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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
   RAYMOND JAMES & ASSOCIATES 1312 - 2024-03-31 280,809 $7,571,000 -3,137
   UBS Group AG 2181 - 2023-12-31 151,292 $4,046,000 -12,157
   JBR Co Financial Management Inc 9 - 2024-03-31 113,329 $3,055,000 -4,129
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1533 - 2024-03-31 90,965 $2,452,000 -21,299
   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
   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
   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
   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
   Kestra Advisory Services LLC 1207 - 2023-12-31 31,697 $848,000 -7,679
   Semus Wealth Partners LLC 32 - 2024-03-31 30,120 $812,000 -709
   Kovack Advisors Inc. 215 - 2024-03-31 24,021 $648,000 -214
   CREATIVE PLANNING 1584 - 2023-12-31 22,080 $590,000 -3,074
   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
   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
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 469 - 2024-03-31 15,680 $423,000 -36,236
   DAVENPORT & CO LLC 901 - 2024-03-31 11,891 $321,000 -2,300
   HIGHTOWER ADVISORS, LLC 2588 - 2024-03-31 11,875 $318,000 -13,931
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1900 - 2024-03-31 11,170 $301,000 -5,397
   Moors & Cabot Inc. 694 - 2024-03-31 10,470 $282,000 -547
   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 535 - 2024-03-31 9,963 $269,000 -247
   NEVILLE RODIE & SHAW INC 211 - 2024-03-31 9,931 $268,000 -287
   Commonwealth Financial Services LLC 147 - 2023-12-31 9,815 $262,000 -1,130
   BENJAMIN F. EDWARDS & COMPANY INC. 844 - 2024-03-31 8,762 $236,000 -229
   IFP Advisors Inc 1223 - 2023-12-31 3,721 $100,000 -185
   COMERICA BANK 2691 - 2023-12-31 1,951 $52,000 -1,946
   FIFTH THIRD BANCORP 1580 - 2024-03-31 950 $26,000 -402

  36 Records found
  1    
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