REAVES UTIL INCOME FD (UTG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
253
Reporting holders
$541.4M
Reported value
0.0%
Held as options
+25
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $53.2M | 1,307,405 | 0.00% | 31q | -4.0%-$2.2M |
| MORGAN STANLEY | $49.1M | 1,205,092 | 0.00% | 35q | +5.8%+$2.7M |
| LPL Financial LLC | $35.7M | 877,625 | 0.01% | 31q | +7.1%+$2.4M |
| WELLS FARGO & COMPANY/MN | $28.3M | 694,103 | 0.00% | 31q | -51.0%-$29.4M |
| RAYMOND JAMES FINANCIAL INC | $22.4M | 548,908 | 0.01% | 7q | +52.8%+$7.7M |
| ROYAL BANK OF CANADA | $21.7M | 532,580 | 0.00% | 31q | -7.6%-$1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.8M | 437,513 | 0.02% | 31q | +3.1%+$533.9K |
| CAPTRUST FINANCIAL ADVISORS | $15.5M | 380,508 | 0.02% | 16q | +4.0%+$596.4K |
| AMERIPRISE FINANCIAL INC | $13.3M | 325,955 | 0.00% | 31q | -50.9%-$13.8M |
| J.W. COLE ADVISORS, INC. | $13.2M | 323,107 | 0.23% | new | NEW |
| STIFEL FINANCIAL CORP | $12.1M | 296,826 | 0.01% | 31q | -0.5%-$64.9K |
| OSAIC HOLDINGS, INC. | $11.9M | 292,537 | 0.01% | 26q | +15.3%+$1.6M |
| UBS Group AG | $11.7M | 287,252 | 0.00% | 31q | +9.5%+$1.0M |
| Gerald Baker Financial Group LLC | $10.2M | 250,323 | 2.90% | 2q | +5.6%+$544.3K |
| OAK FAMILY ADVISORS, LLC | $10.1M | 247,979 | 2.58% | 10q | +7.6%+$716.0K |
| Magnus Financial Group LLC | $9.7M | 238,730 | 0.69% | 31q | +3.7%+$345.8K |
| Sterling Investment Advisors, Ltd. | $7.7M | 189,654 | 1.29% | 11q | -1.4%-$112.8K |
| NewEdge Advisors, LLC | $7.0M | 172,636 | 0.02% | 15q | +116.7%+$3.8M |
| Cetera Investment Advisers | $6.6M | 161,288 | 0.01% | 25q | -2.4%-$161.3K |
| Wealthspire Advisors, LLC | $6.5M | 159,511 | 0.04% | 3q | +5.0%+$311.2K |
| JBR Co Financial Management Inc | $5.8M | 142,777 | 2.12% | 11q | HELD |
| Private Advisor Group, LLC | $5.7M | 140,096 | 0.03% | 31q | +1.2%+$70.1K |
| Ascentis Wealth Management, LLC | $5.6M | 2,278,626 | 0.28% | 6q | +6007.1%+$5.5M |
| HBW ADVISORY SERVICES LLC | $4.5M | 111,666 | 0.41% | 20q | +0.7%+$30.8K |
| Mariner, LLC | $4.4M | 108,647 | 0.00% | 10q | -2.3%-$104.9K |
| Lido Advisors, LLC | $4.0M | 98,304 | 0.01% | 11q | -34.7%-$2.1M |
| Tradition Wealth Management, LLC | $3.9M | 94,789 | 0.24% | 23q | +15.1%+$506.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.7M | 89,708 | 0.07% | 6q | +3.4%+$121.4K |
| REAVES W H & CO INC | $3.5M | 85,747 | 0.05% | 31q | +1.4%+$48.3K |
| GUGGENHEIM CAPITAL LLC | $3.4M | 82,301 | 0.02% | 31q | -38.0%-$2.1M |
