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 |
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
34,455
shares
|
$1.15 Million
0.38% of portfolio
|
Q1 2024
Added 7.82%
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
33,285
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Added 11.44%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
33,154
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
31,810
shares
|
$1.06 Million
0.16% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
31,114
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
30,960
shares
|
$1.03 Million
0.41% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
29,554
shares
|
$987,103
0.1% of portfolio
|
Q1 2025
Added 30.38%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
28,687
shares
|
$958,145
0.03% of portfolio
|
Q1 2025
Added 0.96%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
28,261
shares
|
$943,917
0.32% of portfolio
|
Q1 2025
Added 1.43%
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
28,216
shares
|
$942,414
0.08% of portfolio
|
Q1 2025
New holding
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
25,700
shares
|
$858,380
0.62% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
25,538
shares
|
$852,969
0.01% of portfolio
|
Q1 2025
Added 111.93%
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
25,000
shares
|
$835,000
0.61% of portfolio
|
Q4 2024
Added 25.0%
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
24,989
shares
|
$834,632
0.0% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
24,976
shares
|
$834,198
0.72% of portfolio
|
Q3 2024
Added 100.11%
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
24,350
shares
|
$813,290
0.13% of portfolio
|
Q4 2024
New holding
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
24,350
shares
|
$813,290
0.26% of portfolio
|
Q2 2024
Added 9.93%
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
23,729
shares
|
$792,548
0.41% of portfolio
|
Q1 2025
Added 15.62%
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
22,995
shares
|
$768,033
0.27% of portfolio
|
Q4 2024
New holding
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
22,244
shares
|
$742,949
0.0% of portfolio
|
Q4 2024
Added 9.88%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
21,148
shares
|
$706,343
0.0% of portfolio
|
Q1 2025
Added 32.13%
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
21,073
shares
|
$703,838
0.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,927
shares
|
$698,961
0.0% of portfolio
|
Q4 2024
Reduced 80.24%
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
20,800
shares
|
$694,720
0.24% of portfolio
|
Q1 2025
Added 0.11%
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
20,135
shares
|
$672,509
0.27% of portfolio
|
Q1 2025
Reduced 8.02%
|