FormulaFolio Investments, 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
FormulaFolio Investments, LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q4 2020$387,000
-20.2%
11,797
-9.8%
0.01%
-52.9%
Q4 2019$485,000
-39.6%
13,078
-40.2%
0.02%
-45.2%
Q3 2019$803,000
+287.9%
21,876
+278.8%
0.03%
+244.4%
Q2 2019$207,000
-21.3%
5,775
-32.6%
0.01%
-25.0%
Q4 2018$263,0000.0%8,5650.0%0.01%0.0%
Q3 2018$263,0008,5650.01%
Other shareholders
REAVES UTIL INCOME FD shareholders Q3 2023
NameSharesValueWeighting ↓
HBW ADVISORY SERVICES LLC 94,521$3,268,0001.15%
Future Financial Wealth Managment LLC 23,492$812,0000.67%
Merrion Investment Management Co, LLC 25,000$864,0000.63%
Paralel Advisors LLC 294,933$10,196,0000.56%
Focused Wealth Management, Inc 83,492$2,886,0000.46%
DOLIVER ADVISORS, LP 41,597$1,438,0000.46%
Magnus Financial Group LLC 76,695$2,651,0000.44%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 92,476$3,197,0000.38%
Armor Investment Advisors, LLC 19,246$665,0000.38%
IBEX WEALTH ADVISORS 53,525$1,850,0000.35%
View complete list of REAVES UTIL INCOME FD shareholders