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 213 institutions that hold shares in the stock, with a total of 9.59 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
7,309
shares
|
$240,685
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,209
shares
|
$237,392
0.01% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
7,150
shares
|
$235,449
0.0% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
7,077
shares
|
$233,045
0.05% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,047
shares
|
$232,057
0.01% of portfolio
|
Q1 2020
Reduced 86.45%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
6,786
shares
|
$223,462
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
6,786
shares
|
$223,462
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,628
shares
|
$218,260
0.0% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
6,550
shares
|
$215,691
0.09% of portfolio
|
Q4 2024
Reduced 15.48%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
6,490
shares
|
$213,715
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
6,374
shares
|
$209,895
0.11% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
6,125
shares
|
$201,696
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$197,580
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,419
shares
|
$178,447
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,795
shares
|
$124,969
0.03% of portfolio
|
Q3 2023
Added 15.17%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,521
shares
|
$115,946
0.0% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,200
shares
|
$105,376
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
3,166
shares
|
$104,256
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,159
shares
|
$104,025
0.01% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,100
shares
|
$102,083
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,002
shares
|
$98,855
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,727
shares
|
$89,800
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,597
shares
|
$85,519
0.01% of portfolio
|
Q1 2023
Added 2633.68%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
2,500
shares
|
$82,325
0.01% of portfolio
|
Q3 2021
Reduced 2.91%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,500
shares
|
$82,325
0.01% of portfolio
|
Q2 2024
New holding
|