Skip to content
Disclosery

DPG DUFF & PHELPS UTLITY AND INF

Follow

COM (fund), issuer CIK 1515671

70 managers (70 13F filers) reported a position in DPG shares at 2024-12-31, 9,025,631 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
70
13F filers
70
New
7
Added
22
Reduced
19
Sold out
5
Shares held by filers
9,025,631

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,035,970$23.8M<0.01%-137,10613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,281,682$15M<0.01%+347,24813F-HRTimelineGroup
Karpus Management, Inc.1,073,251$12.5M0.37%+112,42113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC482,316$5.64M<0.01%13F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …444,392$5.19M0.01%-125,78913F-HRTimelineGroup
UBS Group AGin group UBS Group AG429,437$5.02M<0.01%-33,44013F-HRTimelineGroup
United Advisor Group, LLC345,032$4.03M0.8%+16,23013F-HRTimeline
LPL Financial LLC317,753$3.71M<0.01%+8,17613F-HRTimeline
Kanen Wealth Management LLC273,122$3.19M1.19%new13F-HRTimeline
J.W. COLE ADVISORS, INC.272,852$3.19M0.13%+14,33313F-HRTimeline
Consolidated Portfolio Review Corp249,639$2.92M0.46%-9,46113F-HRTimeline
Advisors Asset Management, Inc.232,708$2.72M0.05%+72,28213F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.216,271$2.53M<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA164,474$1.92M<0.01%-1,96613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC118,325$1.38M0.01%+107,02013F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC92,324$1.08M0.03%-95,78313F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC92,104$1.08M0.31%+12,55413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,922$700K<0.01%+13,98413F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC55,526$649K<0.01%+32,70613F-HRTimelineGroup
Elm3 Financial Group, LLC53,865$630K0.54%13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC50,700$593K<0.01%+19,72513F-HRTimelineGroup
Concorde Asset Management, LLC43,600$510K0.27%+5,10013F-HRTimeline
Cetera Investment Advisers39,597$463K<0.01%-7413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC37,567$439K0.08%+14,63613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,159$434K<0.01%-4,49013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP36,427$426K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…33,100$387K<0.01%+6,40313F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC32,000$374K0.16%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,042$316K<0.01%-1,28613F-HRTimelineGroup
WEDBUSH SECURITIES INC26,355$308K0.01%-2,80913F-HRTimeline
CASCADE INVESTMENT GROUP, INC.26,300$307K0.22%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…26,136$306K0.12%-1,00113F-HRTimeline
Moors & Cabot, Inc.25,750$301K0.01%013F-HRTimeline
Janney Montgomery Scott LLC22,505$263K<0.01%-15913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,951$257K0.01%-93113F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,095$235K0.01%+7,16713F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC19,025$222K<0.01%+4,44913F-HRTimelineGroup
CORRADO ADVISORS, LLC18,685$218K0.14%013F-HRTimeline
Quantedge Capital Pte Ltd17,700$207K0.08%-14,90013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,370$203K<0.01%+2,08813F-HRTimelineGroup
Atria Wealth Solutions, Inc.16,760$196K<0.01%+13113F-HRTimeline
Focus Financial Network, Inc.15,571$183K0.01%+2213F-HRTimeline
Chicago Partners Investment Group LLC15,911$183K0.01%-1,60313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,710$172K<0.01%-2,96813F-HRTimelineGroup
CSS LLC/IL13,262$155K0.01%013F-HRTimeline
Waverly Advisors, LLC12,300$144K<0.01%-30013F-HRTimeline
B. Riley Wealth Advisors, Inc.12,081$142K<0.01%+1,08513F-HRTimeline
NWAM LLC11,670$136K0.01%new13F-HRTimeline
Dakota Wealth Management11,410$133K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…5,890$68.9K<0.01%+4213F-HRTimeline
CoreCap Advisors, LLC5,325$62.2K<0.01%-2,60013F-HRTimeline
Allworth Financial LP4,767$56.8K<0.01%013F-HRTimeline
Investors Research Corp3,200$37.4K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,060$35.8K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,000$35.1K0.01%013F-HRTimeline
COMERICA BANK2,276$26.6K<0.01%013F-HR/ATimeline
OPTIMUM INVESTMENT ADVISORS1,300$15.2K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,068$12.5K<0.01%013F-HRTimeline
Estabrook Capital Management484$5.66K<0.01%+913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC400$4.68K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.400$4.68K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC298$3.48K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO173$2.02K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC138$1.61K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.88$1.03K<0.01%new13F-HRTimeline
Key Financial Inc53$620<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.5$630.01%-17,69513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$12<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$7<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.