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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,545
shares
|
$389,110
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
10,000
shares
|
$369,000
0.08% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$369,000
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
9,808
shares
|
$361,915
0.0% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
9,775
shares
|
$360,697
0.32% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
9,667
shares
|
$356,712
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
9,600
shares
|
$354,240
0.15% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
9,304
shares
|
$343,317
0.07% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
9,014
shares
|
$332,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
9,000
shares
|
$332,100
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
8,803
shares
|
$324,830
0.05% of portfolio
|
Q2 2025
Added 13.78%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
8,761
shares
|
$323,280
0.07% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,694
shares
|
$320,808
0.01% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
8,644
shares
|
$318,963
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
8,638
shares
|
$318,742
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,554
shares
|
$315,642
0.0% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
8,215
shares
|
$303,133
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
8,150
shares
|
$300,735
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,139
shares
|
$300,329
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
7,982
shares
|
$294,535
0.1% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
7,941
shares
|
$293,022
0.2% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
7,744
shares
|
$285,753
0.01% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
7,606
shares
|
$280,661
0.08% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
7,586
shares
|
$279,923
0.0% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
7,564
shares
|
$279,111
0.07% of portfolio
|
Q2 2025
Added 5.22%
|