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Get Institutions for : 
Reaves Utility Income Fund (UTG)  
$27.79 0.25 (0.91%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 154    5
Total shares held : 
 7,376,079  
% of shares held : 
 15.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 592,265  
% of shares held change : 
   1.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.75  
Last Quarter's Ending Price : 
 $26.74  
Last Quarter's Average Price : 
 $25.56  
Change from last quarter's     
avg. price to the last closing  : 
2.23 (8.72%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 464,971
 6.3%
 
Increased Positions :
51
 583,035
 7.9%
 
Unchanged Positions :
42
 241,881
 3.28%
 
Decreased Positions :
40
-239,532
-3.25%
 
Closed Positions :
16
-216,209
-2.93%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2677 - 2024-03-31 737,906 $19,894,000 11,158
   BANK OF AMERICA CORP /DE/ 2007 - 2024-03-31 673,043 $18,145,000 -57,251
   WELLS FARGO & CO/MN 1326 - 2024-03-31 517,226 $13,944,000 43,932
   ROYAL BANK OF CANADA 1442 - 2024-03-31 403,016 $10,865,000 30,020
   Advisor Group Holdings Inc. 706 - 2024-03-31 361,044 $9,734,000 20,664
   LPL FINANCIAL CORP 1394 - 2024-03-31 337,734 $9,105,000 44,199
   RAYMOND JAMES & ASSOCIATES 1312 - 2024-03-31 280,809 $7,571,000 -3,137
   AMERIPRISE FINANCIAL INC 1992 - 2024-03-31 278,631 $7,466,000 20,238
   J.W. COLE ADVISORS INC. 52 - 2024-03-31 266,519 $7,185,000 23,860
   COMMONWEALTH EQUITY SERVICES LLC. 1077 - 2024-03-31 213,631 $5,760,000 476
   Private Advisor Group LLC 428 - 2024-03-31 203,515 $5,487,000 1,351
   GUGGENHEIM CAPITAL LLC 560 - 2024-03-31 181,965 $4,906,000 -11,981
   HBW Advisory Services LLC 25 - 2024-03-31 167,701 $4,484,000 0
   STIFEL FINANCIAL CORP 1219 - 2024-03-31 163,068 $4,396,000 -1,824
   Sterling Investment Advisors Ltd. 24 - 2024-03-31 156,776 $4,227,000 33,732
   UBS Group AG 2345 - 2024-03-31 155,358 $4,188,000 4,066
   Cetera Investment Advisers 1119 - 2024-03-31 142,410 $3,839,000 97,420
   Lido Advisors LLC 295 - 2024-03-31 135,273 $3,647,000 26,785
   Magnus Financial Group LLC 51 - 2024-03-31 125,533 $3,384,000 19,372
   JBR Co Financial Management Inc 9 - 2024-03-31 113,329 $3,055,000 -4,129
   Goss Wealth Management LLC 582 - 2024-03-31 100,209 $2,702,000 68,527
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1533 - 2024-03-31 90,965 $2,452,000 -21,299
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1154 - 2024-03-31 88,000 $2,372,000 2,886
   REAVES W H & CO INC 57 - 2024-03-31 86,033 $2,319,000 -5,520
   LongView Wealth Management 32 - 2024-03-31 75,333 $2,031,000 -867
   FINANCIAL NETWORK 1020 - 2024-03-31 74,621 $2,012,000 -1,931
   PFG Investments LLC 193 *New 2024-03-31 73,305 $1,976,000 73,305
   Tradition Wealth Management LLC 98 - 2024-03-31 72,997 $1,968,000 4,578
   JANNEY MONTGOMERY SCOTT LLC 1178 - 2024-03-31 69,528 $1,874,000 10,901
   Good Life Advisors LLC 112 - 2024-03-31 67,123 $1,810,000 -3,245
   WEALTH EFFECTS LLC 33 - 2024-03-31 63,639 $1,716,000 25,696
   Consolidated Portfolio Review Corp 65 - 2024-03-31 61,618 $1,661,000 8,231
   Claybrook Capital LLC 35 - 2023-09-30 66,212 $1,632,000 0
   Sowell Financial Services LLC 268 - 2024-03-31 59,219 $1,597,000 341
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 876 - 2024-03-31 54,676 $1,474,000 5,868
   Atria Wealth Solutions Inc. 756 - 2024-03-31 52,205 $1,408,000 -11,595
   Aquire Wealth Advisors LLC 23 *New 2024-03-31 46,915 $1,265,000 46,915
   OAK FAMILY ADVISORS LLC 51 *New 2024-03-31 45,629 $1,230,000 45,629
   NBC SECURITIES INC. 192 - 2024-03-31 45,097 $1,215,000 -27,591
   OPPENHEIMER & CO INC 701 - 2024-03-31 41,401 $1,116,000 -567
   MARINER WEALTH ADVISORS, LLC 1485 *New 2024-03-31 37,491 $1,011,000 37,491
   FIRST TRUST ADVISORS LP 1992 - 2024-03-31 36,396 $981,000 3,307
   Kestra Advisory Services LLC 1244 - 2024-03-31 36,361 $980,000 4,664
   HIGHLANDER CAPITAL MANAGEMENT, LLC 72 - 2024-03-31 34,455 $929,000 2,500
