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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,007
shares
|
$74,098
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$73,840
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,947
shares
|
$71,883
0.0% of portfolio
|
Q3 2025
Added 201.86%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,729
shares
|
$63,834
0.01% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,700
shares
|
$62,764
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,692
shares
|
$62,468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,583
shares
|
$58,444
0.01% of portfolio
|
Q3 2022
Reduced 1.62%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,560
shares
|
$57,595
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$55,380
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,450
shares
|
$53,534
0.0% of portfolio
|
Q3 2021
Added 52.63%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,442
shares
|
$53,238
0.0% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,440
shares
|
$53,164
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,253
shares
|
$46,260
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,246
shares
|
$46,002
0.0% of portfolio
|
Q3 2024
Reduced 21.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,158
shares
|
$42,753
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,031
shares
|
$38,064
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,006
shares
|
$37,141
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$36,920
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$36,920
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
995
shares
|
$36,735
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
950
shares
|
$35,074
0.0% of portfolio
|
Q1 2024
Reduced 29.73%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
920
shares
|
$33,966
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
850
shares
|
$31,382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
840
shares
|
$31,012
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
825
shares
|
$30,459
0.0% of portfolio
|
Q2 2025
New holding
|
|