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 | 02/13/2026 | 2.02 M | $25.74 M | -0.49% | 5.52% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.35 M | $17.20 M | 0.96% | 3.69% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 1.08 M | $13.72 M | 6.18% | 2.94% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 651.74 K | $8.28 M | -15.16% | 1.78% |
| KANEN WEALTH MANAGEMENT LLC | 02/18/2026 | 517.16 K | $6.61 M | 2.15% | 1.41% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 498.76 K | $6.34 M | 12.67% | 1.36% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 469.48 K | $5.97 M | 11.53% | 1.28% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 421.52 K | $5.36 M | 1.38% | 1.15% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 387.81 K | $4.93 M | 84.58% | 1.06% |
| LPL FINANCIAL LLC | 02/11/2026 | 355.58 K | $4.52 M | 2.96% | 0.97% |
| COHEN & STEERS, INC. | 02/13/2026 | 352.86 K | $4.49 M | 19.67% | 0.96% |
| UNITED ADVISOR GROUP, LLC | 01/26/2026 | 336.70 K | $4.28 M | -4.72% | 0.92% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 283.60 K | $28.62 K | 3.02% | 0.77% |
| UBS GROUP AG | 01/29/2026 | 270.43 K | $3.44 M | -6.39% | 0.74% |
| ROYAL BANK OF CANADA | 02/17/2026 | 203.37 K | $2.59 M | 13.53% | 0.55% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 167.43 K | $2.13 M | 4.58% | 0.46% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 115.37 K | $1.47 M | 3.77% | 0.31% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 109.00 K | $1.39 M | 3.91% | 0.30% |
| ZIMMER PARTNERS, LP | 02/17/2026 | 83.20 K | $1.06 M | 197.14% | 0.23% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 76.27 K | $969.33 K | 22.71% | 0.21% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 73.29 K | $931.47 K | 133.39% | 0.20% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 71.30 K | $906.20 K | 100.00% | 0.19% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 65.80 K | $836.37 K | 2.40% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 61.55 K | $782.24 K | 8.98% | 0.17% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 57.52 K | $731.08 K | 21.61% | 0.16% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 57.17 K | $726.69 K | 7.32% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 55.91 K | $710.58 K | -13.82% | 0.15% |
| INVESCO LTD. | 02/19/2026 | 50.43 K | $640.93 K | 4.17% | 0.14% |
| 02/11/2026 | 40.55 K | $515.43 K | 100.00% | 0.11% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 37.67 K | $478.73 K | -1.38% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 37.20 K | $472.82 K | 13.92% | 0.10% |
| CASCADE INVESTMENT GROUP, INC. | 01/22/2026 | 34.65 K | $440.40 K | 5.48% | 0.09% |
| ELM3 FINANCIAL GROUP, LLC | 01/22/2026 | 33.06 K | $420.13 K | -21.41% | 0.09% |
| WEALTH ADVISORS OF TAMPA BAY, LLC | 02/09/2026 | 32.00 K | $406.72 K | 0.00% | 0.09% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 31.59 K | $401.49 K | 13.81% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 30.63 K | $389.30 K | -0.60% | 0.08% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 29.54 K | $375.43 K | 58.99% | 0.08% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 27.46 K | $349.00 K | 10.48% | 0.07% |
| NWAM LLC | 02/04/2026 | 27.29 K | $361.88 K | 1.04% | 0.07% |
| MOORS & CABOT, INC. | 02/10/2026 | 26.00 K | $330.46 K | 0.00% | 0.07% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 02/13/2026 | 25.87 K | $328.82 K | 3.12% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 24.49 K | $311.00 K | 12.49% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 23.49 K | $298.55 K | 100.09% | 0.06% |
| RFG ADVISORY, LLC | 02/03/2026 | 20.89 K | $265.49 K | -8.34% | 0.06% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 20.66 K | $262.61 K | 100.00% | 0.06% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 18.61 K | $236.48 K | 100.00% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 18.31 K | $232.68 K | 0.00% | 0.05% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 16.88 K | $221.24 K | 1.32% | 0.05% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 16.30 K | $206.53 K | 0.07% | 0.04% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 16.12 K | $204.86 K | 11.16% | 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:
Allspring Global Investments Holdings, LLC: 624,733
United Advisor Group, LLC: 309,774
UBS Group AG: 270,385
J.W. COLE ADVISORS, INC.: 243,330
WOLVERINE ASSET MANAGEMENT LLC: 151,099
Kestra Advisory Services, LLC: 80,876
29.95% of Duff & Phelps Utility and Infrastructure Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 12.79 M shares in the last 24 months. This purchase volume represents approximately $182.06 M in transactions.