Reaves Utility Income FundUTG
13F holders, Q4 2024 (December 31)201holders +3
21new positions
19sold out
$31.70avg. 13F price*
At the end of Q4 2024, 201 institutions reported holding Reaves Utility Income Fund (UTG) in their 13F filings, up 3 from Q3 2024. 21 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($27.8M), Bank of America Corp. ($26.2M) and Wells Fargo & Company ($19.0M).
- Company
- Reaves Utility Income Fund
- CUSIP
- 756158101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $8.2M |
| Exits | 19 | $3.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,014,605 shares bought and 362,909 shares sold, net +651,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 201 holders
| Morgan Stanley | 0.00% | Add +6.8% | 877,082 | $27.8M |
| Bank of America Corp. | 0.00% | Add +1.8% | 826,880 | $26.2M |
| Wells Fargo & Company | 0.00% | Add +2.4% | 598,402 | $19.0M |
| LPL Financial LLC | 0.01% | Add +4.7% | 585,115 | $18.5M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 490,955 | $15.6M |
| Ameriprise Financial Inc. | 0.00% | Add +7.7% | 451,310 | $14.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +39.0% | 446,194 | $14.1M |
| Osaic Holdings, Inc. | 0.03% | Add +0.7% | 391,140 | $12.4M |
| Captrust Financial Advisors | 0.03% | Add +102.1% | 357,370 | $11.3M |
| J.W. Cole Advisors, Inc. | 0.43% | Add +4.4% | 332,579 | $10.5M |
| Raymond James Financial Inc. | 0.00% | — | 274,632 | $8.7M |
| Oak Family Advisors, LLC | 3.12% | Add +46.6% | 251,772 | $8.0M |
| Guggenheim Capital LLC | 0.06% | Add +4.9% | 213,580 | $6.8M |
| Stifel Financial Corp. | 0.01% | Add +11.7% | 203,179 | $6.4M |
| Sterling Investment Advisors, Ltd. | 1.37% | Add +2.3% | 178,738 | $5.7M |
| Magnus Financial Group LLC | 0.53% | Add +4.3% | 173,896 | $5.5M |
| UBS Group AG | 0.00% | Add +0.4% | 157,576 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +0.0% | 144,331 | $4.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -24.5% | 142,316 | $4.5M |
| Lido Advisors, LLC | 0.03% | No change | 139,063 | $4.4M |
| Mariner, LLC | 0.01% | Add +1.6% | 126,837 | $4.0M |
| JBR Co Financial Management Inc | 2.38% | Add +5.6% | 123,170 | $3.9M |
| Consolidated Portfolio Review Corp | 0.49% | Add +1.4% | 98,082 | $3.1M |
| Tradition Wealth Management, LLC | 0.26% | Add +0.8% | 94,703 | $3.0M |
| Reaves W H & Co. Inc. | 0.07% | Add +1.6% | 85,731 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.3% | 84,800 | $2.7M |
| Smith Asset Management Co., LLC | 2.50% | — | 80,887 | $2.6M |
| LongView Wealth Management | 0.68% | Reduce -6.5% | 70,276 | $2.2M |
| Wealth Effects LLC | 0.78% | Reduce -0.2% | 69,468 | $2.2M |
| Good Life Advisors, LLC | 0.16% | Add +1.4% | 67,926 | $2.2M |
| CreativeOne Wealth, LLC | 0.06% | New | 64,833 | $2.1M |
| Independent Financial Group, LLC | 0.07% | Add +13.5% | 63,690 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -10.5% | 60,366 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +14.8% | 58,467 | $1.9M |
| Sowell Financial Services LLC | 0.10% | Add +3.9% | 57,265 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -22.2% | 53,930 | $1.7M |
| Centaurus Financial, Inc. | 0.10% | Add +138.8% | 52,543 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.7% | 51,980 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +24.0% | 51,206 | $1.6M |
| XML Financial, LLC | 0.12% | Add +12.3% | 42,501 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +5.2% | 40,329 | $1.3M |
| HBW Advisory Services LLC | 0.13% | Add +2.4% | 39,195 | $1.2M |
| Carnegie Lake Advisors LLC | 0.45% | Reduce -0.4% | 34,975 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.5% | 34,401 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +5.5% | 34,135 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.4% | 31,347 | $993K |
