Duff & Phelps Utility and Infrastructure Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.96 M | $29.13 M | 1.35% | 5.42% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.43 M | $21.21 M | 2.71% | 3.95% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 1.04 M | $15.49 M | -3.96% | 2.88% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 806.50 K | $11.97 M | 29.09% | 2.23% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 656.31 K | $9.74 M | 33.90% | 1.81% |
| COHEN & STEERS, INC. | 08/14/2026 | 598.87 K | $8.89 M | 11.13% | 1.65% |
| KANEN WEALTH MANAGEMENT LLC | 08/13/2026 | 519.54 K | $7.67 M | -0.77% | 1.44% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 481.59 K | $7.15 M | -9.68% | 1.33% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 424.17 K | $6.29 M | -0.13% | 1.17% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 360.64 K | $5.35 M | -7.88% | 1.00% |
| ROYAL BANK OF CANADA | 08/14/2026 | 335.66 K | $4.98 M | 45.83% | 0.93% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 327.38 K | $4.86 M | 85.88% | 0.90% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 325.96 K | $4.84 M | 88.69% | 0.90% |
| LPL FINANCIAL LLC | 08/07/2026 | 270.31 K | $4.01 M | -27.81% | 0.75% |
| UBS GROUP AG | 08/13/2026 | 268.33 K | $3.98 M | -0.76% | 0.74% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 264.20 K | $3.92 M | 8.58% | 0.73% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 253.67 K | $3.76 M | -18.11% | 0.70% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 170.49 K | $2.53 M | 24.36% | 0.47% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 150.47 K | $2.23 M | 24.80% | 0.42% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 125.16 K | $1.86 M | 7.23% | 0.35% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 108.13 K | $1.60 M | 24.52% | 0.30% |
| ZIMMER PARTNERS, LP | 08/14/2026 | 107.70 K | $1.60 M | 0.00% | 0.30% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 67.58 K | $1.00 M | 19.34% | 0.19% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 65.14 K | $966.71 K | -19.45% | 0.18% |
| CONCORDE ASSET MANAGEMENT, LLC | 08/18/2026 | 61.62 K | $918.75 K | 7.31% | 0.17% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 47.40 K | $703.39 K | 32.59% | 0.13% |
| INVESCO LTD. | 08/14/2026 | 46.16 K | $684.94 K | -8.53% | 0.13% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 40.70 K | $603.91 K | -2.57% | 0.11% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 40.43 K | $599.99 K | 101.09% | 0.11% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 36.72 K | $547.47 K | 216.40% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 35.79 K | $531.14 K | -2.37% | 0.10% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 34.62 K | $513.78 K | -21.83% | 0.10% |
| CASCADE INVESTMENT GROUP, INC. | 07/23/2026 | 33.75 K | $500.85 K | 0.00% | 0.09% |
| WEALTH ADVISORS OF TAMPA BAY, LLC | 08/14/2026 | 32.00 K | $474.88 K | 0.00% | 0.09% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 31.87 K | $472.94 K | -4.23% | 0.09% |
| ELM3 FINANCIAL GROUP, LLC | 07/29/2026 | 31.80 K | $471.89 K | -1.40% | 0.09% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 29.85 K | $443.00 K | 36.08% | 0.08% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 08/10/2026 | 29.07 K | $431.38 K | 3.75% | 0.08% |
| NWAM LLC | 07/23/2026 | 28.68 K | $425.58 K | -19.70% | 0.08% |
| MOORS & CABOT, INC. | 08/10/2026 | 26.00 K | $385.84 K | 0.00% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 24.02 K | $356.00 K | 0.33% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 23.49 K | $348.58 K | -29.45% | 0.06% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 22.57 K | $334.87 K | 0.00% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 22.56 K | $334.78 K | 248.08% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 21.32 K | $316.40 K | -0.75% | 0.06% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 18.81 K | $279.11 K | 13.21% | 0.05% |
| RFG ADVISORY, LLC | 07/15/2026 | 17.39 K | $258.04 K | -16.76% | 0.05% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 17.27 K | $258.07 K | 1.17% | 0.05% |
| QUANTEDGE CAPITAL PTE LTD | 08/06/2026 | 16.40 K | $243.38 K | -26.79% | 0.05% |
| XTX TOPCO LTD | 08/14/2026 | 15.55 K | $230.81 K | 29.59% | 0.04% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Duff & Phelps Utility and Infrastructure Fund Inc institutional Ownership - FAQ's
During the previous two years, 113 institutional investors and hedge funds held shares of Duff & Phelps Utility and Infrastructure Fund Inc. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 867,309
United Advisor Group, LLC: 242,987
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 165,021
Kestra Advisory Services, LLC: 92,313
Closed-End Fund Advisors, Inc.: 42,554
Chicago Partners Investment Group LLC: 40,821
33.35% of Duff & Phelps Utility and Infrastructure Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 13.28 M shares in the last 24 months. This purchase volume represents approximately $188.92 M in transactions.