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 268 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
8,040
shares
|
$296,836
0.17% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,023
shares
|
$296,209
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
7,746
shares
|
$285,982
0.12% of portfolio
|
Q3 2025
Added 58.92%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,681
shares
|
$283,582
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
7,636
shares
|
$281,921
0.05% of portfolio
|
Q3 2025
Reduced 12.84%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
7,606
shares
|
$280,813
0.07% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
7,480
shares
|
$276,161
0.02% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
7,450
shares
|
$275,054
0.16% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
7,179
shares
|
$265,048
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
7,077
shares
|
$261,282
0.05% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
7,074
shares
|
$261,172
0.06% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,047
shares
|
$260,175
0.01% of portfolio
|
Q1 2020
Reduced 86.45%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,853
shares
|
$253,012
0.02% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,809
shares
|
$251,388
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,617
shares
|
$244,299
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
6,615
shares
|
$244,225
0.08% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,604
shares
|
$243,819
0.01% of portfolio
|
Q3 2025
Added 17.84%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
6,506
shares
|
$240,201
0.09% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
6,490
shares
|
$239,610
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,285
shares
|
$232,042
0.01% of portfolio
|
Q3 2025
Added 21.99%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6,250
shares
|
$230,750
0.09% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Penbrook Management LLC
|
Oct 22, 2025 Q3 2025 |
6,075
shares
|
$224,289
0.18% of portfolio
|
Q2 2025
Reduced 37.53%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,996
shares
|
$221,372
0.09% of portfolio
|
Q3 2025
Reduced 71.52%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
5,814
shares
|
$214,652
0.0% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
5,753
shares
|
$212,400
0.13% of portfolio
|
Q3 2025
Added 1.57%
|
|