UBS Group AG - 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
UBS Group AG ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$4,029,018
-21.3%
163,449
-12.4%
0.00%
-50.0%
Q2 2023$5,117,559
-3.4%
186,636
-0.1%
0.00%0.0%
Q1 2023$5,300,051
+2.2%
186,753
+1.8%
0.00%0.0%
Q4 2022$5,184,322
-0.4%
183,386
-4.0%
0.00%0.0%
Q3 2022$5,205,000
-12.7%
191,072
-0.6%
0.00%0.0%
Q2 2022$5,960,000
-15.1%
192,261
-5.4%
0.00%0.0%
Q1 2022$7,024,000
-8.6%
203,179
-7.2%
0.00%0.0%
Q4 2021$7,686,000
+4.3%
218,845
-2.7%
0.00%0.0%
Q3 2021$7,369,000
+1.6%
224,859
+6.4%
0.00%0.0%
Q2 2021$7,253,000
+2.6%
211,390
+0.2%
0.00%0.0%
Q1 2021$7,068,000
+1.4%
210,971
-0.8%
0.00%0.0%
Q4 2020$6,971,000
+5.1%
212,610
+0.3%
0.00%
-33.3%
Q3 2020$6,635,000
+23.3%
212,028
+18.9%
0.00%
+50.0%
Q2 2020$5,381,000
+8.6%
178,296
+3.4%
0.00%0.0%
Q1 2020$4,956,000
-18.1%
172,369
+5.6%
0.00%0.0%
Q4 2019$6,050,000
+12.9%
163,230
+11.8%
0.00%0.0%
Q3 2019$5,358,000
+18.7%
145,980
+15.7%
0.00%0.0%
Q2 2019$4,515,000
+1.5%
126,126
-4.6%
0.00%0.0%
Q1 2019$4,450,000
+12.8%
132,140
-1.4%
0.00%0.0%
Q4 2018$3,944,000
+5.3%
134,029
+9.7%
0.00%
+100.0%
Q3 2018$3,747,000
+18.1%
122,209
+11.3%
0.00%0.0%
Q2 2018$3,173,000
+14.7%
109,768
+12.0%
0.00%0.0%
Q1 2018$2,767,000
-26.4%
98,021
-19.3%
0.00%
-50.0%
Q4 2017$3,758,000
+76.0%
121,458
+80.4%
0.00%
+100.0%
Q3 2017$2,135,000
-27.6%
67,335
-21.6%
0.00%
-50.0%
Q2 2017$2,948,000
+10.5%
85,836
+4.3%
0.00%
+100.0%
Q1 2017$2,667,000
+20.3%
82,326
+14.0%
0.00%0.0%
Q4 2016$2,217,000
-0.8%
72,206
-1.3%
0.00%0.0%
Q3 2016$2,236,000
-9.4%
73,160
-3.7%
0.00%
-50.0%
Q2 2016$2,467,000
+15.4%
75,989
+6.6%
0.00%
+100.0%
Q1 2016$2,138,000
+41.1%
71,303
+22.2%
0.00%0.0%
Q4 2015$1,515,000
-13.5%
58,339
-6.5%
0.00%0.0%
Q3 2015$1,752,000
-1.0%
62,365
+1.1%
0.00%0.0%
Q2 2015$1,769,000
+3.9%
61,697
+9.7%
0.00%0.0%
Q1 2015$1,702,000
-17.8%
56,247
-10.7%
0.00%0.0%
Q4 2014$2,070,00063,0130.00%
Other shareholders
REAVES UTIL INCOME FD shareholders Q3 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