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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
7,077
shares
|
$239,839
0.05% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,047
shares
|
$238,822
0.01% of portfolio
|
Q1 2020
Reduced 86.45%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
6,931
shares
|
$234,891
0.12% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
6,820
shares
|
$231,129
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
6,786
shares
|
$229,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
6,786
shares
|
$229,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
6,619
shares
|
$224,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
6,490
shares
|
$219,946
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,386
shares
|
$216,421
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,348
shares
|
$215,133
0.01% of portfolio
|
Q3 2024
Added 81.48%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
6,166
shares
|
$208,965
0.03% of portfolio
|
Q3 2024
Added 42.2%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
6,125
shares
|
$207,576
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$203,340
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,405
shares
|
$183,175
0.01% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,795
shares
|
$128,612
0.03% of portfolio
|
Q3 2023
Added 15.17%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,521
shares
|
$119,326
0.0% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,200
shares
|
$108,448
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
3,166
shares
|
$107,295
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,159
shares
|
$107,058
0.01% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,100
shares
|
$105,059
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,002
shares
|
$101,737
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
2,680
shares
|
$90,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,597
shares
|
$88,012
0.01% of portfolio
|
Q1 2023
Added 2633.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,500
shares
|
$84,725
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
2,500
shares
|
$84,725
0.02% of portfolio
|
Q1 2024
New holding
|