| Wedbush Securities Inc. | 0.03% | Add +6.6% | 29,867 | $946K |
| Wolverine Asset Management LLC | 0.07% | Add +108.6% | 29,417 | $932K |
| Kercheville Advisors, LLC | 0.36% | New | 29,153 | $924K |
| Sigma Planning Corp | 0.03% | Reduce -0.4% | 28,413 | $900K |
| Strategic Family Wealth Counselors, L.L.C. | 0.29% | Add +7.5% | 27,863 | $883K |
| Future Financial Wealth Managment LLC | 0.60% | Reduce -2.4% | 25,999 | $824K |
| Debussy Capital Management LP | 0.12% | New | 24,350 | $815K |
| Merrion Investment Management Co, LLC | 0.55% | Add +25.0% | 25,000 | $792K |
| Creative Planning | 0.00% | Reduce -9.9% | 24,989 | $792K |
| Readystate Asset Management LP | 0.06% | New | 23,537 | $746K |
| Walleye Capital LLC | 0.01% | New | 23,272 | $737K |
| Atlanta Consulting Group Advisors, LLC | 0.27% | New | 22,995 | $729K |
| Landscape Capital Management, L.L.C. | 0.08% | Add +43.3% | 22,667 | $718K |
| Cwm, LLC | 0.00% | Add +9.9% | 22,244 | $705K |
| Armor Investment Advisors, LLC | 0.29% | Reduce -6.3% | 21,891 | $694K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -80.2% | 20,927 | $692K |
| Brookstone Capital Management | 0.01% | Reduce -11.3% | 21,800 | $691K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.3% | 21,317 | $676K |
| Atlas Brown,Inc. | 0.23% | Add +0.1% | 20,778 | $658K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 20,765 | $658K |
| Sunpointe, LLC | 0.33% | Add +10.6% | 20,524 | $654K |
| Advisory Services Network, LLC | 0.01% | Add +12.8% | 20,048 | $635K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.8% | 19,724 | $625K |
| Ameriflex Group, Inc. | 0.28% | — | 18,799 | $619K |
| Welch Group, LLC | 0.03% | No change | 19,017 | $605K |
| Samalin Investment Counsel, LLC | 0.26% | Reduce -4.5% | 18,832 | $597K |
| AE Wealth Management LLC | 0.00% | Reduce -1.4% | 17,241 | $546K |
| Certified Advisory Corp | 0.06% | Add +0.8% | 17,185 | $545K |
| StoneX Group Inc. | 0.03% | Reduce -2.0% | 16,607 | $529K |
| XTX Topco Ltd | 0.04% | Reduce -32.9% | 16,455 | $521K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 16,006 | $507K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +4.5% | 15,989 | $507K |
| Kovack Advisors, Inc. | 0.05% | Reduce -16.7% | 15,711 | $498K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -0.6% | 15,575 | $494K |
| HighTower Advisors, LLC | 0.00% | Add +11.5% | 14,962 | $474K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.6% | 14,688 | $465K |
| Maridea Wealth Management LLC | 0.15% | — | 14,522 | $460K |
| Semus Wealth Partners LLC | 0.30% | Reduce -28.2% | 14,275 | $452K |
| Belpointe Asset Management LLC | 0.03% | Reduce -0.9% | 15,015 | $451K |
| PFG Investments, LLC | 0.03% | Add +0.0% | 13,550 | $429K |
| Prospera Financial Services Inc | 0.01% | Add +21.0% | 13,189 | $418K |
| Mgo One Seven LLC | 0.02% | New | 13,171 | $417K |
| US Bancorp \de | 0.00% | Add +10.2% | 12,915 | $409K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -75.1% | 12,711 | $403K |
| Keybank National Association | 0.00% | No change | 12,700 | $402K |
| Neville Rodie & Shaw Inc. | 0.03% | New | 12,701 | $402K |
| DAVENPORT & Co LLC | 0.00% | Add +2.1% | 12,366 | $392K |
| Stephens Inc. | 0.01% | Reduce -45.7% | 12,050 | $382K |
| HBK Sorce Advisory LLC | 0.01% | Add +30.0% | 11,733 | $372K |
| Comerica Bank | 0.00% | Reduce -4.1% | 11,698 | $371K |
| World Investment Advisors | 0.01% | Add +39.6% | 11,177 | $354K |
| Baird Financial Group, Inc. | 0.00% | Add +0.0% | 11,126 | $353K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 10,875 | $345K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | No change | 10,870 | $344K |
"% of holder's portfolio" is UTG's weight in each manager's 13F, not the share of Reaves Utility Income Fund the manager owns.