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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
16,953
shares
|
$574,537
0.05% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
16,804
shares
|
$569,487
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,978
shares
|
$541,494
0.0% of portfolio
|
Q3 2024
Added 72.18%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
15,818
shares
|
$536,072
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
15,675
shares
|
$531,225
0.04% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
15,304
shares
|
$518,652
0.04% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
15,155
shares
|
$513,602
0.03% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
15,000
shares
|
$508,350
0.04% of portfolio
|
Q2 2022
Reduced 1.58%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
14,105
shares
|
$478,018
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
13,544
shares
|
$459,006
0.03% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,419
shares
|
$454,769
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
12,700
shares
|
$430,403
0.0% of portfolio
|
Q3 2024
Reduced 21.6%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
12,284
shares
|
$416,304
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
12,198
shares
|
$413,390
0.0% of portfolio
|
Q3 2024
Added 313.77%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
12,116
shares
|
$410,611
0.0% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
11,715
shares
|
$397,021
0.0% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
11,396
shares
|
$386,210
0.15% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
11,350
shares
|
$384,651
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
11,125
shares
|
$377,026
0.0% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
10,903
shares
|
$369,502
0.01% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,875
shares
|
$368,553
0.02% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
10,870
shares
|
$368,384
0.14% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
10,850
shares
|
$367,706
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
10,598
shares
|
$359,166
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,545
shares
|
$357,370
0.01% of portfolio
|
Q4 2023
New holding
|