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 257 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
500
shares
|
$19,110
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
485
shares
|
$18,536
0.0% of portfolio
|
Q4 2022
Reduced 91.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
460
shares
|
$17,581
0.0% of portfolio
|
Q1 2023
Added 48.39%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
420
shares
|
$16,052
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
395
shares
|
$15,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
358
shares
|
$13,682
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
356
shares
|
$13,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
351
shares
|
$13,415
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
320
shares
|
$12,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
301
shares
|
$11,504
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$11,466
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
267
shares
|
$10,204
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
258
shares
|
$9,860
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
250
shares
|
$9,555
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
201
shares
|
$7,682
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
201
shares
|
$7,682
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
200
shares
|
$7,644
0.0% of portfolio
|
Q4 2024
Reduced 31.27%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
175
shares
|
$6,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
155
shares
|
$5,924
0.0% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
150
shares
|
$5,733
0.0% of portfolio
|
Q3 2025
Reduced 85.94%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
143
shares
|
$5,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
100
shares
|
$3,822
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
100
shares
|
$3,822
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
98
shares
|
$3,745
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
93
shares
|
$3,554
0.0% of portfolio
|
Q3 2025
Added 29.17%
|