Who owns Reaves Utility Income Fund?
- Ticker: UTG
- CUSIP Number: 756158101
Tip: Access positions for across all investors
Analyze quarterly positions in Reaves Utility Income Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Reaves Utility Income Fund stock
Who bought or sold Reaves Utility Income Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 730k | $20M | 1% | Dec 2023 |
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| Wells Fargo & Company | 473k | $13M | 4% | Dec 2023 |
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| Royal Bank of Canada | 373k | $10M | 5% | Dec 2023 |
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| Advisor Group Holdings | 340k | $9.1M | -8% | Dec 2023 |
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| Raymond James & Associates | 284k | $7.6M | 3% | Dec 2023 |
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| J.w. Cole Advisors | 243k | $6.5M | 1047% | Dec 2023 |
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| Commonwealth Equity Services | 213k | $5.7M | 9% | Dec 2023 |
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| Private Advisor | 202k | $5.4M | 2% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 194k | $5.2M | 17% | Dec 2023 |
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| HBW Advisory Services | 168k | $4.5M | 0% | Mar 2024 |
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| Stifel Financial | 165k | $4.4M | 2% | Dec 2023 |
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| UBS Group | 151k | $4.0M | -7% | Dec 2023 |
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| Sterling Investment Advisors | 123k | $3.3M | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 112k | $3.0M | -4% | Dec 2023 |
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| Lido Advisors | 109k | $2.9M | 100% | Dec 2023 |
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| W. H. Reaves & Co | 92k | $2.4M | -3% | Dec 2023 |
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| Cambridge Investment Research Advisors | 85k | $2.3M | 7% | Dec 2023 |
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| LongView Wealth Management | 75k | $2.0M | -1% | Mar 2024 |
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| Good Life Advisors | 70k | $1.9M | 1% | Dec 2023 |
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| Tradition Wealth Management | 68k | $1.8M | -8% | Dec 2023 |
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| Atria Wealth Solutions | 64k | $1.7M | 49% | Dec 2023 |
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| Sowell Financial Services | 59k | $1.6M | 1% | Dec 2023 |
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| Janney Montgomery Scott | 59k | $1.6M | -27% | Dec 2023 |
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| Consolidated Portfolio Review Corp | 53k | $1.4M | 57% | Dec 2023 |
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| Landscape Capital Management | 52k | $1.4M | 100% | Dec 2023 |
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| Mercer Global Advisors | 50k | $50k | 100% | Dec 2023 |
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| Nbc Securities | 45k | $1.2M | -38% | Mar 2024 |
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| Wealth Effects | 38k | $1.0M | 100% | Dec 2023 |
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| Highlander Capital Management | 32k | $855k | 63% | Dec 2023 |
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| Kestra Advisory Services | 32k | $848k | -20% | Dec 2023 |
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| Semus Wealth Partners | 31k | $824k | -9% | Dec 2023 |
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| Future Financial Wealth Managment | 30k | $806k | 62% | Mar 2024 |
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| AE Wealth Management | 28k | $728k | 1% | Dec 2023 |
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| HighTower Advisors | 26k | $689k | 40% | Dec 2023 |
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| Wedbush Morgan Securities | 25k | $665k | 32% | Dec 2023 |
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| Kovack Advisors | 24k | $648k | -1% | Mar 2024 |
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| Steward Partners Investment Advisory | 24k | $641k | 8% | Dec 2023 |
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| Brookstone Capital Management | 24k | $644k | 11% | Mar 2024 |
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| Creative Planning | 22k | $590k | -12% | Dec 2023 |
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| Centaurus Financial | 21k | $563k | 9% | Dec 2023 |
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| Valeo Financial Advisors | 21k | $549k | -1% | Dec 2023 |
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| Pnc Financial Services | 20k | $544k | 1% | Dec 2023 |
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| Certified Advisory Corp | 20k | $542k | -8% | Dec 2023 |
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| Intl Fcstone | 20k | $546k | -5% | Dec 2023 |
