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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Lido Advisors LLC 311 *New 2023-12-31 108,488 $2,922,000 108,488
   PFG Investments LLC 193 *New 2024-03-31 73,305 $1,976,000 73,305
   OAK FAMILY ADVISORS LLC 51 *New 2024-03-31 45,629 $1,230,000 45,629
   CoreCap Advisors LLC 525 *New 2023-12-31 8,404 $225,000 8,404
   LifePro Asset Management 120 *New 2024-03-31 8,139 $219,000 8,139
   NATIONAL ASSET MANAGEMENT, INC. 1220 *New 2023-12-31 7,957 $214,000 7,957
   Western Wealth Management LLC 609 *New 2024-03-31 7,915 $213,000 7,915
   ELCO Management Co. LLC 129 *New 2023-12-31 7,500 $201,000 7,500
   BROWN BROTHERS HARRIMAN & CO 671 *New 2024-03-31 3,166 $85,000 3,166
   Gilliland Jeter Wealth Management LLC 257 *New 2024-03-31 2,500 $67,000 2,500
   BAYSTATE WEALTH MANAGEMENT LLC 364 *New 2023-12-31 2,007 $54,000 2,007
   MERCER GLOBAL ADVISORS INC /ADV 1954 *New 2023-12-31 49,772 $50,000 49,772
   Smartleaf Asset Management LLC 605 *New 2024-03-31 1,560 $42,000 1,560
   Hartland & Co. LLC 801 *New 2023-12-31 1,382 $37,000 1,382
   Ronald Blue Trust Inc. 1028 *New 2024-03-31 1,336 $36,000 1,336
   Truvestments Capital LLC 449 *New 2023-12-31 700 $19,000 700
   Larson Financial Group LLC 1134 *New 2024-03-31 225 $6,000 225
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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