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 215 institutions that hold shares in the stock, with a total of 9.58 Million shares, which have been reported (via 13F filing form) to have a value of $326 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
706
shares
|
$23,806
0.02% of portfolio
|
Q2 2024
Reduced 34.14%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
613
shares
|
$20,670
0.0% of portfolio
|
Q3 2024
Reduced 35.06%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
590
shares
|
$19,894
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
580
shares
|
$19,557
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
574
shares
|
$19,355
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
554
shares
|
$18,680
0.0% of portfolio
|
Q1 2023
Added 259.74%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
500
shares
|
$16,860
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
485
shares
|
$16,354
0.0% of portfolio
|
Q4 2022
Reduced 91.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
460
shares
|
$15,511
0.0% of portfolio
|
Q1 2023
Added 48.39%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
426
shares
|
$14,364
0.0% of portfolio
|
Q3 2024
Added 42500.0%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
420
shares
|
$14,162
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
400
shares
|
$13,488
0.0% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
395
shares
|
$13,319
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
358
shares
|
$12,071
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
351
shares
|
$11,835
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
303
shares
|
$10,217
0.0% of portfolio
|
Q4 2024
Reduced 20.89%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
300
shares
|
$10,116
0.0% of portfolio
|
Q3 2024
Reduced 89.44%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
300
shares
|
$10,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
298
shares
|
$10,048
0.0% of portfolio
|
Q3 2024
Reduced 40.4%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
291
shares
|
$9,812
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
250
shares
|
$8,430
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
245
shares
|
$8,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
227
shares
|
$7,654
0.0% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
225
shares
|
$7,587
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
201
shares
|
$6,777
0.0% of portfolio
|
Q3 2024
Added 0.5%
|