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Biechele Royce Advisors

SEC CIK
0001730808
Latest filing
Oct 29, 2024

UTG holding history

Reaves Utility Income Fund in every 13F filed by Biechele Royce Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTG overviewAll 13F holders of UTGFull Q3 2024 holdings

Shares (Q3 2024)
24,350
Value
$799.0K
% of portfolio
0.3%
Quarters held
12
Since Q4 2021
Holdings of UTG by Biechele Royce Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202424,350$799.0K0.3%00.0%UnchangedHolders
Q2 202424,350$665.0K0.2%+2,200+9.9%AddedHolders
Q1 202422,150$598.0K0.2%+1,400+6.7%AddedHolders
Q4 202320,750$555.0K0.2%−2,750−11.7%ReducedHolders
Q3 202323,500$579.0K0.2%+1,420+6.4%AddedHolders
Q2 202322,080$606.0K0.2%+500+2.3%AddedHolders
Q1 202321,580$612.0K0.2%+2,050+10.5%AddedHolders
Q4 202219,530$552.0K0.2%00.0%UnchangedHolders
Q3 202219,530$531.0K0.2%+5,680+41.0%AddedHolders
Q2 202213,850$429.0K0.2%+4,000+40.6%AddedHolders
Q1 20229,850$340.0K0.1%00.0%UnchangedHolders
Q4 20219,850$346.0K0.1%+9,850NewHolders