Purchases and Sales Made in Q4 2023 in Dnp Select Income Fund Inc (DNP)
This table provides information about the institutional ownership of Dnp Select Income Fund Inc (DNP) during Q4 2023. The information is specifically focused on institutions that hold shares of DNP SELECT INCOME FUND INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
711+ 1.0% |
$5.89K - $7K
|
72.1K
$672K
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
546+ 1.19% |
$4.52K - $5.37K
|
46.6K
$435K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
460New |
$3.81K - $4.53K
|
460
$4.29K
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
447+ 2.16% |
$3.7K - $4.4K
|
21.1K
$197K
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
429+ 2.16% |
$3.55K - $4.22K
|
20.3K
$190K
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
369+ 2.04% |
$3.06K - $3.63K
|
18.4K
$172K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
343+ 2.55% |
$2.84K - $3.38K
|
13.8K
$128K
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
318+ 2.15% |
$2.63K - $3.13K
|
15.1K
$141K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
299+ 0.51% |
$2.48K - $2.94K
|
59.5K
$555K
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
291+ 2.16% |
$2.41K - $2.86K
|
13.8K
$129K
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
244+ 1.1% |
$2.02K - $2.4K
|
22.5K
$210K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
122+ 0.01% |
$1.01K - $1.2K
|
951K
$8.87M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
90+ 0.43% |
$745 - $886
|
21K
$196K
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
65+ 0.28% |
$538 - $640
|
22.9K
$214K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
57+ 0.92% |
$472 - $561
|
6.28K
$58.6K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
36+ 2.22% |
$298 - $354
|
1.66K
$15.5K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
19+ 0.18% |
$157 - $187
|
10.5K
$98.2K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 2.25% |
$141 - $167
|
772
$7.2K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.1% |
$108 - $128
|
13.2K
$123K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 2.35% |
$108 - $128
|
567
$5.29K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$41.4 - $49.2
|
10.9K
$101K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 2.49% |
$41.4 - $49.2
|
206
$1.92K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 1.12% |
$24.8 - $29.5
|
271
$2.53K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.04% |
$24.8 - $29.5
|
8.5K
$79.3K
|
|
Aug 14, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-14- 0.02% |
$116 - $138
|
61.5K
$574K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.14% |
$124 - $148
|
10.9K
$102K
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-70- 0.06% |
$580 - $689
|
108K
$1.01M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-100- 1.05% |
$828 - $984
|
9.39K
$87.6K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-199- 3.49% |
$1.65K - $1.96K
|
5.5K
$51.3K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-210- 0.66% |
$1.74K - $2.07K
|
31.7K
$296K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-333- 1.08% |
$2.76K - $3.28K
|
30.5K
$285K
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-436- 1.33% |
$3.61K - $4.29K
|
32.4K
$302K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-467- 0.78% |
$3.87K - $4.6K
|
59K
$551K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500- 3.91% |
$4.14K - $4.92K
|
12.3K
$115K
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-599- 1.57% |
$4.96K - $5.89K
|
37.6K
$350K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-737- 8.06% |
$6.1K - $7.25K
|
8.41K
$78.5K
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-838- 1.56% |
$6.94K - $8.25K
|
52.9K
$493K
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-849- 1.19% |
$7.03K - $8.35K
|
70.6K
$658K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-886- 4.39% |
$7.34K - $8.72K
|
19.3K
$180K
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-927- 99.25% |
$7.68K - $9.12K
|
7
$65.3
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-960- 5.35% |
$7.95K - $9.45K
|
17K
$159K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.04K- 8.99% |
$8.57K - $10.2K
|
10.5K
$97.7K
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.1K- 7.27% |
$9.08K - $10.8K
|
14K
$131K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.1K- 1.92% |
$9.11K - $10.8K
|
56.2K
$524K
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.1K- 8.91% |
$9.11K - $10.8K
|
11.2K
$105K
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.18K- 4.8% |
$9.73K - $11.6K
|
23.3K
$218K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.3K- 1.66% |
$10.8K - $12.8K
|
76.8K
$716K
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.34K- 3.91% |
$11.1K - $13.2K
|
32.9K
$307K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.38K- 8.22% |
$11.5K - $13.6K
|
15.5K
$144K
|