Navis Wealth Advisors, LLC - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 132 filers reported holding REAVES UTIL INCOME FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$246,500
-10.1%
10,0000.0%0.36%
+42.2%
Q2 2023$274,200
-3.4%
10,0000.0%0.25%
-19.3%
Q1 2023$283,800
+0.4%
10,0000.0%0.31%
-22.6%
Q4 2022$282,700
+3.9%
10,0000.0%0.40%
-4.3%
Q3 2022$272,000
-12.3%
10,0000.0%0.42%
+26.5%
Q2 2022$310,000
-10.4%
10,0000.0%0.33%
+8.1%
Q1 2022$346,000
-1.4%
10,0000.0%0.31%
+4.1%
Q4 2021$351,000
+7.0%
10,0000.0%0.30%
+28.8%
Q3 2021$328,000
-4.4%
10,0000.0%0.23%
-20.5%
Q2 2021$343,000
+2.4%
10,0000.0%0.29%
+11.2%
Q1 2021$335,000
+2.1%
10,0000.0%0.26%
-12.5%
Q4 2020$328,00010,0000.30%
Other shareholders
REAVES UTIL INCOME FD shareholders Q4 2020
NameSharesValueWeighting ↓
HBW ADVISORY SERVICES LLC 94,521$3,268,0001.15%
Future Financial Wealth Managment LLC 23,492$812,0000.67%
Merrion Investment Management Co, LLC 25,000$864,0000.63%
Paralel Advisors LLC 294,933$10,196,0000.56%
Focused Wealth Management, Inc 83,492$2,886,0000.46%
DOLIVER ADVISORS, LP 41,597$1,438,0000.46%
Magnus Financial Group LLC 76,695$2,651,0000.44%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 92,476$3,197,0000.38%
Armor Investment Advisors, LLC 19,246$665,0000.38%
IBEX WEALTH ADVISORS 53,525$1,850,0000.35%
View complete list of REAVES UTIL INCOME FD shareholders