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 229 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
960,439
shares
|
$35.8 Million
0.0% of portfolio
|
Q1 2025
Added 9.5%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
933,787
shares
|
$34.8 Million
0.0% of portfolio
|
Q1 2025
Added 12.93%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
624,632
shares
|
$23.3 Million
0.0% of portfolio
|
Q1 2025
Added 4.38%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
599,201
shares
|
$22.3 Million
0.01% of portfolio
|
Q1 2025
Added 2.41%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
501,145
shares
|
$18.7 Million
0.0% of portfolio
|
Q1 2025
Added 2.08%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
490,283
shares
|
$18.3 Million
0.0% of portfolio
|
Q1 2025
Added 8.64%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
489,575
shares
|
$18.2 Million
0.02% of portfolio
|
Q1 2025
Added 9.72%
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
406,546
shares
|
$15.2 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
367,195
shares
|
$13.7 Million
0.03% of portfolio
|
Q1 2025
Added 2.75%
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
249,394
shares
|
$9.29 Million
3.05% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
243,880
shares
|
$9.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
233,919
shares
|
$8.72 Million
0.02% of portfolio
|
Q4 2024
Added 67.21%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
223,723
shares
|
$8.34 Million
0.01% of portfolio
|
Q1 2025
Added 10.11%
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
220,372
shares
|
$8.21 Million
0.07% of portfolio
|
Q1 2025
Added 3.18%
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
203,951
shares
|
$7.6 Million
0.7% of portfolio
|
Q2 2025
Added 9.02%
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
192,359
shares
|
$7.17 Million
1.63% of portfolio
|
Q2 2025
Added 3.88%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
175,545
shares
|
$6.54 Million
0.0% of portfolio
|
Q1 2025
Added 11.4%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
149,372
shares
|
$5.57 Million
0.02% of portfolio
|
Q1 2025
Added 7.41%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
149,311
shares
|
$5.56 Million
0.01% of portfolio
|
Q1 2025
Added 3.45%
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
136,114
shares
|
$5.07 Million
2.59% of portfolio
|
Q1 2025
Added 10.51%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
132,011
shares
|
$4.92 Million
0.66% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
131,492
shares
|
$4.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
125,855
shares
|
$4.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,194
shares
|
$4.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.84%
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
96,900
shares
|
$3.61 Million
0.3% of portfolio
|
Q1 2025
Added 2.32%
|