SOA Wealth Advisors, LLC. - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 157 filers reported holding REAVES UTIL INCOME FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$28,003
-10.1%
1,1360.0%0.01%0.0%
Q2 2023$31,150
-3.4%
1,1360.0%0.01%
-12.5%
Q1 2023$32,240
+0.4%
1,1360.0%0.01%
-11.1%
Q4 2022$32,116
+7.1%
1,136
+1.7%
0.01%0.0%
Q3 2022$30,000
-11.8%
1,117
+1.5%
0.01%
-10.0%
Q2 2022$34,000
-8.1%
1,100
+1.4%
0.01%
+11.1%
Q1 2022$37,0000.0%1,085
+1.4%
0.01%0.0%
Q4 2021$37,000
+8.8%
1,070
+1.3%
0.01%0.0%
Q3 2021$34,000
-2.9%
1,056
+1.3%
0.01%0.0%
Q2 2021$35,000
+2.9%
1,042
+1.3%
0.01%
-10.0%
Q1 2021$34,000
+3.0%
1,029
+0.5%
0.01%
+11.1%
Q4 2020$33,0001,0240.01%
Other shareholders
REAVES UTIL INCOME FD shareholders Q4 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