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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,500
shares
|
$82,325
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,257
shares
|
$74,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,253
shares
|
$74,191
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,007
shares
|
$66,090
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$65,860
0.01% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,999
shares
|
$65,827
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,700
shares
|
$55,981
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,669
shares
|
$54,960
0.04% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,583
shares
|
$52,128
0.01% of portfolio
|
Q3 2022
Reduced 1.62%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,560
shares
|
$51,370
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,541
shares
|
$50,745
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,450
shares
|
$47,748
0.0% of portfolio
|
Q3 2021
Added 52.63%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,440
shares
|
$47,419
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,414
shares
|
$46,563
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,253
shares
|
$41,261
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,246
shares
|
$41,030
0.0% of portfolio
|
Q3 2024
Reduced 21.93%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,133
shares
|
$37,309
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,031
shares
|
$33,950
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,006
shares
|
$33,127
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
1,000
shares
|
$32,930
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$32,930
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
995
shares
|
$32,765
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
950
shares
|
$31,283
0.0% of portfolio
|
Q1 2024
Reduced 29.73%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
809
shares
|
$26,640
0.01% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
750
shares
|
$24,697
0.0% of portfolio
|
Q2 2024
Added 29.31%
|