REAVES UTIL INCOME FD shareholder history

Current and past REAVES UTIL INCOME FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.01%0.06%0.19%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
REAVES W H & CO INC 42420.05%0.11%0.18%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Creative Planning 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.02%0.06%Q2 2013Q3 202342
Janney Montgomery Scott LLC 41410.01%0.02%0.04%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.06%0.36%0.56%Q3 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 41410.00%0.00%0.01%Q3 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q4 2013Q3 202340
FIFTH THIRD BANCORP 3810.00%0.00%0.00%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
US BANCORP \DE\ 2990.00%0.00%0.00%Q3 2013Q3 202338
GUGGENHEIM CAPITAL LLC 38380.01%0.03%0.07%Q2 2014Q3 202338
Hollow Brook Wealth Management LLC 3130.09%2.16%5.41%Q2 2013Q3 202338
NEVILLE RODIE & SHAW INC 2990.02%0.05%0.12%Q2 2014Q4 202338
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q1 2009Q3 202336
BENJAMIN F. EDWARDS & COMPANY, INC. 36360.01%0.02%0.04%Q4 2014Q3 202336
Carroll Financial Associates, Inc. 35350.00%0.00%0.01%Q2 2013Q4 202135
Cordasco Financial Network 35350.01%0.03%0.14%Q4 2013Q2 202235
Advisors Asset Management, Inc. 22130.00%0.04%0.10%Q2 2013Q1 202235
Baird Financial Group, Inc. 34340.00%0.00%0.01%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 33330.01%0.01%0.02%Q3 2015Q3 202333
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
GRAYBILL WEALTH MANAGEMENT, LTD. 32320.13%0.82%2.89%Q4 2015Q3 202332
TIEMANN INVESTMENT ADVISORS, LLC 32320.11%0.28%0.56%Q3 2015Q2 202332
Parkside Financial Bank & Trust 30300.00%0.04%0.10%Q2 2016Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2730.00%0.00%0.00%Q4 2013Q3 202330
Private Advisor Group, LLC 2370.00%0.03%0.08%Q2 2015Q3 202330
AMERIPRISE FINANCIAL INC 2630.00%0.00%0.00%Q1 2014Q3 202329
DAVENPORT & Co LLC 2810.00%0.01%0.02%Q4 2014Q3 202329
FLAGSHIP HARBOR ADVISORS, LLC 28280.02%0.07%0.17%Q4 2016Q3 202328
StoneX Group Inc. 1920.07%0.56%1.31%Q3 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.06%Q2 2013Q4 201927
INGALLS & SNYDER LLC 27270.01%0.05%0.07%Q2 2016Q4 202227
Snowden Capital Advisors LLC 2070.00%0.06%0.17%Q1 2016Q2 202327
Geneos Wealth Management Inc. 26260.00%0.00%0.00%Q1 2016Q2 202226
Steward Partners Investment Advisory, LLC 26260.01%0.03%0.06%Q2 2017Q3 202326
Yakira Capital Management, Inc. 25250.10%2.78%14.92%Q4 2013Q4 201925
Valeo Financial Advisors, LLC 25250.00%0.02%0.04%Q3 2017Q3 202325
Armor Investment Advisors, LLC 25250.19%0.28%0.38%Q3 2017Q3 202325
COHEN & STEERS, INC. 1320.00%0.02%0.04%Q2 2013Q3 202224
SECURITY NATIONAL TRUST CO 24240.01%0.01%0.01%Q4 2015Q3 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.02%Q4 2017Q3 202324
GLENMEDE TRUST CO NA 910.00%0.00%0.00%Q1 2014Q3 202023
Sigma Planning Corp 1940.01%0.02%0.03%Q3 2016Q3 202323
Belpointe Asset Management LLC 23230.02%0.07%0.14%Q3 2017Q1 202323
North Star Investment Management Corp. 1760.00%0.00%0.00%Q4 2017Q3 202323
Sterling Investment Advisors, Ltd. 23230.02%0.03%0.04%Q4 2016Q2 202223
BOKF, NA 1720.00%0.03%0.04%Q1 2017Q2 202322
Brookstone Capital Management 2020.00%0.02%0.04%Q2 2015Q3 202322
Certified Advisory Corp 11110.09%0.11%0.14%Q4 2017Q3 202322
BerganKDV Wealth Management, LLC 1560.01%0.08%0.15%Q1 2018Q2 202321
