Purchases and Sales Made in Q4 2024 in Cohen & Steers Infrastructure Fund Inc (UTF)
This table provides information about the institutional ownership of Cohen & Steers Infrastructure Fund Inc (UTF) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.22KNew |
$28.4K - $32.1K
|
1.22K
$30.4K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.15K+ 1.39% |
$26.6K - $30.1K
|
83.7K
$2.08M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.11KNew |
$25.7K - $29.2K
|
1.11K
$27.6K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.07K+ 11.6% |
$24.9K - $28.2K
|
10.3K
$257K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.07K+ 45.7% |
$24.9K - $28.2K
|
3.42K
$85K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.02K+ 6.94% |
$23.6K - $26.8K
|
15.7K
$391K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
975+ 4.95% |
$22.6K - $25.6K
|
20.7K
$514K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
900New |
$20.9K - $23.6K
|
900
$22.4K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
792+ 2.05% |
$18.4K - $20.8K
|
39.5K
$981K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
788New |
$18.3K - $20.7K
|
788
$19.6K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
705New |
$16.3K - $18.5K
|
705
$17.5K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
704+ 5.25% |
$16.3K - $18.5K
|
14.1K
$351K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
637New |
$14.8K - $16.7K
|
637
$15.8K
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
600New |
$13.9K - $15.8K
|
600
$14.9K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
500New |
$11.6K - $13.1K
|
500
$12.4K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
405+ 4.12% |
$9.38K - $10.6K
|
10.2K
$255K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
400+ 8.0% |
$9.27K - $10.5K
|
5.4K
$134K
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
370+ 1.21% |
$8.57K - $9.72K
|
31K
$771K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
319+ 1.6% |
$7.39K - $8.38K
|
20.2K
$503K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
317New |
$7.34K - $8.32K
|
317
$7.88K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
312+ 3.77% |
$7.23K - $8.19K
|
8.58K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
283+ 1.14% |
$6.56K - $7.43K
|
25.1K
$624K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
239+ 0.71% |
$5.54K - $6.28K
|
34.1K
$847K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
220New |
$5.1K - $5.78K
|
220
$5.47K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
197+ 1.27% |
$4.56K - $5.17K
|
15.7K
$391K
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
150New |
$3.48K - $3.94K
|
150
$3.73K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
90+ 0.28% |
$2.09K - $2.36K
|
31.8K
$792K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
48+ 100.0% |
$1.11K - $1.26K
|
96
$2.39K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
36+ 1.88% |
$834 - $945
|
1.95K
$48.5K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
28+ 0.11% |
$649 - $735
|
25.7K
$638K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
18+ 1.83% |
$417 - $473
|
1K
$24.9K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.62% |
$301 - $341
|
2.1K
$52.2K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12+ 0.52% |
$278 - $315
|
2.32K
$57.6K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 0.55% |
$209 - $236
|
1.65K
$41.1K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9+ 0.07% |
$209 - $236
|
12.4K
$309K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 1.77% |
$116 - $131
|
287
$7.13K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.06% |
$116 - $131
|
8.94K
$222K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5+ 0.02% |
$116 - $131
|
27.5K
$685K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2+ 1.96% |
$46.3 - $52.5
|
104
$2.59K
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-31- 0.26% |
$718 - $814
|
11.9K
$297K
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-164- 1.58% |
$3.8K - $4.31K
|
10.2K
$254K
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-200- 3.0% |
$4.63K - $5.25K
|
6.48K
$161K
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-213- 0.97% |
$4.94K - $5.59K
|
21.6K
$538K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-250- 5.43% |
$5.79K - $6.57K
|
4.35K
$108K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-263- 0.33% |
$6.09K - $6.91K
|
79.3K
$1.97M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-317- 1.29% |
$7.34K - $8.32K
|
24.2K
$601K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-373- 8.0% |
$8.64K - $9.79K
|
4.29K
$107K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-461- 3.59% |
$10.7K - $12.1K
|
12.4K
$307K
|