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 213 institutions that hold shares in the stock, with a total of 9.59 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
820,881
shares
|
$27 Million
0.0% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
812,294
shares
|
$26.7 Million
0.0% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
584,213
shares
|
$19.2 Million
0.0% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
558,619
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
471,122
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
418,999
shares
|
$13.8 Million
0.0% of portfolio
|
Q3 2024
Added 82.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
388,617
shares
|
$12.8 Million
0.03% of portfolio
|
Q3 2024
Added 19.67%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
332,579
shares
|
$11 Million
0.44% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
321,122
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
251,772
shares
|
$8.29 Million
2.97% of portfolio
|
Q4 2024
Added 46.58%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
203,662
shares
|
$6.71 Million
0.05% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
188,417
shares
|
$6.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
181,838
shares
|
$5.99 Million
0.01% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
176,864
shares
|
$5.82 Million
0.02% of portfolio
|
Q3 2024
Added 852.37%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
174,661
shares
|
$5.75 Million
1.55% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
173,896
shares
|
$5.73 Million
0.55% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
156,925
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
144,275
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
139,063
shares
|
$4.58 Million
0.02% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
124,809
shares
|
$4.11 Million
0.01% of portfolio
|
Q3 2024
Added 138.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,194
shares
|
$4.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.84%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
116,608
shares
|
$3.84 Million
2.5% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
98,082
shares
|
$3.23 Million
0.49% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
93,988
shares
|
$3.1 Million
0.29% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Reaves W H & CO Inc
|
Nov 05, 2024 Q3 2024 |
84,402
shares
|
$2.78 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.91%
|