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Among the 2 tracked institutional investors we monitor, PTA (COHEN & STEERS TAX ADVAN PFD) is held with a combined value of $998.28K across 52,048 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $998.18K. 2 funds reduced their position.
Total Institutional Value
$998.28K
Total Shares Held
52,048
Institutional Holders
2
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
None this quarter.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $998.18K | 0.00% | -11.2% |
| 2 | BlackRock, Inc. | $91 | 0.00% | -97.6% |
| Member | Type | Date |
|---|---|---|
| Debbie Dingell | Buy | Apr 21, 2026 |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of PTA with a position worth $998.18K, representing 0.00% of their portfolio. In total, 2 institutional investors hold PTA with a combined value of $998.28K.
Institutional investors hold $998.28K worth of PTA stock across 2 positions. The largest institutional holder is CITADEL ADVISORS LLC with $998.18K in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For PTA, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their PTA positions.
Last Close
$16.80
2026-10-16
YTD
-13.5%
2% of 52-week range