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 144 filers reported holding REAVES UTIL INCOME FD in Q3 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 Q3 2023
NameSharesValueWeighting ↓
Claybrook Capital, LLC 66,212$1,632,1260.93%
HBW ADVISORY SERVICES LLC 165,115$4,0700.85%
Semus Wealth Partners LLC 33,733$831,5230.78%
Future Financial Wealth Managment LLC 17,200$423,9800.47%
Merrion Investment Management Co, LLC 20,000$493,0000.43%
Navis Wealth Advisors, LLC 10,000$246,5000.36%
Trek Financial, LLC 152,501$3,759,1500.34%
Magnus Financial Group LLC 87,041$2,145,5530.31%
Atlas Brown,Inc. 22,487$554,3120.25%
Tradition Wealth Management, LLC 74,126$1,8270.22%
View complete list of REAVES UTIL INCOME FD shareholders