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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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 | 812k | $27M | 11% | Sep 2024 |
|
Morgan Stanley | 744k | $20M | 1% | Jun 2024 |
|
Wells Fargo & Company | 584k | $19M | 11% | Sep 2024 |
|
LPL Financial | 559k | $18M | 15% | Sep 2024 |
|
Royal Bank of Canada | 471k | $16M | 7% | Sep 2024 |
|
Advisor Group Holdings | 389k | $13M | 8% | Sep 2024 |
|
Commonwealth Equity Services | 321k | $11M | 15% | Sep 2024 |
|
J.w. Cole Advisors | 319k | $10M | 14% | Sep 2024 |
|
Guggenheim Capital, LLC Managers | 204k | $6.7M | 8% | Sep 2024 |
|
Private Advisor | 188k | $6.2M | -8% | Sep 2024 |
|
Captrust Financial Advisors | 177k | $5.8M | 852% | Sep 2024 |
|
Sterling Investment Advisors | 175k | $5.7M | 2% | Sep 2024 |
|
Oak Family Advisors | 172k | $5.6M | 192% | Sep 2024 |
|
Stifel Financial | 169k | $4.6M | 4% | Jun 2024 |
|
Magnus Financial Group | 167k | $5.5M | 15% | Sep 2024 |
|
Cetera Investment Advisers | 142k | $3.9M | -1% | Jun 2024 |
|
Lido Advisors | 139k | $3.8M | 3% | Jun 2024 |
|
Mariner Wealth Advisors | 125k | $4.1M | 139% | Sep 2024 |
|
Raymond James & Associates | 124k | $4.1M | -59% | Sep 2024 |
|
JBR Co Financial Management | 117k | $3.8M | -4% | Sep 2024 |
|
Sanctuary Advisors | 106k | $3.7M | 14% | Sep 2024 |
|
Tradition Wealth Management | 94k | $3.1M | 3% | Sep 2024 |
|
Consolidated Portfolio Review Corp | 94k | $2.6M | 52% | Jun 2024 |
|
W. H. Reaves & Co | 84k | $2.8M | -1% | Sep 2024 |
|
Cambridge Investment Research Advisors | 84k | $2.7M | -1% | Sep 2024 |
|
Raymond James Financial Services Advisors | 80k | $2.6M | 4% | Sep 2024 |
|
LongView Wealth Management | 75k | $2.5M | 0% | Sep 2024 |
|
Goss Wealth Management | 70k | $1.9M | -30% | Jun 2024 |
|
Wealth Effects | 70k | $2.3M | 2% | Sep 2024 |
|
Atria Wealth Solutions | 69k | $2.3M | -1% | Sep 2024 |
|
Janney Montgomery Scott | 68k | $2.2M | -11% | Sep 2024 |
|
Good Life Advisors | 67k | $2.2M | 1% | Sep 2024 |
|
Sowell Financial Services | 55k | $1.8M | 1% | Sep 2024 |
|
Northwestern Mutual Wealth Management Company | 55k | $1.8M | -5% | Sep 2024 |
|
Nbc Securities | 52k | $1.7M | 4% | Sep 2024 |
|
Mercer Global Advisors | 50k | $1.4M | -11% | Jun 2024 |
|
Oppenheimer & Co | 41k | $1.4M | 0% | Sep 2024 |
|
First Trust Advisors | 38k | $1.3M | 5% | Sep 2024 |
|
HBW Advisory Services | 38k | $1.3M | -79% | Sep 2024 |
|
XML Financial | 38k | $1.2M | 117% | Sep 2024 |
|
Carnegie Lake Advisors | 35k | $1.2M | 100% | Sep 2024 |
|
Prosperity Wealth Management | 33k | $1.1M | 100% | Sep 2024 |
|
Kestra Advisory Services | 33k | $1.1M | -14% | Sep 2024 |
|
Stratos Wealth Partners | 32k | $1.1M | 39% | Sep 2024 |
|
Steward Partners Investment Advisory | 29k | $786k | 5% | Jun 2024 |
|
Sigma Planning | 29k | $936k | 5% | Sep 2024 |
|
Wedbush Morgan Securities | 28k | $920k | -1% | Sep 2024 |
|
Creative Planning | 28k | $910k | 7% | Sep 2024 |
|
Future Financial Wealth Managment | 27k | $874k | -17% | Sep 2024 |
|
Strategic Family Wealth Counselors | 26k | $851k | -1% | Sep 2024 |
|