   MULTIFINANCIAL SECURITIES CORP 1229 - 2024-03-31 31,843 $858,000 31,843
   Semus Wealth Partners LLC 32 - 2024-03-31 30,120 $812,000 -709
   Future Financial Wealth Managment LLC 35 - 2024-03-31 29,885 $806,000 11,485
   WEDBUSH MORGAN SECURITIES INC 494 - 2024-03-31 27,496 $741,000 2,633
   Steward Partners Investment Advisory LLC 894 - 2024-03-31 27,368 $738,000 3,381
   Sigma Planning Corp 619 - 2024-03-31 26,112 $704,000 14,058
   Armor Investment Advisors LLC 63 - 2024-03-31 25,349 $683,000 11,356
   Kovack Advisors Inc. 215 - 2024-03-31 24,021 $648,000 -214
   Brookstone Capital Management 570 - 2024-03-31 23,899 $644,000 2,372
   CENTAURUS FINANCIAL INC. 333 - 2024-03-31 23,821 $642,000 2,752
   CREATIVE PLANNING 1683 - 2024-03-31 23,290 $628,000 1,210
   Biechele Royce Advisors 36 - 2024-03-31 22,150 $598,000 1,400
   PNC FINANCIAL SERVICES GROUP INC 1472 - 2024-03-31 20,346 $549,000 10
   Valeo Financial Advisors LLC 357 - 2024-03-31 20,518 $540,000 0
   Merrion Investment Management Co LLC 54 - 2024-03-31 20,000 $539,000 0
   Certified Advisory Corp 171 - 2024-03-31 19,683 $531,000 -593
   WELCH GROUP, LLC 125 - 2024-03-31 19,017 $513,000 -1,000
   Strategic Family Wealth Counselors L.L.C. 67 - 2024-03-31 18,438 $497,000 8,098
   Samalin Investment Counsel LLC 142 - 2024-03-31 18,275 $493,000 2,049
   ENVESTNET ASSET MANAGEMENT INC 3417 - 2024-03-31 18,086 $488,000 1,037
   INTL FCSTONE INC. 218 - 2024-03-31 17,881 $482,000 -2,238
   ADVISORY SERVICES NETWORK, LLC 980 - 2024-03-31 17,549 $473,000 1,455
   ATLAS BROWNINC 125 - 2024-03-31 16,773 $452,000 -5,557
   Sound View Wealth Advisors Group LLC 247 - 2024-03-31 16,565 $447,000 -2,057
   AE Wealth Management LLC 844 - 2024-03-31 16,501 $445,000 -11,141
   KEYBANK NATIONAL ASSOCIATION/OH 794 - 2024-03-31 16,200 $437,000 -1,800
   Stratos Wealth Partners LTD. 935 - 2024-03-31 16,029 $432,000 80
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 469 - 2024-03-31 15,680 $423,000 -36,236
   BerganKDV Wealth Management LLC 178 - 2023-06-30 15,000 $411,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 473 - 2024-03-31 15,000 $404,000 3,295
   Atlanta Consulting Group Advisors LLC 87 - 2024-03-31 13,595 $367,000 0
   All Season Financial Advisors Inc. 84 - 2024-03-31 13,277 $358,000 344
   Baird Financial Group Inc. 1491 - 2024-03-31 13,201 $356,000 0
   DAVENPORT & CO LLC 901 - 2024-03-31 11,891 $321,000 -2,300
   GRAYBILL BARTZ & ASSOC LTD 50 - 2024-03-31 11,906 $321,000 595
   HIGHTOWER ADVISORS, LLC 2588 - 2024-03-31 11,875 $318,000 -13,931
   FLAGSHIP HARBOR ADVISORS LLC 519 - 2024-03-31 11,338 $306,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1900 - 2024-03-31 11,170 $301,000 -5,397
   Moors & Cabot Inc. 694 - 2024-03-31 10,470 $282,000 -547
   FOCUS FINANCIAL NETWORK INC /ADV 595 - 2023-12-31 10,545 $282,000 0
   PENBROOK MANAGEMENT LLC 82 - 2024-03-31 10,275 $277,000 -300
   Navis Wealth Advisors LLC 74 - 2024-03-31 10,000 $270,000 0
   Sontag Advisory LLC 535 - 2024-03-31 9,963 $269,000 -247
   NEVILLE RODIE & SHAW INC 211 - 2024-03-31 9,931 $268,000 -287
   Focus Financial Network Inc. 516 - 2024-03-31 10,365 $266,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1631 - 2024-03-31 56,198 $264,000 6,426
   PEAPACK GLADSTONE FINANCIAL CORP 593 - 2024-03-31 9,757 $263,000 0
   Commonwealth Financial Services LLC 146 - 2024-03-31 9,815 $262,000 0
   Paragon Wealth Strategies LLC 32 - 2023-12-31 9,304 $249,000 45
   LINCOLN NATIONAL CORP 1027 - 2024-03-31 9,083 $245,000 194
   PROEQUITIES INC. 614 - 2024-03-31 9,040 $244,000 0
   MML INVESTORS SERVICES LLC 2249 *New 2024-03-31 8,884 $240,000 8,884
   BENJAMIN F. EDWARDS & COMPANY INC. 844 - 2024-03-31 8,762 $236,000 -229
   HOLLOW BROOK ASSOCIATES LLC 75 - 2024-03-31 8,633 $233,000 0
   CoreCap Advisors LLC 525 *New 2023-12-31 8,404 $225,000 8,404
   CAPTRUST FINANCIAL ADVISORS 1939 - 2024-03-31 8,179 $221,000 -226
  100 Records found
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