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Get Institutions for : 
Reaves Utilities (UTES)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    3
Total shares held : 
 323,097  
% of shares held : 
 8.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -13,819  
% of shares held change : 
   -0.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 35,941
 11.12%
 
Increased Positions :
3
 14,470
 4.48%
 
Unchanged Positions :
6
 30,900
 9.56%
 
Decreased Positions :
8
-17,832
-5.52%
 
Closed Positions :
6
-46,398
-14.36%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ROYAL BANK OF CANADA 1743 - 2023-12-31 141,289 $6,307,000 4,487
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2144 - 2023-12-31 35,397 $1,580,000 -2,535
   AE Wealth Management LLC 1003 *New 2023-12-31 34,627 $1,499,000 34,627
   LPL FINANCIAL CORP 2862 - 2023-12-31 26,252 $1,172,000 9,833
   Atria Wealth Solutions Inc. 914 - 2023-12-31 19,651 $877,000 -4,981
   INGALLS & SNYDER LLC 238 - 2023-12-31 15,425 $689,000 0
   INTL FCSTONE INC. 191 *New 2024-03-31 13,881 $674,000 13,881
   Atlas Wealth Partners LLC 7 - 2023-12-31 14,443 $625,000 150
   NBC SECURITIES INC. 533 - 2024-03-31 7,538 $365,000 410
   WEIL COMPANY INC - 2024-03-31 5,300 $257,000 0
   Mezzasalma Advisors LLC 88 - 2024-03-31 5,073 $246,000 -1,137
   Advisor Group Holdings Inc. 3735 - 2023-12-31 5,435 $243,000 -8,546
   ADVISORY SERVICES NETWORK, LLC 1205 - 2023-12-31 5,010 $224,000 -1,320
   PRINCIPAL SECURITIES INC. 1132 - 2023-12-31 2,537 $113,000 0
   New Millennium Group LLC 81 - 2023-12-31 1,879 $84,000 -270
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1968 *New 2023-12-31 1,313 $59,000 1,313
   PROEQUITIES INC. - 2024-03-31 741 $36,000 52
   US BANCORP 2974 - 2023-12-31 500 $22,000 0
   WELLS FARGO & CO/MN 5925 - 2023-12-31 1 $0 -1
   IFG Advisory LLC 581 *Closed 2023-12-31 0 $0 -16,029
   MORGAN STANLEY 7392 *New 2023-12-31 1 $0 1
   THOROUGHBRED FINANCIAL SERVICES LLC 598 *Closed 2023-12-31 0 $0 -5,342
   FMR LLC 5132 *Closed 2023-12-31 0 $0 -2
   DHJJ Financial Advisors Ltd. 764 - 2024-03-31 10 $0 0
   UBS Group AG 8332 *Closed 2023-12-31 0 $0 -19
   CITADEL ADVISORS LLC 6302 *Closed 2023-12-31 0 $0 -18,849
   Ameritas Advisory Services LLC 847 *Closed 2023-12-31 0 $0 -6,157
  27 Records found
  1    
  Page 1 of 1
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