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 257 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
41,144
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
40,375
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
39,750
shares
|
$1.52 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
39,688
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2025
Added 48.3%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
36,647
shares
|
$1.4 Million
0.18% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
36,177
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
36,009
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
34,599
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 86.71%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
34,500
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
Added 43.75%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
34,455
shares
|
$1.32 Million
0.38% of portfolio
|
Q1 2024
Added 7.82%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
33,623
shares
|
$1.29 Million
0.07% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
32,998
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
30,825
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
28,890
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
28,723
shares
|
$1.1 Million
0.46% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
28,073
shares
|
$1.07 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
27,862
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
25,595
shares
|
$978,240
0.65% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
25,217
shares
|
$963,793
0.45% of portfolio
|
Q3 2025
Added 206.96%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
25,000
shares
|
$955,500
0.6% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
24,976
shares
|
$954,582
0.72% of portfolio
|
Q3 2024
Added 100.11%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
24,534
shares
|
$937,689
0.24% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
24,350
shares
|
$930,657
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
24,350
shares
|
$930,657
0.26% of portfolio
|
Q2 2024
Added 9.93%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
23,200
shares
|
$886,704
0.26% of portfolio
|
Q3 2025
Added 1.31%
|