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DNP Select Income Fund

283 hedge funds and large institutions have $304M invested in DNP Select Income Fund in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+3
Holders Change %
+1.07%
% of All Funds
4.51%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
86
Reduced
73
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
176
SignalPoint Asset Management
Missouri
$128K +$2.83K +297 +2%
FAG
177
Fortitude Advisory Group
Washington
$126K
RA
178
RFG Advisory
Alabama
$125K -$1.78K -187 -1%
CHJWM
179
Carlton Hofferkamp & Jenks Wealth Management
Texas
$125K
LSA
180
Lion Street Advisors
Texas
$124K -$17.1K -1,800 -12%
CA
181
Clearstead Advisors
Ohio
$123K +$58.5K +6,149 +91%
CFGS
182
Concourse Financial Group Securities
Alabama
$122K
TIAA Trust, National Association
183
TIAA Trust, National Association
North Carolina
$122K +$122K +12,783 New
MWM
184
Mascoma Wealth Management
New Hampshire
$122K
CT
185
Colonial Trust
South Carolina
$119K
APP
186
Avantax Planning Partners
Iowa
$117K +$5.76K +605 +5%
CTA
187
Colonial Trust Advisors
South Carolina
$114K
GIA
188
Gladstone Institutional Advisory
Florida
$112K +$112K +11,760 New
IWN
189
Independent Wealth Network
Iowa
$110K
MA
190
MCF Advisors
Kentucky
$110K
SC
191
Savant Capital
Illinois
$109K +$109K +11,429 New
TWA
192
TCI Wealth Advisors
Arizona
$108K
BRWA
193
B. Riley Wealth Advisors
Florida
$108K +$108K +11,269 New
BCMO
194
Buckingham Capital Management (Ohio)
Ohio
$106K
OCPWS
195
One Charles Private Wealth Services
Massachusetts
$106K
BFS
196
Bard Financial Services
Connecticut
$105K
BF
197
BOK Financial
Oklahoma
$104K
EWA
198
EverSource Wealth Advisors
Alabama
$104K -$5.24K -550 -5%
SBIA
199
Sheaff Brock Investment Advisors
Indiana
$103K +$95 +10 +0.1%
GWSG
200
GPS Wealth Strategies Group
Colorado
$103K