Heritage Wealth Management, Inc. Cohen & Steers Infrastructure Fund Inc Transaction History
Heritage Wealth Management, Inc.
- $309 Billion
- Q2 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Cohen & Steers Infrastructure Fund Inc stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 9,066 shares of UTF stock, worth $225,290. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,066
Previous 10,986
17.48%
Holding current value
$225,290
Previous $281 Million
12.95%
% of portfolio
0.08%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding UTF
# of Institutions
251Shares Held
23.4MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX4.22MShares$105 Million0.02% of portfolio
-
Paralel Advisors LLC2.75MShares$68.3 Million3.1% of portfolio
-
Morgan Stanley New York, NY1.97MShares$48.9 Million0.0% of portfolio
-
Mc Gowan Group Asset Management, Inc. Dallas, TX1.36MShares$33.8 Million5.49% of portfolio
-
Wells Fargo & Company San Francisco, CA1.2MShares$29.9 Million0.01% of portfolio
About COHEN & STEERS INFRASTRUCTURE FUND INC
- Ticker UTF
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Cohen & Steers Infrastructure Fund, Inc. is a closed-end equity fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in public equity markets of the United States. The fund invests primarily in value stocks of infrastructure companies across all market capitalizations. It emp...