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 162 filers reported holding REAVES UTIL INCOME FD in Q1 2023. 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 Q1 2023
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