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 |
|---|---|---|---|---|---|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
7,550
shares
|
$278,595
0.15% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
7,480
shares
|
$276,012
0.02% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,195
shares
|
$265,495
0.03% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
7,171
shares
|
$264,609
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,095
shares
|
$261,805
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
7,077
shares
|
$261,141
0.05% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,047
shares
|
$260,034
0.01% of portfolio
|
Q1 2020
Reduced 86.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,751
shares
|
$249,111
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,679
shares
|
$246,455
0.12% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
6,490
shares
|
$239,481
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
6,406
shares
|
$236,381
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,250
shares
|
$230,625
0.09% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
6,142
shares
|
$226,639
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
6,075
shares
|
$224,167
0.17% of portfolio
|
Q2 2025
Reduced 37.53%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
5,819
shares
|
$214,721
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,808
shares
|
$214,315
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
5,677
shares
|
$209,481
0.02% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
5,664
shares
|
$209,001
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
5,650
shares
|
$208,485
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
5,640
shares
|
$208,116
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,604
shares
|
$206,787
0.01% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,196
shares
|
$191,732
0.0% of portfolio
|
Q1 2025
Added 63.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,152
shares
|
$190,108
0.01% of portfolio
|
Q1 2025
Added 82.37%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,874
shares
|
$179,850
0.09% of portfolio
|
Q2 2025
Reduced 74.07%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,430
shares
|
$163,467
0.01% of portfolio
|
Q2 2025
Reduced 6.12%
|