Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Reaves Utility Income Fund eröffnet haben, gehören Gerald Baker Financial Group LLC, Commerce Advisors, LLC, Resurgent Financial Advisors LLC, Golden State Equity Partners, Hilltop Holdings Inc., D.a. Davidson & Co., Nicolet Bankshares Inc, Pinnacle Financial Partners, Inc., Foundations Investment Advisors, LLC, Nemes Rush Group LLC, TD Waterhouse Canada Inc., Osbon Capital Management Llc, MCF Advisors LLC, Highline Wealth Partners Llc, und Motiv8 Investments LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Captrust Financial Advisors | 365.861 | 6,61 | 14.371 | 14,48 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 29.700 | 17,78 | 1.086 | 8,71 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 35.875 | 122,91 | 1.409 | 139,63 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 7.169 | 1,34 | 262 | -6,43 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 74.358 | 15,38 | 2.921 | 23,89 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 20.889 | 0,24 | 821 | 7,05 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.699 | 1,49 | 67 | 8,20 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 576.373 | 7,66 | 22.639 | 15,61 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 530.176 | 4,32 | 19.394 | 96.865,00 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 21.500 | 4,88 | 845 | 12,68 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 19.260 | 25,19 | 757 | 34,52 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 7.923 | 36,27 | 311 | 46,70 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 57.120 | 7,89 | 2.244 | 15,86 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 12.891 | 2,95 | 506 | 10,00 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 82.866 | 7,46 | 3.255 | 15,39 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 5.420 | 213 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 7.309 | 13,90 | 287 | 22,65 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 13.749 | 0,07 | 540 | 7,57 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 56.064 | 10,33 | 2.202 | 18,51 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 160 | 1,91 | 6 | 20,00 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 992 | 39 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 58.129 | 1,18 | 2.283 | 8,66 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 17.523 | 1,11 | 688 | 8,69 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 13.955 | 5,98 | 555 | 15,18 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 8.873 | 7,51 | 349 | 15,61 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 37.095 | 0,40 | 1.457 | 7,85 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 67.380 | 0,10 | 2.819 | 14,13 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1.500 | 59 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4.466 | 38,87 | 175 | 49,57 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 51.854 | 4,41 | 2.037 | 12,11 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 50.113 | 44,97 | 1.968 | 55,70 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 20.461 | 4,28 | 804 | 11,99 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 18.283 | 0,18 | 718 | 7,65 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 34.296 | 0,68 | 1.347 | 8,11 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 25.712 | 0,96 | 1.010 | 8,38 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 49.723 | 6,23 | 1.953 | 14,08 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.449 | 13,07 | 96 | 21,52 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 21.392 | 6,63 | 840 | 14,60 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 625 | 396,03 | 25 | 500,00 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 0 | 0 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2.700 | 440,00 | 106 | 2.550,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 6.927 | 0,84 | 272 | 8,37 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7.390 | 32,20 | 290 | 42,16 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 15.642 | 74,48 | 590 | 65,92 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 11.795 | 13,61 | 463 | 22,16 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 9.481 | 49,05 | 372 | 60,34 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 192.424 | 1,64 | 7.558 | 9,14 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 9.451 | 371 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 5.260 | 207 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 19.445 | 0,21 | 764 | 7,62 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6.897 | 271 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 5.870 | 233 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 14.170 | 8,01 | 557 | 16,08 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 9.379 | 15,52 | 368 | 24,32 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.858 | 73 | ||||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 5.373 | 211 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 306 | 1,32 | 11 | 0,00 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 19.029 | 12,69 | 747 | 21,07 | ||||
| 2026-04-23 | 13F | Merrion Investment Management Co, LLC | 27.500 | 10,00 | 1.080 | 18,16 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 17.417 | 10,53 | 684 | 18,75 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 7.861 | 2,95 | 309 | 10,39 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 5.379 | 211 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 17.226 | 108,45 | 677 | 123,84 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 266 | 1,53 | 10 | 11,11 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 13.007 | 50,70 | 511 | 61,90 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 16.868 | 19,91 | 717 | 35,09 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 54.706 | 2,37 | 2.149 | 9,93 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 151.869 | 5,24 | 5.965 | 13,02 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 707.581 | 4,16 | 27.794 | 11,85 