Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5517 *Closed 2024-03-31 0 $0 -12,628
   BRIGHTON JONES LLC 637 *Closed 2024-03-31 0 $0 -7,848
   Stonebridge Capital Advisors LLC 310 *Closed 2023-12-31 0 $0 -2,210
   HGK ASSET MANAGEMENT INC 148 *Closed 2023-12-31 0 $0 -18,582
   Farther Finance Advisors LLC 3180 *Closed 2023-12-31 0 $0 -80
   Bogart Wealth LLC 1065 *Closed 2024-03-31 0 $0 -2,200
   Focused Wealth Management Inc 610 *Closed 2024-03-31 0 $0 -7,309
   BCJ Capital Management LLC 325 *Closed 2023-12-31 0 $0 -152,501
   Capital Investment Advisory Services LLC 977 *Closed 2024-03-31 0 $0 -9,539
   McGlone Suttner Wealth Management Inc. 741 *Closed 2024-03-31 0 $0 -1,147
   ST GERMAIN D J CO INC 827 *Closed 2024-03-31 0 $0 -115
   MULTIFINANCIAL SECURITIES CORP 1824 *Closed 2023-12-31 0 $0 -8,495
   Naples Money Management LLC 460 *Closed 2024-03-31 0 $0 0
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 186 *Closed 2024-03-31 0 $0 -24,267

  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results