LPL Financial LLC - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 132 filers reported holding REAVES UTIL INCOME FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$5,856,108
+3.1%
237,570
+14.7%
0.00%0.0%
Q2 2023$5,679,796
+4.3%
207,141
+7.9%
0.00%0.0%
Q1 2023$5,445,758
+0.7%
191,887
+0.3%
0.00%
-20.0%
Q4 2022$5,406,010
-2.5%
191,228
-6.1%
0.01%0.0%
Q3 2022$5,547,000
-2.4%
203,651
+11.1%
0.01%0.0%
Q2 2022$5,682,000
+8.4%
183,286
+20.9%
0.01%0.0%
Q1 2022$5,243,000
+5.9%
151,660
+7.6%
0.01%
+25.0%
Q4 2021$4,950,000
+12.8%
140,952
+5.3%
0.00%0.0%
Q3 2021$4,387,0000.0%133,865
+4.7%
0.00%0.0%
Q2 2021$4,387,000
+19.7%
127,871
+16.9%
0.00%0.0%
Q1 2021$3,665,000
+13.3%
109,413
+10.9%
0.00%0.0%
Q4 2020$3,236,000
+10.3%
98,688
+5.2%
0.00%
-20.0%
Q3 2020$2,935,000
+8.5%
93,802
+4.7%
0.01%0.0%
Q2 2020$2,705,000
+14.1%
89,629
+8.7%
0.01%0.0%
Q1 2020$2,370,000
-10.3%
82,420
+15.6%
0.01%0.0%
Q4 2019$2,642,000
+7.6%
71,288
+6.5%
0.01%0.0%
Q3 2019$2,456,000
+0.4%
66,913
-2.0%
0.01%0.0%
Q2 2019$2,445,000
+12.9%
68,306
+6.2%
0.01%0.0%
Q1 2019$2,166,000
+15.8%
64,310
+1.2%
0.01%0.0%
Q4 2018$1,870,000
+0.9%
63,555
+5.1%
0.01%
+25.0%
Q3 2018$1,853,000
+19.5%
60,445
+12.7%
0.00%0.0%
Q2 2018$1,550,000
+15.0%
53,618
+12.3%
0.00%0.0%
Q1 2018$1,348,000
-0.5%
47,745
+9.0%
0.00%0.0%
Q4 2017$1,355,000
+17.4%
43,788
+20.3%
0.00%0.0%
Q3 2017$1,154,000
+3.2%
36,390
+11.8%
0.00%0.0%
Q2 2017$1,118,000
-59.1%
32,556
-61.4%
0.00%
-78.9%
Q1 2017$2,732,000
-5.4%
84,406
-8.8%
0.02%
-13.6%
Q4 2016$2,887,000
+17.3%
92,572
+9.2%
0.02%
-4.3%
Q3 2016$2,461,000
-10.6%
84,749
+0.1%
0.02%0.0%
Q2 2016$2,752,000
-41.3%
84,688
-47.3%
0.02%
+76.9%
Q1 2016$4,692,000
+22.9%
160,682
+10.4%
0.01%
+18.2%
Q4 2015$3,818,000
+131.3%
145,561
+155.7%
0.01%
+22.2%
Q3 2015$1,651,000
+3.5%
56,921
+4.0%
0.01%
+12.5%
Q2 2015$1,595,000
-33.7%
54,709
-31.2%
0.01%
-33.3%
Q1 2015$2,406,000
-16.5%
79,486
-9.4%
0.01%
-25.0%
Q4 2014$2,882,000
+10.2%
87,736
-2.0%
0.02%0.0%
Q3 2014$2,616,000
+5.2%
89,491
+7.9%
0.02%
+14.3%
Q2 2014$2,486,000
+14.9%
82,973
+6.4%
0.01%
+7.7%
Q1 2014$2,164,000
+5.5%
77,960
-4.7%
0.01%0.0%
Q4 2013$2,052,000
-1.2%
81,798
-0.7%
0.01%
-7.1%
Q3 2013$2,076,000
-7.9%
82,408
-7.3%
0.01%
-12.5%
Q2 2013$2,254,00088,8530.02%
Other shareholders
REAVES UTIL INCOME FD shareholders Q4 2020
NameSharesValueWeighting ↓
Semus Wealth Partners LLC 33,949$963,4741.04%
Claybrook Capital, LLC 48,277$1,370,1010.77%
HBW ADVISORY SERVICES LLC 105,360$2,9900.74%
Merrion Investment Management Co, LLC 20,000$567,6000.54%
Focused Wealth Management, Inc 92,774$2,632,9340.53%
All Season Financial Advisors, Inc. 18,601$527,8850.48%
Future Financial Wealth Managment LLC 14,200$402,9960.44%
Magnus Financial Group LLC 84,775$2,405,9100.37%
Navis Wealth Advisors, LLC 10,000$283,8000.31%
Atlas Brown,Inc. 22,251$631,4770.29%
View complete list of REAVES UTIL INCOME FD shareholders