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 |
|---|---|---|---|---|---|
|
Reaves W H & CO Inc
|
Nov 05, 2024 Q3 2024 |
84,402
shares
|
$2.86 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
83,708
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,246
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
75,191
shares
|
$2.55 Million
0.79% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
69,596
shares
|
$2.36 Million
0.9% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
69,325
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
67,468
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
67,007
shares
|
$2.27 Million
0.14% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
66,212
shares
|
$2.24 Million
0.95% of portfolio
|
Q2 2023
Added 37.15%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
55,138
shares
|
$1.87 Million
0.09% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
54,535
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
52,107
shares
|
$1.77 Million
0.14% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
51,045
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
50,948
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
41,303
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
38,335
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
38,272
shares
|
$1.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 79.04%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
37,860
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2024
Added 116.91%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
35,126
shares
|
$1.19 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
34,455
shares
|
$1.17 Million
0.38% of portfolio
|
Q1 2024
Added 7.82%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
33,400
shares
|
$1.13 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
33,230
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
32,364
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 39.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
30,021
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
28,527
shares
|
$966,780
0.03% of portfolio
|
Q3 2024
Added 5.3%
|