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 |
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
8,633
shares
|
$288,342
0.08% of portfolio
|
Q3 2023
Reduced 5.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,554
shares
|
$285,703
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
|
$283,900
0.16% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
8,422
shares
|
$281,294
0.0% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
8,202
shares
|
$273,946
0.01% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,139
shares
|
$271,842
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
7,945
shares
|
$265,363
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
7,866
shares
|
$262,724
0.02% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
7,848
shares
|
$262,123
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
7,837
shares
|
$261,755
0.16% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
7,737
shares
|
$258,415
0.04% of portfolio
|
Q1 2025
Added 21.46%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
7,626
shares
|
$254,708
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
7,600
shares
|
$253,840
0.14% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
7,301
shares
|
$243,853
0.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
7,189
shares
|
$240,112
0.07% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
7,163
shares
|
$239,244
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
7,077
shares
|
$236,371
0.05% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,047
shares
|
$235,369
0.01% of portfolio
|
Q1 2020
Reduced 86.45%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
7,000
shares
|
$233,800
0.06% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,813
shares
|
$227,554
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,628
shares
|
$221,375
0.0% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,523
shares
|
$217,868
0.11% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
6,495
shares
|
$216,933
0.02% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
6,490
shares
|
$216,766
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
6,210
shares
|
$207,414
0.02% of portfolio
|
Q1 2025
New holding
|