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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,006
shares
|
$37,121
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,000
shares
|
$36,900
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
1,000
shares
|
$36,900
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
995
shares
|
$36,715
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
950
shares
|
$35,055
0.0% of portfolio
|
Q1 2024
Reduced 29.73%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
830
shares
|
$30,627
0.01% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
772
shares
|
$28,486
0.0% of portfolio
|
Q1 2025
Added 1444.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
645
shares
|
$23,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
613
shares
|
$22,619
0.0% of portfolio
|
Q3 2024
Reduced 35.06%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
591
shares
|
$21,807
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
590
shares
|
$21,771
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
580
shares
|
$21,402
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
574
shares
|
$21,180
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
554
shares
|
$20,442
0.0% of portfolio
|
Q1 2023
Added 259.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
550
shares
|
$20,295
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
500
shares
|
$18,450
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
485
shares
|
$17,896
0.0% of portfolio
|
Q4 2022
Reduced 91.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
460
shares
|
$16,974
0.0% of portfolio
|
Q1 2023
Added 48.39%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
420
shares
|
$15,498
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
395
shares
|
$14,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
358
shares
|
$13,210
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
356
shares
|
$13,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
351
shares
|
$12,951
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
340
shares
|
$12,546
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
320
shares
|
$11,808
0.0% of portfolio
|
Q4 2024
New holding
|