Who owns Reaves Utility Income Fund?
- Ticker: UTG
- CUSIP Number: 756158101
Tip: Access positions for across all investors
Analyze quarterly positions in Reaves Utility Income Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Reaves Utility Income Fund stock
Who bought or sold Reaves Utility Income Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 738k | $20M | 4% | Mar 2024 |
|
| Bank of America Corporation | 673k | $18M | -8% | Mar 2024 |
|
| Wells Fargo & Company | 517k | $14M | 9% | Mar 2024 |
|
| Royal Bank of Canada | 403k | $11M | 8% | Mar 2024 |
|
| Advisor Group Holdings | 361k | $9.7M | 6% | Mar 2024 |
|
| LPL Financial | 338k | $9.1M | 42% | Mar 2024 |
|
| Raymond James & Associates | 281k | $7.6M | -1% | Mar 2024 |
|
| Ameriprise Financial | 279k | $7.5M | 12% | Mar 2024 |
|
| J.w. Cole Advisors | 267k | $7.2M | 10% | Mar 2024 |
|
| Commonwealth Equity Services | 214k | $5.8M | 0% | Mar 2024 |
|
| Private Advisor | 204k | $5.5M | 1% | Mar 2024 |
|
| Guggenheim Capital, LLC Managers | 194k | $5.2M | 17% | Dec 2023 |
|
| HBW Advisory Services | 168k | $4.5M | 0% | Mar 2024 |
|
| Stifel Financial | 163k | $4.4M | -1% | Mar 2024 |
|
| Sterling Investment Advisors | 157k | $4.2M | 27% | Mar 2024 |
|
| UBS Group | 155k | $4.2M | 3% | Mar 2024 |
|
| Lido Advisors | 135k | $3.6M | 25% | Mar 2024 |
|
| Magnus Financial Group | 126k | $3.4M | 44% | Mar 2024 |
|
| JBR Co Financial Management | 113k | $3.1M | -4% | Mar 2024 |
|
| Goss Wealth Management | 100k | $2.7M | 130042% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 91k | $2.5M | -19% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 88k | $2.4M | 3% | Mar 2024 |
|
| W. H. Reaves & Co | 86k | $2.3M | -6% | Mar 2024 |
|
| LongView Wealth Management | 75k | $2.0M | -1% | Mar 2024 |
|
| PFG Investments | 73k | $2.0M | 100% | Mar 2024 |
|
| Tradition Wealth Management | 73k | $2.0M | 7% | Mar 2024 |
|
| Janney Montgomery Scott | 70k | $1.9M | 19% | Mar 2024 |
|
| Good Life Advisors | 67k | $1.8M | -5% | Mar 2024 |
|
| Wealth Effects | 64k | $1.7M | 68% | Mar 2024 |
|
| Consolidated Portfolio Review Corp | 62k | $1.7M | 15% | Mar 2024 |
|
| Sowell Financial Services | 59k | $1.6M | 1% | Mar 2024 |
|
| Mercer Global Advisors | 56k | $264k | 13% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 55k | $1.5M | -1% | Mar 2024 |
|
| Atria Wealth Solutions | 52k | $1.4M | -18% | Mar 2024 |
|
| Aquire Wealth Advisors | 47k | $1.3M | 100% | Mar 2024 |
|
| Oak Family Advisors | 46k | $1.2M | 100% | Mar 2024 |
|
| Nbc Securities | 45k | $1.2M | -38% | Mar 2024 |
|
| Oppenheimer & Co | 41k | $1.1M | -1% | Mar 2024 |
|
| Mariner Wealth Advisors | 38k | $1.0M | 100% | Mar 2024 |
|
| First Trust Advisors | 36k | $981k | 4% | Mar 2024 |
|
| Highlander Capital Management | 32k | $855k | 63% | Dec 2023 |
|
| Kestra Advisory Services | 32k | $848k | -20% | Dec 2023 |
|
| Semus Wealth Partners | 30k | $812k | -2% | Mar 2024 |
|
| Future Financial Wealth Managment | 30k | $806k | 62% | Mar 2024 |
|
| Steward Partners Investment Advisory | 27k | $738k | 14% | Mar 2024 |
|
| Sigma Planning | 26k | $704k | 117% | Mar 2024 |
|
| Armor Investment Advisors | 25k | $683k | 81% | Mar 2024 |
|
| Wedbush Morgan Securities | 25k | $665k | 32% | Dec 2023 |
|
| Kovack Advisors | 24k | $648k | -1% | Mar 2024 |
|
