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 |
|---|---|---|---|---|---|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
19,579
shares
|
$725,989
0.23% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
19,560
shares
|
$725,284
0.27% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
19,157
shares
|
$710,341
0.01% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
19,017
shares
|
$705,150
0.03% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
18,844
shares
|
$698,735
0.0% of portfolio
|
Q1 2025
Added 61.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
18,531
shares
|
$687,129
0.0% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
18,120
shares
|
$671,889
0.0% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
17,774
shares
|
$659,059
0.26% of portfolio
|
Q2 2025
Reduced 25.1%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
17,701
shares
|
$656,353
0.01% of portfolio
|
Q1 2025
Added 34.21%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
17,322
shares
|
$642,299
0.06% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
17,191
shares
|
$637,442
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
17,087
shares
|
$633,585
0.0% of portfolio
|
Q2 2025
Added 30.03%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
15,668
shares
|
$580,969
0.0% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
15,609
shares
|
$578,781
0.04% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
15,575
shares
|
$577,521
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
15,396
shares
|
$570,883
0.0% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
15,310
shares
|
$567,694
0.14% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
15,000
shares
|
$556,200
0.04% of portfolio
|
Q2 2022
Reduced 1.58%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
14,744
shares
|
$546,707
0.0% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
14,280
shares
|
$529,502
0.03% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
14,011
shares
|
$519,527
0.02% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
13,692
shares
|
$507,699
0.31% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
13,606
shares
|
$504,510
0.03% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
13,171
shares
|
$488,380
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
12,701
shares
|
$470,953
0.03% of portfolio
|
Q4 2024
New holding
|