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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
23,325
shares
|
$861,159
0.0% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
23,200
shares
|
$856,544
0.26% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
23,166
shares
|
$855,288
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,000
shares
|
$849,160
0.0% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
22,921
shares
|
$846,243
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
21,229
shares
|
$783,774
0.03% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,927
shares
|
$772,624
0.0% of portfolio
|
Q4 2024
Reduced 80.24%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
20,785
shares
|
$767,382
0.2% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
19,843
shares
|
$732,603
0.01% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
19,599
shares
|
$723,595
0.23% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
19,552
shares
|
$721,859
0.01% of portfolio
|
Q3 2025
Added 73.93%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
19,274
shares
|
$711,596
0.01% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
19,135
shares
|
$706,464
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
19,000
shares
|
$701,480
0.17% of portfolio
|
Q3 2025
Added 15.85%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
18,427
shares
|
$680,324
0.26% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
18,246
shares
|
$673,642
0.18% of portfolio
|
Q3 2025
Added 23.82%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
18,128
shares
|
$669,285
0.26% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
17,642
shares
|
$651,342
0.0% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
17,360
shares
|
$640,931
0.04% of portfolio
|
Q3 2025
Added 21.57%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
17,218
shares
|
$635,688
0.0% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
17,016
shares
|
$628,230
0.03% of portfolio
|
Q3 2025
Added 21.45%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
16,955
shares
|
$625,978
0.0% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,692
shares
|
$616,268
0.37% of portfolio
|
Q3 2025
Added 44.52%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
16,521
shares
|
$609,955
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
16,278
shares
|
$600,983
0.06% of portfolio
|
Q3 2025
Added 6.77%
|
|