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 229 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $424 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
93,563
shares
|
$3.47 Million
0.01% of portfolio
|
Q2 2025
Added 36.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
88,298
shares
|
$3.27 Million
0.01% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Reaves W H & CO Inc
|
May 09, 2025 Q1 2025 |
87,192
shares
|
$3.23 Million
0.08% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
80,660
shares
|
$2.99 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
|
$2.98 Million
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
78,554
shares
|
$2.91 Million
0.02% of portfolio
|
Q1 2025
Added 34.36%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
77,853
shares
|
$2.89 Million
0.08% of portfolio
|
Q1 2025
Reduced 76.59%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
69,699
shares
|
$2.58 Million
1.04% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
69,680
shares
|
$2.58 Million
0.76% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
66,586
shares
|
$2.47 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
66,212
shares
|
$2.46 Million
0.95% of portfolio
|
Q2 2023
Added 37.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
63,053
shares
|
$2.34 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
63,000
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2025
Added 16.82%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
59,538
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
58,792
shares
|
$2.18 Million
0.05% of portfolio
|
Q1 2025
Added 426.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
57,609
shares
|
$2.14 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
55,514
shares
|
$2.06 Million
0.13% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
54,707
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Added 16.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
54,120
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
51,173
shares
|
$1.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
50,109
shares
|
$1.86 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
49,655
shares
|
$1.84 Million
0.16% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
41,330
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
35,177
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
34,770
shares
|
$1.29 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.16%
|