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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
11,509
shares
|
$424,912
0.0% of portfolio
|
Q3 2025
Added 121.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,383
shares
|
$420,260
0.0% of portfolio
|
Q3 2025
Reduced 26.44%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
11,115
shares
|
$410,365
0.02% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
10,773
shares
|
$397,739
0.07% of portfolio
|
Q3 2025
Added 85.13%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
10,555
shares
|
$389,690
0.0% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,545
shares
|
$389,321
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,221
shares
|
$377,359
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
10,208
shares
|
$376,879
0.14% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
10,000
shares
|
$369,200
0.08% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
10,000
shares
|
$369,200
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
9,775
shares
|
$360,893
0.32% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
9,667
shares
|
$356,905
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
9,304
shares
|
$343,503
0.07% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
9,297
shares
|
$343,245
0.05% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
9,216
shares
|
$340,254
0.01% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
9,000
shares
|
$332,280
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bey Douglas LLC
Marietta, GA |
Oct 30, 2025 Q3 2025 |
8,581
shares
|
$316,810
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,554
shares
|
$315,813
0.0% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
8,491
shares
|
$313,487
0.0% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
8,399
shares
|
$310,091
0.1% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
8,239
shares
|
$304,183
0.18% of portfolio
|
Q3 2025
Reduced 35.68%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,185
shares
|
$302,190
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
8,150
shares
|
$300,898
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,139
shares
|
$300,491
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
8,040
shares
|
$296,836
0.17% of portfolio
|
Q3 2025
Added 1.25%
|
|