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 |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
500
shares
|
$18,540
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
485
shares
|
$17,983
0.0% of portfolio
|
Q4 2022
Reduced 91.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
460
shares
|
$17,056
0.0% of portfolio
|
Q1 2023
Added 48.39%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
420
shares
|
$15,573
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
395
shares
|
$14,646
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
358
shares
|
$13,274
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
356
shares
|
$13,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
351
shares
|
$13,015
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
340
shares
|
$12,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
320
shares
|
$11,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
301
shares
|
$11,161
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
254
shares
|
$9,418
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
250
shares
|
$9,270
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
234
shares
|
$8,676
0.0% of portfolio
|
Q1 2025
Reduced 22.77%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
201
shares
|
$7,453
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
200
shares
|
$7,416
0.0% of portfolio
|
Q4 2024
Reduced 31.27%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
175
shares
|
$6,489
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
143
shares
|
$5,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
100
shares
|
$3,708
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
100
shares
|
$3,708
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
98
shares
|
$3,633
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
71
shares
|
$2,632
0.0% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
32
shares
|
$1,186
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$667
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$185
0.0% of portfolio
|
Q4 2024
New holding
|