Latest Institutional Purchases of Cohen & Steers Infrastructure Fund Inc (UTF)
This list provides information on the latest institutional transactions involving Cohen & Steers Infrastructure Fund Inc (UTF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.08KNew |
$22.6K - $25.8K
|
1.08K
$26.2K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
120+ 0.42% |
$2.52K - $2.88K
|
28.9K
$704K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
29+ 0.33% |
$608 - $696
|
8.95K
$218K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 2.86% |
$210 - $240
|
360
$8.78K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3+ 0.02% |
$62.9 - $72
|
19.9K
$486K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.4KNew |
$233K - $272K
|
10.4K
$255K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.37KNew |
$209K - $244K
|
9.37K
$228K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
8.29KNew |
$185K - $216K
|
8.29K
$202K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.61KNew |
$147K - $172K
|
6.61K
$161K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.93K+ 4.66% |
$110K - $128K
|
111K
$2.7M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4.01KNew |
$89.3K - $104K
|
4.01K
$97.8K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.38KNew |
$53.1K - $62K
|
2.38K
$58.1K
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.73K+ 4.08% |
$38.4K - $44.9K
|
44K
$1.07M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.2KNew |
$26.7K - $31.2K
|
1.2K
$29.3K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.1KNew |
$24.5K - $28.6K
|
1.1K
$26.8K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$4.45K - $5.2K
|
200
$4.88K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
175+ 47.3% |
$3.9K - $4.55K
|
545
$13.3K
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
13KNew |
$275K - $329K
|
13K
$317K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.3KNew |
$218K - $261K
|
10.3K
$251K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.76KNew |
$185K - $222K
|
8.76K
$214K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.67KNew |
$77.5K - $92.8K
|
3.67K
$89.4K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.53KNew |
$53.4K - $63.9K
|
2.53K
$61.6K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.85KNew |
$39.2K - $46.9K
|
1.85K
$45.2K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
255New |
$5.39K - $6.46K
|
255
$6.22K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
64New |
$1.35K - $1.62K
|
64
$1.56K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16+ 0.45% |
$338 - $405
|
3.59K
$87.5K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.22KNew |
$144K - $175K
|
6.22K
$152K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1KNew |
$23.2K - $28.2K
|
1K
$24.4K
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
808New |
$18.8K - $22.8K
|
808
$19.7K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
147New |
$3.42K - $4.14K
|
147
$3.58K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
28+ 1.83% |
$651 - $789
|
1.56K
$38K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Paralel Advisors LLC
|
BUY
|
- |
338K+ 14.02% |
$7.78M - $9.93M
|
2.75M
$67M
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.2KNew |
$304K - $388K
|
13.2K
$322K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.8KNew |
$87.4K - $112K
|
3.8K
$92.7K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.01K+ 25.68% |
$46.3K - $59.1K
|
9.85K
$240K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
160New |
$3.68K - $4.7K
|
160
$3.9K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
4+ 1.59% |
$92 - $117
|
255
$6.22K
|
|
Q1 2022 | |||||||
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
200New |
$5.08K - $5.79K
|
200
$4.88K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
172New |
$4.37K - $4.98K
|
172
$4.19K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.84KNew |
$241K - $256K
|
8.84K
$216K
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
250New |
$6.81K - $7.23K
|
250
$6.1K
|
|
Q3 2021 | |||||||
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.62KNew |
$232K - $257K
|
8.62K
$210K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1KNew |
$27K - $29.8K
|
1K
$24.4K
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
200New |
$5.39K - $5.97K
|
200
$4.88K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
104New |
$2.8K - $3.1K
|
104
$2.54K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
21.2KNew |
$581K - $630K
|
21.2K
$517K
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
600New |
$16.4K - $17.8K
|
600
$14.6K
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
BUY
|
- |
200New |
$5.47K - $5.94K
|
200
$4.88K
|
|
Q1 2021 | |||||||
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
48.9KNew |
$1.23M - $1.37M
|
48.9K
$1.19M
|