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 |
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
12,700
shares
|
$424,180
0.0% of portfolio
|
Q3 2024
Reduced 21.6%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
12,230
shares
|
$408,482
0.06% of portfolio
|
Q1 2025
Added 85.53%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
11,765
shares
|
$392,951
0.02% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
11,126
shares
|
$371,608
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,926
shares
|
$364,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10,875
shares
|
$363,225
0.02% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
10,870
shares
|
$363,058
0.14% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
10,854
shares
|
$362,523
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
10,850
shares
|
$362,390
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
10,742
shares
|
$358,782
0.13% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
10,660
shares
|
$356,044
0.0% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
10,577
shares
|
$353,271
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,545
shares
|
$352,203
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,470
shares
|
$349,698
0.02% of portfolio
|
Q1 2024
Reduced 4.97%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
10,265
shares
|
$342,851
0.01% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
10,000
shares
|
$334,000
0.08% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
9,775
shares
|
$326,485
0.32% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
9,725
shares
|
$324,815
0.26% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
9,706
shares
|
$324,180
0.08% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
9,667
shares
|
$322,877
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
9,304
shares
|
$310,753
0.07% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
9,000
shares
|
$300,600
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
8,750
shares
|
$292,250
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
8,693
shares
|
$290,346
0.0% of portfolio
|
Q2 2024
Reduced 10.9%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
8,662
shares
|
$289,310
0.1% of portfolio
|
Q1 2025
Added 9.02%
|