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Duff & Phelps Utility and Infrastructure Fund (DPG) Institutional Ownership

Duff & Phelps Utility and Infrastructure Fund logo
$12.62 +0.05 (+0.40%)
Closing price 09/12/2025 03:56 PM Eastern
Extended Trading
$12.60 -0.02 (-0.16%)
As of 09/12/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Duff & Phelps Utility and Infrastructure Fund (NYSE:DPG)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$47.20M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$16.61M
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DPG Institutional Buying and Selling by Quarter

Duff & Phelps Utility and Infrastructure Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.65,163$809K0.0%-1.7%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.10,360$129K0.0%N/A0.000%
8/15/2025 Prevail Innovative Wealth Advisors LLC130,451$1.62M0.4%+11.0%0.000%
8/15/2025 Bank of America Corp DE54,935$682K0.0%+23.7%0.000%
8/14/2025 Raymond James Financial Inc.512,556$6.36M0.0%+13.8%0.000%
8/14/2025 Karpus Management Inc.970,597$12.05M0.4%-5.2%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.318,277$3.95M1.4%N/A0.000%
8/13/2025 Walleye Capital LLC34,861$433K0.0%+5.2%0.000%
8/13/2025 First Trust Advisors LP71,502$887K0.0%+31.8%0.000%
8/13/2025 Invesco Ltd.14,934$185K0.0%N/A0.000%
8/13/2025 Colonial Trust Advisors5,225$65K0.0%N/A0.000%
8/13/2025 Level Four Advisory Services LLC24,774$307K0.0%+6.0%0.000%
8/12/2025 J.W. Cole Advisors Inc.263,644$3.27M0.1%N/A0.000%
8/12/2025 Advisors Asset Management Inc.674,689$8.37M0.1%+45.2%0.000%
8/11/2025 United Advisor Group LLC345,109$4.28M0.7%-0.2%0.000%
8/8/2025 Cornerstone Advisors LLC5,838$72K0.0%N/A0.000%
8/8/2025 Cetera Investment Advisers57,624$715K0.0%+7.0%0.000%
8/8/2025 PNC Financial Services Group Inc.18,507$230K0.0%-44.1%0.000%
8/7/2025 Nwam LLC21,281$265K0.0%+26.9%0.000%
8/6/2025 Wedbush Securities Inc.23,944$297K0.0%-17.6%0.000%
7/28/2025 RFG Advisory LLC25,088$311K0.0%+8.9%0.000%
7/25/2025 Allspring Global Investments Holdings LLC441,409$5.48M0.0%+3.0%0.000%
7/25/2025 CWM LLC14,500$180K0.0%N/A0.000%
7/23/2025 Elm3 Financial Group LLC43,529$540K0.4%-3.1%0.000%
7/21/2025 Catalina Capital Group LLC12,935$161K0.1%+17.4%0.000%
7/18/2025 Consolidated Portfolio Review Corp180,011$2.23M0.3%-26.4%0.000%
7/18/2025 Truist Financial Corp24,484$304K0.0%+26.9%0.000%
7/15/2025 Kanen Wealth Management LLC502,541$6.24M2.4%-14.1%0.000%
7/11/2025 SeaCrest Wealth Management LLC16,278$202K0.0%N/A0.000%
7/10/2025 Oliver Lagore Vanvalin Investment Group3,000$37K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.15,362$188K0.0%N/A0.000%
5/16/2025Concorde Asset Management LLC46,300$525K0.3%+6.2%0.000%
5/16/2025AQR Arbitrage LLC20,658$252K0.0%-77.6%0.000%
5/16/2025Advisors Asset Management Inc.464,665$5.68M0.1%+99.7%0.000%
5/15/2025Royal Bank of Canada161,055$1.97M0.0%-2.1%0.000%
5/15/2025Landscape Capital Management L.L.C.12,211$149K0.0%N/A0.000%
5/15/2025Cascade Investment Group Inc.30,850$377K0.3%+17.3%0.000%
5/14/2025Walleye Capital LLC33,140$405K0.0%+74.2%0.000%
5/13/2025Raymond James Financial Inc.450,596$5.51M0.0%-6.6%0.000%
5/13/2025Kovitz Investment Group Partners LLC10,000$122K0.0%N/A0.000%
5/12/2025Wolverine Asset Management LLC72,078$882K0.0%N/A0.000%
5/9/2025Atria Wealth Solutions Inc.21,233$260K0.0%+26.7%0.000%
5/7/2025LPL Financial LLC314,275$3.84M0.0%-1.1%0.000%
5/6/2025Cetera Investment Advisers53,843$658K0.0%+36.0%0.000%
5/6/2025Elm3 Financial Group LLC44,933$550K0.5%-16.6%0.000%
