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 184 institutions that hold shares in the stock, with a total of 8.52 Million shares, which have been reported (via 13F filing form) to have a value of $276 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
744,326
shares
|
$24.1 Million
0.0% of portfolio
|
Q1 2024
Added 1.54%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
733,314
shares
|
$23.8 Million
0.0% of portfolio
|
Q2 2024
Added 8.95%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
524,640
shares
|
$17 Million
0.0% of portfolio
|
Q2 2024
Added 1.43%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
487,386
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2024
Added 44.31%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
439,384
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2024
Added 9.02%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
324,728
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 10.06%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
301,729
shares
|
$9.79 Million
0.01% of portfolio
|
Q2 2024
Added 7.45%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
279,794
shares
|
$9.08 Million
0.01% of portfolio
|
Q2 2024
Added 30.97%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
278,213
shares
|
$9.03 Million
0.36% of portfolio
|
Q2 2024
Added 4.39%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
230,099
shares
|
$7.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.42%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
205,892
shares
|
$6.68 Million
0.04% of portfolio
|
Q2 2024
Added 1.17%
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
187,809
shares
|
$6.09 Million
0.04% of portfolio
|
Q2 2024
Added 3.21%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
182,635
shares
|
$5.92 Million
0.91% of portfolio
|
Q2 2024
Added 8.91%
|
|
Sterling Investment Advisors, Ltd.
|
Aug 05, 2024 Q2 2024 |
170,886
shares
|
$5.54 Million
1.34% of portfolio
|
Q2 2024
Added 9.0%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
168,891
shares
|
$5.48 Million
0.01% of portfolio
|
Q2 2024
Added 3.57%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
146,879
shares
|
$4.76 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.46%
|
|
Magnus Financial Group LLC
New York, NY |
Aug 01, 2024 Q2 2024 |
144,497
shares
|
$4.69 Million
0.45% of portfolio
|
Q2 2024
Added 15.11%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
141,502
shares
|
$4.59 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
139,063
shares
|
$4.51 Million
0.02% of portfolio
|
Q2 2024
Added 2.8%
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jul 15, 2024 Q2 2024 |
121,826
shares
|
$3.95 Million
2.34% of portfolio
|
Q2 2024
Added 7.5%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
93,562
shares
|
$3.04 Million
0.6% of portfolio
|
Q2 2024
Added 51.84%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
91,204
shares
|
$2.96 Million
0.25% of portfolio
|
Q2 2024
Added 24.94%
|
|
Reaves W H & CO Inc
|
Aug 08, 2024 Q2 2024 |
85,175
shares
|
$2.76 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
84,854
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
77,112
shares
|
$2.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.23%
|