Tradition Wealth Management, 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
Tradition Wealth Management, LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$1,827
-4.6%
74,126
+6.2%
0.22%
-2.7%
Q2 2023$1,915
+4.3%
69,825
+7.9%
0.22%
-1.8%
Q1 2023$1,836
+0.3%
64,707
-0.0%
0.23%
-11.6%
Q4 2022$1,830
-99.9%
64,720
-14.2%
0.26%
-16.5%
Q3 2022$2,055,000
-14.4%
75,447
-2.5%
0.31%
-11.5%
Q2 2022$2,400,000
-11.9%
77,408
-1.7%
0.35%
+0.6%
Q1 2022$2,723,000
-0.4%
78,769
+1.1%
0.35%
+0.9%
Q4 2021$2,735,000
+95.6%
77,877
+82.5%
0.34%
+72.9%
Q3 2021$1,398,000
+15.1%
42,667
+20.5%
0.20%
+9.3%
Q2 2021$1,215,000
+22.2%
35,398
+19.3%
0.18%
+5.8%
Q1 2021$994,000
+70.8%
29,659
+67.0%
0.17%
+52.2%
Q4 2020$582,00017,7570.11%
Other shareholders
REAVES UTIL INCOME FD shareholders Q1 2022
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