AE Wealth Management LLC - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 121 filers reported holding REAVES UTIL INCOME FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$674,019
-15.4%
27,344
-5.9%
0.00%
-20.0%
Q2 2023$796,463
+0.4%
29,047
+3.9%
0.01%0.0%
Q1 2023$793,181
-1.2%
27,949
-1.5%
0.01%
-16.7%
Q4 2022$802,537
+12.7%
28,388
+8.6%
0.01%0.0%
Q3 2022$712,000
-3.5%
26,149
+9.9%
0.01%0.0%
Q2 2022$738,000
-12.8%
23,798
-2.7%
0.01%0.0%
Q1 2022$846,000
-11.2%
24,464
-9.9%
0.01%
-14.3%
Q4 2021$953,000
+22.3%
27,146
+14.2%
0.01%
+16.7%
Q3 2021$779,000
+6.6%
23,777
+11.6%
0.01%0.0%
Q2 2021$731,000
+8.6%
21,307
+6.1%
0.01%
-14.3%
Q1 2021$673,000
-3.3%
20,075
-5.4%
0.01%
-12.5%
Q4 2020$696,000
-6.1%
21,217
-10.4%
0.01%
-27.3%
Q3 2020$741,000
-17.1%
23,675
-20.1%
0.01%
-21.4%
Q2 2020$894,000
+0.9%
29,619
-3.9%
0.01%
-30.0%
Q1 2020$886,000
-0.1%
30,820
+28.8%
0.02%
+5.3%
Q4 2019$887,000
+84.4%
23,926
+82.7%
0.02%
+35.7%
Q3 2019$481,00013,0970.01%
Other shareholders
REAVES UTIL INCOME FD shareholders Q3 2020
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