UTG
Reaves Utility Income Fund• Utilities
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Gerald Baker Financial Group Llc | $9.1M | 266.2K | 2.58% | +6.4% |
Jbr Co Financial Management Inc | $5.6M | 141.1K | 2.16% | -1.2% |
Hbw Advisory Services Llc | $4.7M | 137.1K | 0.47% | +22.8% |
Smith Asset Management Co., Llc | $2.5M | 72.7K | 2.04% | -1.5% |
Independent Financial Group, Llc | $1.8M | 51.9K | 0.03% | -42.1% |
Wealth Enhancement Advisory Services, Llc | $1.7M | 48.0K | 0.00% | +0.7% |
Beacon Capital Management, Inc. | $1.2M | 34.5K | 0.07% | Unchanged |
Merrion Investment Management Co, Llc | $1M | 30.0K | 0.51% | Unchanged |
Future Financial Wealth Managment Llc | $740K | 21.5K | 0.45% | -4.9% |
Atlas Brown,Inc. | $688K | 20.0K | 0.18% | +0.1% |
Davenport & Co Llc | $640K | 18.6K | 0.00% | +3.4% |
Castle Rock Wealth Management, Llc | $639K | 17.5K | 0.12% | +1.7% |
Focus Financial Network, Inc. | $585K | 17.0K | 0.02% | +11.1% |
Concurrent Investment Advisors, Llc | $501K | 14.6K | 0.00% | +156.9% |
Triumph Capital Management | $490K | 14.3K | 0.09% | +6.5% |
Farther Finance Advisors, Llc | $440K | 12.8K | 0.00% | -8.3% |
Purus Wealth Management, Llc | $328K | 9.6K | 0.09% | +5.7% |
B. Riley Wealth Advisors, Inc. | $325K | 9.5K | 0.01% | +44.7% |
Investors Research Corp | $243K | 7.1K | 0.04% | Unchanged |
Rda Financial Network | $234K | 6.8K | 0.05% | -3.2% |
Ballew Advisors, Inc | $216K | 6.1K | 0.11% | +1.7% |
Penbrook Management Llc | $210K | 6.1K | 0.12% | Unchanged |
Blue Trust, Inc. | $210K | 6.1K | 0.00% | New Position |
Corecap Advisors, Llc | $175K | 5.1K | 0.01% | -8.9% |
Ifp Advisors, Inc | $85K | 2.5K | 0.00% | -21.7% |
Bank Of New Hampshire | $54K | 1.6K | 0.01% | Unchanged |
Td Waterhouse Canada Inc. | $35K | 1.0K | 0.00% | Unchanged |
Paladin Partners, Llc | $33K | 969 | 0.02% | Unchanged |
Hilltop National Bank | $20K | 590 | 0.00% | Unchanged |
Harbor Investment Advisory, Llc | $14K | 400 | 0.00% | New Position |
Gilpin Wealth Management, Llc | $10K | 297 | 0.01% | Unchanged |
Armstrong Advisory Group, Inc | $9K | 275 | 0.00% | +1.9% |
Signature Resources Capital Management, Llc | $9K | 250 | 0.00% | Unchanged |
Gk Wealth Management Llc | $5K | 143 | 0.00% | New Position |
Mather Group, Llc. | $3K | 97 | 0.00% | New Position |
Versant Capital Management, Inc | $1K | 29 | 0.00% | New Position |