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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,096
shares
|
$594,264
0.0% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
15,950
shares
|
$588,874
0.09% of portfolio
|
Q3 2025
Reduced 34.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
15,769
shares
|
$582,191
0.0% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
15,575
shares
|
$575,029
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
15,386
shares
|
$568,051
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
15,385
shares
|
$568,014
0.24% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
15,267
shares
|
$563,657
0.32% of portfolio
|
Q3 2025
Added 23.38%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
15,000
shares
|
$553,800
0.04% of portfolio
|
Q2 2022
Reduced 1.58%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
14,809
shares
|
$546,748
0.09% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
14,103
shares
|
$520,682
0.04% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
13,726
shares
|
$506,763
0.01% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
13,462
shares
|
$497,017
0.06% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
13,216
shares
|
$487,934
0.03% of portfolio
|
Q3 2025
Added 13.73%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
13,115
shares
|
$484,205
0.0% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
13,067
shares
|
$482,433
0.02% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
12,865
shares
|
$474,975
0.02% of portfolio
|
Q3 2025
Added 18.22%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2025 Q3 2025 |
12,701
shares
|
$468,920
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
12,700
shares
|
$468,884
0.0% of portfolio
|
Q3 2024
Reduced 21.6%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
12,498
shares
|
$461,426
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,389
shares
|
$457,401
0.0% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,341
shares
|
$455,629
0.0% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
11,698
shares
|
$431,890
0.0% of portfolio
|
Q3 2025
Reduced 42.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
11,698
shares
|
$431,890
0.0% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
11,561
shares
|
$426,832
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
11,556
shares
|
$426,647
0.15% of portfolio
|
Q3 2025
Reduced 4.35%
|
|