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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
10,470
shares
|
$354,828
0.02% of portfolio
|
Q1 2024
Reduced 4.97%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
10,456
shares
|
$354,353
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
10,280
shares
|
$348,389
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
9,875
shares
|
$334,663
0.22% of portfolio
|
Q2 2024
Reduced 3.89%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
9,667
shares
|
$327,614
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
9,304
shares
|
$315,312
0.07% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
9,028
shares
|
$305,958
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
9,000
shares
|
$305,010
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
8,693
shares
|
$294,605
0.0% of portfolio
|
Q2 2024
Reduced 10.9%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
8,670
shares
|
$293,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,633
shares
|
$292,572
0.08% of portfolio
|
Q3 2023
Reduced 5.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,554
shares
|
$289,895
0.0% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
8,500
shares
|
$288,065
0.01% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
8,270
shares
|
$280,270
0.02% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,139
shares
|
$275,830
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
8,114
shares
|
$274,983
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
8,057
shares
|
$273,051
0.02% of portfolio
|
Q3 2024
Added 433.93%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,991
shares
|
$270,814
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,950
shares
|
$269,425
0.14% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
7,922
shares
|
$268,476
0.15% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
7,750
shares
|
$262,647
0.11% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
7,500
shares
|
$254,175
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,500
shares
|
$254,175
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,404
shares
|
$250,921
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
7,309
shares
|
$247,702
0.0% of portfolio
|
Q3 2024
New holding
|