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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
14,736
shares
|
$543,758
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
14,725
shares
|
$543,352
0.04% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
14,280
shares
|
$526,932
0.03% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
14,045
shares
|
$518,260
0.2% of portfolio
|
Q2 2025
Added 29.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,039
shares
|
$518,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
14,011
shares
|
$517,005
0.02% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
13,726
shares
|
$506,489
0.02% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
13,284
shares
|
$490,179
0.0% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
13,254
shares
|
$489,072
0.06% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
13,067
shares
|
$482,172
0.02% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
12,841
shares
|
$473,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
12,809
shares
|
$472,652
0.3% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
12,701
shares
|
$468,666
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
12,700
shares
|
$468,630
0.0% of portfolio
|
Q3 2024
Reduced 21.6%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
12,464
shares
|
$459,921
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
12,374
shares
|
$456,600
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
12,104
shares
|
$446,637
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
12,081
shares
|
$445,788
0.15% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
11,711
shares
|
$432,135
0.0% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
11,620
shares
|
$428,778
0.02% of portfolio
|
Q2 2025
Added 47.72%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,550
shares
|
$426,195
0.25% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
11,241
shares
|
$414,792
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
10,882
shares
|
$401,545
0.02% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,875
shares
|
$401,287
0.02% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
10,700
shares
|
$394,830
0.15% of portfolio
|
Q2 2025
Reduced 1.42%
|