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 267 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $479 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,095,850
shares
|
$40.5 Million
0.0% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,002,079
shares
|
$37 Million
0.0% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
768,185
shares
|
$28.4 Million
1.02% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
686,184
shares
|
$25.3 Million
0.01% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
660,370
shares
|
$24.4 Million
0.01% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
520,399
shares
|
$19.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
508,238
shares
|
$18.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
377,836
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
365,774
shares
|
$13.5 Million
0.29% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
355,691
shares
|
$13.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
312,742
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
263,609
shares
|
$9.73 Million
0.01% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
244,872
shares
|
$9.04 Million
0.01% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
229,669
shares
|
$8.48 Million
0.79% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
221,173
shares
|
$8.17 Million
2.37% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
200,390
shares
|
$7.4 Million
0.0% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
190,855
shares
|
$7.05 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
179,565
shares
|
$6.63 Million
0.01% of portfolio
|
Q3 2025
Added 19.39%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
161,740
shares
|
$5.97 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
150,035
shares
|
$5.54 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
144,214
shares
|
$5.32 Million
2.42% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
141,421
shares
|
$5.22 Million
0.03% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Absolute Investment Advisers LLC
|
Oct 20, 2025 Q3 2025 |
129,661
shares
|
$4.79 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
129,280
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,194
shares
|
$4.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.84%
|
|