Avantax Planning Partners, Inc. Duff & Phelps Utility & Infrastructure Fund Inc. Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	$11.58 - $14.75 $3,531 - $4,498	-305 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$14.24 - $15.64 $4,343 - $4,770	305 New	305 $4,000
Q2 2018 Aug 13, 2018	SELL	$13.55 - $14.75 $4,132 - $4,498	-305 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$13.55 - $16.22 $4,132 - $4,947	305 New	305 $4,000

Others Institutions Holding DPG

# of Institutions

74

Shares Held

9.51M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.04M
Shares

$24.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.28M
Shares

$15.5 Million
0.0% of portfolio
Karpus Management, Inc. Pittsford, NY

1.07M
Shares

$13 Million
0.45% of portfolio
Raymond James Financial Inc St. Petersburg, FL

482K
Shares

$5.85 Million
0.0% of portfolio
Allspring Global Investments Holdings, LLC

444K
Shares

$5.39 Million
0.01% of portfolio

About Duff & Phelps Utility & Infrastructure Fund Inc.

Ticker DPG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Duff & Phelps Utility and Infrastructure Fund Inc is a closed-ended equity mutual fund launched by Virtus Investment Partners, Inc. The fund is managed by Duff & Phelps Investment Management Co. It invests in the public equity markets across the globe. The fund seeks to invest in the companies operating in utility sector. It invests in s...

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