BerganKDV Wealth Management, LLC - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 132 filers reported holding REAVES UTIL INCOME FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q2 2023$411,300
-3.4%
15,0000.0%0.04%
-6.8%
Q1 2023$425,700
+0.4%
15,0000.0%0.04%
-4.3%
Q4 2022$424,050
+3.7%
15,0000.0%0.05%
-6.1%
Q3 2022$409,000
-12.0%
15,0000.0%0.05%
-7.5%
Q2 2022$465,000
-11.8%
15,000
-1.6%
0.05%
-5.4%
Q1 2022$527,000
-32.8%
15,241
-31.7%
0.06%
-31.7%
Q4 2021$784,000
+7.3%
22,320
+0.1%
0.08%
-1.2%
Q3 2021$731,000
-4.4%
22,302
-0.0%
0.08%
-8.8%
Q2 2021$765,000
+2.1%
22,309
-0.3%
0.09%
-5.2%
Q1 2021$749,000
+3.3%
22,366
+1.2%
0.10%
-5.9%
Q4 2020$725,000
-2.2%
22,109
-6.6%
0.10%
-12.8%
Q3 2020$741,000
-2.0%
23,679
-5.5%
0.12%
-9.3%
Q2 2020$756,000
+2.4%
25,053
-2.4%
0.13%
-14.6%
Q1 2020$738,000
+32.7%
25,682
+71.2%
0.15%
+52.5%
Q4 2019$556,000
+672.2%
15,000
+650.0%
0.10%
+607.1%
Q2 2019$72,000
-4.0%
2,000
-10.1%
0.01%
-6.7%
Q1 2019$75,000
-77.5%
2,225
-80.4%
0.02%
-80.8%
Q4 2018$334,000
-3.2%
11,343
+0.8%
0.08%
+5.4%
Q3 2018$345,000
+9.9%
11,258
+3.6%
0.07%
+5.7%
Q2 2018$314,000
+1.3%
10,868
-0.9%
0.07%
-17.6%
Q1 2018$310,00010,9640.08%
Other shareholders
REAVES UTIL INCOME FD shareholders Q4 2020
NameSharesValueWeighting ↓
Semus Wealth Partners LLC 33,949$963,4741.04%
Claybrook Capital, LLC 48,277$1,370,1010.77%
HBW ADVISORY SERVICES LLC 105,360$2,9900.74%
Merrion Investment Management Co, LLC 20,000$567,6000.54%
Focused Wealth Management, Inc 92,774$2,632,9340.53%
All Season Financial Advisors, Inc. 18,601$527,8850.48%
Future Financial Wealth Managment LLC 14,200$402,9960.44%
Magnus Financial Group LLC 84,775$2,405,9100.37%
Navis Wealth Advisors, LLC 10,000$283,8000.31%
Atlas Brown,Inc. 22,251$631,4770.29%
View complete list of REAVES UTIL INCOME FD shareholders