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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
23,109
shares
|
$883,225
0.0% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
22,921
shares
|
$876,040
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
22,283
shares
|
$851,656
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
21,229
shares
|
$811,372
0.03% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,927
shares
|
$799,829
0.0% of portfolio
|
Q4 2024
Reduced 80.24%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
20,496
shares
|
$783,357
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$764,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
19,843
shares
|
$758,399
0.01% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
19,599
shares
|
$749,073
0.23% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
19,496
shares
|
$745,137
0.01% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
19,185
shares
|
$733,250
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
19,164
shares
|
$732,448
0.0% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
18,246
shares
|
$697,362
0.18% of portfolio
|
Q3 2025
Added 23.82%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
18,128
shares
|
$692,852
0.26% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
17,774
shares
|
$679,322
0.26% of portfolio
|
Q2 2025
Reduced 25.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
17,658
shares
|
$674,888
0.0% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
17,360
shares
|
$663,499
0.04% of portfolio
|
Q3 2025
Added 21.57%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
17,218
shares
|
$658,071
0.0% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
17,207
shares
|
$657,651
0.0% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
16,802
shares
|
$642,172
0.01% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
16,400
shares
|
$626,808
0.15% of portfolio
|
Q2 2025
Added 134.29%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,096
shares
|
$615,189
0.0% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
15,575
shares
|
$595,276
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
15,474
shares
|
$591,416
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
15,310
shares
|
$585,148
0.14% of portfolio
|
Q2 2025
Added 1.88%
|