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

Duff & Phelps Utility and Infrastructure Fund logo
$14.18 +0.04 (+0.25%)
Closing price 06/5/2026 03:59 PM Eastern
Extended Trading
$14.20 +0.02 (+0.14%)
As of 06/5/2026 07:45 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Duff & Phelps Utility and Infrastructure Fund (NYSE:DPG)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$38.56M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$7.38M
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Skip Chart & View Institutional Buying and Selling Data

DPG Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC116,718$1.69M0.0%+1.2%0.000%
5/19/2026 NewEdge Advisors LLC116,718$1.69M0.0%+1.2%0.000%
5/19/2026 Bank of America Corp DE21,483$310K0.0%-29.9%0.000%
5/18/2026 Kanen Wealth Management LLC523,585$7.56M2.7%+1.2%0.000%
5/18/2026 Royal Bank of Canada230,171$3.32M0.0%+13.2%0.000%
5/16/2026 Saba Capital Management L.P.172,750$2.50M0.1%+142.3%0.000%
5/13/2026 Cetera Investment Advisers35,749$516K0.0%-37.5%0.000%
5/13/2026 First Trust Advisors LP137,092$1.98M0.0%+25.8%0.000%
5/12/2026 Quantedge Capital Pte Ltd22,400$323K0.2%N/A0.000%
5/8/2026 PNC Financial Services Group Inc.8,787$127K0.0%-52.0%0.000%
5/8/2026 Bulldog Investors LLP176,130$2.54M0.6%N/A0.000%
5/6/2026 Allspring Global Investments Holdings LLC624,733$9.02M0.0%+25.3%0.000%
5/5/2026 Nwam LLC35,712$516K0.0%+30.9%0.000%
5/1/2026 Fifth Third Bancorp2,171$31K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC80,876$1.17M0.0%+31.4%0.000%
4/27/2026 PFG Investments LLC10,233$148K0.0%N/A0.000%
4/23/2026 Catalina Capital Group LLC13,732$198K0.1%+5.5%0.000%
4/18/2026 CENTRAL TRUST Co2,000$29K0.0%N/A0.000%
4/16/2026 Evolve Private Wealth LLC11,605$168K0.0%N/A0.000%
2/19/2026 Invesco Ltd.50,427$641K0.0%+4.2%0.000%
2/18/2026 Kanen Wealth Management LLC517,160$6.61M2.0%+2.2%0.000%
2/18/2026 NewEdge Advisors LLC115,366$1.47M0.0%+3.8%0.000%
2/18/2026 Zimmer Partners LP83,200$1.06M0.0%+197.1%0.000%
2/18/2026 Saba Capital Management L.P.71,298$906K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC65,804$836K0.0%+2.4%0.000%
2/17/2026 AQR Capital Management LLC12,557$160K0.0%-13.4%0.000%
2/17/2026 Cetera Investment Advisers57,174$727K0.0%+7.3%0.000%
2/17/2026 Osaic Holdings Inc.55,905$711K0.0%-13.8%0.000%
2/17/2026 Royal Bank of Canada203,369$2.59M0.0%+13.5%0.000%
2/13/2026 Kestra Advisory Services LLC61,545$782K0.0%+9.0%0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.469,477$5.97M2.0%+11.5%0.000%
2/13/2026 Stifel Financial Corp18,606$236K0.0%N/A0.000%
2/13/2026 First Trust Advisors LP109,000$1.39M0.0%+3.9%0.000%
2/13/2026 Integrated Wealth Concepts LLC20,662$263K0.0%N/A0.000%
2/13/2026 Wells Fargo & Company MN1,353,361$17.20M0.0%+1.0%0.000%
2/13/2026 Cohen & Steers Inc.352,862$4.49M0.0%+19.7%0.000%
2/13/2026 Concorde Asset Management LLC57,520$731K0.3%+21.6%0.000%
2/12/2026 Advisors Asset Management Inc.1,079,379$13.72M0.2%+6.2%0.000%
2/12/2026 Wedbush Securities Inc.27,460$349K0.0%+10.5%0.000%
2/11/2026 Janney Montgomery Scott LLC24,491$311K0.0%+12.5%0.000%
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2/11/2026 LPL Financial LLC355,576$4.52M0.0%+3.0%0.000%
2/11/2026 Hilton Head Capital Partners LLC3,584$46K0.0%N/A0.000%
2/11/2026 Closed End Fund Advisors Inc.40,553$515K0.3%N/A0.000%
2/11/2026 J.W. Cole Advisors Inc.283,601$3.61M0.1%+3.0%0.000%
2/9/2026 Blue Bell Private Wealth Management LLC76,265$969K0.1%+22.7%0.000%
2/6/2026 Prevail Innovative Wealth Advisors LLC167,434$2.13M0.4%+4.6%0.000%
2/6/2026 HighTower Advisors LLC23,489$299K0.0%+100.1%0.000%
2/4/2026 Atlantic Union Bankshares Corp16,118$205K0.0%+11.2%0.000%
2/3/2026 RFG Advisory LLC20,888$265K0.0%-8.3%0.000%
2/2/2026 Wolverine Asset Management LLC29,538$375K0.0%+59.0%0.000%
2/2/2026 Truist Financial Corp31,589$401K0.0%+13.8%0.000%
1/29/2026 UBS Group AG270,433$3.44M0.0%-6.4%0.000%
1/26/2026 United Advisor Group LLC336,702$4.28M0.5%-4.7%0.000%
1/26/2026 CWM LLC12,557$160K0.0%-13.4%0.000%
1/22/2026 Cascade Investment Group Inc.34,650$440K0.3%+5.5%0.000%
1/22/2026 Elm3 Financial Group LLC33,055$420K0.3%-21.4%0.000%
1/15/2026 Allspring Global Investments Holdings LLC498,756$6.34M0.0%+12.7%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.73,286$931K0.0%+133.4%0.000%
11/17/2025 NewEdge Advisors LLC111,171$1.44M0.0%N/A0.000%
11/17/2025 Zimmer Partners LP28,000$361K0.0%N/A0.000%
11/17/2025 Susquehanna International Group LLP18,170$235K0.0%+68.9%0.000%
11/17/2025 Bank of America Corp DE30,813$398K0.0%-43.9%0.000%
11/14/2025 Kanen Wealth Management LLC506,268$6.56M2.2%+0.7%0.000%
11/14/2025 Raymond James Financial Inc.415,775$5.37M0.0%-18.9%0.000%
11/13/2025 Pathstone Holdings LLC210,109$2.71M0.0%+148.9%0.000%
11/13/2025 UBS Group AG288,882$3.73M0.0%-25.4%0.000%
11/13/2025 Prevail Innovative Wealth Advisors LLC160,094$2.07M0.4%+22.7%0.000%
11/13/2025 First Trust Advisors LP104,901$1.35M0.0%+46.7%0.000%
11/12/2025 Consolidated Portfolio Review Corp167,424$2.16M0.3%-7.0%0.000%
11/7/2025 Readystate Asset Management LP20,107$260K0.0%-30.3%0.000%
11/6/2025 GS Investments Inc.2,000$26K0.0%N/A0.000%
11/6/2025 Wedbush Securities Inc.24,856$321K0.0%+3.8%0.000%
11/6/2025 Advisors Asset Management Inc.1,016,545$13.12M0.2%+50.7%0.000%
11/6/2025 RFG Advisory LLC22,788$294K0.0%-9.2%0.000%
11/5/2025 J.W. Cole Advisors Inc.275,300$3.55M0.1%+4.4%0.000%
11/5/2025 Envestnet Asset Management Inc.32,655$422K0.0%-16.1%0.000%
11/4/2025 Atlantic Union Bankshares Corp14,500$187K0.0%N/A0.000%
11/3/2025 Truist Financial Corp27,757$358K0.0%+13.4%0.000%
10/29/2025 Cascade Investment Group Inc.32,850$424K0.3%+6.5%0.000%
10/28/2025 Nwam LLC27,009$358K0.0%+26.9%0.000%
10/28/2025 Wolverine Asset Management LLC18,579$240K0.0%N/A0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.31,400$405K0.0%N/A0.000%
10/22/2025 Blue Bell Private Wealth Management LLC62,151$802K0.1%+46.8%0.000%
10/21/2025 Elm3 Financial Group LLC42,058$543K0.4%-3.4%0.000%
10/20/2025 Allspring Global Investments Holdings LLC442,651$5.72M0.0%+0.3%0.000%
10/10/2025 Focus Financial Network Inc.12,101$156K0.0%-18.4%0.000%
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%
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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%


