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 245 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $481 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
36,177
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
36,009
shares
|
$1.39 Million
0.05% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
34,770
shares
|
$1.35 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
34,599
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 86.71%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
34,455
shares
|
$1.33 Million
0.38% of portfolio
|
Q1 2024
Added 7.82%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
33,623
shares
|
$1.3 Million
0.07% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
32,998
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
32,143
shares
|
$1.24 Million
0.16% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
30,825
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
28,890
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
28,609
shares
|
$1.11 Million
0.41% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
28,073
shares
|
$1.09 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
26,913
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
26,170
shares
|
$1.01 Million
0.65% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
25,240
shares
|
$976,788
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
25,000
shares
|
$967,500
0.62% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
24,976
shares
|
$966,571
0.72% of portfolio
|
Q3 2024
Added 100.11%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
24,534
shares
|
$949,465
0.24% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
24,350
shares
|
$942,345
0.26% of portfolio
|
Q2 2024
Added 9.93%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
24,350
shares
|
$942,345
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, Inc.
|
May 21, 2025 Q1 2025 |
24,000
shares
|
$928,800
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
23,109
shares
|
$894,318
0.0% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
22,900
shares
|
$886,230
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
22,769
shares
|
$881,160
0.0% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
22,606
shares
|
$874,852
0.01% of portfolio
|
Q2 2025
Added 7.27%
|