Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund(PTA)— Stock Profile, AI Score & Financials

NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings.

Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) stock profile, AI quality score, and SEC EDGAR financial data. PTA is not currently included in 13F Pro's AI-ranked quality universe — this company has no xbrl financial filings on file with sec edgar. common for adrs, recent ipos, otc-listed names, and foreign filers that haven't filed 20-f yet. Top institutional holders of PTA by reported 13-F value include MORGAN STANLEY, BANK OF AMERICA, UBS Group AG, based on the most recent SEC filings. PTA trades on the NYSE exchange and files with the SEC under CIK 1793882. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PTA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund directly from SEC EDGAR.

Institutions holding PTA

Institutional investors reporting a position in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund on SEC Form 13F.
InstitutionSharesValueReported
MORGAN STANLEY4,152,693$79.6M2026-06-30
BANK OF AMERICA3,525,696$67.6M2026-06-30
UBS Group AG2,551,995$48.9M2026-06-30
ROYAL BANK OF CANADA675,814$13.0M2026-06-30
RAYMOND JAMES FINANCIAL359,653$6.9M2026-06-30
Rockefeller Capital Management L.P.202,971$3.9M2026-06-30
STIFEL FINANCIAL155,674$3.0M2026-06-30
Lido Advisors143,451$2.8M2026-06-30
Shaker Financial Services97,919$1.9M2026-06-30
Pettinga Financial Advisors85,599$1.6M2026-06-30
SEC EDGAR: CIK 1793882 →
PTA

Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

PTA
NYSESmall CapOther

13F Pro Quality Score

Not in ranked universe

No SEC XBRL data

This company has no XBRL financial filings on file with SEC EDGAR. Common for ADRs, recent IPOs, OTC-listed names, and foreign filers that haven't filed 20-F yet.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

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Top Institutional Holders

as of Q2 2026
$248.37M total
MORGAN STANLEY
$79.65M+7.2%
BANK OF AMERICA CORP /DE/
$67.62M-4.5%
UBS Group AG
$48.95M+6.9%
ROYAL BANK OF CANADA
$12.96M-6.0%
RAYMOND JAMES FINANCIAL INC
$6.90M-17.1%
Rockefeller Capital Management L.P.
$3.89M+0.8%
STIFEL FINANCIAL CORP
$2.99M+6.8%
Lido Advisors, LLC
$2.75M+213.3%
Shaker Financial Services, LLC
$1.88M-33.0%
Pettinga Financial Advisors LLC
$1.64M+61.0%
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