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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
34,455
shares
|
$1.28 Million
0.38% of portfolio
|
Q1 2024
Added 7.82%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
33,285
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
33,154
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
32,143
shares
|
$1.19 Million
0.16% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
31,114
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
30,960
shares
|
$1.15 Million
0.41% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
30,757
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
29,554
shares
|
$1.1 Million
0.1% of portfolio
|
Q1 2025
Added 30.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
28,687
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
28,261
shares
|
$1.05 Million
0.32% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
28,216
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
26,170
shares
|
$970,383
0.65% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
25,538
shares
|
$946,949
0.01% of portfolio
|
Q1 2025
Added 111.93%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
25,000
shares
|
$927,000
0.61% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
24,976
shares
|
$926,110
0.72% of portfolio
|
Q3 2024
Added 100.11%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
24,481
shares
|
$907,755
0.23% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
24,350
shares
|
$902,898
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
24,350
shares
|
$902,898
0.26% of portfolio
|
Q2 2024
Added 9.93%
|
|
|
Beacon Capital Management, Inc.
|
May 21, 2025 Q1 2025 |
24,000
shares
|
$889,920
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,345
shares
|
$828,552
0.0% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
22,244
shares
|
$824,807
0.0% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
21,148
shares
|
$784,167
0.0% of portfolio
|
Q1 2025
Added 32.13%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
21,073
shares
|
$781,386
0.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,927
shares
|
$775,973
0.0% of portfolio
|
Q4 2024
Reduced 80.24%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
20,135
shares
|
$746,605
0.27% of portfolio
|
Q1 2025
Reduced 8.02%
|