UTG - Reaves Utility Income Fund Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (NYSEAM)

Reaves Utility Income Fund
US ˙ NYSEAM

Statistiche di base
Proprietari istituzionali 223 total, 223 long only, 0 short only, 0 long/short - change of 7,69% MRQ
Allocazione media del portafoglio 0.1353 % - change of 1,65% MRQ
Azioni istituzionali (Long) 12.836.415 (ex 13D/G) - change of 1,42MM shares 12,44% MRQ
Valore istituzionale (Long) $ 426.409 USD ($1000)
Proprietà istituzionale e azionisti

Reaves Utility Income Fund (US:UTG) ha 223 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 12,836,415 azioni. I maggiori azionisti includono Bank Of America Corp /de/, Morgan Stanley, Cornerstone Advisors, LLC, Wells Fargo & Company/mn, LPL Financial LLC, Commonwealth Equity Services, Llc, Royal Bank Of Canada, Cornerstone Strategic Value Fund Inc, Ameriprise Financial Inc, and J.w. Cole Advisors, Inc. .

(Reaves Utility Income Fund (NYSEAM:UTG) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

The share price as of September 5, 2025 is 37,39 / share. Previously, on September 9, 2024, the share price was 30,48 / share. This represents an increase of 22,67% over that period.

UTG / Reaves Utility Income Fund Institutional Ownership
Indice del sentiment dei fondi

L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.

Frequenza di aggiornamento: giornaliera

Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.

Rapporto put/call istituzionale

Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.

L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.

