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 257 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$57,330
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,450
shares
|
$55,419
0.0% of portfolio
|
Q3 2021
Added 52.63%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,442
shares
|
$55,113
0.0% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,440
shares
|
$55,036
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,253
shares
|
$47,889
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,246
shares
|
$47,622
0.0% of portfolio
|
Q3 2024
Reduced 21.93%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,031
shares
|
$39,404
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,006
shares
|
$38,449
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
1,000
shares
|
$38,220
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$38,220
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
995
shares
|
$38,028
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
950
shares
|
$36,309
0.0% of portfolio
|
Q1 2024
Reduced 29.73%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
920
shares
|
$35,162
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
850
shares
|
$32,487
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
840
shares
|
$32,104
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
825
shares
|
$31,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
772
shares
|
$29,505
0.0% of portfolio
|
Q1 2025
Added 1444.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
687
shares
|
$26,257
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
645
shares
|
$24,651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
600
shares
|
$22,932
0.01% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
590
shares
|
$22,549
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
580
shares
|
$22,167
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
574
shares
|
$21,938
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
554
shares
|
$21,173
0.0% of portfolio
|
Q1 2023
Added 259.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
550
shares
|
$21,021
0.0% of portfolio
|
Q1 2025
New holding
|