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 246 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $462 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
111,791
shares
|
$4.13 Million
0.02% of portfolio
|
Q2 2025
Added 42.31%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
98,261
shares
|
$3.63 Million
0.31% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
97,683
shares
|
$3.6 Million
0.02% of portfolio
|
Q2 2025
Added 64.07%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
93,563
shares
|
$3.45 Million
0.01% of portfolio
|
Q2 2025
Added 36.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
91,696
shares
|
$3.38 Million
0.01% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
90,450
shares
|
$3.34 Million
0.04% of portfolio
|
Q2 2025
Added 3518.0%
|
|
|
Reaves W H & CO Inc
|
Aug 11, 2025 Q2 2025 |
88,623
shares
|
$3.27 Million
0.08% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
80,660
shares
|
$2.98 Million
2.47% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,246
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
69,699
shares
|
$2.57 Million
1.04% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
69,680
shares
|
$2.57 Million
0.76% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
67,552
shares
|
$2.49 Million
0.16% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
66,212
shares
|
$2.44 Million
0.95% of portfolio
|
Q2 2023
Added 37.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
58,928
shares
|
$2.17 Million
0.03% of portfolio
|
Q2 2025
Added 17.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
58,209
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
57,609
shares
|
$2.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
57,193
shares
|
$2.11 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
54,707
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 16.46%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
54,102
shares
|
$2 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
51,173
shares
|
$1.89 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
50,949
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.13%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
49,655
shares
|
$1.83 Million
0.16% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
41,144
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
40,375
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
40,221
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.59%
|