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 268 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
200
shares
|
$7,384
0.0% of portfolio
|
Q4 2024
Reduced 31.27%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
200
shares
|
$7,384
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
155
shares
|
$5,722
0.0% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
150
shares
|
$5,538
0.0% of portfolio
|
Q3 2025
Reduced 85.94%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
143
shares
|
$5,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
126
shares
|
$4,651
0.0% of portfolio
|
Q3 2025
Reduced 37.31%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
120
shares
|
$4,430
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
100
shares
|
$3,692
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
100
shares
|
$3,692
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
98
shares
|
$3,618
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
93
shares
|
$3,433
0.0% of portfolio
|
Q3 2025
Added 29.17%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
29
shares
|
$1,070
0.0% of portfolio
|
Q3 2025
Reduced 87.61%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$664
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$184
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$36
0.0% of portfolio
|
Q2 2025
Reduced 99.85%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
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
|
|