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 | 05/15/2026 | 1.94 M | $27.97 M | -4.35% | 5.28% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.39 M | $20.10 M | 2.84% | 3.80% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.09 M | $15.69 M | 0.67% | 2.96% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 624.73 K | $9.02 M | 25.26% | 1.70% |
| COHEN & STEERS, INC. | 05/15/2026 | 538.87 K | $7.78 M | 52.71% | 1.47% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 533.20 K | $7.70 M | -18.19% | 1.45% |
| KANEN WEALTH MANAGEMENT LLC | 05/18/2026 | 523.59 K | $7.56 M | 1.24% | 1.43% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 490.16 K | $7.08 M | 26.39% | 1.34% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 424.70 K | $6.13 M | 0.75% | 1.16% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 391.50 K | $5.65 M | -16.61% | 1.07% |
| LPL FINANCIAL LLC | 05/06/2026 | 374.46 K | $5.41 M | 5.31% | 1.02% |
| UNITED ADVISOR GROUP, LLC | 04/17/2026 | 309.77 K | $4.47 M | -8.00% | 0.85% |
| UBS GROUP AG | 05/05/2026 | 270.39 K | $3.90 M | -0.02% | 0.74% |
| J.W. COLE ADVISORS, INC. | 04/23/2026 | 243.33 K | $3.51 M | -14.20% | 0.66% |
| ROYAL BANK OF CANADA | 05/15/2026 | 230.17 K | $3.32 M | 13.18% | 0.63% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 176.13 K | $2.54 M | 100.00% | 0.48% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 172.75 K | $2.49 M | 142.29% | 0.47% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 151.10 K | $2.18 M | 411.54% | 0.41% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 137.09 K | $1.98 M | 25.77% | 0.37% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 120.57 K | $1.74 M | 58.09% | 0.33% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 116.72 K | $1.69 M | 1.17% | 0.32% |
| ZIMMER PARTNERS, LP | 05/15/2026 | 107.70 K | $1.56 M | 29.45% | 0.29% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 86.84 K | $1.25 M | 18.49% | 0.24% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 80.88 K | $1.17 M | 31.41% | 0.22% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 57.42 K | $833.16 K | -0.17% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 56.63 K | $817.74 K | 1.29% | 0.15% |
| INVESCO LTD. | 05/12/2026 | 50.46 K | $728.66 K | 0.07% | 0.14% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 44.29 K | $639.58 K | -32.69% | 0.12% |
| 05/11/2026 | 41.77 K | $603.14 K | 3.00% | 0.11% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 36.66 K | $529.34 K | -2.67% | 0.10% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 35.87 K | $517.93 K | 100.00% | 0.10% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 35.75 K | $516.22 K | -37.47% | 0.10% |
| NWAM LLC | 05/04/2026 | 35.71 K | $515.68 K | 30.86% | 0.10% |
| CASCADE INVESTMENT GROUP, INC. | 05/13/2026 | 33.75 K | $487.35 K | -2.60% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 33.30 K | $480.79 K | 41.75% | 0.09% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 33.28 K | $480.53 K | 5.35% | 0.09% |
| ELM3 FINANCIAL GROUP, LLC | 04/13/2026 | 32.25 K | $465.71 K | -2.43% | 0.09% |
| WEALTH ADVISORS OF TAMPA BAY, LLC | 05/14/2026 | 32.00 K | $462.08 K | 0.00% | 0.09% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 05/14/2026 | 28.02 K | $404.58 K | 8.30% | 0.08% |
| MOORS & CABOT, INC. | 05/08/2026 | 26.00 K | $375.44 K | 0.00% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 23.94 K | $346.00 K | -2.25% | 0.07% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 22.57 K | $325.84 K | 100.00% | 0.06% |
| QUANTEDGE CAPITAL PTE LTD | 05/12/2026 | 22.40 K | $323.46 K | 100.00% | 0.06% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 21.94 K | $317.00 K | -20.11% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 21.48 K | $310.21 K | -29.86% | 0.06% |
| RFG ADVISORY, LLC | 04/20/2026 | 20.89 K | $301.62 K | 0.00% | 0.06% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 20.11 K | $290.32 K | 8.06% | 0.05% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 17.07 K | $246.89 K | 1.17% | 0.05% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 16.61 K | $239.91 K | 3.08% | 0.05% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 15.11 K | $218.21 K | -7.29% | 0.04% |
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Duff & Phelps Utility and Infrastructure Fund Inc institutional Ownership - FAQ's
During the previous two years, 118 institutional investors and hedge funds held shares of Duff & Phelps Utility and Infrastructure Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 1.94 M
WELLS FARGO & COMPANY/MN: 1.39 M
Advisors Asset Management, Inc.: 1.09 M
Allspring Global Investments Holdings, LLC: 624,733
COHEN & STEERS, INC.: 538,869
Karpus Management, Inc.: 533,200
31.46% of Duff & Phelps Utility and Infrastructure Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 12.74 M shares in the last 24 months. This purchase volume represents approximately $181.34 M in transactions.