DPG Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 institutional investors and hedge funds held shares of Duff & Phelps Utility and Infrastructure Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($17.20M), Advisors Asset Management Inc. ($13.72M), Karpus Management Inc. ($12.05M), Allspring Global Investments Holdings LLC ($9.02M), Kanen Wealth Management LLC ($7.56M), Thomas J. Herzfeld Advisors Inc. ($5.97M), and Raymond James Financial Inc. ($5.37M).Learn more on Duff & Phelps Utility and Infrastructure Fund's institutional investors.

Of the 71 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), Advisors Asset Management Inc. ($958.72K), Kanen Wealth Management LLC ($606.15K), J.W. Cole Advisors Inc. ($437.11K), Thomas J. Herzfeld Advisors Inc. ($366.80K), Wells Fargo & Company MN ($360.08K), and Allspring Global Investments Holdings LLC ($354.48K).

Institutional investors have bought a total of 2,966,359 shares in the last 24 months. This purchase volume represents approximately $38.56M in transactions.

Of the 18 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: UBS Group AG ($116.55K), Raymond James Financial Inc. ($96.78K), Kanen Wealth Management LLC ($82.56K), Consolidated Portfolio Review Corp ($77.10K), Karpus Management Inc. ($53.12K), Bank of America Corp DE ($33.27K), and PNC Financial Services Group Inc. ($24.11K).

Institutional investors have sold a total of 575,302 shares in the last 24 months. This volume of shares sold represents approximately $7.38M in transactions.


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This page (NYSE:DPG) was last updated on 6/6/2026 by MarketBeat.com Staff.
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