A detailed history of Warren Averett Asset Management, LLC transactions in Duff & Phelps Utility & Infrastructure Fund Inc. stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 12,600 shares of DPG stock, worth $149,436. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,600
Previous 12,800 1.56%
Holding current value
$149,436
Previous $125,000 17.6%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$9.76 - $11.79 $1,952 - $2,358
-200 Reduced 1.56%
12,600 $147,000
Q2 2024

Aug 14, 2024

SELL
$8.85 - $10.26 $14,160 - $16,416
-1,600 Reduced 11.11%
12,800 $125,000
Q1 2024

May 15, 2024

BUY
$8.73 - $9.63 $125,712 - $138,672
14,400 New
14,400 $137,000

Others Institutions Holding DPG

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...
More about DPG
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.