UTG / Reaves Utility Income Fund Historical Put/Call Ratio
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-12 13F J.w. Cole Advisors, Inc. 362.956 366,21 13.132 418,40
2025-08-12 13F LPL Financial LLC 616.607 2,90 22.309 14,41
2025-08-12 13F CIBC Private Wealth Group, LLC 300 -0,33 11 25,00
2025-08-11 13F Elequin Capital Lp 0 -100,00 0
2025-07-24 13F Edge Financial Advisors LLC 8.215 298
2025-07-29 13F Stephens Inc /ar/ 26.913 5,38 974 17,09
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 -100,00 0
2025-05-06 13F Proficio Capital Partners LLC 0 -100,00 0 -100,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 58.209 7,56 2.106 19,53
2025-05-06 13F Kovack Advisors, Inc. 0 -100,00 0
2025-08-14 13F Ameriprise Financial Inc 382.317 -22,02 13.827 -12,98
2025-08-14 13F CoreCap Advisors, LLC 5.604 -8,19 203 2,02
2025-07-17 13F Sterling Investment Advisors, Ltd. 192.359 3,88 6.960 15,50
2025-07-25 13F Atria Wealth Solutions, Inc. 50.949 -19,13 1.843 -10,10
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-08-06 13F Wedbush Securities Inc 36.009 8,18 1 0,00
2025-07-22 13F Belpointe Asset Management LLC 14.011 -7,00 507 3,27
2025-08-11 13F Western Wealth Management, LLC 7.095 257
2025-08-14 13F Federation des caisses Desjardins du Quebec 358 0,00 13 9,09
2025-08-14 13F Beaird Harris Wealth Management, LLC 175 0,00 6 20,00
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
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 3.795 0,00 123 2,50
2025-07-18 13F Consolidated Portfolio Review Corp 132.011 -13,26 4.776 -3,55
2025-08-04 13F Pensionmark Financial Group, Llc 40.221 -31,59 1.455 -23,94
2025-07-11 13F/A Umb Bank N A/mo 574 0,00 21 11,11
2025-07-24 13F Costello Asset Management, INC 10.700 -1,42 387 9,63
2025-08-01 13F Gwn Securities Inc. 8.638 313
2025-08-13 13F Allie Family Office LLC 6.490 0,00 235 10,90
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
2025-07-17 13F Oak Family Advisors, Llc 249.394 -6,90 9.023 3,51
2025-08-11 13F Semus Wealth Partners LLC 12.809 -6,45 463 4,04
2025-08-12 13F MAI Capital Management 5.232 0,69 189 11,83
2025-07-21 13F Hilltop National Bank 590 0,00 21 16,67
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100,00 0
2025-07-24 13F Financial Security Advisor, Inc. 10.000 0,00 362 11,08
2025-08-01 13F Centerpoint Advisors, LLC 1.700 0,00 0
2025-08-12 13F Tradition Wealth Management, LLC 98.261 1,40 3.555 12,75
2025-07-15 13F Fifth Third Bancorp 950 0,00 34 13,33
2025-07-22 13F Kercheville Advisors, LLC 34.770 -2,16 1.258 8,74
2025-08-13 13F StoneX Group Inc. 12.464 -8,39 451 1,81
2025-08-11 13F HighTower Advisors, LLC 17.207 -5,04 623 5,60
2025-08-12 13F Jpmorgan Chase & Co 228 -70,47 8 -68,00
2025-05-19 13F Smith Asset Management Co., LLC 80.660 -0,28 2.625 2,38
2025-07-07 13F Versant Capital Management, Inc 234 0,00 8 14,29
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
2025-05-02 13F Cullen/frost Bankers, Inc. 0 -100,00 0
2025-06-27 NP Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF 9.808 -11,53 322 -12,05
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
2025-07-24 13F Us Bancorp \de\ 13.284 -9,90 481 0,21
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
2025-05-12 13F Wolverine Asset Management Llc 0 -100,00 0
2025-08-11 13F Brown Brothers Harriman & Co 4.225 0,00 153 10,95
2025-07-28 13F/A Penbrook Management LLC 6.075 -37,53 220 -30,70
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
2025-07-14 13F Armstrong Advisory Group, Inc 254 9
2025-08-13 13F Keystone Financial Group 5.640 204
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 14.045 29,21 508 43,91
2025-08-14 13F Mml Investors Services, Llc 17.658 -16,50 1
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
2025-08-14 13F Royal Bank Of Canada 493.887 -1,45 17.868 9,57
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
2025-08-07 13F Kestra Private Wealth Services, Llc 0 -100,00 0
2025-05-15 13F Family Office Research LLC 0 -100,00 0
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
2025-07-16 13F ORG Partners LLC 7.564 5,22 275 16,10
2025-07-09 13F Triumph Capital Management 7.982 -7,85 289 2,49
2025-08-04 13F Assetmark, Inc 645 23
2025-08-15 13F Kestra Advisory Services, LLC 36.177 2,84 1.309 14,34
2025-08-08 13F Cornerstone Advisors, LLC 732.485 80,17 26.501 100,33
2025-08-06 13F Moors & Cabot, Inc. 0 -100,00 0
