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Get Institutions for : 
Reaves Utility Income Fund (UTG)  
$28.24 0.16 (0.56%) as of 4:30 Wed 5/22


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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  : 
2.68 (10.49%)  




 
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
   BANK OF AMERICA CORP /DE/ 2007 - 2024-03-31 673,043 $18,145,000 -57,251
   RAYMOND JAMES & ASSOCIATES 1312 - 2024-03-31 280,809 $7,571,000 -3,137
   GUGGENHEIM CAPITAL LLC 560 - 2024-03-31 181,965 $4,906,000 -11,981
   STIFEL FINANCIAL CORP 1219 - 2024-03-31 163,068 $4,396,000 -1,824
   JBR Co Financial Management Inc 9 - 2024-03-31 113,329 $3,055,000 -4,129
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1533 - 2024-03-31 90,965 $2,452,000 -21,299
   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
   Good Life Advisors LLC 112 - 2024-03-31 67,123 $1,810,000 -3,245
   Atria Wealth Solutions Inc. 756 - 2024-03-31 52,205 $1,408,000 -11,595
   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
   Cetera Investment Advisers 909 - 2024-03-31 35,946 $969,000 -9,044
   Semus Wealth Partners LLC 32 - 2024-03-31 30,120 $812,000 -709
   Kovack Advisors Inc. 215 - 2024-03-31 24,021 $648,000 -214
   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
   INTL FCSTONE INC. 218 - 2024-03-31 17,881 $482,000 -2,238
   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
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 469 - 2024-03-31 15,680 $423,000 -36,236
   DAVENPORT & CO LLC 901 - 2024-03-31 11,891 $321,000 -2,300
   HIGHTOWER ADVISORS, LLC 2588 - 2024-03-31 11,875 $318,000 -13,931
   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
   PENBROOK MANAGEMENT LLC 82 - 2024-03-31 10,275 $277,000 -300
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 844 - 2024-03-31 8,762 $236,000 -229
   CAPTRUST FINANCIAL ADVISORS 1939 - 2024-03-31 8,179 $221,000 -226
   CUSTOM INDEX SYSTEMS LLC 232 - 2024-03-31 8,101 $218,000 -2,327
   IFP Advisors Inc 1223 - 2023-12-31 3,721 $100,000 -185
   FIFTH THIRD BANCORP 1580 - 2024-03-31 950 $26,000 -402
   TOWER RESEARCH CAPITAL LLC 5089 - 2024-03-31 60 $2,000 -8
   FMR LLC 5084 - 2024-03-31 1 $0 -2
  38 Records found
  1    
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