| WEALTH EFFECTS LLC | $3.3M | 81,985 | 0.90% | 11q | -1.1%-$35.9K |
| Smith Asset Management Co., LLC | $3.0M | 73,879 | 2.37% | 7q | -2.0%-$61.1K |
| OPPENHEIMER & CO INC | $2.9M | 71,431 | 0.03% | 19q | -3.9%-$119.2K |
| &PARTNERS | $2.9M | 70,610 | 0.01% | 5q | +2.4%+$67.2K |
| NWF Advisory Services Inc. | $2.8M | 69,225 | 0.26% | 6q | +39.2%+$794.1K |
| Jefferies Financial Group Inc. | $2.8M | 68,546 | 0.02% | 5q | +9.0%+$231.1K |
| LongView Wealth Management | $2.7M | 67,338 | 0.70% | 11q | HELD |
| PNC Financial Services Group, Inc. | $2.6M | 63,136 | 0.00% | 31q | +10.5%+$245.0K |
| Stratos Wealth Partners, LTD. | $2.3M | 56,442 | 0.02% | 11q | +8.8%+$186.8K |
| FIRST TRUST ADVISORS LP | $2.3M | 56,303 | 0.00% | 22q | +2.9%+$65.0K |
| STEVENS CAPITAL PARTNERS | $2.3M | 56,038 | 0.43% | new | NEW |
| LANARK FINANCIAL, INC. | $2.2M | 54,264 | 0.15% | 12q | +6.2%+$129.7K |
| Kestra Advisory Services, LLC | $2.1M | 52,218 | 0.01% | 24q | -6.9%-$156.6K |
| GRIFFIN ASSET MANAGEMENT, INC. | $2.1M | 51,635 | 0.22% | 4q | +11.3%+$213.6K |
| Steward Partners Investment Advisory, LLC | $2.1M | 51,586 | 0.01% | 31q | +2.9%+$60.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 51,503 | 0.00% | 31q | -11.4%-$269.8K |
| Samalin Investment Counsel, LLC | $2.0M | 49,883 | 0.63% | 12q | +39.0%+$570.4K |
| Kercheville Advisors, LLC | $2.0M | 49,353 | 0.61% | 7q | +3.6%+$69.5K |
| Strategic Family Wealth Counselors, L.L.C. | $2.0M | 48,173 | 0.46% | 13q | -3.5%-$70.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 47,690 | 0.00% | 8q | +6.9%+$126.4K |
| INTEGRITY ALLIANCE, LLC. | $1.9M | 45,914 | 0.06% | 6q | +5.6%+$98.4K |
| Wright Wealth LLC | $1.8M | 44,805 | 1.10% | 3q | HELD |
| Aegis Wealth Management, Inc. | $1.6M | 40,437 | 1.06% | 3q | -3.6%-$61.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 40,268 | 0.00% | 21q | +9.8%+$147.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.6M | 38,774 | 0.00% | 11q | +122.6%+$869.6K |
| XTX Topco Ltd | $1.5M | 37,884 | 0.02% | 2q | +244.1%+$1.1M |
| Sigma Planning Corp | $1.5M | 37,286 | 0.04% | 30q | +0.5%+$7.8K |
| AlphaCore Capital LLC | $1.5M | 35,703 | 0.03% | 6q | +103.7%+$740.3K |
| MML INVESTORS SERVICES, LLC | $1.4M | 35,583 | 0.00% | 10q | +15.5%+$194.1K |
| Red Door Wealth Management, LLC | $1.4M | 35,128 | 0.13% | new | NEW |
| Beacon Capital Management, Inc. | $1.4M | 34,500 | 0.08% | 6q | HELD |
| Sowell Financial Services LLC | $1.3M | 32,738 | 0.04% | 17q | -16.4%-$260.8K |
