Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Reaves Utility Income Fund comprennent 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, et Morton Brown Family Wealth, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-07-30 | 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 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 26 762 | 6,03 | 968 | 17,90 | ||||
| 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 |
