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 268 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 $480 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
44,378
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 28.26%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
42,979
shares
|
$1.59 Million
0.52% of portfolio
|
Q3 2025
Added 23.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
41,108
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2025
Reduced 28.12%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
39,750
shares
|
$1.47 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
39,688
shares
|
$1.47 Million
0.17% of portfolio
|
Q4 2023
Reduced 5.5%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
37,764
shares
|
$1.39 Million
0.41% of portfolio
|
Q3 2025
Added 34.52%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
36,647
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
35,933
shares
|
$1.33 Million
0.07% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
35,221
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
34,500
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2025
Added 43.75%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
34,455
shares
|
$1.27 Million
0.38% of portfolio
|
Q1 2024
Added 7.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
31,960
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
31,595
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
30,009
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
29,296
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2025
Added 31.47%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
28,723
shares
|
$1.06 Million
0.46% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
27,862
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
25,595
shares
|
$944,967
0.65% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
25,342
shares
|
$935,626
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
25,236
shares
|
$931,713
0.0% of portfolio
|
Q3 2025
Added 42.92%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
25,217
shares
|
$931,011
0.45% of portfolio
|
Q3 2025
Added 206.96%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
25,000
shares
|
$923,000
0.6% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
24,976
shares
|
$922,113
0.72% of portfolio
|
Q3 2024
Added 100.11%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
24,902
shares
|
$919,381
0.0% of portfolio
|
Q3 2025
Added 176.26%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
24,350
shares
|
$899,002
0.26% of portfolio
|
Q2 2024
Added 9.93%
|
|