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Get Institutions for : 
Reaves Utility Income Fund (UTG)  
$28.02 0.26 (0.94%) as of 4:30 Fri 5/10


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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  : 
2.46 (9.62%)  




 
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/ 1810 - 2023-12-31 730,294 $19,528,000 6,972
   MORGAN STANLEY 2705 - 2023-12-31 726,748 $19,433,000 17,838
   WELLS FARGO & CO/MN 1326 - 2024-03-31 517,226 $13,944,000 43,932
   ROYAL BANK OF CANADA 1452 - 2023-12-31 372,996 $9,974,000 18,160
   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
   J.W. COLE ADVISORS INC. 52 - 2024-03-31 266,519 $7,185,000 23,860
   AMERIPRISE FINANCIAL INC 2023 - 2023-12-31 258,393 $6,909,000 10,399
   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 513 - 2023-12-31 193,946 $5,186,000 27,726
   HBW Advisory Services LLC 25 - 2024-03-31 167,701 $4,484,000 0
   STIFEL FINANCIAL CORP 1176 - 2023-12-31 164,892 $4,409,000 3,782
   Sterling Investment Advisors Ltd. 24 - 2024-03-31 156,776 $4,227,000 33,732
   UBS Group AG 2181 - 2023-12-31 151,292 $4,046,000 -12,157
   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
   Lido Advisors LLC 311 *New 2023-12-31 108,488 $2,922,000 108,488
   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
   FINANCIAL NETWORK 947 - 2023-12-31 76,552 $2,047,000 -9,530
   LongView Wealth Management 32 - 2024-03-31 75,333 $2,031,000 -867
   PFG Investments LLC 193 *New 2024-03-31 73,305 $1,976,000 73,305
   JANNEY MONTGOMERY SCOTT LLC 1178 - 2024-03-31 69,528 $1,874,000 10,901
   Tradition Wealth Management LLC 97 - 2023-12-31 68,419 $1,830,000 -5,707
   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
   Atria Wealth Solutions Inc. 649 - 2023-12-31 63,800 $1,713,000 20,896
   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 884 - 2023-12-31 48,808 $1,305,000 -6,202
   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
   Cetera Investment Advisers 998 - 2023-12-31 44,990 $1,203,000 3,836
   OPPENHEIMER & CO INC 701 - 2024-03-31 41,401 $1,116,000 -567
   FIRST TRUST ADVISORS LP 1998 - 2023-12-31 33,089 $885,000 -1,823
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 31,955 $854,000 12,400
   Kestra Advisory Services LLC 1207 - 2023-12-31 31,697 $848,000 -7,679
   Goss Wealth Management LLC 1018 - 2023-12-31 31,682 $832,000 31,605
   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
   AE Wealth Management LLC 1265 - 2023-12-31 27,642 $728,000 298
   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
   WEDBUSH MORGAN SECURITIES INC 460 - 2023-12-31 24,863 $665,000 6,065
   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
   Steward Partners Investment Advisory LLC 883 - 2023-12-31 23,987 $641,000 1,837
   Biechele Royce Advisors 36 - 2024-03-31 22,150 $598,000 1,400
   CREATIVE PLANNING 1584 - 2023-12-31 22,080 $590,000 -3,074
   CENTAURUS FINANCIAL INC. 338 - 2023-12-31 21,069 $563,000 1,804
   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
   INTL FCSTONE INC. 218 - 2024-03-31 17,881 $482,000 -2,238
   KEYBANK NATIONAL ASSOCIATION/OH 759 - 2023-12-31 18,000 $481,000 0
   ADVISORY SERVICES NETWORK, LLC 980 - 2024-03-31 17,549 $473,000 1,455
   ENVESTNET ASSET MANAGEMENT INC 3356 - 2023-12-31 17,049 $456,000 354
   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
   Samalin Investment Counsel LLC 152 - 2023-12-31 16,226 $434,000 6,394
   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
   All Season Financial Advisors Inc. 84 - 2024-03-31 13,277 $358,000 344
   Baird Financial Group Inc. 1465 - 2023-12-31 13,201 $353,000 1,691
   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
   VIRTU FINANCIAL LLC 615 - 2023-12-31 10,849 $290,000 10,849
   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
   CUSTOM INDEX SYSTEMS LLC - 2023-12-31 10,428 $279,000 0
   PENBROOK MANAGEMENT LLC 82 - 2024-03-31 10,275 $277,000 -300
   Strategic Family Wealth Counselors L.L.C. 91 - 2023-12-31 10,340 $276,000 -3,713
   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
   PEAPACK GLADSTONE FINANCIAL CORP 593 - 2024-03-31 9,757 $263,000 0
   Commonwealth Financial Services LLC 147 - 2023-12-31 9,815 $262,000 -1,130
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 844 - 2024-03-31 8,762 $236,000 -229
   HOLLOW BROOK ASSOCIATES LLC 76 - 2023-12-31 8,633 $231,000 0
   CoreCap Advisors LLC 525 *New 2023-12-31 8,404 $225,000 8,404
   CAPTRUST FINANCIAL ADVISORS 2297 - 2023-12-31 8,405 $225,000 0
   LifePro Asset Management 120 *New 2024-03-31 8,139 $219,000 8,139
   Lowe fs LLC 47 - 2024-03-31 8,100 $218,000 100
   Miracle Mile Advisors LLC 466 - 2024-03-31 8,000 $216,000 500
   NATIONAL ASSET MANAGEMENT, INC. 1220 *New 2023-12-31 7,957 $214,000 7,957
  100 Records found
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