Who owns Reaves Utility Income Fund?

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