Reaves Utility Income Fund shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Reaves Utility Income Fund
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All positions including Reaves Utility Income Fund held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.1M | 125k | 32.81 |
2024-06-30 | $1.4M | 52k | 27.32 |
2024-03-31 | $1.0M | 38k | 26.96 |
2023-06-30 | $250k | 9.1k | 27.42 |
2023-03-31 | $419k | 15k | 28.41 |
2022-12-31 | $304k | 11k | 28.27 |
2022-09-30 | $237k | 8.7k | 27.25 |
2022-06-30 | $366k | 12k | 31.04 |
2022-03-31 | $347k | 10k | 34.61 |
2021-12-31 | $421k | 12k | 35.13 |
2021-09-30 | $414k | 13k | 32.75 |
2021-06-30 | $389k | 11k | 34.35 |
2020-06-30 | $302k | 10k | 30.20 |
2020-03-31 | $365k | 13k | 28.74 |
2019-12-31 | $445k | 12k | 37.08 |
2019-09-30 | $466k | 13k | 36.69 |
2019-06-30 | $455k | 13k | 35.83 |