Sound View Wealth Advisors Group, LLC - REAVES UTIL INCOME FD ownership

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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%.

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Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$564,968
-11.0%
22,920
-1.1%
0.07%
-15.7%
Q2 2023$635,152
-3.5%
23,164
-0.1%
0.08%
-7.8%
Q1 2023$658,130
+7.1%
23,190
+6.7%
0.09%
-30.8%
Q4 2022$614,640
+3.8%
21,742
+0.0%
0.13%
-2.3%
Q3 2022$592,000
-14.7%
21,732
-2.9%
0.13%
-8.3%
Q2 2022$694,000
-12.6%
22,384
-2.5%
0.14%
-4.0%
Q1 2022$794,000
-1.5%
22,966
+0.0%
0.15%
-0.7%
Q4 2021$806,000
-6.7%
22,958
-12.9%
0.15%
-15.6%
Q3 2021$864,000
-9.7%
26,350
-5.5%
0.18%
-10.4%
Q2 2021$957,000
-0.4%
27,893
-2.8%
0.20%
-10.3%
Q1 2021$961,000
+0.4%
28,692
-1.7%
0.22%
-4.3%
Q4 2020$957,000
+8.5%
29,199
+3.6%
0.23%
+0.9%
Q3 2020$882,000
-1.1%
28,192
-4.6%
0.23%
-7.6%
Q2 2020$892,000
+3.5%
29,549
-1.4%
0.25%
-15.8%
Q1 2020$862,000
-23.3%
29,975
-1.2%
0.30%
-6.0%
Q4 2019$1,124,000
-3.0%
30,325
-3.9%
0.32%
-8.1%
Q3 2019$1,159,000
+4.2%
31,572
+1.6%
0.34%
+4.9%
Q2 2019$1,112,000–31,072–0.33%–
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Other shareholders
REAVES UTIL INCOME FD shareholders Q1 2022
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