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 |
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
485
shares
|
$16,199
0.0% of portfolio
|
Q4 2022
Reduced 91.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
460
shares
|
$15,364
0.0% of portfolio
|
Q1 2023
Added 48.39%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
420
shares
|
$14,028
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
395
shares
|
$13,193
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
358
shares
|
$11,957
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
351
shares
|
$11,723
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
320
shares
|
$10,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
301
shares
|
$10,053
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
281
shares
|
$9,385
0.0% of portfolio
|
Q4 2024
Added 602.5%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
250
shares
|
$8,350
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
234
shares
|
$7,815
0.0% of portfolio
|
Q1 2025
Reduced 22.77%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
201
shares
|
$6,713
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
200
shares
|
$6,680
0.0% of portfolio
|
Q4 2024
Reduced 31.27%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
143
shares
|
$4,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
100
shares
|
$3,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
100
shares
|
$3,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
100
shares
|
$3,340
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
98
shares
|
$3,273
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
71
shares
|
$2,371
0.0% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
49
shares
|
$1,636
0.0% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
32
shares
|
$1,068
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$601
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|