| Brookstone Capital Management | 24k | $644k | 11% | Mar 2024 |
|
| Centaurus Financial | 24k | $642k | 13% | Mar 2024 |
|
| Creative Planning | 23k | $628k | 5% | Mar 2024 |
|
| Biechele Royce Advisors | 22k | $598k | -6% | Mar 2024 |
|
| Valeo Financial Advisors | 21k | $540k | 0% | Mar 2024 |
|
| Pnc Financial Services | 20k | $549k | 0% | Mar 2024 |
|
| Merrion Investment Management | 20k | $539k | 0% | Mar 2024 |
|
| Certified Advisory Corp | 20k | $531k | -3% | Mar 2024 |
|
| Welch Group | 19k | $513k | -5% | Mar 2024 |
|
| Samalin Investment Counsel | 18k | $493k | 86% | Mar 2024 |
|
| Envestnet Asset Management | 18k | $488k | 8% | Mar 2024 |
|
| Intl Fcstone | 18k | $482k | -11% | Mar 2024 |
|
| Advisory Services Network | 18k | $473k | 9% | Mar 2024 |
|
| Atlas Brown | 17k | $452k | -25% | Mar 2024 |
|
| Sound View Wealth Advisors Group | 17k | $447k | -11% | Mar 2024 |
|
| AE Wealth Management | 17k | $445k | -40% | Mar 2024 |
|
| Keybank National Association | 16k | $437k | -10% | Mar 2024 |
|
| Stratos Wealth Partners | 16k | $432k | 1% | Mar 2024 |
|
| Landscape Capital Management | 16k | $423k | -70% | Mar 2024 |
|
| Nations Financial Group | 15k | $404k | 28% | Mar 2024 |
|
| All Season Financial Advisors | 13k | $358k | 3% | Mar 2024 |
|
| Baird Financial | 13k | $353k | 15% | Dec 2023 |
|
| Graybill Bartz & Assoc | 12k | $321k | 5% | Mar 2024 |
|
| Davenport & Co | 12k | $321k | -16% | Mar 2024 |
|
| HighTower Advisors | 12k | $318k | -54% | Mar 2024 |
|
| Flagship Harbor Advisors | 11k | $306k | 0% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 11k | $301k | -33% | Mar 2024 |
|
| Virtu Financial | 11k | $290k | 100% | Dec 2023 |
|
| Focus Financial Network | 11k | $282k | 100% | Dec 2023 |
|
| Moors & Cabot | 11k | $282k | -5% | Mar 2024 |
|
| Custom Index Systems | 10k | $279k | 100% | Dec 2023 |
|
| Focus Financial Network | 10k | $266k | 100% | Mar 2024 |
|
| Strategic Family Wealth Counselors | 10k | $277k | -26% | Dec 2023 |
|
| Penbrook Managment | 10k | $277k | -3% | Mar 2024 |
|
| Navis Wealth Advisors | 10k | $270k | 0% | Mar 2024 |
|
| Sontag Advisory | 10k | $269k | -2% | Mar 2024 |
|
| Neville Rodie & Shaw | 9.9k | $268k | -3% | Mar 2024 |
|
| Commonwealth Financial Services | 9.8k | $263k | -10% | Dec 2023 |
|
| Peapack Gladstone Financial Corp | 9.8k | $263k | -25% | Mar 2024 |
|
| Paragon Wealth Strategies | 9.3k | $249k | 0% | Dec 2023 |
|
| Lincoln National | 9.1k | $245k | 2% | Mar 2024 |
|
| Proequities | 9.0k | $244M | 0% | Mar 2024 |
|
| Benjamin F. Edwards & Company | 8.8k | $236k | -3% | Mar 2024 |
|
| Hollow Brook Associates | 8.6k | $233k | 0% | Mar 2024 |
|
| CoreCap Advisors | 8.4k | $225k | 100% | Dec 2023 |
|
| Captrust Financial Advisors | 8.2k | $221k | -3% | Mar 2024 |
|
| LifePro Asset Management | 8.1k | $219k | 100% | Mar 2024 |
|
| Lowe fs | 8.1k | $218k | 1% | Mar 2024 |
|
| Miracle Mile Advisors | 8.0k | $216k | 7% | Mar 2024 |
|
| National Asset Management | 8.0k | $214k | 100% | Dec 2023 |
|
| Western Wealth Management | 7.9k | $213k | 100% | Mar 2024 |
|
| Regal Investment Advisors | 7.8k | $211k | 100% | Mar 2024 |
|
| Walled Lake Planning & Wealth Management | 7.6k | $204k | 100% | Mar 2024 |
|
| Novak & Powell Financial Services | 7.5k | $202k | 100% | Dec 2023 |
|
| Financial Security Advisor | 7.5k | $202k | 0% | Mar 2024 |