Sowell Financial Services LLC 1050.08%0.15%0.23%Q1 2018Q3 202321
Cetera Advisor Networks LLC 1920.01%0.02%0.05%Q3 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.11%Q3 2018Q3 202321
CENTAURUS FINANCIAL, INC. 1650.01%0.04%0.06%Q2 2018Q3 202321
DELTA ASSET MANAGEMENT LLC/TN 1740.00%0.00%0.00%Q4 2017Q3 202321
Centerpoint Advisors, LLC 21210.02%0.03%0.05%Q3 2018Q3 202321
AdvisorNet Financial, Inc 1650.00%0.01%0.02%Q1 2018Q3 202321
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
FIRST TRUST ADVISORS LP 1130.00%0.00%0.00%Q4 2013Q3 202320
LUCAS CAPITAL MANAGEMENT 20200.09%0.23%0.33%Q3 2013Q2 201820
Magnus Financial Group LLC 20200.20%0.36%0.58%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20200.00%0.11%0.38%Q4 2018Q3 202320
Hodges Capital Management Inc. 810.01%0.03%0.09%Q2 2014Q4 202020
WEDBUSH SECURITIES INC 1270.01%0.02%0.05%Q2 2018Q3 202319
Gradient Investments LLC 1810.00%0.00%0.00%Q3 2013Q1 202219
IFP Advisors, Inc 1110.00%0.01%0.05%Q4 2015Q3 202319
Tower Research Capital LLC (TRC) 1010.00%0.00%0.00%Q2 2013Q3 202319
BREWIN DOLPHIN LTD 19190.00%0.00%0.00%Q4 2017Q2 202219
CWM, LLC 1180.00%0.00%0.00%Q4 2018Q3 202319
RPG Investment Advisory, LLC 18180.00%0.00%0.01%Q2 2017Q3 202118
FMR LLC 810.00%0.00%0.00%Q3 2018Q3 202318
Invesco Ltd. 1170.00%0.00%0.00%Q2 2013Q1 201918
Private Capital Group, LLC 18180.00%0.00%0.01%Q4 2017Q1 202218
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
Good Life Advisors, LLC 18180.06%0.25%0.43%Q2 2019Q3 202318
MML INVESTORS SERVICES, LLC 1170.00%0.00%0.02%Q4 2018Q2 202318
Sound View Wealth Advisors Group, LLC 18180.07%0.20%0.34%Q2 2019Q3 202318
AE Wealth Management LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
Advisory Services Network, LLC 620.00%0.01%0.07%Q3 2017Q3 202317
WFG Advisors, LP 17170.01%0.01%0.03%Q2 2013Q2 201717
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q2 2013Q3 202216
CATAWBA CAPITAL MANAGEMENT /VA 16160.07%0.09%0.10%Q2 2013Q1 201716
IBEX WEALTH ADVISORS 16160.33%0.53%0.76%Q1 2019Q4 202216
ENVESTNET ASSET MANAGEMENT INC 1010.00%0.00%0.00%Q1 2014Q3 202316
Oakworth Capital, Inc. 16160.01%0.01%0.02%Q4 2013Q3 201716
HighTower Advisors, LLC 1150.00%0.00%0.00%Q3 2019Q3 202316
B. Riley Wealth Advisors, Inc. 870.01%0.02%0.04%Q2 2018Q3 202215
MSI Financial Services Inc 15150.01%0.01%0.02%Q2 2013Q4 201615
Cetera Investment Advisers 1410.01%0.01%0.03%Q4 2019Q3 202315
J.W. COLE ADVISORS, INC. 1410.02%0.04%0.05%Q4 2019Q3 202315
REGIONS FINANCIAL CORP 1020.00%0.00%0.00%Q4 2017Q2 202215
Proficio Capital Partners LLC 15150.04%0.07%0.13%Q4 2015Q2 201915
Ahrens Investment Partners LLC 910.04%0.38%0.82%Q4 2018Q1 202315
1832 Asset Management L.P. 1050.00%0.00%0.02%Q4 2017Q2 202315
Advisor Group, Inc. 15150.01%0.01%0.01%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Welch Group, LLC 1310.02%0.03%0.03%Q1 2020Q3 202314
PEAPACK GLADSTONE FINANCIAL CORP 1220.01%0.01%0.01%Q1 2017Q3 202314
MOTCO 14140.00%0.00%0.00%Q2 2020Q3 202314
DEUTSCHE BANK AG\ 950.00%0.00%0.00%Q2 2014Q2 202114
Mariner, LLC 950.00%0.00%0.01%Q2 2019Q2 202314
KEYBANK NATIONAL ASSOCIATION/OH 630.00%0.00%0.00%Q2 2019Q3 202314
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1120.16%0.26%0.39%Q3 2018Q4 202113
Moors & Cabot, Inc. 13130.02%0.03%0.04%Q3 2020Q3 202313
