Carroll Financial Associates, Inc. - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 161 filers reported holding REAVES UTIL INCOME FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q4 2021$25,000
+8.7%
7260.0%0.00%0.0%
Q3 2021$23,000
-4.2%
7260.0%0.00%0.0%
Q2 2021$24,0000.0%7260.0%0.00%0.0%
Q1 2021$24,000
+4.3%
7260.0%0.00%
-50.0%
Q4 2020$23,000
+4.5%
7260.0%0.00%0.0%
Q3 2020$22,000
+4.8%
7260.0%0.00%0.0%
Q2 2020$21,000
+5.0%
7260.0%0.00%0.0%
Q1 2020$20,000
-23.1%
7260.0%0.00%0.0%
Q4 2019$26,0000.0%7260.0%0.00%0.0%
Q3 2019$26,000
+4.0%
7260.0%0.00%0.0%
Q2 2019$25,000
+4.2%
7260.0%0.00%0.0%
Q1 2019$24,000
+14.3%
7260.0%0.00%0.0%
Q4 2018$21,000
-4.5%
7260.0%0.00%0.0%
Q3 2018$22,000
+10.0%
7260.0%0.00%0.0%
Q2 2018$20,0000.0%7260.0%0.00%0.0%
Q1 2018$20,000
-25.9%
726
-18.6%
0.00%
-33.3%
Q4 2017$27,000
-3.6%
8920.0%0.00%0.0%
Q3 2017$28,000
-6.7%
8920.0%0.00%
-25.0%
Q2 2017$30,000
+7.1%
8920.0%0.00%0.0%
Q1 2017$28,000
+3.7%
8920.0%0.00%0.0%
Q4 2016$27,0000.0%8920.0%0.00%0.0%
Q3 2016$27,000
-3.6%
8920.0%0.00%
-20.0%
Q2 2016$28,000
+7.7%
8920.0%0.01%0.0%
Q1 2016$26,000
+13.0%
8920.0%0.01%0.0%
Q4 2015$23,000
+43.8%
892
+59.6%
0.01%
+25.0%
Q3 2015$16,0000.0%5590.0%0.00%0.0%
Q2 2015$16,000
-5.9%
5590.0%0.00%
-42.9%
Q1 2015$17,000
-10.5%
5590.0%0.01%
-41.7%
Q4 2014$19,000
-26.9%
559
-33.4%
0.01%
+50.0%
Q3 2014$26,000
+4.0%
8390.0%0.01%
+14.3%
Q2 2014$25,000
+8.7%
8390.0%0.01%
-12.5%
Q1 2014$23,000
+9.5%
8390.0%0.01%
+14.3%
Q4 2013$21,0000.0%8390.0%0.01%
-12.5%
Q3 2013$21,0000.0%8390.0%0.01%
-20.0%
Q2 2013$21,0008390.01%
Other shareholders
REAVES UTIL INCOME FD shareholders Q4 2021
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