# Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund: overview

PTA · NYSE · CIK 1793882 · [Other](/sectors/other.md) · fiscal year ends Oct 31

Pages: [Overview](/companies/pta.md) · [Financials](/companies/pta/financials.md) · [Filings](/companies/pta/filings.md) · [Insiders](/companies/pta/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/pta/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $79.6m | 4,152,693 |  | Added +280,293 |
| [BANK OF AMERICA CORP /DE/](/funds/70858.md) | 2026-06-30 | $67.6m | 3,525,696 |  | Reduced −168,003 |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $48.9m | 2,551,995 |  | Added +164,120 |
| [ROYAL BANK OF CANADA](/funds/1000275.md) | 2026-06-30 | $13.0m | 675,814 |  | Reduced −43,304 |
| [RAYMOND JAMES FINANCIAL INC](/funds/720005.md) | 2026-06-30 | $6.9m | 359,653 |  | Reduced −74,059 |
| [Rockefeller Capital Management L.P.](/funds/1739439.md) | 2026-06-30 | $3.9m | 202,971 |  | Added +1,622 |
| [STIFEL FINANCIAL CORP](/funds/720672.md) | 2026-06-30 | $3.0m | 155,674 |  | Added +9,923 |
| [Lido Advisors, LLC](/funds/1650150.md) | 2026-06-30 | $2.8m | 143,451 |  | Added +97,666 |
| [Shaker Financial Services, LLC](/funds/1511794.md) | 2026-06-30 | $1.9m | 97,919 |  | Reduced −48,270 |
| [Pettinga Financial Advisors LLC](/funds/1694592.md) | 2026-06-30 | $1.6m | 85,599 |  | Added +32,435 |

## Recent filings

[All 123 filings](/companies/pta/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2023-03-21 | 11:20 ET | [8-K](/filings/0001193125-23-075456.md) | 5.03 Amendment to articles or bylaws; 9.01 Financial statements and exhibits | 0001193125-23-075456 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1793882
- Tickers: PTA
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: MD
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:15 ET. No prices; not investment advice.