2025-08-15 13F Captrust Financial Advisors 359.116 -2,20 12.993 8,74
2025-08-07 13F Parkside Financial Bank & Trust 485 0,00 18 13,33
2025-04-21 13F Beacon Capital Management, LLC 0 -100,00 0
2025-07-25 13F Welch Group, LLC 22.500 18,32 814 31,93
2025-08-08 13F IMA Wealth, Inc. 0 -100,00 0
2025-08-14 13F Certified Advisory Corp 15.246 -11,98 552 -2,13
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
2025-08-05 13F Sigma Planning Corp 28.890 0,71 1.045 12,00
2025-05-06 13F Readystate Asset Management Lp 0 -100,00 0 -100,00
2025-08-06 13F AE Wealth Management LLC 16.802 -2,26 608 8,59
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
2025-08-12 13F Landscape Capital Management, L.l.c. 0 -100,00 0
2025-07-16 13F Maridea Wealth Management LLC 15.310 1,88 554 13,09
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
2025-08-07 13F Allworth Financial LP 4.289 38,89 155 58,16
2025-08-13 13F Per Stirling Capital Management, LLC. 13.254 8,37 480 20,65
2025-08-13 13F Walleye Capital LLC 20.496 742
2025-07-31 13F Leavell Investment Management, Inc. 0 -100,00 0
2025-08-13 13F Guggenheim Capital Llc 178.906 -18,82 6.473 -9,74
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
2025-08-11 13F Novak & Powell Financial Services, Inc. 7.941 1,33 287 12,55
2025-08-12 13F Proequities, Inc. 0 0
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
2025-08-14 13F Colony Group, LLC 8.335 -5,01 302 5,61
2025-07-25 13F We Are One Seven, LLC 13.726 4,21 497 15,89
2025-05-05 13F Transce3nd, LLC 0 -100,00 0
2025-08-06 13F Carnegie Lake Advisors LLC 28.609 -7,59 1 0,00
2025-07-29 13F Tradewinds Capital Management, LLC 320 0,00 12 10,00
2025-07-16 13F West Branch Capital LLC 830 1,22 30 15,38
2025-08-04 13F ELCO Management Co., LLC 7.550 -0,66 273 10,53
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-07-14 13F Sowell Financial Services LLC 57.609 -0,59 2.084 10,56
2025-07-25 13F Cwm, Llc 22.769 2,36 1
2025-08-13 13F Cary Street Partners Financial Llc 5.808 210
2025-07-08 13F Nbc Securities, Inc. 51.173 -7,98 2 0,00
2025-08-12 13F Retirement Planning Co of New England, Inc. 0 -100,00 0 -100,00
2025-08-18 13F Hollencrest Capital Management 395 0,00 14 16,67
2025-08-13 13F Summit Financial, LLC 7.744 13,67 280 26,70
2025-07-07 13F Investors Research Corp 7.077 0,00 256 11,30
2025-07-08 13F Webster Bank, N. A. 995 0,00 36 9,38
2025-08-13 13F Leslie Global Wealth, LLC 9.667 0,00 350 11,15
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-08-12 13F XTX Topco Ltd 14.844 537
2025-08-14 13F Vivaldi Capital Management, LLC 24.350 0,00 881 11,11
2025-07-02 13F Neville Rodie & Shaw Inc 12.701 0,00 0
2025-08-07 13F Nwam Llc 7.480 20,45 285 41,09
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
2025-05-12 13F Fmr Llc 0 -100,00 0
2025-08-14 13F Wells Fargo & Company/mn 632.944 1,33 22.900 12,66
2025-07-22 13F Wealthcare Advisory Partners LLC 8.694 6,00 315 18,05
2025-07-29 13F Balboa Wealth Partners 8.761 -9,74 317 0,32
2025-04-25 13F Albion Financial Group /ut 0 -100,00 0
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
2025-07-15 13F North Star Investment Management Corp. 1.450 0,00 52 10,64
2025-05-15 13F Parvin Asset Management, LLC 0 -100,00 0
2025-08-06 13F Savant Capital, LLC 6.142 222
2025-08-14 13F Matrix Private Capital Group Llc 11.550 -4,94 418 5,57
2025-08-07 13F Sound View Wealth Advisors Group, LLC 14.725 -5,66 533 4,93
2025-08-13 13F EverSource Wealth Advisors, LLC 2.500 0,00 90 11,11
2025-08-06 13F Aspect Partners, LLC 100 0,00 4 0,00
2025-07-08 13F Dover Advisors, Llc 9.600 9,71 347 22,18
2025-08-08 13F Hartland & Co., LLC 550 0,00 20 11,76
2025-07-16 13F Signaturefd, Llc 4.000 -0,77 145 9,92
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 100 0,00 4 0,00
2025-07-23 13F Abel Hall, LLC 10.000 362
2025-08-14 13F Visionary Wealth Advisors 11.620 47,72 420 64,71
2025-07-18 13F SOA Wealth Advisors, LLC. 613 0,00 22 15,79
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8.803 13,78 318 26,69
2025-07-29 13F Salomon & Ludwin, LLC 580 0,00 21 11,11
2025-05-12 13F Sandy Spring Bank 201 0,00 7 0,00
2025-08-04 13F Spire Wealth Management 4.430 -6,12 160 4,58
2025-05-15 13F Talon Private Wealth, LLC 0 -100,00 0 -100,00
2025-08-12 13F Change Path, LLC 57.193 -9,29 2.069 0,88
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 91.696 3,85 3 50,00