AlphaMark Advisors, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Stratos Wealth Partners, LTD. 510.01%0.01%0.01%Q4 2016Q2 202213
NEXT Financial Group, Inc 630.00%0.00%0.01%Q3 2014Q4 202113
Kestra Advisory Services, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Patriot Financial Group Insurance Agency, LLC 13130.04%0.05%0.07%Q2 2020Q2 202313
Evercore Wealth Management, LLC 12120.00%0.00%0.01%Q1 2015Q4 201712
Key FInancial Inc 12120.00%0.00%0.01%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.04%0.06%Q4 2018Q3 202112
Tradition Wealth Management, LLC 12120.11%0.25%0.35%Q4 2020Q3 202312
SeaCrest Wealth Management, LLC 720.00%0.03%0.07%Q3 2018Q3 202312
Navis Wealth Advisors, LLC 12120.23%0.31%0.42%Q4 2020Q3 202312
Laurel Wealth Advisors LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
1834 INVESTMENT ADVISORS CO 12120.00%0.00%0.01%Q3 2019Q2 202212
Merrion Investment Management Co, LLC 12120.43%0.61%0.75%Q4 2020Q3 202312
Future Financial Wealth Managment LLC 12120.41%0.65%0.84%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Joseph P. Lucia & Associates, LLC 520.02%0.07%0.13%Q2 2019Q2 202211
SevenBridge Financial Group, LLC 710.00%0.00%0.01%Q2 2016Q2 201911
ISLAY CAPITAL MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
DOLIVER ADVISORS, LP 210.16%0.43%0.97%Q3 2013Q1 202211
Spire Wealth Management 11110.01%0.01%0.02%Q1 2021Q3 202311
CSS LLC/IL 740.00%0.15%0.30%Q4 2013Q2 201911
FIRST FOUNDATION ADVISORS 11110.02%0.05%0.09%Q2 2018Q4 202011
Kovack Advisors, Inc. 910.03%0.08%0.10%Q2 2017Q3 202310
West Branch Capital LLC 10100.01%0.05%0.07%Q2 2021Q3 202310
Lowe Wealth Advisors, LLC 10100.11%0.12%0.13%Q3 2021Q4 202310
BRADLEY FOSTER & SARGENT INC/CT 710.01%0.01%0.01%Q2 2013Q4 201910
CORNERSTONE ADVISORS INC 710.03%1.10%2.63%Q2 2013Q4 201710
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10100.00%0.00%0.00%Q4 2015Q1 201810
BANK OF NOVA SCOTIA 510.00%0.02%0.03%Q1 2016Q4 201810
Atlas Brown,Inc. 10100.15%0.29%0.33%Q2 2021Q3 202310
Accel Wealth Management 10100.01%0.02%0.02%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
HBW ADVISORY SERVICES LLC 990.61%0.78%1.15%Q3 2021Q3 20239
SIGNATUREFD, LLC 810.00%0.00%0.00%Q3 2020Q3 20239
Capital Investment Advisory Services, LLC 420.01%0.03%0.05%Q1 2019Q1 20229
NATIONAL PLANNING CORP 710.02%0.10%0.18%Q2 2013Q4 20169
WEBSTER BANK, N. A. 990.00%0.00%0.00%Q3 2021Q3 20239
Avior Wealth Management, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
CAMDEN NATIONAL BANK 990.05%0.10%0.15%Q4 2019Q4 20219
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.20%0.34%0.48%Q3 2021Q3 20239
DFPG INVESTMENTS, LLC 990.10%0.26%0.44%Q4 2018Q4 20209
OPPENHEIMER & CO INC 810.01%0.02%0.03%Q1 2020Q3 20239
Biechele Royce Advisors 880.14%0.20%0.25%Q4 2021Q3 20238
Sterling Capital Management LLC 880.01%0.01%0.01%Q4 2015Q3 20178
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.02%0.07%Q2 2013Q2 20218
Assured Investment Management LLC 880.01%0.04%0.08%Q2 2013Q1 20158
SEI INVESTMENTS CO 880.00%0.00%0.00%Q3 2016Q2 20188
Pinnacle Wealth Management Group, Inc. 880.18%0.21%0.30%Q2 2021Q1 20238
Jacobi Capital Management LLC 880.01%0.01%0.01%Q1 2018Q4 20198
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 530.33%0.45%0.56%Q1 2018Q3 20208
HUDSON EDGE INVESTMENT PARTNERS INC. 880.14%0.17%0.21%Q4 2021Q3 20238
Parallel Advisors, LLC 710.00%0.01%0.01%Q1 2018Q1 20208
