We are live on ! Find out more
DPG

Duff & Phelps Utility and Infrastructure Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.9M -$25.9K -1,838 -0.1%
Wells Fargo
2
Wells Fargo
California
$5.25M -$375K -26,626 -7%
Truist Financial
3
Truist Financial
North Carolina
$4.23M +$474K +33,729 +13%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.77M +$151K +10,711 +4%
PPA
5
Parametric Portfolio Associates
Washington
$3.37M -$519K -36,888 -14%
LPL Financial
6
LPL Financial
California
$3.18M +$103K +7,304 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.23M +$117K +8,351 +6%
UBS Group
8
UBS Group
Switzerland
$2.14M -$1.73M -123,223 -45%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.48M +$71.9K +5,113 +5%
JWCA
10
J.W. Cole Advisors
Florida
$1.25M -$54.3K -3,863 -4%
RJA
11
Raymond James & Associates
Florida
$1.19M +$6.72K +478 +0.6%
Bank of America
12
Bank of America
North Carolina
$1.13M +$91.6K +6,513 +9%
AF
13
Advisornet Financial
Minnesota
$1.1M
GC
14
Guggenheim Capital
Illinois
$1.08M +$48.6K +3,455 +5%
PGWM
15
Parisi Gray Wealth Management
New Jersey
$608K
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$537K +$7.6K +540 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$450K +$44.6K +3,171 +11%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$345K +$5.77K +410 +2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$338K -$1.29K -92 -0.4%
NA
20
NewEdge Advisors
Louisiana
$337K +$328K +23,327 New
KAS
21
Kestra Advisory Services
Texas
$330K -$19K -1,354 -6%
MC
22
Moors & Cabot
Massachusetts
$308K -$42.3K -3,009 -12%
SFG
23
StrategIQ Financial Group
Indiana
$296K +$2.81K +200 +1%
RJT
24
Raymond James Trust
Florida
$295K
SLWA
25
San Luis Wealth Advisors
California
$290K +$282K +20,074 New