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DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.2M +$2.27M +162,213 +11%
PPA
2
Parametric Portfolio Associates
Washington
$11.4M -$243K -17,303 -2%
Wells Fargo
3
Wells Fargo
California
$10.7M +$1.92M +137,083 +24%
UBS Group
4
UBS Group
Switzerland
$9.78M -$178K -12,689 -2%
CA
5
Cornerstone Advisors
North Carolina
$6.7M +$3.09M +220,385 +97%
RJA
6
Raymond James & Associates
Florida
$5.65M +$159K +11,337 +3%
AAM
7
Advisors Asset Management
Colorado
$4.71M -$862K -61,485 -16%
GC
8
Guggenheim Capital
Illinois
$3.9M -$237K -16,915 -6%
Stifel Financial
9
Stifel Financial
Missouri
$2.6M -$3.37K -240 -0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.6M -$281K -20,071 -10%
PCP
11
Proficio Capital Partners
Massachusetts
$2.45M -$19.1K -1,360 -0.8%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$2.38M +$2.24M +160,000 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.34M +$662K +47,189 +43%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.07M -$119K -8,502 -6%
SLWS
15
Swaine & Leidel Wealth Services
Florida
$1.98M +$269K +19,211 +17%
GFPC
16
Global Financial Private Capital
Florida
$1.96M +$15.7K +1,118 +0.9%
Bank of America
17
Bank of America
North Carolina
$1.38M -$103K -7,369 -7%
AF
18
Advisornet Financial
Minnesota
$991K -$86.2K -6,150 -8%
IC
19
Inscription Capital
Texas
$941K – – –
6M
20
6 Meridian
Kansas
$886K +$145K +10,311 +21%
CCP
21
Clough Capital Partners
Massachusetts
$884K -$88.4K -6,306 -10%
HI
22
HBK Investments
Texas
$742K -$410K -29,213 -37%
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$704K +$9.88K +705 +2%
SFG
24
StrategIQ Financial Group
Indiana
$623K – – –
APW
25
Acima Private Wealth
Virginia
$610K +$558K +39,829 +4,056%
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