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 6.190 | 243 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1.042 | 0,97 | 41 | 8,11 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 17.461 | 0,68 | 686 | 8,04 | ||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 25.600 | 8,02 | 1.006 | 16,05 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8.272 | 1,06 | 303 | -6,79 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 11.011 | 433 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 6.331 | 249 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.138.657 | 6,45 | 44.726 | 14,30 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 853 | 1,19 | 34 | 10,00 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 8.791 | 0 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.361.230 | 27,16 | 53.469 | 36,55 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 12.500 | 4,17 | 491 | 12,10 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 13.333 | 6,96 | 524 | 14,95 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 49.895 | 0,41 | 1.960 | 6,06 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 18.229 | 22,40 | 667 | 22,43 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 53.000 | 130,43 | 2 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 6.210 | 244 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.346 | 53 | ||||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 5.350 | 210 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.345 | 0,51 | 92 | 8,24 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 298.420 | 5,22 | 11.722 | 12,98 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 13.674 | 53,49 | 537 | 65,23 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 75 | 3 | ||||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 230.396 | 2,75 | 9.050 | 10,33 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 8.300 | 41,40 | 326 | 52,34 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 124 | 1,64 | 0 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 68.960 | 51,33 | 2.704 | 62,24 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 10.997 | 1,02 | 432 | 8,29 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 17.523 | 688 | ||||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 236.955 | 9.308 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 23.328 | 0,01 | 853 | -7,68 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 23.952 | 19,72 | 941 | 27,89 | ||||
| 2026-05-12 | 13F | Creative Planning | 30.972 | 25,24 | 1.217 | 34,51 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13.656 | 66,66 | 536 | 79,26 | ||||
| 2026-05-13 | 13F | Graybill Bartz & Assoc Ltd | 11.342 | 0,46 | 446 | 8,01 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10.707 | 7,71 | 421 | 15,70 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 7.119 | 0,21 | 280 | 7,72 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 10.508 | 31,12 | 413 | 40,61 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 37.425 | 0,08 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 13.885 | 1,52 | 545 | 9,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4.098 | 15,24 | 160 | 23,08 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 31.806 | 71,09 | 1.249 | 83,68 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 10.212 | 6,93 | 401 | 14,90 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4.142 | 0,12 | 163 | 7,28 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 9.050 | 0,17 | 355 | 7,58 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 5.008 | 11,51 | 197 | 19,51 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 5.934 | 1,52 | 244 | 12,96 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 43.497 | 12,88 | 1.709 | 21,22 | ||||
| 2026-05-12 | 13F | Bey-Douglas LLC | 10.239 | 19,32 | 402 | 18,58 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 8.291 | 2,35 | 326 | 9,80 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 4.568 | 179 | ||||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 8.243 | 1,23 | 324 | 8,75 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 7.785 | 7,53 | 306 | 15,53 | ||||
| 2026-04-21 | 13F | Penbrook Management LLC | 6.125 | 1,66 | 241 | 9,09 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 109.023 | 13,73 | 4 | 33,33 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 6.146 | 241 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 20.679 | 2,08 | 812 | 9,58 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 70 | 0 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 111.125 | 3,62 | 4 | 33,33 | ||||
| 2026-05-07 | 13F | Reaves W H & Co Inc | 84.562 | 1,48 | 3.322 | 8,96 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 359.278 | 9,36 | 14.112 | 17,42 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 110.909 | 1,74 | 4.357 | 9,26 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 100 | 4 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 8.393 | 330 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 262.401 | 18,66 | 10.307 | 27,42 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 819.415 | 5,13 | 32.187 | 12,89 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 150.589 | 0,37 | 5.915 | -0,49 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 62.870 | 99,92 | 2.470 | 114,70 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1.000 | 40 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 20.495 | 2.057,37 | 805 | 2.267,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 36.658 | 335,11 | 1.440 | 367,21 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 44.805 | 5,26 | 1.760 | 12,97 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 15.812 | 3,79 | 621 | 11,49 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 13.540 | 0,65 | 532 | 7,93 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 37.311 | 9,69 | 1.466 | 17,77 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5.120 | 201 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3.099 | 102,55 | 122 | 120,00 | ||||
| 2026-05-01 | 13F | Avion Wealth | 0 | 0 |
