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 234 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $457 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
98
shares
|
$3,774
0.0% of portfolio
|
Q3 2023
New holding
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
72
shares
|
$2,773
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$693
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5
shares
|
$192
0.0% of portfolio
|
Q1 2025
Reduced 89.8%
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$192
0.0% of portfolio
|
Q4 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q2 2025
Reduced 99.85%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|