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 116 filers reported holding REAVES UTIL INCOME FD in Q4 2018. 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 Q4 2018
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