PTA Institutional Ownership

Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

Latest close $19.05 as of Aug 7, 2026

PTA institutional ownership at a glance

Follow Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund institutional ownership through recent Schedule 13G and 13D filings. Compare reported shares, ownership percentages, filing dates, and changes in beneficial ownership over time.

Latest filing: Bank of America filed Schedule 13G amendment on Nov 14, 2025, reporting 4.0M shares and 7.20% beneficial ownership.

Browse recent ownership filings How Schedule 13G works Why a 13G is not a trade report

How to read Schedule 13 ownership changes

Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.

Form 13F rows are quarter-end holding context only and do not establish an exact entry date.

For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.

Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.

Cross-institution intelligence

Institutional Research

This gauge summarizes recent agreement across tracked institutional activity.

Latest filing Nov 14, 2025

Public consensus preview Mixed positioning 50/100 institutional research score

1 tracked institution Latest filing Nov 14, 2025

No institution has two comparable Schedule 13 observations yet.

Accumulating0

Unchanged0

Reducing0

Exited0

The overall consensus is public. Detailed holder comparisons, breadth history, ownership charts, and filing-specific signal analysis remain part of Investor and Pro research.

Price context

52-week position is market context and does not change the institutional consensus score.

52-week low$17.40 52-week high$21.28

Latest close $19.05 42.5% through the range

Tracked institutions

Public holder names and filing freshness. Detailed institution-by-institution analysis is locked.

Latest observation Sep 30, 2025

Bank of America Nov 14, 2025 filed

Detailed institutional research

See what is driving the consensus.

Unlock holder-by-holder changes, ownership history, breadth by period, disclosure timing, and filing-specific signal analysis.

Create free account Compare Investor and Pro

A free account adds watchlists, portfolio tools, and the first live gauge on the default tracker. Investor or Pro reveals research gauges across tracker views and unlocks the detailed research above.

Beneficial ownership filing history

Showing 1 of 1 filing(s)

Holder	Observed / filed	Reported change	Shares	Ownership	Observation	Filing	Latest
Bank of America CIK0000070858	Sep 30, 2025 observed Nov 14, 2025 filed · 45d Schedule 13G amendment	Earliest Schedule 13G amendment found	4.0M	7.20%	$20.41	$19.58	$19.05

Explore more institutional activity

Related research

Compare PTA with other securities showing similar institutional activity or recent accumulation across several tracked institutions.

Similar institutional activity

SATL SATELLOGIC INC-A 50/100 Mixed positioning RDW REDWIRE CORP 50/100 Mixed positioning HMH HMH HOLDING INC CL-A 50/100 Mixed positioning UNH UNITEDHEALTH GROUP INC 50/100 Mixed positioning

Recent multi-institution accumulation

DNTH Dianthus Therapeutics, Inc. /DE/ 2 accumulating Aug 7, 2026 SRPT Sarepta Therapeutics, Inc. 2 accumulating Aug 7, 2026 RARE ULTRAGENYX PHARMACEUTICAL IN 2 accumulating Aug 7, 2026 UEC URANIUM ENERGY CORP 2 accumulating Aug 7, 2026