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 |
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
6,150
shares
|
$205,410
0.09% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,104
shares
|
$203,873
0.01% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,471
shares
|
$182,731
0.01% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,152
shares
|
$172,076
0.01% of portfolio
|
Q1 2025
Added 82.37%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,794
shares
|
$160,119
0.01% of portfolio
|
Q1 2025
Added 110.26%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,719
shares
|
$157,614
0.01% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,225
shares
|
$141,115
0.0% of portfolio
|
Q4 2024
Added 33.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
4,031
shares
|
$134,635
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
4,000
shares
|
$133,600
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
3,795
shares
|
$126,753
0.03% of portfolio
|
Q3 2023
Added 15.17%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,416
shares
|
$114,094
0.01% of portfolio
|
Q1 2025
Added 25.27%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
3,216
shares
|
$107,414
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,181
shares
|
$106,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,159
shares
|
$105,510
0.01% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,100
shares
|
$103,540
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,088
shares
|
$103,139
0.0% of portfolio
|
Q1 2025
Added 658.72%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,597
shares
|
$86,739
0.01% of portfolio
|
Q1 2023
Added 2633.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,500
shares
|
$83,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,500
shares
|
$83,500
0.01% of portfolio
|
Q3 2021
Reduced 2.91%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,007
shares
|
$67,033
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,700
shares
|
$56,780
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,583
shares
|
$52,872
0.01% of portfolio
|
Q3 2022
Reduced 1.62%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,568
shares
|
$52,371
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
1,560
shares
|
$52,104
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,500
shares
|
$50,100
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|