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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,500
shares
|
$55,620
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,461
shares
|
$54,173
0.0% of portfolio
|
Q2 2025
Added 73.93%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,450
shares
|
$53,766
0.0% of portfolio
|
Q3 2021
Added 52.63%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,442
shares
|
$53,469
0.0% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,440
shares
|
$53,395
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,439
shares
|
$53,358
0.0% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,253
shares
|
$46,461
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,246
shares
|
$46,201
0.0% of portfolio
|
Q3 2024
Reduced 21.93%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,075
shares
|
$39,861
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,031
shares
|
$38,229
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,006
shares
|
$37,302
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
1,000
shares
|
$37,080
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$37,080
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
995
shares
|
$36,894
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
950
shares
|
$35,226
0.0% of portfolio
|
Q1 2024
Reduced 29.73%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
830
shares
|
$30,776
0.01% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
772
shares
|
$28,625
0.0% of portfolio
|
Q1 2025
Added 1444.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
651
shares
|
$24,139
0.0% of portfolio
|
Q1 2025
Added 65000.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
613
shares
|
$22,730
0.0% of portfolio
|
Q3 2024
Reduced 35.06%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
591
shares
|
$21,914
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
590
shares
|
$21,877
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
580
shares
|
$21,506
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
574
shares
|
$21,283
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
554
shares
|
$20,542
0.0% of portfolio
|
Q1 2023
Added 259.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
550
shares
|
$20,394
0.0% of portfolio
|
Q1 2025
New holding
|