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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
$14.2M +$182K +13,176 +0.9%
UBS Group
2
UBS Group
Switzerland
$5.64M -$365K -26,445 -4%
Wells Fargo
3
Wells Fargo
California
$4.32M -$552K -39,969 -8%
AAM
4
Advisors Asset Management
Colorado
$3.81M -$386K -27,977 -6%
PPA
5
Parametric Portfolio Associates
Washington
$3.37M +$98.4K +7,133 +2%
RJA
6
Raymond James & Associates
Florida
$3.36M +$151K +10,943 +3%
SLWS
7
Swaine & Leidel Wealth Services
Florida
$2.07M +$339K +24,534 +13%
GC
8
Guggenheim Capital
Illinois
$1.92M -$180K -13,013 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.8M +$532K +38,548 +25%
Stifel Financial
10
Stifel Financial
Missouri
$1.37M +$140K +10,125 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.12M +$48.4K +3,510 +3%
Bank of America
12
Bank of America
North Carolina
$988K -$18.4K -1,330 -1%
Truist Financial
13
Truist Financial
North Carolina
$820K -$3.34K -242 -0.3%
CA
14
Cetera Advisors
Colorado
$805K +$765K +55,404 +186%
AF
15
Advisornet Financial
Minnesota
$674K +$95.2K +6,900 +11%
PAG
16
Private Advisor Group
New Jersey
$627K +$128K +9,300 +16%
DA
17
Doliver Advisors
Texas
$585K +$790K +57,249 New
Osaic Holdings
18
Osaic Holdings
Arizona
$580K +$4.97M +360,065 New
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$528K – – –
LCM
20
Landscape Capital Management
New Jersey
$482K +$704K +51,001 New
SRSA
21
S.R. Schill & Associates
Washington
$462K – – –
IC
22
Inscription Capital
Texas
$424K -$250K -18,100 -29%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$410K +$21.9K +1,587 +4%
LWM
24
Laidlaw Wealth Management
New York
$375K +$114K +8,246 +26%
Invesco
25
Invesco
Georgia
$350K -$2.03K -147 -0.4%
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