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| Merrion Investment Management | 20k | $539k | 0% | Mar 2024 |
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| Welch Group | 19k | $513k | -5% | Mar 2024 |
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| Sound View Wealth Advisors Group | 19k | $498k | -19% | Dec 2023 |
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| Atlas Brown | 17k | $452k | -25% | Mar 2024 |
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| Advisory Services Network | 16k | $430k | -2% | Dec 2023 |
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| Stratos Wealth Partners | 16k | $432k | 1% | Mar 2024 |
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| Davenport & Co | 14k | $380k | -13% | Dec 2023 |
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| Armor Investment Advisors | 14k | $374k | 8% | Dec 2023 |
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| All Season Financial Advisors | 13k | $358k | 3% | Mar 2024 |
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| Baird Financial | 13k | $353k | 15% | Dec 2023 |
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| Sigma Planning | 12k | $322k | -52% | Dec 2023 |
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| Graybill Bartz & Assoc | 12k | $321k | 5% | Mar 2024 |
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| Nations Financial Group | 12k | $313k | -85% | Dec 2023 |
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| Flagship Harbor Advisors | 11k | $306k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 11k | $301k | -33% | Mar 2024 |
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| Moors & Cabot | 11k | $295k | 0% | Dec 2023 |
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| Virtu Financial | 11k | $290k | 100% | Dec 2023 |
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| Focus Financial Network | 11k | $282k | 100% | Dec 2023 |
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| Custom Index Systems | 10k | $279k | 100% | Dec 2023 |
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| Strategic Family Wealth Counselors | 10k | $277k | -26% | Dec 2023 |
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| Penbrook Managment | 10k | $277k | -3% | Mar 2024 |
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| Sontag Advisory | 10k | $273k | -4% | Dec 2023 |
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| Navis Wealth Advisors | 10k | $267k | 0% | Dec 2023 |
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| Neville Rodie & Shaw | 9.9k | $268k | -3% | Mar 2024 |
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| Commonwealth Financial Services | 9.8k | $263k | -10% | Dec 2023 |
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| Capital Investment Advisory Services | 9.5k | $255k | 100% | Dec 2023 |
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| Paragon Wealth Strategies | 9.3k | $249k | 0% | Dec 2023 |
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| Proequities | 9.0k | $244M | -25% | Dec 2023 |
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| Benjamin F. Edwards & Company | 9.0k | $240k | 2% | Dec 2023 |
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| Lincoln National | 8.9k | $238k | 100% | Dec 2023 |
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| Hollow Brook Associates | 8.6k | $231k | 0% | Dec 2023 |
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| Captrust Financial Advisors | 8.4k | $225k | 0% | Dec 2023 |
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| CoreCap Advisors | 8.4k | $225k | 100% | Dec 2023 |
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| Lowe fs | 8.1k | $218k | 1% | Mar 2024 |
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| Miracle Mile Advisors | 8.0k | $216k | 7% | Mar 2024 |
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| National Asset Management | 8.0k | $214k | 100% | Dec 2023 |
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| Novak & Powell Financial Services | 7.5k | $202k | 100% | Dec 2023 |
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| Financial Security Advisor | 7.5k | $202k | 0% | Mar 2024 |
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| ELCO Management | 7.5k | $201k | 100% | Dec 2023 |
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| Focused Wealth Management | 7.3k | $195k | -50% | Dec 2023 |
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| Investors Research Corp | 7.1k | $189k | 0% | Dec 2023 |
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| Spire Wealth Management | 5.0k | $132k | -19% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 3.8k | $102k | 0% | Dec 2023 |
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| IFP Advisors | 3.7k | $100k | -5% | Dec 2023 |
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| Principal Securities | 3.4k | $91k | 100% | Dec 2023 |
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| Creative Financial Designs | 3.0k | $81k | 101% | Dec 2023 |