All Season Financial Advisors | 25k | $820k | 100% | Sep 2024 |
|
Brookstone Capital Management | 25k | $806k | -1% | Sep 2024 |
|
Biechele Royce Advisors | 24k | $799k | 0% | Sep 2024 |
|
Armor Investment Advisors | 23k | $767k | 0% | Sep 2024 |
|
Stephens | 22k | $728k | 100% | Sep 2024 |
|
Centaurus Financial | 22k | $722k | 0% | Sep 2024 |
|
Atlas Brown | 21k | $681k | -18% | Sep 2024 |
|
CWM | 20k | $664k | 7% | Sep 2024 |
|
Pnc Financial Services | 20k | $661k | 38% | Sep 2024 |
|
Merrion Investment Management | 20k | $656k | 0% | Sep 2024 |
|
Semus Wealth Partners | 20k | $652k | -18% | Sep 2024 |
|
Welch Group | 19k | $624k | 0% | Sep 2024 |
|
Kovack Advisors | 19k | $619k | -13% | Sep 2024 |
|
Sunpointe | 19k | $609k | -22% | Sep 2024 |
|
Advisory Services Network | 18k | $485k | 0% | Sep 2024 |
|
Belpointe Asset Management | 18k | $482k | 100% | Jun 2024 |
|
AE Wealth Management | 18k | $574k | -11% | Sep 2024 |
|
Certified Advisory Corp | 17k | $559k | -3% | Sep 2024 |
|
Intl Fcstone | 17k | $556k | 6% | Sep 2024 |
|
Envestnet Asset Management | 17k | $551k | -3% | Sep 2024 |
|
Mml Investors Services | 16k | $524k | 72% | Sep 2024 |
|
Landscape Capital Management | 16k | $519k | 100% | Sep 2024 |
|
Nations Financial Group | 16k | $514k | 4% | Sep 2024 |
|
Sound View Wealth Advisors Group | 15k | $502k | -7% | Sep 2024 |
|
Wolverine Asset Management | 14k | $463k | 100% | Sep 2024 |
|
PFG Investments | 14k | $368k | -82% | Jun 2024 |
|
Keybank National Association | 13k | $417k | -22% | Sep 2024 |
|
Savant Capital Management | 12k | $403k | 100% | Sep 2024 |
|
HighTower Advisors | 12k | $332k | 3% | Jun 2024 |
|
Brian McDonald | 12k | $400k | 314% | Sep 2024 |
|
Davenport & Co | 12k | $398k | 7% | Sep 2024 |
|
Us Bancorp | 12k | $384k | 7% | Sep 2024 |
|
Graybill Bartz & Assoc | 11k | $374k | 0% | Sep 2024 |
|
Personal Cfo Solutions | 11k | $310k | 100% | Jun 2024 |
|
Prospera Financial Services | 11k | $358k | 9% | Sep 2024 |
|
Flagship Harbor Advisors | 11k | $357k | -4% | Sep 2024 |
|
Everstar Asset Management | 11k | $356k | 100% | Sep 2024 |
|
Orca Investment Management | 11k | $348k | 0% | Sep 2024 |
|
Moors & Cabot | 11k | $344k | 0% | Sep 2024 |
|
Balboa Wealth Partners | 11k | $343k | 100% | Sep 2024 |
|
Focus Financial Network | 10k | $337k | 0% | Sep 2024 |
|
Penbrook Managment | 9.9k | $324k | 0% | Sep 2024 |
|
Leslie Global Wealth | 9.7k | $317k | 0% | Sep 2024 |
|
HBK Sorce Advisory | 9.0k | $296k | 100% | Sep 2024 |
|
Oakworth Capital | 9.0k | $295k | 0% | Sep 2024 |
|
Peapack Gladstone Financial Corp | 8.7k | $285k | 0% | Sep 2024 |
|
Benjamin Edwards | 8.7k | $285k | 100% | Sep 2024 |
|
Hollow Brook Associates | 8.6k | $236k | 0% | Jun 2024 |
|
Benjamin F. Edwards & Company | 8.6k | $234k | -2% | Jun 2024 |
|
Miracle Mile Advisors | 8.5k | $279k | 6% | Sep 2024 |
|
Proequities | 8.3k | $271M | -9% | Sep 2024 |
|
LifePro Asset Management | 8.1k | $267k | 0% | Sep 2024 |
|
Creative Financial Designs | 8.1k | $264k | 434% | Sep 2024 |
|
Pensionmark Financial Group | 8.0k | $263k | 100% | Sep 2024 |
|
Western Wealth Management | 8.0k | $262k | 0% | Sep 2024 |
