We are live on ! Find out more
UTG icon

Reaves Utility Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$19.6M -$1.18M -33,920 -5%
Morgan Stanley
2
Morgan Stanley
New York
$17.2M +$384K +11,035 +2%
Wells Fargo
3
Wells Fargo
California
$11M -$319K -9,155 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.56M +$6.73M +193,284 New
GC
5
Guggenheim Capital
Illinois
$5.43M -$95.5K -2,741 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.09M +$118K +3,394 +2%
UBS Group
7
UBS Group
Switzerland
$4.96M +$318K +9,139 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.88M +$432K +12,410 +8%
Cohen & Steers
9
Cohen & Steers
New York
$4.49M +$1.68M +48,104 +44%
PAG
10
Private Advisor Group
New Jersey
$4.37M +$2.11M +60,426 +66%
WANY
11
Wealthspire Advisors (New York)
New York
$4.33M +$333K +9,566 +7%
PAIM
12
Punch & Associates Investment Management
Minnesota
$4.06M +$4.92M +141,296 New
WHRC
13
W.H. Reaves & Co
New Jersey
$3.51M +$13.9K +400 +0.3%
Stifel Financial
14
Stifel Financial
Missouri
$3.43M +$1.19M +34,058 +40%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.42M +$845K +24,264 +26%
HBWM
16
Hollow Brook Wealth Management
New York
$3.26M -$314K -9,024 -7%
Ameriprise
17
Ameriprise
Minnesota
$2.81M -$2.08M -59,783 -38%
LPL Financial
18
LPL Financial
California
$2.37M +$388K +11,132 +16%
SFS
19
Sowell Financial Services
Arkansas
$2.29M +$150K +4,304 +6%
AAM
20
Advisors Asset Management
Colorado
$2.17M -$1.21M -34,688 -32%
GIM
21
Guild Investment Management
California
$2.15M -$269K -7,720 -9%
IWA
22
IBEX Wealth Advisors
New Jersey
$1.95M +$210K +6,034 +10%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.95M +$108K +3,086 +5%
FWM
24
Focused Wealth Management
New York
$1.93M +$349K +10,028 +18%
MFG
25
Magnus Financial Group
New York
$1.81M +$216K +6,211 +11%