5/6/2025Wedbush Securities Inc.29,064$355K0.0%+10.3%0.000%
5/6/2025Readystate Asset Management LP24,695$302K0.0%N/A0.000%
5/5/2025Blue Bell Private Wealth Management LLC34,390$421K0.1%-8.5%0.000%
5/5/2025Nwam LLC16,766$205K0.0%+43.7%0.000%
5/2/2025Prevail Innovative Wealth Advisors LLC117,487$1.44M0.4%+27.6%0.000%
4/29/2025Envestnet Asset Management Inc.38,225$467K0.0%N/A0.000%
4/24/2025Allspring Global Investments Holdings LLC428,410$5.24M0.0%-3.6%0.000%
4/23/2025Consolidated Portfolio Review Corp244,526$2.99M0.5%-2.0%0.000%
4/21/2025United Advisor Group LLC345,919$4.23M0.9%+0.3%0.000%
4/21/2025Catalina Capital Group LLC11,018$135K0.1%N/A0.000%
4/15/2025Kanen Wealth Management LLC585,101$7.16M2.9%+114.2%0.000%
4/14/2025Farther Finance Advisors LLC3,547$43K0.0%N/A0.000%
4/9/2025RFG Advisory LLC23,042$282K0.0%N/A0.000%
4/9/2025NBC Securities Inc.5,450$66K0.0%+108,900.0%0.000%
2/25/2025B. Riley Wealth Advisors Inc.12,081$142K0.0%+9.9%0.000%
2/24/2025United Advisor Group LLC345,032$4.03M0.8%+4.9%0.000%
2/17/2025Quantedge Capital Pte Ltd17,700$207K0.1%-45.7%0.000%
2/17/2025CoreCap Advisors LLC5,325$62K0.0%-32.8%0.000%
2/17/2025Citadel Advisors LLC14,710$172K0.0%-16.8%0.000%
2/17/2025Bank of America Corp DE27,042$316K0.0%-4.5%0.000%
2/14/2025AQR Arbitrage LLC92,324$1.08M0.0%-50.9%0.000%
2/14/2025First Trust Advisors LP36,427$426K0.0%N/A0.000%
2/13/2025Guggenheim Capital LLC50,700$593K0.0%+63.7%0.000%
2/13/2025Walleye Capital LLC19,025$222K0.0%+30.5%0.000%
2/13/2025Concorde Asset Management LLC43,600$510K0.3%+13.2%0.000%
2/13/2025Raymond James Financial Inc.482,317$5.64M0.0%N/A0.000%
2/13/2025Wedbush Securities Inc.26,355$308K0.0%-9.6%0.000%
2/13/2025Wells Fargo & Company MN1,281,682$14.98M0.0%+37.2%0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC92,104$1.08M0.3%+15.8%0.000%
2/12/2025Level Four Advisory Services LLC20,095$235K0.0%+55.4%0.000%
2/11/2025LPL Financial LLC317,753$3.72M0.0%+2.6%0.000%
2/10/2025Advisors Asset Management Inc.232,708$2.72M0.1%+45.1%0.000%
2/10/2025Commonwealth Equity Services LLC37,159$434K0.0%-10.8%0.000%
2/7/2025PNC Financial Services Group Inc.33,100$387K0.0%+24.0%0.000%
2/7/2025Blue Bell Private Wealth Management LLC37,567$439K0.1%+63.8%0.000%
2/6/2025Raymond James Financial Inc.482,317$5.64M0.0%N/A0.000%
2/5/2025Nwam LLC11,670$136K0.0%N/A0.000%
1/31/2025Truist Financial Corp17,370$203K0.0%+13.7%0.000%
1/31/2025J.W. Cole Advisors Inc.272,852$3.19M0.1%+5.5%0.000%
1/29/2025Allspring Global Investments Holdings LLC444,392$5.20M0.0%-22.1%0.000%
1/28/2025Apollon Wealth Management LLC21,951$257K0.0%-4.1%0.000%
1/27/2025Consolidated Portfolio Review Corp249,639$2.92M0.5%-3.7%0.000%
1/27/2025Elm3 Financial Group LLC53,865$630K0.5%N/A0.000%
1/24/2025Chicago Partners Investment Group LLC15,911$183K0.0%-9.2%0.000%
1/17/2025Dakota Wealth Management11,410$133K0.0%N/A0.000%
1/16/2025Kanen Wealth Management LLC273,122$3.19M1.2%N/A0.000%
1/16/2025Cascade Investment Group Inc.26,300$307K0.2%N/A0.000%
12/13/2024B. Riley Wealth Advisors Inc.10,996$130K0.0%-66.4%0.000%
11/20/2024Virtu Financial LLC27,890$327K0.0%N/A0.000%
11/14/2024Walleye Capital LLC14,576$171K0.0%N/A0.000%
11/12/2024Concorde Asset Management LLC38,500$452K0.3%+27.1%0.000%
11/8/2024Cornerstone Advisors LLC31,378$368K0.0%-95.9%0.000%
11/8/2024Advisors Asset Management Inc.160,426$1.88M0.0%+33.0%0.000%
11/5/2024Apollon Wealth Management LLC22,882$269K0.0%-6.7%0.000%
10/30/2024United Advisor Group LLC328,802$3.86M0.9%+0.3%0.000%
(Data available from 1/1/2016 forward)