| HighTower Advisors, LLC | $1.3M | 31,870 | 0.00% | 22q | HELD |
| World Investment Advisors | $1.3M | 32,275 | 0.02% | 8q | -0.6%-$7.1K |
| STEPHENS INC /AR/ | $1.3M | 30,911 | 0.01% | 8q | +3.5%+$42.9K |
| Creative Planning | $1.2M | 30,103 | 0.00% | 31q | -2.8%-$35.4K |
| Merrion Investment Management Co, LLC | $1.2M | 30,000 | 0.58% | 23q | +9.1%+$101.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 29,456 | 0.00% | new | NEW |
| WOLVERINE ASSET MANAGEMENT LLC | $1.2M | 29,012 | 0.01% | new | NEW |
| Mission Hills Financial Advisory, LLC | $1.2M | 28,847 | 0.52% | 5q | +51.6%+$399.8K |
| MATRIX PRIVATE CAPITAL GROUP LLC | $1.2M | 28,429 | 0.50% | 8q | +18.7%+$182.3K |
| Carnegie Lake Advisors LLC | $1.1M | 26,296 | 0.40% | 8q | -0.6%-$6.1K |
| JANE STREET GROUP, LLC | $1.1M | 26,288 | 0.00% | 5q | +92.5%+$514.4K |
| PMG Family Office LLC | $1.1M | 25,948 | 0.97% | 4q | +0.9%+$9.6K |
| Westbourne Investment Advisors, Inc. | $1.0M | 25,600 | 0.29% | 5q | HELD |
| XML Financial, LLC | $1.0M | 25,359 | 0.08% | 9q | -2.1%-$22.2K |
| Prospera Financial Services Inc | $1.0M | 24,846 | 0.01% | 9q | +32.2%+$246.2K |
| Integrated Wealth Concepts LLC | $999.5K | 24,546 | 0.00% | 5q | +88.7%+$469.8K |
| FIFTH THIRD BANCORP | $977.1K | 23,995 | 0.00% | 31q | +17.1%+$142.5K |
| CreativeOne Wealth, LLC | $948.1K | 23,284 | 0.02% | 7q | -32.1%-$448.4K |
| Future Financial Wealth Managment LLC | $915.1K | 22,635 | 0.57% | 23q | -6.5%-$63.4K |
| Sanctuary Advisors, LLC | $907.8K | 22,294 | 0.00% | 9q | +4.2%+$36.7K |
| MONETARY MANAGEMENT GROUP INC | $895.8K | 22,000 | 0.18% | 9q | +2.3%+$20.4K |
| Atlanta Consulting Group Advisors, LLC | $852.6K | 20,938 | 0.14% | 7q | HELD |
| Atlas Brown,Inc. | $814.3K | 19,998 | 0.22% | 21q | -2.3%-$18.9K |
| MAI Capital Management | $808.5K | 19,856 | 0.00% | 7q | +17.4%+$119.7K |
| Welch Group, LLC | $803.4K | 19,729 | 0.03% | 24q | HELD |
| Advisory Services Network, LLC | $789.7K | 19,393 | 0.01% | 16q | HELD |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $784.3K | 19,260 | 0.20% | 10q | HELD |
| Focus Partners Wealth | $755.7K | 18,558 | 0.00% | 6q | +4.9%+$35.0K |
| DAVENPORT & Co LLC | $733.5K | 18,013 | 0.00% | 31q | -1.5%-$11.0K |
| Belpointe Asset Management LLC | $730.6K | 17,942 | 0.02% | 9q | +1.1%+$7.7K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $727.9K | 17,875 | 0.03% | 20q | +14.8%+$93.7K |
| Visionary Wealth Advisors | $707.1K | 17,366 | 0.03% | 7q | +30.2%+$164.2K |
