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 184 institutions that hold shares in the stock, with a total of 8.52 Million shares, which have been reported (via 13F filing form) to have a value of $276 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jul 31, 2024 Q2 2024 |
24,376
shares
|
$790,757
0.51% of portfolio
|
Q2 2024
Reduced 19.07%
|
|
|
Biechele Royce Advisors
|
Jul 31, 2024 Q2 2024 |
24,350
shares
|
$789,914
0.22% of portfolio
|
Q2 2024
Added 9.93%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 19, 2024 Q2 2024 |
23,871
shares
|
$774,375
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
23,469
shares
|
$761,334
0.3% of portfolio
|
Q2 2024
Reduced 7.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
23,240
shares
|
$753,905
0.01% of portfolio
|
Q2 2024
Added 44.99%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
21,908
shares
|
$710,695
0.04% of portfolio
|
Q2 2024
Reduced 8.03%
|
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
21,806
shares
|
$707,386
0.07% of portfolio
|
Q2 2024
Reduced 9.22%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
20,419
shares
|
$662,392
0.02% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Merrion Investment Management Co, LLC
|
Jul 18, 2024 Q2 2024 |
20,000
shares
|
$648,800
0.39% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
19,587
shares
|
$635,402
0.01% of portfolio
|
Q2 2024
Added 18.7%
|
|
|
Welch Group, LLC
|
Jul 17, 2024 Q2 2024 |
19,017
shares
|
$616,911
0.02% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
18,944
shares
|
$614,543
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 13, 2024 Q2 2024 |
18,622
shares
|
$604,097
0.25% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
18,571
shares
|
$602,443
0.0% of portfolio
|
Q2 2024
Added 127.06%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
17,765
shares
|
$576,296
0.01% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
17,668
shares
|
$573,149
0.06% of portfolio
|
Q2 2024
Reduced 10.24%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
17,646
shares
|
$572,436
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
17,454
shares
|
$566,207
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
17,348
shares
|
$562,769
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
16,468
shares
|
$534,221
0.05% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
16,200
shares
|
$525,528
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
15,971
shares
|
$518,099
0.04% of portfolio
|
Q2 2024
Reduced 10.68%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
15,000
shares
|
$486,599
0.04% of portfolio
|
Q2 2022
Reduced 1.58%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
15,000
shares
|
$486,599
0.03% of portfolio
|
Q1 2024
Added 28.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
14,609
shares
|
$473,915
0.0% of portfolio
|
Q2 2024
Reduced 28.2%
|