Spire Wealth Management - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 161 filers reported holding REAVES UTIL INCOME FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$153,108
-13.1%
6,211
-3.3%
0.01%
-14.3%
Q2 2023$176,199
-5.2%
6,426
-1.9%
0.01%0.0%
Q1 2023$185,906
+100389.7%
6,551
+0.2%
0.01%
-30.0%
Q4 2022$185
-99.9%
6,541
-1.1%
0.01%
-9.1%
Q3 2022$180,000
-22.1%
6,613
-11.4%
0.01%
+10.0%
Q2 2022$231,000
-14.4%
7,463
-4.5%
0.01%
+42.9%
Q1 2022$270,000
-64.1%
7,814
-63.0%
0.01%
-58.8%
Q4 2021$753,000
+170.9%
21,094
+148.8%
0.02%
+142.9%
Q3 2021$278,000
+6.9%
8,478
+11.7%
0.01%0.0%
Q2 2021$260,000
-63.2%
7,587
-64.4%
0.01%
-63.2%
Q1 2021$707,00021,3010.02%
Other shareholders
REAVES UTIL INCOME FD shareholders Q4 2021
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