UTG / Reaves Utility Income Fund - Kepemilikan Institusional - Penjual

Reaves Utility Income Fund
US ˙ NYSEAM

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-07-08 13F Nbc Securities, Inc. 51,173 -7.98 2 0.00
2025-08-12 13F Retirement Planning Co of New England, Inc. 0 -100.00 0 -100.00
2025-07-24 13F Us Bancorp \de\ 13,284 -9.90 481 0.21
2025-05-12 13F Wolverine Asset Management Llc 0 -100.00 0
2025-07-28 13F/A Penbrook Management LLC 6,075 -37.53 220 -30.70
2025-08-12 13F CIBC Private Wealth Group, LLC 300 -0.33 11 25.00
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2025-08-11 13F Elequin Capital Lp 0 -100.00 0
2025-05-07 13F Ramirez Asset Management, Inc. 0 -100.00 0
2025-05-12 13F Virtu Financial LLC 0 -100.00 0
2025-08-14 13F Mml Investors Services, Llc 17,658 -16.50 1
2025-08-14 13F Royal Bank Of Canada 493,887 -1.45 17,868 9.57
2025-05-12 13F Fmr Llc 0 -100.00 0
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 -100.00 0
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-08-13 13F JBR Co Financial Management Inc 131,812 -3.16 4,769 7.65
2025-05-06 13F Kovack Advisors, Inc. 0 -100.00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 0 -100.00 0
2025-05-15 13F Family Office Research LLC 0 -100.00 0
2025-08-14 13F Ameriprise Financial Inc 382,317 -22.02 13,827 -12.98
2025-07-29 13F Balboa Wealth Partners 8,761 -9.74 317 0.32
2025-07-08 13F Atlas Brown,Inc. 19,579 -5.87 708 4.73
2025-08-14 13F CoreCap Advisors, LLC 5,604 -8.19 203 2.02
2025-04-25 13F Albion Financial Group /ut 0 -100.00 0
2025-07-09 13F Sunpointe, LLC 17,774 -25.10 643 -16.71
2025-07-09 13F Triumph Capital Management 7,982 -7.85 289 2.49
2025-07-25 13F Atria Wealth Solutions, Inc. 50,949 -19.13 1,843 -10.10
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-04-29 13F Raleigh Capital Management Inc. 0 -100.00 0
2025-07-22 13F Belpointe Asset Management LLC 14,011 -7.00 507 3.27
2025-08-14 13F Peapack Gladstone Financial Corp 8,150 -6.25 0
2025-05-15 13F Parvin Asset Management, LLC 0 -100.00 0
2025-08-14 13F Matrix Private Capital Group Llc 11,550 -4.94 418 5.57
2025-07-24 13F IFP Advisors, Inc 2,307 -51.88 83 -46.45
2025-08-06 13F Moors & Cabot, Inc. 0 -100.00 0
2025-08-15 13F Captrust Financial Advisors 359,116 -2.20 12,993 8.74
2025-08-07 13F Sound View Wealth Advisors Group, LLC 14,725 -5.66 533 4.93
2025-07-16 13F Signaturefd, Llc 4,000 -0.77 145 9.92
2025-07-18 13F Consolidated Portfolio Review Corp 132,011 -13.26 4,776 -3.55
2025-08-04 13F Pensionmark Financial Group, Llc 40,221 -31.59 1,455 -23.94
2025-04-21 13F Beacon Capital Management, LLC 0 -100.00 0
2025-07-24 13F Costello Asset Management, INC 10,700 -1.42 387 9.63
2025-08-08 13F IMA Wealth, Inc. 0 -100.00 0
2025-08-14 13F Certified Advisory Corp 15,246 -11.98 552 -2.13
2025-07-24 13F Ronald Blue Trust, Inc. 1,067 -25.85 39 -17.39
2025-05-06 13F Readystate Asset Management Lp 0 -100.00 0 -100.00
2025-08-06 13F AE Wealth Management LLC 16,802 -2.26 608 8.59
2025-08-12 13F Landscape Capital Management, L.l.c. 0 -100.00 0
2025-07-17 13F Oak Family Advisors, Llc 249,394 -6.90 9,023 3.51
2025-08-04 13F Spire Wealth Management 4,430 -6.12 160 4.58
2025-05-15 13F Talon Private Wealth, LLC 0 -100.00 0 -100.00
2025-08-12 13F Change Path, LLC 57,193 -9.29 2,069 0.88
2025-08-11 13F Semus Wealth Partners LLC 12,809 -6.45 463 4.04
2025-08-07 13F Montag A & Associates Inc 0 -100.00 0
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100.00 0
2025-07-21 13F Ameriflex Group, Inc. 4,874 -74.07 173 -71.69
2025-08-29 13F Centaurus Financial, Inc. 54,102 -2.54 2 0.00
2025-08-08 13F Calamos Advisors LLC 9,808 -7.99 355 2.31
2025-08-13 13F Hollow Brook Wealth Management LLC 7,606 -11.90 275 -1.79
2025-07-22 13F Kercheville Advisors, LLC 34,770 -2.16 1,258 8.74
2025-08-13 13F StoneX Group Inc. 12,464 -8.39 451 1.81
2025-08-11 13F HighTower Advisors, LLC 17,207 -5.04 623 5.60
2025-08-12 13F Jpmorgan Chase & Co 228 -70.47 8 -68.00
2025-07-31 13F Leavell Investment Management, Inc. 0 -100.00 0
2025-05-19 13F Smith Asset Management Co., LLC 80,660 -0.28 2,625 2.38
2025-08-13 13F Guggenheim Capital Llc 178,906 -18.82 6,473 -9.74
2025-05-02 13F Cullen/frost Bankers, Inc. 0 -100.00 0
2025-06-27 NP Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF 9,808 -11.53 322 -12.05
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 28,073 -0.67 1,016 10.45
2025-04-14 13F Bruce G. Allen Investments, LLC 0 -100.00 0 -100.00
2025-08-14 13F Colony Group, LLC 8,335 -5.01 302 5.61
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-08-13 13F First Trust Advisors Lp 41,144 -0.45 1,489 10.71
2025-05-05 13F Transce3nd, LLC 0 -100.00 0
2025-08-06 13F Carnegie Lake Advisors LLC 28,609 -7.59 1 0.00
2025-05-16 13F Jones Financial Companies Lllp 0 -100.00 0
2025-08-04 13F ELCO Management Co., LLC 7,550 -0.66 273 10.53
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-07-14 13F Sowell Financial Services LLC 57,609 -0.59 2,084 10.56
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