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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,289
shares
|
$158,264
0.0% of portfolio
|
Q2 2025
Added 38.89%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
4,225
shares
|
$155,902
0.0% of portfolio
|
Q4 2024
Added 33.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,000
shares
|
$147,600
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,795
shares
|
$140,035
0.05% of portfolio
|
Q3 2023
Added 15.17%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
3,216
shares
|
$118,670
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,100
shares
|
$114,390
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,664
shares
|
$98,301
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,597
shares
|
$95,829
0.01% of portfolio
|
Q1 2023
Added 2633.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,500
shares
|
$92,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,307
shares
|
$85,128
0.0% of portfolio
|
Q2 2025
Reduced 51.88%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,007
shares
|
$74,058
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,700
shares
|
$62,730
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,692
shares
|
$62,434
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,622
shares
|
$59,851
0.01% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,583
shares
|
$58,412
0.01% of portfolio
|
Q3 2022
Reduced 1.62%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,560
shares
|
$57,564
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$55,350
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,461
shares
|
$53,910
0.0% of portfolio
|
Q2 2025
Added 73.93%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,450
shares
|
$53,505
0.0% of portfolio
|
Q3 2021
Added 52.63%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,442
shares
|
$53,209
0.0% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,440
shares
|
$53,136
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,253
shares
|
$46,235
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,246
shares
|
$45,977
0.0% of portfolio
|
Q3 2024
Reduced 21.93%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,067
shares
|
$39,372
0.0% of portfolio
|
Q2 2025
Reduced 25.85%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,031
shares
|
$38,043
0.01% of portfolio
|
Q4 2024
Added 1.08%
|