UTG / Reaves Utility Income Fund - Institutionelt ejerskab - Sælgere

Reaves Utility Income Fund
US ˙ NYSEAM

Institutionelt og fondsejerskab - Sælgere

Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-17 13F Hollow Brook Wealth Management LLC 0 -100,00 0
2026-04-24 13F Private Advisor Group, LLC 138.375 -0,55 5.435 6,78
2026-04-27 13F Pensionmark Financial Group, Llc 32.455 -48,52 1.275 -44,75
2026-04-24 13F Root Financial Partners, LLC 0 -100,00 0
2026-04-30 13F Griffin Asset Management, Inc. 46.390 -6,86 1.822 0,00
2026-04-08 13F Castle Rock Wealth Management, LLC 17.376 -4,53 692 1,76
2026-05-15 13F Fmr Llc 0 -100,00 0
2026-01-09 13F Post Resch Tallon Group Inc. 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 44.593 -32,79 1.776 -28,18
2026-05-15 13F Larson Financial Group LLC 1.420 -1,53 56 5,77
2026-05-04 13F Mml Investors Services, Llc 30.816 -0,12 1.210 7,27
2026-04-21 13F Sunpointe, LLC 16.755 -6,01 658 0,46
2026-04-16 13F Future Financial Wealth Managment LLC 24.202 -3,74 1.012 8,35
2026-04-23 13F American National Bank 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-01 13F Hantz Financial Services, Inc. 0 -100,00 0
2026-04-24 13F Oakworth Capital, Inc. 0 -100,00 0
2026-05-15 13F Ameriprise Financial Inc 332.261 -9,94 13.046 -3,33
2026-01-29 13F Concurrent Investment Advisors, LLC 0 -100,00 0
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-01-21 13F Newbridge Financial Services Group, Inc. 0 -100,00 0
2026-04-24 13F Semus Wealth Partners LLC 5.777 -2,91 227 4,15
2026-02-09 13F Hartland & Co., LLC 0 -100,00 0
2026-02-11 13F Parallel Advisors, LLC 0 -100,00 0
2026-05-18 13F Centaurus Financial, Inc. 55.782 -1,47 2 0,00
2026-04-17 13F Certified Advisory Corp 16.007 -0,86 629 6,44
2026-04-20 13F Sowell Financial Services LLC 39.143 -28,47 1.538 -23,19
2026-05-15 13F IMG Wealth Management, Inc. 1 -99,51 0 -100,00
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0
2026-04-17 13F Webster Bank, N. A. 744 -25,23 29 -19,44
2026-04-28 13F Belpointe Asset Management LLC 17.753 -0,21 697 7,23
2026-05-01 13F/A Custom Index Systems, Llc 10.966 -1,94 431 5,13
2026-05-14 13F Cwm, Llc 22.081 -7,18 867
2026-04-10 13F Magnus Financial Group LLC 230.239 -0,64 9.044 6,69
2026-04-27 13F PFG Investments, LLC 16.777 -2,82 659 4,44
2026-02-12 13F Proficio Capital Partners LLC 0 -100,00 0
2026-02-13 13F Walleye Capital LLC 0 -100,00 0
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-01-16 13F Perigon Wealth Management, LLC 0 -100,00 0
2026-02-09 13F Delta Asset Management Llc/tn 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 51.079 -2,03 2.006 5,19
2026-05-15 13F MAI Capital Management 16.917 -1,12 664 6,24
2026-05-06 13F Cornerstone Planning Group LLC 0 -100,00 0
2026-04-16 13F Everstar Asset Management, LLC 5.450 -3,54 214 3,88
2026-05-13 13F Mariner, LLC 111.222 -6,52 4.369 0,37
2026-05-08 13F Russell Investments Group, Ltd. 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 79.657 -13,23 158 -95,32
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-21 13F Essential Partners LLC 0 -100,00 0 -100,00
2026-05-15 13F Tradition Wealth Management, LLC 82.341 -0,00 3.234 7,37
2026-05-08 13F Cornerstone Advisors, LLC 0 -100,00 0
2026-02-12 13F BlackRock, Inc. 0 -100,00 0 -100,00
2026-04-20 13F Aegis Wealth Management, Inc. 41.958 -0,73 1.648 6,60
2026-04-29 13F Carnegie Lake Advisors LLC 26.447 -8,08 1.039 -1,33
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-04-14 13F Prospera Financial Services Inc 18.801 -1,97 739 5,28
2026-04-28 13F Stephens Inc /ar/ 29.857 -0,99 1.173 6,26
2026-05-13 13F Cetera Investment Advisers 165.248 -1,97 6.491 5,25
2026-05-15 13F National Bank Of Canada /fi/ 0 -100,00 0
2026-02-13 13F Quarry LP 0 -100,00 0
2026-04-16 13F XML Financial, LLC 25.904 -5,61 1.018 1,40
2026-05-14 13F Smith Asset Management Co., LLC 75.380 -2,11 2.961 5,11
2026-05-19 13F Western Wealth Management, LLC 7.537 -7,20 296 -0,34
2026-05-15 13F Ameriflex Group, Inc. 1.864 -51,87 73 -48,23
2026-05-13 13F AE Wealth Management LLC 13.266 -20,65 521 -14,73
2026-05-08 13F Wall Street Access Asset Management, LLC 0 -100,00 0
2026-01-28 13F Absolute Investment Advisers Llc 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 1.747 -23,84 69 -18,07
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-15 13F Tower Research Capital LLC (TRC) 3 -57,14 0
2026-01-16 13F Ronald Blue Trust, Inc. 0 -100,00 0
2026-05-15 13F Glen Eagle Advisors, LLC 0 -100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 253.611 -0,66 9.962 6,66
2026-05-15 13F Guggenheim Capital Llc 132.699 -0,63 5.212 6,72
2026-04-06 13F Versant Capital Management, Inc 0 -100,00 0
2026-04-22 13F Spire Wealth Management 4.539 -0,13 178 7,23
2026-01-12 13F Seacrest Wealth Management, Llc 0 -100,00 0
2026-04-20 13F Kercheville Advisors, LLC 47.645 -0,72 1.872 2,97
2026-02-02 13F CX Institutional 0 -100,00 0
2026-05-12 13F Kovack Advisors, Inc. 0 -100,00 0
2026-05-15 13F/A Independent Financial Group, Llc 86.727 -1,15 3.407 6,14
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-22 13F Apollon Wealth Management, LLC 8.803 -18,37 346 -12,44
2026-05-12 13F Rhumbline Advisers 0 -100,00 0
2026-02-17 13F Modern Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 5.837 -2,51 229 4,57
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