Latest Institutional Transactions on Duff & Phelps Utility & Infrastructure Fund Inc. (DPG)
This table provides information on the latest institutional transactions involving Duff & Phelps Utility & Infrastructure Fund Inc. (DPG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
349New |
$4.2K - $4.94K
|
349
$4.14K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
475New |
$5.72K - $6.73K
|
475
$5.63K
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34+ 0.31% |
$409 - $481
|
11.1K
$131K
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.1K- 9.46% |
$13.2K - $15.6K
|
10.5K
$125K
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3.48KNew |
$41.9K - $49.2K
|
3.48K
$41.2K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2.74K- 87.74% |
$32.9K - $38.7K
|
382
$4.53K
|
|
Q4 2022 | |||||||
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
44.9KNew |
$552K - $625K
|
44.9K
$533K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
800New |
$9.84K - $11.1K
|
800
$9.49K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.2KNew |
$187K - $211K
|
15.2K
$180K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-627- 5.36% |
$7.71K - $8.72K
|
11.1K
$131K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.23KNew |
$15.2K - $17.2K
|
1.23K
$14.6K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.06KNew |
$37.6K - $42.6K
|
3.06K
$36.3K
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
6.5KNew |
$80K - $90.4K
|
6.5K
$77.1K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
500New |
$6.15K - $6.96K
|
500
$5.93K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
23KNew |
$291K - $356K
|
23K
$273K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-422- 3.28% |
$5.34K - $6.52K
|
12.4K
$147K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$19K - $23.2K
|
1.5K
$17.8K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.6K- 73.69% |
$70.9K - $86.6K
|
2K
$23.7K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-425- 99.3% |
$5.38K - $6.57K
|
3
$35.6
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
500New |
$6.33K - $7.73K
|
500
$5.93K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$19K - $23.2K
|
1.5K
$17.8K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
31New |
$388 - $483
|
31
$368
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.75KClosed |
$21.9K - $27.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$129K - $160K
|
10.3K
$122K
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
26.5KNew |
$331K - $412K
|
26.5K
$314K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1KClosed |
$12.5K - $15.6K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-9.71K- 48.36% |
$122K - $151K
|
10.4K
$123K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-2.15KClosed |
$26.9K - $33.5K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
46.5KNew |
$582K - $725K
|
46.5K
$551K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
100New |
$1.25K - $1.56K
|
100
$1.19K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-769Closed |
$9.63K - $12K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-275Closed |
$3.44K - $4.29K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$12.5K - $15.6K
|
0
$0
|
|
Q1 2022 | |||||||
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
205KNew |
$2.84M - $3.11M
|
205K
$2.43M
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
44.9KNew |
$622K - $682K
|
44.9K
$533K
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
13.6KNew |
$189K - $207K
|
13.6K
$162K
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-62Closed |
$859 - $941
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.8KClosed |
$24.9K - $27.3K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-76.5KClosed |
$1.06M - $1.16M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
3.2KNew |
$44.3K - $48.6K
|
3.2K
$38K
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-88Closed |
$1.19K - $1.27K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-200Closed |
$2.7K - $2.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-15.3KClosed |
$206K - $222K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-12.2KClosed |
$164K - $177K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-91.4KClosed |
$1.23M - $1.32M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-832Closed |
$11.2K - $12K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-40- 0.09% |
$530 - $597
|
42.2K
$500K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-64.1KClosed |
$850K - $958K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1New |
$13.3 - $14.9
|
1
$11.9
|