| Compound Planning, Inc. | $700.5K | 17,202 | 0.02% | 4q | -1.5%-$10.5K |
| Maridea Wealth Management LLC | $696.2K | 17,096 | 0.08% | 7q | +8.1%+$52.3K |
| PFG Investments, LLC | $694.8K | 17,064 | 0.03% | 10q | +1.7%+$11.7K |
| Brookstone Capital Management | $693.7K | 17,036 | 0.01% | 31q | -17.6%-$148.3K |
| Castle Rock Wealth Management, LLC | $686.8K | 17,200 | 0.13% | 5q | -1.0%-$7.0K |
| Sunpointe, LLC | $682.5K | 16,760 | 0.19% | 9q | HELD |
Showing the largest 100 of 264 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 253 | $541.4M | 13,298,983 | 34 | 90 | 44 | 0.0% |
| Q1 2026 | 228 | $519.7M | 13,232,940 | 25 | 94 | 41 | 0.0% |
| Q4 2025 | 225 | $431.1M | 12,087,212 | 23 | 84 | 46 | 0.0% |
| Q3 2025 | 225 | $463.0M | 11,690,047 | 30 | 82 | 53 | 0.0% |
| Q2 2025 | 205 | $421.4M | 11,646,432 | 30 | 83 | 40 | 0.0% |
| Q1 2025 | 185 | $331.1M | 10,175,569 | 22 | 68 | 39 | 0.0% |
| Q4 2024 | 185 | $296.6M | 9,355,979 | 18 | 67 | 41 | 0.0% |
| Q3 2024 | 183 | $286.4M | 8,729,132 | 34 | 60 | 31 | 0.0% |
| Q2 2024 | 154 | $212.4M | 7,774,268 | 18 | 50 | 34 | 0.0% |
| Q1 2024 | 149 | $233.2M | 8,652,026 | 18 | 51 | 34 | 0.0% |
| Q4 2023 | 141 | $197.1M | 7,369,607 | 23 | 40 | 34 | 0.0% |
| Q3 2023 | 126 | $145.4M | 5,897,020 | 14 | 37 | 33 | 0.0% |
| Q2 2023 | 127 | $161.6M | 5,894,863 | 6 | 38 | 36 | 0.0% |
| Q1 2023 | 137 | $168.3M | 5,931,320 | 20 | 52 | 23 | 0.0% |
| Q4 2022 | 115 | $166.3M | 5,882,789 | 19 | 32 | 29 | 0.0% |
| Q3 2022 | 144 | $189.3M | 6,945,134 | 13 | 52 | 30 | 0.0% |
| Q2 2022 | 151 | $210.7M | 6,795,424 | 18 | 54 | 33 | 0.0% |
| Q1 2022 | 158 | $227.1M | 6,569,948 | 22 | 52 | 26 | 0.0% |
| Q4 2021 | 160 | $225.8M | 6,430,309 | 22 | 55 | 28 | 0.0% |
| Q3 2021 | 148 | $201.8M | 6,157,281 | 22 | 51 | 27 | 0.0% |
| Q2 2021 | 135 | $199.3M | 5,809,922 | 16 | 41 | 26 | 0.0% |
| Q1 2021 | 127 | $182.7M | 5,449,289 | 16 | 40 | 29 | 0.0% |
| Q4 2020 | 130 | $174.4M | 5,317,964 | 16 | 34 | 26 | 0.0% |
| Q3 2020 | 120 | $168.5M | 5,385,444 | 17 | 30 | 33 | 0.0% |
| Q2 2020 | 113 | $157.0M | 5,203,641 | 14 | 29 | 35 | 0.0% |
| Q1 2020 | 115 | $155.0M | 5,394,355 | 12 | 39 | 25 | 0.0% |
| Q4 2019 | 130 | $187.7M | 5,064,165 | 14 | 45 | 22 | 0.0% |
| Q3 2019 | 119 | $185.9M | 5,068,442 | 17 | 34 | 25 | 0.0% |
| Q2 2019 | 109 | $183.2M | 5,116,009 | 9 | 44 | 22 | 0.0% |
| Q1 2019 | 115 | $185.0M | 5,492,122 | 14 | 39 | 21 | 0.0% |
| Q4 2018 | 112 | $171.0M | 5,807,972 | 0 | 3 | 3 | 0.0% |