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Reaves Utility Income Fund
UTG

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.8M +$1.43K +52 +0%
Bank of America
2
Bank of America
North Carolina
$11.1M +$260K +9,472 +3%
HBWM
3
Hollow Brook Wealth Management
New York
$8.36M +$409K +14,920 +6%
SIA
4
Sit Investment Associates
Minnesota
$7.42M -$23.3M -848,199 -77%
GC
5
Guggenheim Capital
Illinois
$7.23M -$584K -21,283 -8%
Wells Fargo
6
Wells Fargo
California
$6.38M +$574K +20,948 +11%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$4.83M +$4.42M +161,125 New
LPL Financial
8
LPL Financial
California
$4.69M +$415K +15,121 +10%
YCM
9
Yakira Capital Management
Connecticut
$4.14M -$6.71M -244,604 -64%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$3.55M +$236K +8,593 +8%
GWM
11
Graybill Wealth Management
Illinois
$2.95M +$3.7K +135 +0.1%
WHRC
12
W.H. Reaves & Co
New Jersey
$2.91M -$305K -11,125 -10%
JHIU
13
Janus Henderson Investors US
Colorado
$2.8M +$696K +25,400 +37%
UBS Group
14
UBS Group
Switzerland
$2.14M +$355K +12,964 +22%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.85M +$191K +6,974 +13%
AAM
16
Advisors Asset Management
Colorado
$1.65M -$132K -4,798 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.61M +$377K +13,741 +34%
Citigroup
18
Citigroup
New York
$1.24M +$835K +30,440 +277%
RJA
19
Raymond James & Associates
Florida
$1.23M +$631K +23,026 +129%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.13M -$55 -2 -0%
Stifel Financial
21
Stifel Financial
Missouri
$978K +$309K +11,260 +52%
SCM
22
Sterling Capital Management
North Carolina
$965K -$46K -1,679 -5%
NRS
23
Neville Rodie & Shaw
New York
$899K – – –
DA
24
Doliver Advisors
Texas
$810K +$741K +27,017 New
LH
25
Lebenthal Holdings
New York
$809K +$740K +26,980 New
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