|
| ELCO Management | 7.5k | $201k | 100% | Dec 2023 |
|
| Investors Research Corp | 7.1k | $191k | 0% | Mar 2024 |
|
| Signature | 5.4k | $145k | 231% | Mar 2024 |
|
| Spire Wealth Management | 5.1k | $137k | 1% | Mar 2024 |
|
| Oliver Lagore Vanvalin Investment Group | 3.8k | $102k | 0% | Mar 2024 |
|
| IFP Advisors | 3.7k | $100k | -5% | Dec 2023 |
|
| Principal Securities | 3.5k | $94k | 2% | Mar 2024 |
|
| Creative Financial Designs | 3.5k | $93k | 14% | Mar 2024 |
|
| Brown Brothers Harriman & Co. | 3.2k | $85k | 100% | Mar 2024 |
|
| Continuum Advisory | 3.1k | $87k | 100% | Mar 2024 |
|
| Brian McDonald | 2.9k | $80k | -24% | Mar 2024 |
|
| ORG Partners | 2.9k | $78k | 100% | Mar 2024 |
|
| Gilliland Jeter Wealth Management | 2.5k | $67k | 100% | Mar 2024 |
|
| Laurel Wealth Advisors | 2.5k | $67k | 0% | Mar 2024 |
|
| Harbour Investments | 2.4k | $65k | 7% | Dec 2023 |
|
| AdvisorNet Financial | 2.2k | $60k | 0% | Mar 2024 |
|
| Baystate Wealth Management | 2.0k | $54k | 100% | Dec 2023 |
|
| Bruce G. Allen Investments | 1.9k | $53k | 2% | Mar 2024 |
|
| Centerpoint Advisors | 1.7k | $46k | 0% | Mar 2024 |
|
| Smartleaf Asset Management | 1.6k | $42k | 100% | Mar 2024 |
|
| Bank of New Hampshire | 1.6k | $42k | 0% | Dec 2023 |
|
| North Star Investment Management | 1.5k | $39k | 0% | Mar 2024 |
|
| Hartland & Co | 1.4k | $37k | 100% | Dec 2023 |
|
| Ronald Blue Trust | 1.3k | $36k | 100% | Mar 2024 |
|
| GPS Wealth Strategies Group | 1.3k | $34k | 0% | Mar 2024 |
|
| Ramirez Asset Management | 1.1k | $30k | 0% | Dec 2023 |
|
| Absolute Investment Management | 1.1k | $29k | 12% | Mar 2024 |
|
| Private Trust Co Na | 1.0k | $27k | 0% | Mar 2024 |
|
| Logan Capital Management | 1.0k | $27k | 0% | Mar 2024 |
|
| Webster Bank, N. A. | 995.00 | $27k | 0% | Mar 2024 |
|
| AlphaMark Advisors | 994.00 | $27k | 1% | Mar 2024 |
|
| Fifth Third Bancorp | 950.00 | $26k | -30% | Mar 2024 |
|
| SOA Wealth Advisors | 944.00 | $26k | 0% | Mar 2024 |
|
| Us Bancorp | 915.00 | $25k | 0% | Mar 2024 |
|
| Pinnacle Bank | 804.00 | $22k | 0% | Mar 2024 |
|
| West Branch Capital | 775.00 | $21k | 2% | Mar 2024 |
|
| FTB Advisors | 750.00 | $20k | 0% | Mar 2024 |
|
| Beacon Capital Management | 730.00 | $20k | 253% | Mar 2024 |
|
| Hilltop National Bank | 590.00 | $16k | 100% | Mar 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 580.00 | $16k | 0% | Mar 2024 |
|
| Salomon & Ludwin | 580.00 | $16k | 0% | Mar 2024 |
|
| Umb Bank N A | 574.00 | $16k | 0% | Mar 2024 |
|
| Key FInancial | 554.00 | $15k | 0% | Mar 2024 |
|
| Global Retirement Partners | 500.00 | $14k | 0% | Mar 2024 |
|
| Parkside Financial Bank & Trust | 485.00 | $13k | 0% | Mar 2024 |
|
| Hanson McClain Advisors | 470.00 | $13k | 18% | Mar 2024 |
|
Who sold out of Reaves Utility Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BCJ Capital Management | Sep 2023 | 153k | $3.8M |
| HGK Asset Management, Inc." | Sep 2023 | 19k | $458k |
| Prevail Innovative Wealth Advisors | Sep 2023 | 13k | $310k |
| Capital Investment Advisory Services | Dec 2023 | 9.5k | $255k |
| Focused Wealth Management | Dec 2023 | 7.3k | $195k |
| Stonebridge Capital Advisors | Sep 2023 | 2.2k | $55k |
| Bogart Wealth | Dec 2023 | 2.2k | $59k |
| McGlone Suttner Wealth Management | Dec 2023 | 1.1k | $31k |