Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Reaves Utility Income Fund include NWF Advisory Services Inc., Westbourne Investment Advisors, Inc., Newbridge Financial Services Group, Inc., Mission Hills Financial Advisory, LLC, Integrated Wealth Concepts LLC, Wiley Bros.-aintree Capital, Llc, Abel Hall, LLC, Jefferies Financial Group Inc., Gwn Securities Inc., Edge Financial Advisors LLC, Purus Wealth Management, LLC, Cary Street Partners Financial Llc, Ballew Advisors, Inc, Fortitude Family Office, LLC, Alerus Financial Na, Armstrong Advisory Group, Inc, Atlantic Union Bankshares Corp, and Morton Brown Family Wealth, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 362,956 | 366.21 | 13,132 | 418.40 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 7,744 | 13.67 | 280 | 26.70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 616,607 | 2.90 | 22,309 | 14.41 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 14,844 | 537 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 7,480 | 20.45 | 285 | 41.09 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 8,215 | 298 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 93,563 | 36.82 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 34,599 | 86.71 | 1,252 | 107.81 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 6,406 | 232 | ||||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 20,000 | 1 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 26,913 | 5.38 | 974 | 17.09 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 632,944 | 1.33 | 22,900 | 12.66 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 58,209 | 7.56 | 2,106 | 19.53 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8,694 | 6.00 | 315 | 18.05 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 192,359 | 3.88 | 6,960 | 15.50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,043,401 | 11.74 | 37,750 | 24.24 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 17,087 | 30.03 | 618 | 44.73 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 36,009 | 8.18 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7,095 | 257 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6,142 | 222 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 509,049 | 3.98 | 18 | 20.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 140,633 | 6.95 | 5,088 | 18.93 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 69,699 | 0.14 | 2,522 | 11.35 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 9,600 | 9.71 | 347 | 22.18 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 10,000 | 362 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11,620 | 47.72 | 420 | 64.71 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8,638 | 313 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,803 | 13.78 | 318 | 26.69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 19,185 | 0.15 | 734 | 17.82 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7,195 | 10.78 | 260 | 23.22 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14,849 | 26.29 | 537 | 40.58 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 91,696 | 3.85 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5,232 | 0.69 | 189 | 11.83 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 5,650 | 204 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 22,283 | 806 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 98,261 | 1.40 | 3,555 | 12.75 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,664 | 96 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,216 | 0.25 | 116 | 11.54 | ||||
| 2025-08-14 | 13F | UBS Group AG | 188,829 | 7.57 | 6,832 | 19.59 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12,104 | 438 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 9,014 | 326 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 340 | 12 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 58,928 | 17.60 | 2,132 | 30.80 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 153 | 6 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 26,170 | 1.83 | 947 | 13.16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 255,169 | 14.06 | 9,232 | 26.82 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 72 | 1.41 | 0 | |||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 20,000 | 30.85 | 724 | 73.80 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 25,240 | 821 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 22,606 | 7.27 | 818 | 19.27 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,677 | 3.77 | 205 | 15.17 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 30,825 | 9.25 | 1,115 | 21.46 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 11,711 | 7.18 | 424 | 19.15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32,998 | 6.06 | 1,194 | 17.89 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12,841 | 465 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 34,500 | 43.75 | 1,248 | 50.72 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10,882 | 6.01 | 394 | 17.66 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 482,478 | 74.39 | 17,456 | 93.91 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 90,450 | 3,518.00 | 2 | -97.53 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 254 | 9 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,622 | 1.69 | 59 | 13.73 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5,640 | 204 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,096 | 2.73 | 582 | 14.34 | ||||
| 2025-08-14 | 13F | Comerica Bank | 19,164 | 1.70 | 693 | 13.05 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 14,045 | 29.21 | 508 | 43.91 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,586 | 7.91 | 274 | 20.18 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 150,194 | 0.55 | 5,434 | 11.81 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 150,407 | 0.73 | 5,442 | 12.00 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 19,814 | 1.30 | 717 | 12.58 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 67,552 | 1.45 | 2,444 | 12.83 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5,819 | 211 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,692 | 61 | ||||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,510 | 7.99 | 848 | 13.83 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 0 | 0 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 7,564 | 5.22 | 275 | 16.10 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 49,655 | 3.62 | 1,797 | 15.20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 645 | 23 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 40,375 | 21.78 | 1,461 | 35.44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36,177 | 2.84 | 1,309 | 14.34 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 6,250 | 1.63 | 226 | 13.00 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 732,485 | 80.17 | 26,501 | 100.33 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 7,171 | 0.11 | 259 | 11.16 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 591 | 1.72 | 21 | 10.53 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 97,683 | 64.07 | 3,534 | 82.45 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 54,707 | 16.46 | 1,967 | 28.73 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 13,067 | 11.07 | 473 | 23.56 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 14,280 | 4.18 | 517 | 15.70 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 22,500 | 18.32 | 814 | 31.93 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 24,534 | 0.22 | 888 | 11.43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 237,084 | 1.35 | 8,579 | 12.71 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,751 | 1.86 | 244 | 16.19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 975,172 | 1.53 | 35,282 | 12.89 | ||||
| 2025-08-08 | 13F | Creative Planning | 23,109 | 3.42 | 836 | 14.99 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 28,890 | 0.71 | 1,045 | 12.00 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 22,900 | 829 | ||||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 6,679 | 2.39 | 242 | 13.68 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 5,664 | 204 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 15,310 | 1.88 | 554 | 13.09 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 250,007 | 92.49 | 9,045 | 114.03 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 69,680 | 0.10 | 2,521 | 11.30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 287,238 | 17.78 | 10,392 | 30.96 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14,039 | 508 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 267 | 10 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 201 | 7 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 21,050 | 4.54 | 762 | 16.18 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 111,791 | 42.31 | 4,045 | 58.22 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,289 | 38.89 | 155 | 58.16 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 14,736 | 549 | ||||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 12,081 | 12.47 | 437 | 25.21 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13,254 | 8.37 | 480 | 20.65 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 33,623 | 9.32 | 1,216 | 21.60 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 16,400 | 134.29 | 593 | 161.23 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 20,496 | 742 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 19,496 | 10.14 | 705 | 22.40 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 203,951 | 9.02 | 7,379 | 21.21 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 12,374 | 448 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,241 | 407 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8,644 | 2.64 | 313 | 13.87 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 7,941 | 1.33 | 287 | 12.55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 128,952 | 2.46 | 4,665 | 13.92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Reaves W H & Co Inc | 88,623 | 1.64 | 3,206 | 13.01 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 32,143 | 1.05 | 1,163 | 12.27 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,461 | 73.93 | 53 | 92.59 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 13,726 | 4.21 | 497 | 15.89 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 830 | 1.22 | 30 | 15.38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 15,474 | 0.51 | 560 | 11.80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 22,769 | 2.36 | 1 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,808 | 210 |
