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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
$15.9M +$1.06M +34,595 +7%
Bank of America
2
Bank of America
North Carolina
$15.4M +$1.2M +39,399 +8%
Cohen & Steers
3
Cohen & Steers
New York
$13.6M +$369K +12,100 +3%
Janus Henderson Group
4
Janus Henderson Group
$13.2M – – –
YCM
5
Yakira Capital Management
Connecticut
$12.1M -$15.9M -519,380 -56%
Wells Fargo
6
Wells Fargo
California
$8.44M +$1.85M +60,583 +27%
GC
7
Guggenheim Capital
Illinois
$7.07M -$1.04M -34,087 -12%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.88M +$633K +20,729 +12%
AAM
9
Advisors Asset Management
Colorado
$4.84M +$10.7K +350 +0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.43M +$669K +21,908 +17%
WHRC
11
W.H. Reaves & Co
New Jersey
$4.37M -$103K -3,381 -2%
CL
12
CSS LLC
Illinois
$4.35M – – –
UBS Group
13
UBS Group
Switzerland
$3.94M +$361K +11,820 +10%
HBWM
14
Hollow Brook Wealth Management
New York
$3.71M -$113K -3,691 -3%
RJA
15
Raymond James & Associates
Florida
$3.06M +$1.06M +34,583 +50%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.04M -$15.8K -519 -0.5%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$2.38M – – –
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.33M +$483K +15,827 +25%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.31M -$1.73M -56,809 -42%
Stifel Financial
20
Stifel Financial
Missouri
$2M -$2.62M -85,963 -56%
LPL Financial
21
LPL Financial
California
$1.87M +$94.9K +3,110 +5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.61M +$31.7K +1,038 +2%
PAG
23
Private Advisor Group
New Jersey
$1.52M +$139K +4,556 +10%
FFA
24
First Foundation Advisors
California
$1.3M +$206K +6,741 +18%
Ameriprise
25
Ameriprise
Minnesota
$1.3M +$463K +15,165 +54%
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