Patriot Financial Group Insurance Agency, LLC - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 162 filers reported holding REAVES UTIL INCOME FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q2 2023$266,145
-10.8%
9,706
-7.7%
0.05%
-16.7%
Q1 2023$298,305
+3.4%
10,511
+3.0%
0.06%
+53.8%
Q4 2022$288,511
+6.5%
10,206
+2.7%
0.04%
-40.9%
Q3 2022$271,000
-4.2%
9,941
+8.7%
0.07%
+15.8%
Q2 2022$283,000
-6.0%
9,143
+5.1%
0.06%
+5.6%
Q1 2022$301,000
-2.3%
8,701
-0.8%
0.05%
+5.9%
Q4 2021$308,000
+12.8%
8,772
+5.2%
0.05%
+6.2%
Q3 2021$273,000
-3.5%
8,336
+1.0%
0.05%
-7.7%
Q2 2021$283,000
+5.6%
8,252
+3.2%
0.05%
-14.8%
Q1 2021$268,000
+20.7%
7,994
+18.0%
0.06%
+8.9%
Q4 2020$222,000
+13.3%
6,772
+8.1%
0.06%
-12.5%
Q3 2020$196,000
+37.1%
6,264
+31.9%
0.06%
+16.4%
Q2 2020$143,0004,7500.06%
Other shareholders
REAVES UTIL INCOME FD shareholders Q1 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