Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Reaves Utility Income Fund (UTG)  
$28.02 0.26 (0.94%) as of 4:30 Fri 5/10


Download
     
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
   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
   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
   Magnus Financial Group LLC 51 - 2024-03-31 125,533 $3,384,000 19,372
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1154 - 2024-03-31 88,000 $2,372,000 2,886
   JANNEY MONTGOMERY SCOTT LLC 1178 - 2024-03-31 69,528 $1,874,000 10,901
   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
   Sowell Financial Services LLC 268 - 2024-03-31 59,219 $1,597,000 341
   Cetera Investment Advisers 998 - 2023-12-31 44,990 $1,203,000 3,836
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 31,955 $854,000 12,400
   Goss Wealth Management LLC 1018 - 2023-12-31 31,682 $832,000 31,605
   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
   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
   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
   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
   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
   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
   GRAYBILL BARTZ & ASSOC LTD 50 - 2024-03-31 11,906 $321,000 595
   VIRTU FINANCIAL LLC 615 - 2023-12-31 10,849 $290,000 10,849
   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
   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
   SIGNATUREFD, LLC 990 - 2024-03-31 5,373 $145,000 3,751
   Spire Wealth Management 897 - 2024-03-31 5,084 $137,000 57
   PRINCIPAL SECURITIES INC. 1290 - 2024-03-31 3,489 $94,000 85
   CREATIVE FINANCIAL DESIGNS INC /ADV 579 - 2024-03-31 3,464 $93,000 434
   Ahrens Investment Partners LLC 233 - 2023-03-31 3,100 $88,000 3,100
   ORG Partners LLC 91 - 2024-03-31 2,876 $78,000 2,876
   HARBOUR INVESTMENTS INC. 1332 - 2023-12-31 2,430 $65,000 165
   Bruce G. Allen Investments LLC 231 - 2024-03-31 1,948 $53,000 41
   ABSOLUTE INVESTMENT MANAGEMENT LLC 162 - 2024-03-31 1,072 $29,000 118
   ALPHAMARK ADVISORS LLC 404 - 2024-03-31 994 $27,000 14
   West Branch Capital LLC 222 - 2024-03-31 775 $21,000 12
   HANSON MCCLAIN, INC. 1967 - 2024-03-31 470 $13,000 70
   HOLLENCREST SECURITIES LLC 809 - 2024-03-31 200 $5,000 200
   TOWER RESEARCH CAPITAL LLC 5295 - 2023-12-31 68 $2,000 19
   FMR LLC 4953 - 2023-12-31 3 $0 2
  61 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us