|
Keel Point | 8.0k | $232k | 100% | Jun 2024 |
|
ELCO Management | 8.0k | $261k | 1% | Sep 2024 |
|
Novak & Powell Financial Services | 7.8k | $213k | 2% | Jun 2024 |
|
Lowe fs | 7.8k | $254k | 0% | Sep 2024 |
|
Walled Lake Planning & Wealth Management | 7.6k | $207k | 0% | Jun 2024 |
|
Financial Security Advisor | 7.5k | $246k | 0% | Sep 2024 |
|
CoreCap Advisors | 7.4k | $243k | 100% | Sep 2024 |
|
H D Vest Advisory Services | 7.3k | $201k | 100% | Jun 2024 |
|
CI Private Wealth | 7.3k | $240k | 100% | Sep 2024 |
|
Investors Research Corp | 7.1k | $232k | 0% | Sep 2024 |
|
Custom Index Systems | 6.9k | $227k | -15% | Sep 2024 |
|
SeaCrest Wealth Management | 6.8k | $224k | 100% | Sep 2024 |
|
Nwam | 6.8k | $223k | 100% | Sep 2024 |
|
Wealthcare Advisory Partners | 6.6k | $217k | 100% | Sep 2024 |
|
Allie Family Office | 6.5k | $213k | 100% | Sep 2024 |
|
Kestra Private Wealth Services | 6.4k | $210k | 100% | Sep 2024 |
|
Principal Securities | 6.3k | $208k | 81% | Sep 2024 |
|
ORG Partners | 6.2k | $0 | 42% | Sep 2024 |
|
TrueMark Investments | 6.1k | $201k | 100% | Sep 2024 |
|
Monetary Management | 6.0k | $195k | 0% | Sep 2024 |
|
Spire Wealth Management | 5.4k | $177k | 4% | Sep 2024 |
|
Oliver Lagore Vanvalin Investment Group | 3.8k | $125k | 0% | Sep 2024 |
|
Signature | 3.5k | $116k | -7% | Sep 2024 |
|
Brown Brothers Harriman & Co. | 3.2k | $87k | 0% | Jun 2024 |
|
Continuum Advisory | 3.2k | $106k | 0% | Sep 2024 |
|
Harbour Investments | 3.0k | $99k | 0% | Sep 2024 |
|
A. Montag and Associates | 2.7k | $88k | 100% | Sep 2024 |
|
Gilliland Jeter Wealth Management | 2.5k | $82k | 0% | Sep 2024 |
|
Lindbrook Capital | 2.5k | $82k | 100% | Sep 2024 |
|
Laurel Wealth Advisors | 2.5k | $82k | 0% | Sep 2024 |
|
EverSource Wealth Advisors | 2.5k | $82k | 0% | Sep 2024 |
|
Geneos Wealth Management | 2.4k | $66k | 100% | Jun 2024 |
|
Td Private Client Wealth | 2.3k | $74k | 100% | Sep 2024 |
|
IFP Advisors | 2.3k | $62k | 1% | Jun 2024 |
|
Colonial Asset Management | 2.0k | $66k | 0% | Sep 2024 |
|
GeoWealth Management | 2.0k | $66k | 100% | Sep 2024 |
|
Bruce G. Allen Investments | 2.0k | $65k | 0% | Sep 2024 |
|
Centerpoint Advisors | 1.7k | $56k | 0% | Sep 2024 |
|
Bank of New Hampshire | 1.6k | $51k | 0% | Sep 2024 |
|
Anchor Investment Management | 1.5k | $51k | 100% | Sep 2024 |
|
North Star Investment Management | 1.5k | $48k | 0% | Sep 2024 |
|
LRI Investments | 1.4k | $48k | 0% | Sep 2024 |
|
Ronald Blue Trust | 1.4k | $37k | 2% | Sep 2024 |
|
Salem Investment Counselors | 1.2k | $41k | -22% | Sep 2024 |
|
Atlantic Trust | 300.00 | $9.8k | -89% | Sep 2024 |
|
Who sold out of Reaves Utility Income Fund?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
---|---|---|---|
Aquire Wealth Advisors | Mar 2024 | 47k | $1.3M |
Valeo Financial Advisors | Jun 2024 | 20k | $558k |
Wealth Enhancement Advisory Services | Mar 2024 | 11k | $301k |
Navis Wealth Advisors | Jun 2024 | 10k | $273k |
Virtu Financial | Jun 2024 | 9.4k | $258k |
National Asset Management | Jun 2024 | 8.1k | $222k |
Regal Investment Advisors | Jun 2024 | 8.0k | $219k |