders
58
Total Reported Value
$246.95M
Largest Holder
Morgan Stanley
Largest Position
$79.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
Funds Exiting Positions
7
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$79.65M
- Bank Of America Corp$67.62M
- Ubs Group Ag$48.95M
- Royal Bank Of Canada$12.96M
- Raymond James Financial Inc$6.90M
Related PTA Institutional Insights:
- PTA 13F Institutional Holders
- PTA Top Institutional Shareholders
- PTA Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PTA Insider Trading & SEC Form 4 Activity
- PTA Articles
- Top Institutional Investor Stock Rankings