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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
11,698
shares
|
$382,641
0.0% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
11,396
shares
|
$372,763
0.15% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,177
shares
|
$365,599
0.01% of portfolio
|
Q4 2024
Added 39.59%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
11,126
shares
|
$363,931
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,875
shares
|
$355,721
0.02% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
10,870
shares
|
$355,557
0.14% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
10,850
shares
|
$354,903
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,545
shares
|
$344,926
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
10,470
shares
|
$342,473
0.02% of portfolio
|
Q1 2024
Reduced 4.97%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
10,449
shares
|
$341,786
0.01% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
10,376
shares
|
$339,398
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
10,000
shares
|
$327,100
0.08% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
9,875
shares
|
$323,011
0.23% of portfolio
|
Q2 2024
Reduced 3.89%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,775
shares
|
$319,740
0.3% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
9,667
shares
|
$316,207
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
9,581
shares
|
$313,394
0.07% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
9,532
shares
|
$311,791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
9,304
shares
|
$304,333
0.07% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
9,000
shares
|
$294,390
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
8,693
shares
|
$284,348
0.0% of portfolio
|
Q2 2024
Reduced 10.9%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
8,633
shares
|
$282,385
0.08% of portfolio
|
Q3 2023
Reduced 5.59%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
8,595
shares
|
$281,142
0.0% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,554
shares
|
$279,801
0.0% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,500
shares
|
$278,035
0.16% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
8,270
shares
|
$270,511
0.02% of portfolio
|
Q3 2024
Reduced 8.82%
|