FourThought Financial, LLC 880.01%0.06%0.17%Q4 2020Q3 20228
JPMORGAN CHASE & CO 880.00%0.00%0.00%Q3 2021Q2 20238
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.02%0.03%0.04%Q2 2018Q1 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.03%0.04%0.06%Q2 2013Q4 20147
Integrated Wealth Management 770.06%0.08%0.16%Q1 2015Q3 20167
VSR Financial Services, Inc. 770.02%0.03%0.03%Q3 2014Q1 20167
Platform Technology Partners 410.10%0.18%0.29%Q1 2020Q2 20237
MONETARY MANAGEMENT GROUP INC 520.02%0.05%0.07%Q4 2015Q4 20177
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.00%Q4 2015Q2 20177
Retirement Group, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
All Season Financial Advisors, Inc. 520.31%0.48%0.72%Q3 2021Q2 20237
Wellington Shields & Co., LLC 770.05%0.07%0.11%Q1 2022Q3 20237
Orion Capital Management LLC 770.01%0.01%0.02%Q4 2020Q2 20227
First PREMIER Bank 770.00%0.00%0.00%Q1 2022Q3 20237
BREITER CAPITAL MANAGEMENT INC 430.11%0.14%0.19%Q2 2020Q1 20227
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.00%0.00%Q3 2020Q1 20227
Avion Wealth 610.00%0.00%0.00%Q1 2020Q3 20237
Wellington Shields Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
JOHNSON INVESTMENT COUNSEL INC 770.01%0.01%0.01%Q4 2021Q2 20237
Trek Financial, LLC 520.02%0.23%0.65%Q3 2021Q3 20237
ENTERPRISE FINANCIAL SERVICES CORP 770.01%0.02%0.04%Q1 2019Q3 20207
Versant Capital Management, Inc 770.00%0.00%0.00%Q2 2022Q4 20237
UMB Bank, n.a. 770.00%0.00%0.00%Q1 2022Q3 20237
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 610.00%0.01%0.02%Q2 2013Q1 20187
Cypress Wealth Services, LLC 610.06%0.07%0.09%Q4 2017Q4 20197
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Allworth Financial LP 430.00%0.00%0.00%Q3 2021Q3 20237
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
LINCOLN NATIONAL CORP 660.01%0.01%0.01%Q4 2020Q1 20226
PRIVATE TRUST CO NA 660.00%0.00%0.01%Q2 2022Q3 20236
J.P. Morgan Private Wealth Advisors LLC 210.00%0.00%0.00%Q1 2016Q1 20236
GPS Wealth Strategies Group, LLC 330.01%0.01%0.01%Q1 2022Q3 20236
Plante Moran Financial Advisors, LLC 510.00%0.00%0.00%Q1 2017Q1 20196
Wealthspire Advisors, L.P. 510.00%0.01%0.08%Q1 2018Q3 20206
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Western Wealth Management, LLC 660.03%0.03%0.03%Q1 2022Q2 20236
Mutual Advisors, LLC 660.01%0.02%0.03%Q1 2022Q2 20236
FormulaFolio Investments, LLC 310.01%0.01%0.03%Q3 2018Q4 20206
Virtu KCG Holdings LLC 310.00%0.01%0.02%Q4 2013Q1 20166
People's United Financial, Inc. 420.00%0.00%0.02%Q3 2016Q3 20196
VALLEY NATIONAL ADVISERS INC 660.01%0.01%0.01%Q4 2019Q1 20216
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Guild Investment Management, Inc. 660.65%2.95%4.67%Q3 2019Q4 20206
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
AVALON CAPITAL MANAGEMENT 550.20%0.21%0.22%Q1 2022Q1 20235
PHYSICIANS FINANCIAL SERVICES, INC. 550.00%0.00%0.00%Q4 2015Q4 20165
Paragon Wealth Strategies, LLC 210.03%0.08%0.18%Q1 2022Q4 20235
ASSET MANAGEMENT CORP /IL/ /ADV 550.15%0.22%0.42%Q4 2019Q4 20205
MUFG Americas Holdings Corp 410.00%0.00%0.01%Q4 2019Q3 20215
Evanson Asset Management, LLC 550.02%0.02%0.03%Q1 2021Q1 20225
NewEdge Advisors, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
WESTPORT RESOURCES MANAGEMENT INC 320.00%0.01%0.02%Q2 2013Q3 20165
IFG Advisory, LLC 320.02%0.03%0.05%Q4 2021Q1 20235
Joel Isaacson & Co., LLC 550.01%0.01%0.01%Q4 2015Q4 20165
