Avior Wealth Management, LLC - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 150 filers reported holding REAVES UTIL INCOME FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$14,297
-10.1%
5800.0%0.00%0.0%
Q2 2023$15,903
-3.4%
5800.0%0.00%0.0%
Q1 2023$16,460
+0.4%
5800.0%0.00%0.0%
Q4 2022$16,396
+9.3%
5800.0%0.00%0.0%
Q3 2022$15,000
-11.8%
5800.0%0.00%
-50.0%
Q2 2022$17,000
-15.0%
5800.0%0.00%0.0%
Q1 2022$20,0000.0%5800.0%0.00%0.0%
Q4 2021$20,000
+5.3%
5800.0%0.00%0.0%
Q3 2021$19,0005800.00%
Other shareholders
REAVES UTIL INCOME FD shareholders Q2 2023
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