Purchases and Sales Made in Q1 2023 in Duff & Phelps Utility & Infrastructure Fund Inc. (DPG)
This table provides information about the institutional ownership of Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) during Q1 2023. The information is specifically focused on institutions that hold shares of Duff & Phelps Utility & Infrastructure Fund Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
53.9KNew |
$649K - $763K
|
53.9K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.4K+ 4.15% |
$137K - $161K
|
285K
$3.36M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
10.8KNew |
$130K - $153K
|
10.8K
$127K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$122K - $144K
|
10.2K
$120K
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
10K+ 142.15% |
$120K - $142K
|
17K
$201K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.39K+ 3.01% |
$89K - $105K
|
253K
$2.98M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.29K+ 3.23% |
$75.7K - $89.1K
|
201K
$2.37M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.68K+ 23.72% |
$44.4K - $52.2K
|
19.2K
$226K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3.48KNew |
$41.9K - $49.2K
|
3.48K
$41K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.82K+ 0.17% |
$33.9K - $39.9K
|
1.69M
$19.9M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.77K+ 1.0% |
$33.4K - $39.2K
|
280K
$3.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.73K+ 2.68% |
$32.8K - $38.6K
|
104K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.44K+ 10.26% |
$29.4K - $34.6K
|
26.2K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.35K+ 5.77% |
$28.3K - $33.3K
|
43.1K
$508K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.04K+ 7.89% |
$24.6K - $28.9K
|
27.9K
$329K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.56K+ 8.24% |
$18.8K - $22.1K
|
20.5K
$242K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.13K+ 5.9% |
$13.7K - $16.1K
|
20.3K
$240K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1K+ 50.0% |
$12K - $14.2K
|
3K
$35.3K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
475New |
$5.72K - $6.73K
|
475
$5.6K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
400New |
$4.82K - $5.66K
|
400
$4.71K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
349New |
$4.2K - $4.94K
|
349
$4.11K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
300+ 1.77% |
$3.61K - $4.25K
|
17.3K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34+ 0.31% |
$409 - $481
|
11.1K
$130K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-164- 0.68% |
$1.97K - $2.32K
|
24K
$282K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-441- 8.44% |
$5.31K - $6.24K
|
4.78K
$56.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-500- 1.68% |
$6.02K - $7.08K
|
29.3K
$346K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-980- 4.08% |
$11.8K - $13.9K
|
23K
$271K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.1K- 9.46% |
$13.2K - $15.6K
|
10.5K
$124K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 71.43% |
$24.1K - $28.3K
|
800
$9.42K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.4K- 69.2% |
$28.9K - $34K
|
1.07K
$12.6K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.48K- 3.76% |
$29.9K - $35.2K
|
63.5K
$748K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.51K- 0.5% |
$30.2K - $35.5K
|
502K
$5.92M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2.74K- 87.74% |
$32.9K - $38.7K
|
382
$4.5K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.2K- 3.08% |
$38.6K - $45.4K
|
101K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.66K- 9.84% |
$104K - $123K
|
79.3K
$934K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.8K- 9.51% |
$142K - $167K
|
112K
$1.32M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29.2K- 36.89% |
$351K - $413K
|
49.9K
$588K
|