Intercontinental Wealth Advisors, LLC 550.04%0.05%0.07%Q4 2018Q4 20195
JANUS HENDERSON GROUP PLC 550.01%0.01%0.01%Q4 2017Q4 20185
Total Clarity Wealth Management, Inc. 210.03%0.07%0.10%Q4 2019Q2 20225
Zullo Investment Group, Inc. 550.02%0.02%0.02%Q4 2021Q4 20225
REILLY FINANCIAL ADVISORS, LLC 410.00%0.01%0.02%Q2 2013Q2 20165
FinTrust Capital Advisors, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Equitable Holdings, Inc. 550.01%0.01%0.01%Q2 2021Q2 20225
TRUIST FINANCIAL CORP 410.00%0.00%0.00%Q4 2021Q1 20235
Addison Advisors LLC 410.01%0.03%0.04%Q4 2020Q1 20225
SIT INVESTMENT ASSOCIATES INC 320.14%0.72%1.61%Q4 2015Q2 20185
Grove Bank & Trust 410.02%0.03%0.03%Q4 2017Q3 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.03%0.04%0.05%Q3 2022Q3 20235
Balentine LLC 410.00%0.02%0.04%Q4 2018Q2 20205
LBA Wealth Management, LLC 550.02%0.02%0.04%Q1 2016Q1 20175
First Allied Advisory Services, Inc. 550.02%0.04%0.05%Q2 2013Q2 20145
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 320.02%0.40%0.70%Q4 2015Q2 20185
Weiss Asset Management LP 210.03%0.08%0.13%Q2 2017Q4 20225
Quad-Cities Investment Group, LLC 550.04%0.05%0.07%Q3 2018Q3 20195
Worth Asset Management, LLC 550.01%0.02%0.02%Q1 2022Q1 20235
Claybrook Capital, LLC 550.29%0.70%0.97%Q3 2022Q3 20235
Stonebridge Capital Advisors LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Semus Wealth Partners LLC 440.78%0.96%1.16%Q4 2022Q3 20234
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q3 2017Q4 20214
RMB Capital Management, LLC 210.01%0.07%0.16%Q1 2015Q4 20174
Arete Wealth Advisors, LLC 440.02%0.02%0.02%Q3 2022Q2 20234
Wealth Quarterback LLC 220.02%0.02%0.02%Q4 2019Q3 20214
CENTRAL TRUST Co 210.00%0.00%0.00%Q3 2018Q1 20214
Partnervest Advisory Services LLC 440.10%0.11%0.11%Q1 2019Q4 20194
CERTUITY, LLC 440.06%0.10%0.19%Q1 2021Q4 20214
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
BAIRD ROBERT W & CO INC /WI/ 440.00%0.00%0.00%Q2 2014Q1 20154
Keebeck Wealth Management, LLC 440.05%0.07%0.10%Q2 2020Q1 20214
McIlrath & Eck, LLC 110.01%0.02%0.02%Q2 2018Q1 20234
Paralel Advisors LLC 440.50%0.57%0.61%Q4 2021Q3 20224
Winslow, Evans & Crocker, Inc. 440.00%0.01%0.02%Q3 2019Q2 20204
FineMark National Bank & Trust 440.01%0.01%0.01%Q2 2013Q1 20144
Vigilare Wealth Management 440.24%0.31%0.36%Q4 2019Q3 20204
MACROVIEW INVESTMENT MANAGEMENT LLC 440.01%0.02%0.02%Q4 2022Q3 20234
ROBINSON CAPITAL MANAGEMENT, LLC 440.74%0.91%1.33%Q4 2017Q3 20184
D'Orazio & Associates, Inc. 440.00%0.01%0.01%Q4 2020Q3 20214
JANUS HENDERSON INVESTORS US LLC 440.00%0.00%0.00%Q4 2015Q3 20164
MILLENNIUM MANAGEMENT LLC 440.00%0.00%0.00%Q2 2017Q1 20184
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Transamerica Financial Advisors, Inc. 440.00%0.00%0.00%Q4 2014Q3 20154
AVANTAX ADVISORY SERVICES, INC. 310.00%0.01%0.01%Q3 2020Q4 20224
Destiny Wealth Partners, LLC 440.00%0.00%0.01%Q1 2022Q4 20224
Citadel Advisors 210.00%0.00%0.00%Q3 2021Q1 20234
Realta Investment Advisors 440.26%0.29%0.37%Q1 2019Q4 20194
THOMPSON DAVIS & CO., INC. 210.01%0.17%0.45%Q1 2016Q4 20214
Maryland Capital Management 440.02%0.02%0.03%Q1 2020Q4 20204
Prime Capital Investment Advisors, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Castleview Partners, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Thomas J. Herzfeld Advisors, Inc. 330.33%1.26%1.75%Q4 2017Q2 20183
