Creative Planning - 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
Creative Planning ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$620,057
+75.7%
25,154
+95.5%
0.00%
Q2 2023$352,843
-32.6%
12,868
-30.3%
0.00%
-100.0%
Q1 2023$523,741
+134.3%
18,455
+133.6%
0.00%
Q4 2022$223,508
-53.9%
7,901
-55.7%
0.00%
-100.0%
Q3 2022$485,000
-20.1%
17,821
-9.0%
0.00%0.0%
Q2 2022$607,000
-5.3%
19,591
+5.6%
0.00%0.0%
Q1 2022$641,000
+0.9%
18,552
+2.5%
0.00%0.0%
Q4 2021$635,000
+0.6%
18,093
-6.0%
0.00%0.0%
Q3 2021$631,000
-4.1%
19,248
+0.4%
0.00%0.0%
Q2 2021$658,000
-44.0%
19,176
-45.4%
0.00%
-50.0%
Q1 2021$1,176,000
+16.6%
35,104
+14.1%
0.00%0.0%
Q4 2020$1,009,000
+8.6%
30,761
+3.6%
0.00%0.0%
Q3 2020$929,000
+1.3%
29,703
-2.3%
0.00%
-33.3%
Q2 2020$917,000
+3.7%
30,387
-1.2%
0.00%0.0%
Q1 2020$884,000
-31.4%
30,744
-11.6%
0.00%
-25.0%
Q4 2019$1,289,000
+19.6%
34,774
+18.4%
0.00%0.0%
Q3 2019$1,078,000
+3.5%
29,362
+0.9%
0.00%0.0%
Q2 2019$1,042,000
+5.3%
29,113
-0.9%
0.00%0.0%
Q1 2019$990,000
-16.6%
29,390
-27.1%
0.00%
-20.0%
Q4 2018$1,187,000
-2.9%
40,325
+1.1%
0.01%0.0%
Q3 2018$1,223,000
+11.9%
39,877
+5.5%
0.01%
+25.0%
Q2 2018$1,093,000
+0.1%
37,805
-2.2%
0.00%0.0%
Q1 2018$1,092,000
-9.7%
38,666
-1.0%
0.00%
-20.0%
Q4 2017$1,209,000
+7.9%
39,066
+10.4%
0.01%0.0%
Q3 2017$1,121,000
+29.7%
35,376
+40.6%
0.01%
+25.0%
Q2 2017$864,000
+4.6%
25,154
-1.4%
0.00%
-20.0%
Q1 2017$826,000
+4.7%
25,510
-0.7%
0.01%0.0%
Q4 2016$789,000
+12.2%
25,683
+11.7%
0.01%
+25.0%
Q3 2016$703,000
-10.8%
22,998
-5.3%
0.00%
-33.3%
Q2 2016$788,000
+5.3%
24,278
-2.7%
0.01%0.0%
Q1 2016$748,000
+24.9%
24,943
+8.1%
0.01%
+20.0%
Q4 2015$599,000
+1.2%
23,078
+9.5%
0.01%0.0%
Q3 2015$592,000
+7.6%
21,078
+9.9%
0.01%0.0%
Q2 2015$550,000
+1.7%
19,178
+7.3%
0.01%0.0%
Q1 2015$541,000
+12.5%
17,878
+22.2%
0.01%0.0%
Q4 2014$481,000
+16.5%
14,633
+2.8%
0.01%0.0%
Q3 2014$413,000
+12.8%
14,233
+16.3%
0.01%0.0%
Q2 2014$366,000
-25.0%
12,233
-30.4%
0.01%
-28.6%
Q1 2014$488,000
+80.7%
17,567
+63.5%
0.01%
+40.0%
Q4 2013$270,000
-8.2%
10,746
-8.4%
0.01%
-16.7%
Q3 2013$294,000
-19.5%
11,734
-18.5%
0.01%
-25.0%
Q2 2013$365,00014,4050.01%
Other shareholders
REAVES UTIL INCOME FD shareholders Q4 2020
NameSharesValueWeighting ↓
Ahrens Investment Partners LLC 52,800$1,854,0000.82%
HBW ADVISORY SERVICES LLC 86,495$3,038,0000.70%
Merrion Investment Management Co, LLC 25,000$878,0000.64%
Future Financial Wealth Managment LLC 22,166$781,0000.62%
Paralel Advisors LLC 294,933$10,358,0000.60%
Magnus Financial Group LLC 74,448$2,615,0000.50%
All Season Financial Advisors, Inc. 19,618$689,0000.48%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 100,548$3,531,0000.46%
Focused Wealth Management, Inc 73,109$2,568,0000.40%
IBEX WEALTH ADVISORS 61,623$2,164,0000.38%
View complete list of REAVES UTIL INCOME FD shareholders