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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
$17M +$449K +42,808 +3%
UBS Group
2
UBS Group
Switzerland
$6.26M -$287K -27,344 -5%
Wells Fargo
3
Wells Fargo
California
$5.08M +$60.2K +5,747 +1%
RJA
4
Raymond James & Associates
Florida
$4.03M +$117K +11,197 +3%
AAM
5
Advisors Asset Management
Colorado
$3.92M -$484K -46,144 -11%
SLWS
6
Swaine & Leidel Wealth Services
Florida
$2.45M +$40.6K +3,875 +2%
GC
7
Guggenheim Capital
Illinois
$2.34M +$102K +9,734 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.18M -$1.69M -161,427 -45%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.13M +$43.1K +4,108 +2%
PPA
10
Parametric Portfolio Associates
Washington
$2.02M -$1.8M -172,039 -48%
Truist Financial
11
Truist Financial
North Carolina
$1.82M +$829K +79,056 +91%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.41M +$108K +10,336 +9%
Stifel Financial
13
Stifel Financial
Missouri
$1.15M -$421K -40,161 -28%
JWCA
14
J.W. Cole Advisors
Florida
$1.03M +$980K +93,462 New
CA
15
Cetera Advisors
Colorado
$936K +$545 +52 +0.1%
AF
16
Advisornet Financial
Minnesota
$838K +$52.4K +5,000 +7%
SC
17
Scotia Capital
Ontario, Canada
$760K +$703K +67,104 New
Bank of America
18
Bank of America
North Carolina
$659K -$467K -44,558 -43%
LWM
19
Laidlaw Wealth Management
New York
$620K +$176K +16,754 +42%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$595K -$26.2K -2,498 -4%
SRSA
21
S.R. Schill & Associates
Washington
$590K +$51.1K +4,874 +10%
PAG
22
Private Advisor Group
New Jersey
$583K -$138K -13,200 -20%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$561K +$80.9K +7,720 +18%
IC
24
Inscription Capital
Texas
$493K – – –
LPL Financial
25
LPL Financial
California
$383K +$160K +15,314 +78%
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