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 |
|---|---|---|---|---|---|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
5,650
shares
|
$208,598
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,558
shares
|
$205,201
0.01% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,418
shares
|
$200,032
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
5,373
shares
|
$198,371
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
5,350
shares
|
$197,522
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
5,344
shares
|
$197,300
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,250
shares
|
$193,830
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
5,181
shares
|
$191,282
0.02% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
5,160
shares
|
$190,507
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
5,150
shares
|
$190,138
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
5,125
shares
|
$189,215
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
5,075
shares
|
$187,369
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
5,020
shares
|
$185,338
0.02% of portfolio
|
Q3 2025
Reduced 30.23%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,486
shares
|
$165,623
0.01% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4,291
shares
|
$158,423
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
4,132
shares
|
$152,553
0.01% of portfolio
|
Q3 2025
Reduced 27.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,000
shares
|
$147,680
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,795
shares
|
$140,111
0.05% of portfolio
|
Q3 2023
Added 15.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,569
shares
|
$131,767
0.0% of portfolio
|
Q3 2025
Added 362.31%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,216
shares
|
$118,734
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
3,166
shares
|
$116,888
0.0% of portfolio
|
Q3 2025
Reduced 25.07%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,100
shares
|
$114,452
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,597
shares
|
$95,881
0.01% of portfolio
|
Q1 2023
Added 2633.68%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,320
shares
|
$85,654
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,141
shares
|
$79,045
0.01% of portfolio
|
Q3 2025
Added 46.54%
|
|