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 |
|---|---|---|---|---|---|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
5,664
shares
|
$210,021
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,471
shares
|
$202,864
0.01% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,196
shares
|
$192,667
0.0% of portfolio
|
Q1 2025
Added 63.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,152
shares
|
$191,036
0.01% of portfolio
|
Q1 2025
Added 82.37%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,874
shares
|
$180,727
0.09% of portfolio
|
Q2 2025
Reduced 74.07%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,794
shares
|
$177,761
0.01% of portfolio
|
Q1 2025
Added 110.26%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,719
shares
|
$174,980
0.01% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,225
shares
|
$156,663
0.0% of portfolio
|
Q4 2024
Added 33.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,000
shares
|
$148,320
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
4,000
shares
|
$148,320
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,795
shares
|
$140,718
0.05% of portfolio
|
Q3 2023
Added 15.17%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,416
shares
|
$126,665
0.01% of portfolio
|
Q1 2025
Added 25.27%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,208
shares
|
$118,952
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,159
shares
|
$117,135
0.01% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,100
shares
|
$114,948
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,088
shares
|
$114,503
0.0% of portfolio
|
Q1 2025
Added 658.72%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,664
shares
|
$98,781
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,597
shares
|
$96,296
0.01% of portfolio
|
Q1 2023
Added 2633.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,500
shares
|
$92,700
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,500
shares
|
$92,700
0.01% of portfolio
|
Q3 2021
Reduced 2.91%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,007
shares
|
$74,419
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,700
shares
|
$63,036
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,595
shares
|
$59,142
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,583
shares
|
$58,697
0.01% of portfolio
|
Q3 2022
Reduced 1.62%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,560
shares
|
$57,844
0.01% of portfolio
|
Q1 2022
New holding
|