2025-07-16 13F Signature Resources Capital Management, LLC 250 0,00 9 12,50
2025-08-13 13F Everstar Asset Management, LLC 5.650 204
2025-08-15 13F Resources Management Corp /ct/ /adv 356 0,00 0
2025-08-19 13F Newbridge Financial Services Group, Inc. 22.283 806
2025-08-29 13F Centaurus Financial, Inc. 54.102 -2,54 2 0,00
2025-08-13 13F Colonial Trust Advisors 1.500 0,00 54 12,50
2025-08-08 13F Calamos Advisors LLC 9.808 -7,99 355 2,31
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
2025-07-25 13F Orca Investment Management, LLC 9.775 0,00 354 11,01
2025-07-15 13F Fortitude Family Office, LLC 340 12
2025-08-08 13F Larson Financial Group LLC 1.442 0,00 52 13,04
2025-07-31 13F Oppenheimer & Co Inc 58.928 17,60 2.132 30,80
2025-08-05 13F Key FInancial Inc 554 0,00 20 11,11
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 15.575 0,00 564 11,26
2025-07-08 13F/A Salem Investment Counselors Inc 1.246 0,00 45 12,50
2025-08-12 13F NWF Advisory Services Inc. 25.240 821
2025-08-12 13F Steward Partners Investment Advisory, Llc 32.998 6,06 1.194 17,89
2025-08-01 13F Logan Capital Management Inc 1.000 0,00 36 12,50
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
2025-08-12 13F Laurel Wealth Advisors LLC 90.450 3.518,00 2 -97,53
2025-08-19 13F Anchor Investment Management, LLC 1.622 1,69 59 13,73
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
2025-05-07 13F Ramirez Asset Management, Inc. 0 -100,00 0
2025-05-12 13F Virtu Financial LLC 0 -100,00 0
2025-08-13 13F JBR Co Financial Management Inc 131.812 -3,16 4.769 7,65
2025-08-11 13F Delta Asset Management Llc/tn 200 0,00 7 16,67
2025-07-08 13F Atlas Brown,Inc. 19.579 -5,87 708 4,73
2025-08-12 13F Global Retirement Partners, LLC 1.692 61
2025-07-09 13F Sunpointe, LLC 17.774 -25,10 643 -16,71
2025-08-08 13F Islay Capital Management, Llc 0 0
2025-07-17 13F XML Financial, LLC 49.655 3,62 1.797 15,20
2025-07-29 13F Stratos Wealth Partners, LTD. 40.375 21,78 1.461 35,44
2025-04-29 13F Raleigh Capital Management Inc. 0 -100,00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 1.253 0,00 45 12,50
2025-08-14 13F Peapack Gladstone Financial Corp 8.150 -6,25 0
2025-07-08 13F Lowe Wealth Advisors, LLC 6.250 1,63 226 13,00
2025-08-12 13F BlackRock, Inc. 384 0,00 14 8,33
2025-07-23 13F Stonegate Investment Group, LLC 7.171 0,11 259 11,16
2025-07-24 13F IFP Advisors, Inc 2.307 -51,88 83 -46,45
2025-07-17 13F Oakworth Capital, Inc. 9.000 0,00 326 11,30
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
2025-07-29 13F Private Trust Co Na 1.000 0,00 36 12,50
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
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 24.534 0,22 888 11,43
2025-07-21 13F DHJJ Financial Advisors, Ltd. 98 0,00 4 0,00
2025-07-24 13F Ronald Blue Trust, Inc. 1.067 -25,85 39 -17,39
2025-08-08 13F Creative Planning 23.109 3,42 836 14,99
2025-08-04 13F Flagship Harbor Advisors, Llc 10.875 0,00 393 11,33
2025-07-28 13F Harbour Investments, Inc. 5.152 0,00 186 11,38
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
2025-08-07 13F Montag A & Associates Inc 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 287.238 17,78 10.392 30,96
2025-07-21 13F Ameriflex Group, Inc. 4.874 -74,07 173 -71,69
2025-08-14 13F GWM Advisors LLC 111.791 42,31 4.045 58,22
2025-07-23 13F Castle Rock Wealth Management, LLC 14.736 549
2025-08-07 13F Merrion Investment Management Co, LLC 25.000 0,00 904 11,19
2025-07-31 13F Graybill Bartz & Assoc Ltd 12.081 12,47 437 25,21
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 Hollow Brook Wealth Management LLC 7.606 -11,90 275 -1,79
2025-07-09 13F Bank of New Hampshire 1.560 0,00 56 12,00
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
2025-08-04 13F Keybank National Association/oh 12.700 0,00 459 11,14
2025-08-14 13F Benjamin Edwards Inc 8.644 2,64 313 13,87
2025-08-14 13F Mariner, LLC 128.952 2,46 4.665 13,92
2025-08-11 13F Reaves W H & Co Inc 88.623 1,64 3.206 13,01
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 28.073 -0,67 1.016 10,45
2025-04-14 13F Bruce G. Allen Investments, LLC 0 -100,00 0 -100,00
2025-08-13 13F First Trust Advisors Lp 41.144 -0,45 1.489 10,71
2025-05-16 13F Jones Financial Companies Lllp 0 -100,00 0
2025-07-25 13F LRI Investments, LLC 1.440 0,00 52 13,04
2025-08-01 13F Envestnet Asset Management Inc 15.474 0,51 560 11,80
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