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 |
|---|---|---|---|---|---|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
8,633
shares
|
$320,111
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
|
$317,182
0.0% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
8,422
shares
|
$312,287
0.0% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,139
shares
|
$301,794
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
7,982
shares
|
$295,972
0.1% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
7,866
shares
|
$291,671
0.02% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
7,848
shares
|
$291,003
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
7,837
shares
|
$290,595
0.16% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
7,737
shares
|
$286,887
0.04% of portfolio
|
Q1 2025
Added 21.46%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
7,600
shares
|
$281,808
0.14% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
7,564
shares
|
$280,473
0.07% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
7,301
shares
|
$270,721
0.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,195
shares
|
$266,790
0.03% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
7,163
shares
|
$265,604
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
7,077
shares
|
$262,415
0.05% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,047
shares
|
$261,302
0.01% of portfolio
|
Q1 2020
Reduced 86.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
7,030
shares
|
$260,672
0.0% of portfolio
|
Q1 2025
Reduced 36.81%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
7,000
shares
|
$259,560
0.06% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,813
shares
|
$252,626
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,628
shares
|
$245,766
0.0% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,523
shares
|
$241,872
0.11% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
6,490
shares
|
$240,649
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,250
shares
|
$231,750
0.09% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
6,210
shares
|
$230,266
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,104
shares
|
$226,336
0.01% of portfolio
|
Q1 2025
Reduced 10.29%
|