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Reaves Utility Income Fund shares owned by Vivaldi Capital Management

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Vivaldi Capital Management from 13F filings

Historical chart of Vivaldi Capital Management investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Vivaldi Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Vivaldi Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $632k 16k 39.62
2025-06-30 $881k 24k 36.18
2025-03-31 $792k 24k 32.54
2024-12-31 $815k 24k 33.46

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View all positions for Vivaldi Capital Management

Top funds holding Reaves Utility Income Fund

Morgan Stanley
Cornerstone Advisors
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Commonwealth Equity Services
Ameriprise Financial
J.w. Cole Advisors
Captrust Financial Advisors
Raymond James Financial
Stifel Financial
Advisor Group Holdings
Magnus Financial Group
Oak Family Advisors
UBS Group

View all funds holding Reaves Utility Income Fund