Investors Research Corp 330.05%0.05%0.05%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
HANCOCK WHITNEY CORP 330.01%0.01%0.01%Q3 2022Q1 20233
Avantax Planning Partners, Inc. 330.03%0.03%0.04%Q1 2019Q3 20193
ASSETMARK, INC 330.00%0.00%0.00%Q2 2021Q4 20213
Stevens First Principles Investment Advisors 330.00%0.00%0.00%Q2 2017Q4 20173
ALPS ADVISORS INC 330.02%0.06%0.09%Q1 2021Q3 20213
TCG Advisors, LP 330.68%0.70%0.72%Q4 2018Q2 20193
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2013Q1 20153
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.00%Q3 2019Q1 20203
CoreCap Advisors, LLC 110.01%0.01%0.02%Q4 2021Q4 20223
Eudaimonia Partners, LLC 330.03%0.03%0.03%Q3 2020Q1 20213
Walleye Trading LLC 210.00%0.01%0.02%Q2 2013Q1 20183
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2017Q4 20223
Crewe Advisors LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Hoover Financial Advisors, Inc. 330.01%0.01%0.02%Q4 2020Q2 20213
MARINER INVESTMENT GROUP LLC 210.29%0.46%0.63%Q4 2015Q1 20183
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
HOLLENCREST CAPITAL MANAGEMENT 210.00%0.00%0.00%Q4 2022Q3 20233
Dana Investment Advisors, Inc. 210.01%0.01%0.02%Q4 2020Q3 20213
HBC Financial Services, PLLC 330.00%0.00%0.00%Q1 2021Q3 20213
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.01%Q1 2023Q3 20233
Sandy Spring Bank 330.00%0.00%0.00%Q1 2023Q3 20233
RIVERNORTH CAPITAL MANAGEMENT, LLC 330.63%0.79%1.04%Q4 2017Q2 20183
FNY Managed Accounts LLC 330.04%0.90%2.29%Q3 2017Q1 20183
Aptus Capital Advisors, LLC 330.02%0.17%0.32%Q1 2019Q3 20193
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.01%0.02%0.02%Q1 2021Q3 20213
Karpus Management, Inc. 330.07%0.08%0.09%Q1 2018Q3 20183
Rikoon Group, LLC 330.08%0.09%0.10%Q4 2019Q2 20203
Relative Value Partners Group, LLC 330.02%0.02%0.02%Q1 2020Q3 20203
Genesis Wealth Advisors, LLC 330.23%0.24%0.25%Q4 2014Q2 20153
CLOUGH CAPITAL PARTNERS L P 330.12%0.12%0.12%Q4 2017Q2 20183
Endurance Wealth Management, Inc. 330.00%0.01%0.01%Q4 2022Q2 20233
M&T BANK CORP 330.00%0.00%0.00%Q2 2013Q4 20133
Golden State Wealth Management, LLC 330.00%0.01%0.01%Q1 2019Q3 20193
Merit Financial Group, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Icon Wealth Partners, LLC 110.02%0.02%0.03%Q4 2017Q1 20193
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ClearBridge Investments 330.00%0.00%0.00%Q2 2013Q4 20133
CX Institutional 210.00%0.01%0.01%Q2 2021Q2 20223
LEVEL FOUR ADVISORY SERVICES, LLC 330.04%0.05%0.07%Q2 2018Q4 20183
TCI Wealth Advisors, Inc. 220.00%0.01%0.02%Q2 2022Q3 20222
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q4 2018Q1 20192
Ameritas Investment Company, LLC 110.01%0.02%0.02%Q1 2019Q1 20202
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.06%0.11%0.16%Q4 2020Q4 20222
Pinnacle Bancorp, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.07%0.14%Q2 2023Q3 20232
Sound View Wealth Advisors, LLC 220.34%0.34%0.35%Q4 2018Q1 20192
Clearstead Advisors, LLC 110.01%0.03%0.06%Q3 2017Q4 20212
Consolidated Portfolio Review Corp 220.08%0.14%0.20%Q2 2023Q3 20232
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q3 2019Q4 20192
NINE MASTS CAPITAL Ltd 220.08%0.12%0.16%Q2 2018Q3 20182
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Castle Rock Wealth Management, LLC 110.04%0.38%0.71%Q3 2018Q1 20192
Bedel Financial Consulting, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
