B. Riley Wealth Advisors, Inc.
Position in DPG — Duff & Phelps Utility & Infrastructure Fund Inc.
CIK 1464811
MEMPHIS, TN
Position in DPG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$192,148
+$5,237 QoQ
Shares Held
12,948
+0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 23 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DPG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,221,802 across 78 Asset Management names. DPG ranks #52 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in DPG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,148 | 12,948 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $186,911 | 12,944 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $131,612 | 10,355 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $133,812 | 10,365 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $128,567 | 10,360 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $141,226 | 12,081 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $129,093 | 10,996 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $321,588 | 32,715 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $242,709 | 25,388 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $171,754 | 18,730 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $218,844 | 25,388 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $254,108 | 26,116 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $307,189 | 23,045 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $324,577 | 24,025 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $307,520 | 24,025 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $156,027 | 11,225 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $170,395 | 11,225 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $161,976 | 11,225 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $147,284 | 10,975 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $157,162 | 10,975 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $145,748 | 10,975 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $135,420 | 11,100 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||