LIBERTY WEALTH MANAGEMENT LLC - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 144 filers reported holding REAVES UTIL INCOME FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2021$57,000
-5.0%
1,7500.0%0.02%
-13.0%
Q2 2021$60,000
+5.3%
1,7500.0%0.02%
-17.9%
Q1 2021$57,0000.0%1,7500.0%0.03%0.0%
Q4 2020$57,000
+3.6%
1,7500.0%0.03%
-12.5%
Q3 2020$55,000
+3.8%
1,7500.0%0.03%
-13.5%
Q2 2020$53,000
+6.0%
1,7500.0%0.04%
-15.9%
Q1 2020$50,000
-23.1%
1,7500.0%0.04%
-13.7%
Q4 2019$65,000
+1.6%
1,7500.0%0.05%
-16.4%
Q3 2019$64,000
+1.6%
1,7500.0%0.06%
+10.9%
Q2 2019$63,000
+8.6%
1,7500.0%0.06%
+25.0%
Q1 2019$58,000
+13.7%
1,7500.0%0.04%
+15.8%
Q4 2018$51,0001,7500.04%
Other shareholders
REAVES UTIL INCOME FD shareholders Q3 2023
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