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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
28,029
shares
|
$949,902
0.03% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
27,721
shares
|
$939,464
0.0% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
26,637
shares
|
$902,727
0.63% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
25,932
shares
|
$878,835
0.3% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
24,976
shares
|
$846,436
0.72% of portfolio
|
Q3 2024
Added 100.11%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
24,577
shares
|
$832,914
0.01% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
24,509
shares
|
$830,610
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
24,350
shares
|
$825,221
0.26% of portfolio
|
Q2 2024
Added 9.93%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
23,369
shares
|
$791,975
0.32% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
22,175
shares
|
$751,510
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
22,003
shares
|
$745,681
0.05% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
20,756
shares
|
$703,420
0.24% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
20,494
shares
|
$694,541
0.0% of portfolio
|
Q3 2024
Added 179.02%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
20,244
shares
|
$686,069
0.0% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
20,153
shares
|
$682,985
0.0% of portfolio
|
Q3 2024
Added 37.95%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
20,000
shares
|
$677,800
0.45% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
19,881
shares
|
$673,767
0.46% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
19,709
shares
|
$667,938
0.29% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
19,017
shares
|
$644,486
0.03% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
18,866
shares
|
$639,368
0.07% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
18,644
shares
|
$631,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
18,564
shares
|
$629,133
0.5% of portfolio
|
Q3 2024
Reduced 22.23%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
17,765
shares
|
$602,055
0.01% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
17,489
shares
|
$592,702
0.01% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
17,051
shares
|
$577,858
0.06% of portfolio
|
Q3 2024
Reduced 3.49%
|