Worth Asset 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
Worth Asset Management, LLC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q1 2023$20,434
+0.4%
7200.0%0.02%
+14.3%
Q4 2022$20,354
+1.8%
7200.0%0.01%
-6.7%
Q3 2022$20,000
-9.1%
7200.0%0.02%0.0%
Q2 2022$22,000
-4.3%
7200.0%0.02%0.0%
Q1 2022$23,0007200.02%
Other shareholders
REAVES UTIL INCOME FD shareholders Q1 2022
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