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 246 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $462 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
22,500
shares
|
$830,250
0.03% of portfolio
|
Q2 2025
Added 18.32%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
22,283
shares
|
$822,242
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
21,050
shares
|
$776,745
0.29% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,927
shares
|
$772,206
0.0% of portfolio
|
Q4 2024
Reduced 80.24%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
20,496
shares
|
$756,302
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$738,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
19,814
shares
|
$731,136
0.29% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
19,579
shares
|
$722,465
0.23% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
19,496
shares
|
$719,402
0.01% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
19,185
shares
|
$707,926
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
19,164
shares
|
$707,151
0.0% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
17,774
shares
|
$655,860
0.26% of portfolio
|
Q2 2025
Reduced 25.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
17,658
shares
|
$651,580
0.0% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
17,207
shares
|
$634,938
0.0% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
17,087
shares
|
$630,510
0.0% of portfolio
|
Q2 2025
Added 30.03%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
16,802
shares
|
$619,993
0.01% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
16,400
shares
|
$605,160
0.15% of portfolio
|
Q2 2025
Added 134.29%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,096
shares
|
$593,942
0.0% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
15,575
shares
|
$574,717
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
15,474
shares
|
$570,990
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
15,310
shares
|
$564,939
0.14% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
15,246
shares
|
$562,577
0.06% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
15,000
shares
|
$553,500
0.04% of portfolio
|
Q2 2022
Reduced 1.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
14,849
shares
|
$547,928
0.0% of portfolio
|
Q2 2025
Added 26.29%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
14,844
shares
|
$547,743
0.02% of portfolio
|
Q2 2025
New holding
|