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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
29
shares
|
$1,108
0.0% of portfolio
|
Q3 2025
Reduced 87.61%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$687
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q2 2025
Reduced 99.85%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|