NEVILLE RODIE & SHAW INC - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 5 filers reported holding REAVES UTIL INCOME FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
NEVILLE RODIE & SHAW INC ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q4 2023$273
+8.3%
10,2180.0%0.02%0.0%
Q3 2023$252
-10.0%
10,2180.0%0.02%
-8.3%
Q2 2023$280
-3.4%
10,2180.0%0.02%
-7.7%
Q1 2023$290
+0.3%
10,2180.0%0.03%
-3.7%
Q4 2022$289
-99.9%
10,218
-23.8%
0.03%
-25.0%
Q3 2022$366,000
-12.0%
13,4180.0%0.04%
-2.7%
Q2 2022$416,000
-11.1%
13,4180.0%0.04%
+5.7%
Q1 2022$468,000
-0.6%
13,4180.0%0.04%
+6.1%
Q4 2021$471,000
+7.0%
13,4180.0%0.03%
-2.9%
Q3 2021$440,000
-4.3%
13,4180.0%0.03%
-2.9%
Q2 2021$460,000
+2.2%
13,4180.0%0.04%
-5.4%
Q1 2021$450,000
+2.3%
13,4180.0%0.04%
-2.6%
Q4 2020$440,000
+4.8%
13,4180.0%0.04%
-5.0%
Q3 2020$420,000
+3.7%
13,4180.0%0.04%
-4.8%
Q2 2020$405,000
-54.1%
13,418
-50.0%
0.04%
-12.5%
Q1 2020$883,000
+77.7%
26,836
+100.0%
0.05%
-2.0%
Q4 2019$497,000
+1.0%
13,4180.0%0.05%
-5.8%
Q3 2019$492,000
+2.5%
13,4180.0%0.05%
+2.0%
Q2 2019$480,000
+6.2%
13,4180.0%0.05%
+6.2%
Q1 2019$452,000
+14.4%
13,4180.0%0.05%0.0%
Q4 2018$395,000
-3.9%
13,4180.0%0.05%
+17.1%
Q3 2018$411,000
+5.9%
13,4180.0%0.04%0.0%
Q2 2018$388,000
+2.4%
13,4180.0%0.04%
-2.4%
Q1 2018$379,000
-8.7%
13,4180.0%0.04%
-4.5%
Q4 2017$415,000
+19.6%
13,418
+22.5%
0.04%
+12.8%
Q3 2017$347,000
+36.6%
10,950
+48.0%
0.04%
+34.5%
Q2 2017$254,000
+5.8%
7,4000.0%0.03%
+7.4%
Q1 2017$240,000
+5.7%
7,4000.0%0.03%0.0%
Q4 2016$227,000
-76.7%
7,400
-75.3%
0.03%
-76.9%
Q2 2016$974,000
+8.3%
30,0000.0%0.12%
+7.3%
Q1 2016$899,000
+15.4%
30,0000.0%0.11%
+16.0%
Q4 2015$779,000
-7.6%
30,0000.0%0.09%
-8.7%
Q3 2015$843,000
-2.0%
30,0000.0%0.10%
+9.6%
Q2 2015$860,000
-5.3%
30,0000.0%0.09%0.0%
Q1 2015$908,000
-7.9%
30,0000.0%0.09%
-6.0%
Q4 2014$986,000
+13.2%
30,0000.0%0.10%
+16.3%
Q3 2014$871,000
-3.1%
30,0000.0%0.09%
-4.4%
Q2 2014$899,00030,0000.09%
Other shareholders
REAVES UTIL INCOME FD shareholders Q4 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