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 213 institutions that hold shares in the stock, with a total of 9.59 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
83,708
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,246
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
70,276
shares
|
$2.31 Million
0.68% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
69,468
shares
|
$2.29 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
67,007
shares
|
$2.21 Million
0.14% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
66,212
shares
|
$2.18 Million
0.95% of portfolio
|
Q2 2023
Added 37.15%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
60,366
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
55,138
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
54,535
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
53,930
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
51,045
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
50,948
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.32%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
42,501
shares
|
$1.4 Million
0.12% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
41,303
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
39,195
shares
|
$1.29 Million
0.19% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
38,335
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
34,975
shares
|
$1.15 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
34,455
shares
|
$1.13 Million
0.38% of portfolio
|
Q1 2024
Added 7.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
34,135
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
33,400
shares
|
$1.1 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
33,230
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
30,021
shares
|
$988,591
0.01% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
29,153
shares
|
$960,008
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
28,527
shares
|
$939,394
0.03% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
28,029
shares
|
$922,994
0.03% of portfolio
|
Q3 2024
Reduced 1.38%
|