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 257 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,681
shares
|
$293,567
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
7,606
shares
|
$290,701
0.08% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
7,586
shares
|
$289,936
0.0% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
7,550
shares
|
$288,561
0.15% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
7,480
shares
|
$285,885
0.02% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,195
shares
|
$274,992
0.03% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
7,171
shares
|
$274,075
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,095
shares
|
$271,170
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
7,077
shares
|
$270,482
0.05% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
7,074
shares
|
$270,368
0.06% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,047
shares
|
$269,336
0.01% of portfolio
|
Q1 2020
Reduced 86.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,751
shares
|
$258,023
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
6,615
shares
|
$252,825
0.08% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,604
shares
|
$252,404
0.01% of portfolio
|
Q3 2025
Added 17.84%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
6,506
shares
|
$248,659
0.09% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
6,490
shares
|
$248,047
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6,250
shares
|
$238,875
0.09% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
6,142
shares
|
$234,747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Penbrook Management LLC
|
Oct 22, 2025 Q3 2025 |
6,075
shares
|
$232,186
0.18% of portfolio
|
Q2 2025
Reduced 37.53%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,996
shares
|
$229,167
0.09% of portfolio
|
Q3 2025
Reduced 71.52%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
5,852
shares
|
$223,663
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,808
shares
|
$221,981
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
5,753
shares
|
$219,879
0.13% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
5,677
shares
|
$216,974
0.02% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
5,650
shares
|
$215,943
0.12% of portfolio
|
Q2 2025
New holding
|