Trek Financial, LLC - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 160 filers reported holding REAVES UTIL INCOME FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$3,759,150
+698.6%
152,501
+788.4%
0.34%
+739.0%
Q2 2023$470,692
-81.8%
17,166
-81.2%
0.04%
-83.1%
Q1 2023$2,592,598
-60.3%
91,353
-60.4%
0.24%
-62.9%
Q4 2022$6,529,748
+125.5%
230,978
+117.2%
0.65%
+113.8%
Q3 2022$2,896,000
+604.6%
106,327
+808.7%
0.30%
+702.6%
Q4 2021$411,000
+95.7%
11,701
+82.4%
0.04%
+72.7%
Q3 2021$210,0006,4150.02%
Other shareholders
REAVES UTIL INCOME FD shareholders Q1 2022
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