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 246 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $468 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,043,401
shares
|
$38.5 Million
0.0% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
975,172
shares
|
$36 Million
0.0% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
732,485
shares
|
$27 Million
0.93% of portfolio
|
Q2 2025
Added 80.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
632,944
shares
|
$23.4 Million
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
616,607
shares
|
$22.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
509,049
shares
|
$18.8 Million
0.02% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
493,887
shares
|
$18.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
382,317
shares
|
$14.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
362,956
shares
|
$13.4 Million
0.29% of portfolio
|
Q2 2025
Added 366.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
359,116
shares
|
$13.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
287,238
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
255,169
shares
|
$9.42 Million
0.01% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
249,394
shares
|
$9.2 Million
3.05% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
237,084
shares
|
$8.75 Million
0.02% of portfolio
|
Q2 2025
Added 23.37%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
203,951
shares
|
$7.53 Million
0.7% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
192,359
shares
|
$7.1 Million
1.63% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
188,829
shares
|
$6.97 Million
0.0% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
178,906
shares
|
$6.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
150,407
shares
|
$5.55 Million
0.01% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
150,194
shares
|
$5.54 Million
0.02% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
140,633
shares
|
$5.19 Million
0.03% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
132,011
shares
|
$4.87 Million
0.66% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
131,812
shares
|
$4.86 Million
2.35% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
128,952
shares
|
$4.76 Million
0.01% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,194
shares
|
$4.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.84%
|