FNY Investment Advisers, LLC 110.03%0.05%0.07%Q1 2019Q3 20192
Royal Fund Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Twin Lakes Capital Management, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Elequin Capital, LP 220.04%0.10%0.17%Q4 2022Q1 20232
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.00%Q4 2021Q1 20222
Benchmark Wealth Management, LLC 220.20%0.21%0.22%Q4 2019Q1 20202
Vectors Research Management, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Strategic Family Wealth Counselors, L.L.C. 220.15%0.16%0.17%Q2 2023Q3 20232
HB Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Lebenthal Holdings,LLC 220.05%0.10%0.14%Q1 2016Q2 20162
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
SG Americas Securities, LLC 110.00%0.01%0.01%Q4 2013Q4 20152
Dynasty Wealth Management, LLC 220.76%0.78%0.80%Q2 2018Q3 20182
CAROLINAS WEALTH CONSULTING LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Penbrook Management LLC 220.19%0.20%0.21%Q2 2023Q3 20232
Annapolis Financial Services, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Arkadios Wealth Advisors 110.00%0.00%0.00%Q1 2021Q3 20212
Horan Securities, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.03%0.03%Q2 2013Q3 20132
Donald L. Hagan, LLC 110.01%0.01%0.01%Q3 2015Q1 20162
AMERICAN NATIONAL BANK 110.00%0.00%0.01%Q1 2023Q3 20232
Samalin Investment Counsel, LLC 110.02%0.08%0.14%Q4 2019Q3 20232
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2014Q4 20152
Weaver Consulting Group 220.01%0.01%0.01%Q2 2020Q3 20202
Smithfield Trust Co 220.00%0.00%0.00%Q3 2020Q4 20202
SALEM INVESTMENT COUNSELORS INC 220.01%0.01%0.01%Q4 2021Q1 20222
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Brand Asset Management Group, Inc. 220.01%0.01%0.01%Q3 2019Q4 20192
Community Financial Services Group, LLC 220.00%0.00%0.00%Q4 2014Q1 20152
Larson Financial Group LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
PSI Advisors, LLC 110.00%0.01%0.02%Q4 2019Q4 20212
Intersect Capital LLC 220.01%0.02%0.02%Q4 2014Q1 20152
Alpine Global Management, LLC 110.58%0.58%0.58%Q4 2017Q4 20171
Claraphi Advisory Network, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
FNY Partners Fund LP 110.03%0.03%0.03%Q3 2017Q3 20171
OUTFITTER FINANCIAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Procyon Advisors, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
PARSONS CAPITAL MANAGEMENT INC/RI 110.00%0.00%0.00%Q1 2015Q1 20151
Commonwealth Financial Services, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Gator Capital Management, LLC 112.68%2.68%2.68%Q4 2015Q4 20151
BDO Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Glacier Peak Capital LLC 111.68%1.68%1.68%Q2 2013Q2 20131
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Raab & Moskowitz Asset Management LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Virtu Financial LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ancora Advisors LLC 110.03%0.03%0.03%Q4 2015Q4 20151
RITHOLTZ WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2022Q3 20221
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Cassaday & Co Wealth Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Bramshill Investments, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
HWG Holdings LP 110.01%0.01%0.01%Q3 2022Q3 20221
Transform Wealth, LLC 110.07%0.07%0.07%Q3 2017Q3 20171
