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 225 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $343 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$9,750
0.0% of portfolio
|
Q3 2024
Reduced 89.44%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
281
shares
|
$9,132
0.0% of portfolio
|
Q4 2024
Added 602.5%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
279
shares
|
$9,067
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
250
shares
|
$8,125
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
245
shares
|
$7,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
231
shares
|
$7,507
0.0% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
209
shares
|
$6,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
201
shares
|
$6,532
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
200
shares
|
$6,500
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
200
shares
|
$6,500
0.0% of portfolio
|
Q4 2024
Reduced 31.27%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
143
shares
|
$4,647
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$3,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
100
shares
|
$3,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
100
shares
|
$3,250
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
98
shares
|
$3,185
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
70
shares
|
$2,275
0.0% of portfolio
|
Q4 2024
Added 311.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
54
shares
|
$1,755
0.16% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
50
shares
|
$1,625
0.0% of portfolio
|
Q3 2024
Reduced 25.37%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
49
shares
|
$1,592
0.0% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
47
shares
|
$1,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$585
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$162
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$32
0.0% of portfolio
|
Q4 2024
Reduced 99.77%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|