Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$546,001
-48.5%
22,150
-42.7%
0.01%
-50.0%
Q2 2023$1,059,936
-31.3%
38,656
-28.8%
0.02%
-36.0%
Q1 2023$1,541,820
+15.2%
54,328
+14.8%
0.02%
+8.7%
Q4 2022$1,338,183
+1.5%
47,336
-2.2%
0.02%
-8.0%
Q3 2022$1,318,000
-8.1%
48,395
+4.6%
0.02%
-3.8%
Q2 2022$1,434,000
-7.2%
46,271
+3.6%
0.03%
+8.3%
Q1 2022$1,545,000
-0.8%
44,682
+0.8%
0.02%0.0%
Q4 2021$1,557,000
+20.0%
44,329
+11.9%
0.02%
+9.1%
Q3 2021$1,298,000
-6.4%
39,602
-2.0%
0.02%
-4.3%
Q2 2021$1,387,000
-100.0%
40,426
-67.0%
0.02%
-36.1%
Q1 2021$4,098,824,000
+224862.9%
122,352
+120.2%
0.04%
-7.7%
Q4 2020$1,822,000
+14.7%
55,562
+9.5%
0.04%
-2.5%
Q3 2020$1,588,000
+2.7%
50,764
-1.0%
0.04%
-9.1%
Q2 2020$1,547,000
+4.2%
51,272
-0.7%
0.04%
-18.5%
Q1 2020$1,484,000
-18.1%
51,627
+5.5%
0.05%0.0%
Q4 2019$1,812,000
+18.9%
48,913
+17.8%
0.05%
+5.9%
Q3 2019$1,524,000
+52.4%
41,527
+48.6%
0.05%
+37.8%
Q2 2019$1,000,000
+30.0%
27,937
+22.2%
0.04%
+12.1%
Q1 2019$769,000
+11.9%
22,855
-2.2%
0.03%0.0%
Q4 2018$687,000
-12.5%
23,365
-8.7%
0.03%
-10.8%
Q3 2018$785,000
+6.5%
25,592
+0.4%
0.04%
-15.9%
Q2 2018$737,000
+0.8%
25,485
-1.7%
0.04%
-12.0%
Q1 2018$731,000
-8.4%
25,922
+0.4%
0.05%
-18.0%
Q4 2017$798,000
+35.7%
25,820
+39.1%
0.06%
+1.7%
Q3 2017$588,000
+518.9%
18,556
+564.6%
0.06%
+445.5%
Q2 2017$95,0002,7920.01%
Other shareholders
REAVES UTIL INCOME FD shareholders Q3 2020
NameSharesValueWeighting ↓
Hollow Brook Wealth Management LLC 121,062$4,077,0004.42%
Yakira Capital Management, Inc. 260,020$8,757,0002.50%
StoneX Group Inc. 38,636$1,301,0000.99%
TCG Advisors, LP 22,123$746,0000.68%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 194,336$6,545,0000.56%
IBEX WEALTH ADVISORS 46,140$1,554,0000.54%
DFPG INVESTMENTS, LLC 10,530$357,0000.38%
Realta Investment Advisors 24,125$811,0000.37%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 9,500$320,0000.37%
Focused Wealth Management, Inc 35,872$1,208,0000.37%
View complete list of REAVES UTIL INCOME FD shareholders