Ruggie Capital Group 110.00%0.00%0.00%Q1 2015Q1 20151
SECURITY NATIONAL BANK OF SO DAK 110.17%0.17%0.17%Q2 2021Q2 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MARSHALL WACE, LLP 110.01%0.01%0.01%Q4 2015Q4 20151
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q3 2022Q3 20221
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Cribstone Capital Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
CNB Bank 110.03%0.03%0.03%Q1 2023Q1 20231
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q2 2013Q2 20131
Align Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Safeguard Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
B. Riley Wealth Management, Inc. 110.07%0.07%0.07%Q4 2018Q4 20181
Allie Family Office LLC 110.16%0.16%0.16%Q2 2022Q2 20221
BOOTHBAY FUND MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q4 2015Q4 20151
Newport Capital Group, LLC 110.18%0.18%0.18%Q3 2021Q3 20211
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2013Q1 20131
CAMDEN NATIONAL CORP 110.08%0.08%0.08%Q1 2021Q1 20211
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
TOBIAS FINANCIAL ADVISORS, INC. 110.10%0.10%0.10%Q4 2019Q4 20191
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Squarepoint Ops LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Carnick & Kubik, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Bluefin Trading, LLC 110.62%0.62%0.62%Q4 2017Q4 20171
BROWN ADVISORY INC 110.00%0.00%0.00%Q2 2019Q2 20191
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Kovitz Investment Group Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
BUCKINGHAM STRATEGIC WEALTH, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Fieldpoint Private Securities, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
COHEN & STEERS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.20%0.20%0.20%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Archer Investment Corp 110.01%0.01%0.01%Q4 2020Q4 20201
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
Court Place Advisors, LLC 110.10%0.10%0.10%Q2 2017Q2 20171
Forward Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Laurion Capital Management LP 110.01%0.01%0.01%Q4 2017Q4 20171
Private Ocean, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Cetera Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Lebenthal Asset Management, LLC 110.05%0.05%0.05%Q2 2016Q2 20161
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2016Q2 20161
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Bruderman Asset Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q2 2020Q2 20201
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Ramirez Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
TRENT CAPITAL MANAGEMENT INC /NC/ 110.02%0.02%0.02%Q4 2016Q4 20161
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q2 2013Q2 20131
Homrich & Berg 110.01%0.01%0.01%Q2 2021Q2 20211
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Sheaff Brock Investment Advisors, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
JLB & ASSOCIATES INC 110.05%0.05%0.05%Q4 2018Q4 20181
RDA Financial Network 110.09%0.09%0.09%Q4 2020Q4 20201
Modera Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2016Q3 20161
External links

This page lists all the filers that currently own REAVES UTIL INCOME FD or have owned REAVES UTIL INCOME FD in the past.