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 227 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $369 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 |
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
88,298
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Reaves W H & CO Inc
|
May 09, 2025 Q1 2025 |
87,192
shares
|
$2.91 Million
0.08% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,246
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
77,853
shares
|
$2.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 76.59%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
69,612
shares
|
$2.33 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
69,600
shares
|
$2.32 Million
1.04% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
68,385
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2025
Added 13.28%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
66,586
shares
|
$2.22 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
66,212
shares
|
$2.21 Million
0.95% of portfolio
|
Q2 2023
Added 37.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
63,053
shares
|
$2.11 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
63,000
shares
|
$2.1 Million
0.03% of portfolio
|
Q1 2025
Added 16.82%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
59,538
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
58,792
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
Added 426.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
58,467
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
57,951
shares
|
$1.94 Million
0.09% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
55,609
shares
|
$1.86 Million
0.15% of portfolio
|
Q1 2025
Added 102879.63%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
55,514
shares
|
$1.85 Million
0.13% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
54,120
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
50,109
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
47,920
shares
|
$1.6 Million
0.15% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
46,974
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 120.36%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
41,330
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 02, 2025 Q1 2025 |
36,000
shares
|
$1.2 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
35,537
shares
|
$1.19 Million
0.47% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
35,177
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Added 2.26%
|