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| Harbour Investments | 2.4k | $65k | 7% | Dec 2023 |
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| AdvisorNet Financial | 2.2k | $60k | 0% | Mar 2024 |
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| Bogart Wealth | 2.2k | $59k | 100% | Dec 2023 |
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| Baystate Wealth Management | 2.0k | $54k | 100% | Dec 2023 |
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| Bruce G. Allen Investments | 1.9k | $53k | 2% | Mar 2024 |
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| Centerpoint Advisors | 1.7k | $45k | 0% | Dec 2023 |
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| Signature | 1.6k | $43k | 1% | Dec 2023 |
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| Bank of New Hampshire | 1.6k | $42k | 0% | Dec 2023 |
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| North Star Investment Management | 1.5k | $39k | 0% | Dec 2023 |
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| Hartland & Co | 1.4k | $37k | 100% | Dec 2023 |
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| Fifth Third Bancorp | 1.4k | $36k | -50% | Dec 2023 |
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| GPS Wealth Strategies Group | 1.3k | $34k | 0% | Dec 2023 |
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| Ramirez Asset Management | 1.1k | $30k | 0% | Dec 2023 |
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| Private Trust Co Na | 1.0k | $27k | 0% | Dec 2023 |
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| Webster Bank, N. A. | 995.00 | $27k | 0% | Mar 2024 |
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| AlphaMark Advisors | 994.00 | $27k | 1% | Mar 2024 |
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| Absolute Investment Management | 954.00 | $26k | 24% | Dec 2023 |
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| SOA Wealth Advisors | 944.00 | $26k | 0% | Mar 2024 |
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| Us Bancorp | 915.00 | $25k | -78% | Dec 2023 |
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| Pinnacle Bank | 804.00 | $22k | 0% | Mar 2024 |
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| West Branch Capital | 763.00 | $20k | 2% | Dec 2023 |
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| FTB Advisors | 750.00 | $20k | 0% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 580.00 | $16k | 0% | Dec 2023 |
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| Salomon & Ludwin | 580.00 | $14k | 0% | Dec 2023 |
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| Umb Bank N A | 574.00 | $15k | 0% | Dec 2023 |
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| Key FInancial | 554.00 | $15k | 0% | Dec 2023 |
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| Global Retirement Partners | 500.00 | $13k | 100% | Dec 2023 |
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| Parkside Financial Bank & Trust | 485.00 | $13k | 0% | Dec 2023 |
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| Retirement Group | 460.00 | $12k | 0% | Dec 2023 |
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| Hanson McClain Advisors | 400.00 | $11k | -10% | Dec 2023 |
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| Versant Capital Management | 383.00 | $10k | 0% | Mar 2024 |
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| First PREMIER Bank | 300.00 | $8.0k | 0% | Mar 2024 |
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| Delta Asset Management | 291.00 | $7.8k | 0% | Dec 2023 |
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| Beacon Capital Management | 207.00 | $5.1k | 0% | Dec 2023 |
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| Sandy Spring Bank | 200.00 | $5.3k | 0% | Dec 2023 |
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| Mot | 200.00 | $5.3k | 0% | Dec 2023 |
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| D. J. St. Germain | 115.00 | $3.1k | 100% | Dec 2023 |
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| DHJJ Financial Advisors | 98.00 | $2.6k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 50.00 | $1.3k | 100% | Dec 2023 |
|
| Huntington National Bank | 1.00 | $27.000000 | 0% | Dec 2023 |
|
Who sold out of Reaves Utility Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BCJ Capital Management | Sep 2023 | 153k | $3.8M |
| Wellington Shields & Co | Sep 2023 | 8.5k | $211k |
| Cassaday & Co Wealth Management | Sep 2023 | 8.2k | $202k |
| Coconut Grove Bank | Sep 2023 | 4.6k | $114k |
| Stonebridge Capital Advisors | Sep 2023 | 2.2k | $55k |
| McGlone Suttner Wealth Management | Dec 2023 | 1.1k | $31k |
| Cary Street Partner Investment Advisory | Sep 2023 | 800.00 | $20k |
| Householder Group Estate & Retirement Specialist | Sep 2023 | 589.00 | $15k |
| ORG Partners | Sep 2023 | 570.00 | $14k |
| Wellington Shields Capital Management | Sep 2023 | 485.00 | $12k |
| Hollencrest Securities | Sep 2023 | 380.00 | $9.4k |
| Farther Finance Advisors | Sep 2023 | 80.00 | $2.0k |