Concurrent Investment Advisors, LLC Reaves Utility Income Fund Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,221 shares of UTG stock, worth $377,359. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,221Holding current value
$377,359% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding UTG
# of Institutions
268Shares Held
13MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.1MShares$40.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY1MShares$37 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC768KShares$28.4 Million1.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC686KShares$25.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA660KShares$24.4 Million0.01% of portfolio
About REAVES UTILITY INCOME FUND
- Ticker UTG
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt ...