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 225 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $343 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
18,799
shares
|
$610,967
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
17,241
shares
|
$560,332
0.01% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
17,185
shares
|
$558,512
0.06% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
16,607
shares
|
$539,727
0.03% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
16,455
shares
|
$534,787
0.05% of portfolio
|
Q4 2024
Reduced 32.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
16,006
shares
|
$520,195
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
15,989
shares
|
$519,642
0.04% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
15,711
shares
|
$510,607
0.05% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
15,575
shares
|
$506,187
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
15,015
shares
|
$487,987
0.03% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
15,000
shares
|
$487,500
0.04% of portfolio
|
Q2 2022
Reduced 1.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
14,962
shares
|
$486,265
0.0% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,688
shares
|
$477,360
0.0% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
14,522
shares
|
$471,965
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
14,275
shares
|
$463,937
0.3% of portfolio
|
Q4 2024
Reduced 28.2%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
13,550
shares
|
$440,375
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
13,189
shares
|
$428,642
0.01% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
13,171
shares
|
$428,057
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
12,915
shares
|
$419,737
0.0% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
12,711
shares
|
$413,107
0.0% of portfolio
|
Q4 2024
Reduced 75.1%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
12,701
shares
|
$412,782
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
12,700
shares
|
$412,750
0.0% of portfolio
|
Q3 2024
Reduced 21.6%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
12,366
shares
|
$401,895
0.0% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
12,050
shares
|
$391,625
0.01% of portfolio
|
Q4 2024
Reduced 45.66%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
11,733
shares
|
$381,322
0.01% of portfolio
|
Q4 2024
Added 29.96%
|