DPG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DPG shares?

During the previous two years, 70 institutional investors and hedge funds held shares of Duff & Phelps Utility and Infrastructure Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($14.98M), Karpus Management Inc. ($12.05M), Advisors Asset Management Inc. ($8.37M), Raymond James Financial Inc. ($6.36M), Kanen Wealth Management LLC ($6.24M), Allspring Global Investments Holdings LLC ($5.48M), and United Advisor Group LLC ($4.28M).Learn more on Duff & Phelps Utility and Infrastructure Fund's institutional investors.

Which institutional investors have been buying Duff & Phelps Utility and Infrastructure Fund's stock?

Of the 62 institutional investors that purchased Duff & Phelps Utility and Infrastructure Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.03M), Cornerstone Advisors LLC ($799.34K), Advisors Asset Management Inc. ($594.11K), Allspring Global Investments Holdings LLC ($593.21K), Kanen Wealth Management LLC ($585.10K), J.W. Cole Advisors Inc. ($475.39K), and Karpus Management Inc. ($440.45K).

How much institutional buying is happening at Duff & Phelps Utility and Infrastructure Fund?

Institutional investors have bought a total of 3,935,211 shares in the last 24 months. This purchase volume represents approximately $47.20M in transactions.

Which of Duff & Phelps Utility and Infrastructure Fund's major shareholders have been selling company stock?

Of the 24 institutional investors that sold Duff & Phelps Utility and Infrastructure Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($730.26K), AQR Arbitrage LLC ($167.45K), Allspring Global Investments Holdings LLC ($151.80K), Kanen Wealth Management LLC ($82.56K), Consolidated Portfolio Review Corp ($79.09K), Karpus Management Inc. ($53.12K), and Raymond James Financial Inc. ($31.72K).

How much institutional selling is happening at Duff & Phelps Utility and Infrastructure Fund?

Institutional investors have sold a total of 1,396,506 shares in the last 24 months. This volume of shares sold represents approximately $16.61M in transactions.



This page (NYSE:DPG) was last updated on 9/13/2025 by MarketBeat.com Staff
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