Purchases and Sales Made in Q1 2025 in Cohen & Steers Infrastructure Fund Inc (UTF)
This table provides information about the institutional ownership of Cohen & Steers Infrastructure Fund Inc (UTF) during Q1 2025. The information is specifically focused on institutions that hold shares of COHEN & STEERS INFRASTRUCTURE FUND INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
106KNew |
$2.48M - $2.71M
|
106K
$2.8M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
91.7K+ 41.9% |
$2.15M - $2.34M
|
310K
$8.2M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
85.2K+ 4.67% |
$2M - $2.18M
|
1.91M
$50.5M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
74.2K+ 7.02% |
$1.74M - $1.9M
|
1.13M
$29.9M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
71K+ 7.18% |
$1.66M - $1.81M
|
1.06M
$28M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.7K+ 7.97% |
$1.63M - $1.78M
|
943K
$24.9M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.6K+ 382.33% |
$1.19M - $1.29M
|
63.8K
$1.69M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
32.1KNew |
$751K - $819K
|
32.1K
$846K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32K+ 5.99% |
$750K - $817K
|
566K
$14.9M
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
31KNew |
$726K - $792K
|
31K
$818K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
28.1KNew |
$658K - $717K
|
28.1K
$741K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.9K+ 2.55% |
$512K - $559K
|
878K
$23.2M
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
21.7K+ 104.89% |
$508K - $554K
|
42.4K
$1.12M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.4KNew |
$502K - $548K
|
21.4K
$566K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.1K+ 154.12% |
$447K - $487K
|
31.4K
$830K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.9K+ 202.91% |
$442K - $482K
|
28.2K
$744K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.6K+ 58.58% |
$390K - $425K
|
45.1K
$1.19M
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15KNew |
$352K - $384K
|
15K
$397K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.3K+ 81.44% |
$335K - $366K
|
31.9K
$841K
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13.8KNew |
$324K - $354K
|
13.8K
$366K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.8K+ 3.95% |
$323K - $353K
|
363K
$9.58M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.2K+ 4.77% |
$287K - $313K
|
269K
$7.1M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.2K+ 49.43% |
$286K - $312K
|
36.9K
$973K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.1KNew |
$260K - $283K
|
11.1K
$292K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11KNew |
$257K - $280K
|
11K
$289K
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.9KNew |
$255K - $278K
|
10.9K
$287K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10KNew |
$234K - $256K
|
10K
$264K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.65KNew |
$226K - $246K
|
9.65K
$255K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.57K+ 38264.0% |
$224K - $244K
|
9.59K
$253K
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
9.5KNew |
$223K - $243K
|
9.5K
$251K
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.07KNew |
$212K - $232K
|
9.07K
$239K
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
8.3KNew |
$194K - $212K
|
8.3K
$219K
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
8.25KNew |
$193K - $211K
|
8.25K
$218K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
8.05KNew |
$189K - $206K
|
8.05K
$212K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.03KNew |
$188K - $205K
|
8.03K
$212K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.02KNew |
$188K - $205K
|
8.02K
$212K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.85KNew |
$184K - $201K
|
7.85K
$207K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.85KNew |
$184K - $201K
|
7.85K
$207K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.94K+ 28.05% |
$163K - $177K
|
31.7K
$837K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.29K+ 4.63% |
$147K - $161K
|
142K
$3.76M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.11K+ 9.1% |
$143K - $156K
|
73.2K
$1.93M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.08K+ 29.79% |
$119K - $130K
|
22.1K
$584K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.89K+ 40.34% |
$114K - $125K
|
17K
$449K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.63K+ 96.54% |
$109K - $118K
|
9.43K
$249K
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
4.4KNew |
$103K - $112K
|
4.4K
$116K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.25K+ 709.0% |
$99.7K - $109K
|
4.85K
$128K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.11K+ 205.61% |
$96.3K - $105K
|
6.11K
$161K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.85KNew |
$90.3K - $98.4K
|
3.85K
$102K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.51K+ 4.78% |
$82.3K - $89.8K
|
77.1K
$2.03M
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.27K+ 10.55% |
$76.7K - $83.6K
|
34.3K
$905K
|