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 |
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
20,048
shares
|
$669,603
0.01% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
19,560
shares
|
$653,304
0.27% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
19,017
shares
|
$635,167
0.03% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
18,844
shares
|
$629,389
0.0% of portfolio
|
Q1 2025
Added 61.09%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
18,799
shares
|
$627,886
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
18,531
shares
|
$618,935
0.0% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
18,120
shares
|
$605,208
0.0% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
17,322
shares
|
$578,554
0.06% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
17,191
shares
|
$574,179
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
16,607
shares
|
$554,673
0.03% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
15,668
shares
|
$523,311
0.0% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
15,609
shares
|
$521,340
0.04% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
15,575
shares
|
$520,205
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
15,396
shares
|
$514,226
0.0% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
15,028
shares
|
$501,935
0.16% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
15,015
shares
|
$501,501
0.03% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
15,000
shares
|
$501,000
0.04% of portfolio
|
Q2 2022
Reduced 1.58%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
14,744
shares
|
$492,449
0.0% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
13,707
shares
|
$457,813
0.03% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
13,692
shares
|
$457,312
0.31% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
13,189
shares
|
$440,512
0.01% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
13,171
shares
|
$439,911
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
13,141
shares
|
$438,909
0.0% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
12,711
shares
|
$424,547
0.0% of portfolio
|
Q4 2024
Reduced 75.1%
|
|
|
Neville Rodie & Shaw Inc
|
Apr 01, 2025 Q1 2025 |
12,701
shares
|
$424,213
0.03% of portfolio
|
Q4 2024
New holding
|