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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
12,700
shares
|
$470,916
0.0% of portfolio
|
Q3 2024
Reduced 21.6%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
12,230
shares
|
$453,488
0.06% of portfolio
|
Q1 2025
Added 85.53%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,150
shares
|
$450,522
0.24% of portfolio
|
Q1 2025
Added 42.94%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
11,765
shares
|
$436,246
0.02% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
11,758
shares
|
$435,986
0.0% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,926
shares
|
$405,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
10,882
shares
|
$403,504
0.02% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10,875
shares
|
$403,245
0.02% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
10,870
shares
|
$403,059
0.14% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
10,854
shares
|
$402,466
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
10,742
shares
|
$398,313
0.13% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
10,660
shares
|
$395,272
0.0% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
10,577
shares
|
$392,195
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,545
shares
|
$391,008
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,470
shares
|
$388,227
0.02% of portfolio
|
Q1 2024
Reduced 4.97%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
10,000
shares
|
$370,800
0.08% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
9,775
shares
|
$362,457
0.32% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
9,725
shares
|
$360,603
0.26% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
9,706
shares
|
$359,898
0.08% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
9,667
shares
|
$358,452
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
9,600
shares
|
$355,968
0.15% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
9,304
shares
|
$344,992
0.07% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
9,000
shares
|
$333,720
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,694
shares
|
$322,373
0.01% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
8,693
shares
|
$322,336
0.0% of portfolio
|
Q2 2024
Reduced 10.9%
|