Institutional Ownership Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
877,082
shares
|
$29.6 Million
0.0% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
826,880
shares
|
$27.9 Million
0.0% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
598,402
shares
|
$20.2 Million
0.0% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
585,115
shares
|
$19.8 Million
0.01% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
490,955
shares
|
$16.6 Million
0.0% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
451,310
shares
|
$15.2 Million
0.0% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
446,194
shares
|
$15.1 Million
0.02% of portfolio
|
Q4 2024
Added 38.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
384,863
shares
|
$13 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
357,370
shares
|
$12.1 Million
0.03% of portfolio
|
Q4 2024
Added 102.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
332,579
shares
|
$11.2 Million
0.44% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
274,631
shares
|
$9.27 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
251,772
shares
|
$8.5 Million
2.97% of portfolio
|
Q4 2024
Added 46.58%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
213,580
shares
|
$7.21 Million
0.06% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
203,179
shares
|
$6.86 Million
0.01% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
178,738
shares
|
$6.04 Million
1.46% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
173,896
shares
|
$5.87 Million
0.55% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
157,576
shares
|
$5.32 Million
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
144,331
shares
|
$4.87 Million
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
142,316
shares
|
$4.81 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
139,063
shares
|
$4.7 Million
0.02% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
126,837
shares
|
$4.28 Million
0.01% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,194
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.84%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
123,170
shares
|
$4.16 Million
2.38% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
98,082
shares
|
$3.31 Million
0.49% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
94,703
shares
|
$3.2 Million
0.28% of portfolio
|
Q4 2024
Added 0.76%
|