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Get Institutions for : 
Reaves Utility Income Fund (UTG)  
$26.21 0.03 (0.11%) as of 4:30 Fri 4/26


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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  : 
0.65 (2.54%)  




 
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 1324 - 2023-12-31 473,294 $12,656,000 16,453
   ROYAL BANK OF CANADA 1452 - 2023-12-31 372,996 $9,974,000 18,160
   Advisor Group Holdings Inc. 851 - 2023-12-31 340,380 $9,102,000 -28,814
   LPL FINANCIAL CORP 1391 - 2023-12-31 293,535 $7,849,000 55,965
   RAYMOND JAMES & ASSOCIATES 1271 - 2023-12-31 283,946 $7,593,000 9,328
   AMERIPRISE FINANCIAL INC 2023 - 2023-12-31 258,393 $6,909,000 10,399
   J.W. COLE ADVISORS INC. 52 - 2023-12-31 242,659 $6,489,000 221,494
   COMMONWEALTH EQUITY SERVICES LLC. 1011 - 2023-12-31 213,155 $5,700,000 16,871
   Private Advisor Group LLC 400 - 2023-12-31 202,164 $5,406,000 4,450
   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
   UBS Group AG 2181 - 2023-12-31 151,292 $4,046,000 -12,157
   Sterling Investment Advisors Ltd. 28 *New 2023-12-31 123,044 $3,290,000 123,044
   JBR Co Financial Management Inc 8 - 2023-12-31 117,458 $3,141,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1337 - 2023-12-31 112,264 $3,002,000 -4,393
   Lido Advisors LLC 311 *New 2023-12-31 108,488 $2,922,000 108,488
   Magnus Financial Group LLC 51 - 2023-12-31 106,161 $2,839,000 19,120
   REAVES W H & CO INC 54 - 2023-12-31 91,553 $2,448,000 -3,124
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1115 - 2023-12-31 85,114 $2,276,000 5,486
   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
   Good Life Advisors LLC 105 - 2023-12-31 70,368 $1,882,000 963
   Tradition Wealth Management LLC 97 - 2023-12-31 68,419 $1,830,000 -5,707
   Atria Wealth Solutions Inc. 649 - 2023-12-31 63,800 $1,713,000 20,896
   Claybrook Capital LLC 35 - 2023-09-30 66,212 $1,632,000 0
   Sowell Financial Services LLC - 2023-12-31 58,878 $1,586,000 798
   JANNEY MONTGOMERY SCOTT LLC 1213 - 2023-12-31 58,627 $1,568,000 -21,741
   Consolidated Portfolio Review Corp 81 - 2023-12-31 53,387 $1,428,000 19,282
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 167 *New 2023-12-31 51,916 $1,388,000 51,916
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 884 - 2023-12-31 48,808 $1,305,000 -6,202
   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 669 - 2023-12-31 41,968 $1,122,000 3
   WEALTH EFFECTS LLC 60 *New 2023-12-31 37,943 $1,015,000 37,943
   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 - 2023-12-31 30,829 $824,000 -2,904
   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
   HIGHTOWER ADVISORS, LLC 2024 - 2023-12-31 25,806 $689,000 7,417
   WEDBUSH MORGAN SECURITIES INC 460 - 2023-12-31 24,863 $665,000 6,065
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 88 - 2023-12-31 24,267 $649,000 11,687
   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
   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
   Biechele Royce Advisors 41 - 2023-12-31 20,750 $555,000 -2,750
   INTL FCSTONE INC. 199 - 2023-12-31 20,119 $546,000 -1,078
   PNC FINANCIAL SERVICES GROUP INC 1464 - 2023-12-31 20,336 $544,000 275
   Certified Advisory Corp 168 - 2023-12-31 20,276 $542,000 -1,881
   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
   WELCH GROUP, LLC 125 - 2024-03-31 19,017 $513,000 -1,000
   Sound View Wealth Advisors Group LLC 225 - 2023-12-31 18,622 $498,000 -4,298
   KEYBANK NATIONAL ASSOCIATION/OH 759 - 2023-12-31 18,000 $481,000 0
   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
   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
   ADVISORY SERVICES NETWORK, LLC 956 - 2023-12-31 16,094 $430,000 -250
   BerganKDV Wealth Management LLC 178 - 2023-06-30 15,000 $411,000 0
   DAVENPORT & CO LLC - 2023-12-31 14,191 $379,000 -2,050
   Armor Investment Advisors LLC 81 - 2023-12-31 13,993 $374,000 1,075
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4281 *New 2023-12-31 12,628 $338,000 12,628
   Sigma Planning Corp 592 - 2023-12-31 12,054 $322,000 -12,808
   GRAYBILL BARTZ & ASSOC LTD 50 - 2024-03-31 11,906 $321,000 595
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 507 - 2023-12-31 11,705 $313,000 -68,444
   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. 631 - 2023-12-31 11,017 $295,000 -50
   VIRTU FINANCIAL LLC 615 - 2023-12-31 10,849 $290,000 10,849
   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
   Sontag Advisory LLC 543 - 2023-12-31 10,210 $273,000 -376
   NEVILLE RODIE & SHAW INC 211 - 2024-03-31 9,931 $268,000 -287
   Navis Wealth Advisors LLC 69 - 2023-12-31 10,000 $267,000 0
   Commonwealth Financial Services LLC 147 - 2023-12-31 9,815 $262,000 -1,130
   PEAPACK GLADSTONE FINANCIAL CORP 591 - 2023-12-31 9,757 $261,000 -3,300
   Capital Investment Advisory Services LLC 425 *New 2023-12-31 9,539 $255,000 9,539
   Paragon Wealth Strategies LLC 32 - 2023-12-31 9,304 $249,000 45
   PROEQUITIES INC. 599 - 2023-12-31 9,040 $244,000 -3,000
   BENJAMIN F. EDWARDS & COMPANY INC. 799 - 2023-12-31 8,991 $240,000 149
   LINCOLN NATIONAL CORP 952 *New 2023-12-31 8,889 $238,000 8,889
   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
   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
   BRIGHTON JONES LLC 527 *New 2023-12-31 7,848 $210,000 7,848
  100 Records found
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