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 212 institutions that hold shares in the stock, with a total of 9.63 Million shares, which have been reported (via 13F filing form) to have a value of $325 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
|
$27.8 Million
0.0% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
812,294
shares
|
$27.5 Million
0.0% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
584,213
shares
|
$19.8 Million
0.0% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
558,619
shares
|
$18.9 Million
0.01% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
471,122
shares
|
$16 Million
0.0% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
418,999
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2024
Added 82.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
388,617
shares
|
$13.2 Million
0.03% of portfolio
|
Q3 2024
Added 19.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
321,122
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
318,461
shares
|
$10.8 Million
0.45% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
203,662
shares
|
$6.9 Million
0.05% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
188,417
shares
|
$6.39 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
181,838
shares
|
$6.16 Million
0.01% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
176,864
shares
|
$5.99 Million
0.02% of portfolio
|
Q3 2024
Added 852.37%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
174,661
shares
|
$5.92 Million
1.55% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
171,768
shares
|
$5.82 Million
1.77% of portfolio
|
Q3 2024
Added 192.21%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
166,653
shares
|
$5.65 Million
0.56% of portfolio
|
Q3 2024
Added 15.33%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
156,925
shares
|
$5.32 Million
0.0% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
144,275
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
139,063
shares
|
$4.71 Million
0.02% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
124,809
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2024
Added 138.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,194
shares
|
$4.21 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
|
$3.95 Million
2.5% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
109,799
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
96,746
shares
|
$3.28 Million
0.71% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
93,988
shares
|
$3.19 Million
0.29% of portfolio
|
Q3 2024
Added 3.05%
|