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Get Institutions for : 
Reaves Utility Income Fund (UTG)  
$35.81 0.17 (0.47%) as of 4:30 Wed 7/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 199    0
Total shares held : 
 10,933,633  
% of shares held : 
 22.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   42  
Amount of shares held : 
 754,822  
% of shares held change : 
   1.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $31.92  
Last Quarter's Ending Price : 
 $32.54  
Last Quarter's Average Price : 
 $32.88  
Change from last quarter's     
avg. price to the last closing  : 
2.93 (8.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 627,681
 5.74%
 
Increased Positions :
83
 776,638
 7.1%
 
Unchanged Positions :
54
 384,776
 3.52%
 
Decreased Positions :
41
-502,143
-4.59%
 
Closed Positions :
21
-147,354
-1.35%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2233 - 2025-03-31 960,439 $31,253,000 83,357
   BANK OF AMERICA CORP /DE/ 1758 - 2025-03-31 933,787 $30,385,000 106,907
   WELLS FARGO & CO/MN 1195 - 2025-03-31 624,632 $20,326,000 26,230
   LPL FINANCIAL CORP 1154 - 2025-03-31 599,201 $19,498,000 14,086
   ROYAL BANK OF CANADA 1281 - 2025-03-31 501,145 $16,307,000 10,190
   COMMONWEALTH EQUITY SERVICES LLC. 646 - 2025-03-31 489,575 $15,931,000 43,381
   AMERIPRISE FINANCIAL INC 1441 - 2025-03-31 490,283 $15,888,000 38,973
   Cornerstone Advisors LLC 38 *New 2025-03-31 406,546 $13,229,000 406,546
   CAPTRUST FINANCIAL ADVISORS 390 - 2025-03-31 367,195 $11,949,000 9,825
   OAK FAMILY ADVISORS LLC 7 - 2025-03-31 267,887 $8,717,000 16,115
   RAYMOND JAMES FINANCIAL INC 1980 - 2025-03-31 243,880 $7,936,000 -30,752
   Advisor Group Holdings Inc. 827 - 2025-03-31 233,919 $7,612,000 -150,944
   STIFEL FINANCIAL CORP 993 - 2025-03-31 223,723 $7,280,000 20,544
   GUGGENHEIM CAPITAL LLC 321 - 2025-03-31 220,372 $7,171,000 6,792
   Magnus Financial Group LLC 37 - 2025-03-31 187,075 $6,087,000 13,179
   Sterling Investment Advisors Ltd. 19 - 2025-03-31 185,181 $6,026,000 6,443
   UBS Group AG 2829 - 2025-03-31 175,545 $5,712,000 17,969
   Consolidated Portfolio Review Corp 25 - 2025-03-31 152,188 $4,952,000 54,106
   Lido Advisors LLC 319 - 2025-03-31 149,372 $4,861,000 10,309
   Cetera Investment Advisers 1125 - 2025-03-31 149,311 $4,859,000 4,980
   JBR Co Financial Management Inc 8 - 2025-03-31 136,114 $4,429,000 12,944
   Private Advisor Group LLC 595 - 2025-03-31 131,492 $4,279,000 -10,824
   MARINER WEALTH ADVISORS, LLC 896 - 2025-03-31 125,855 $4,095,000 -982
   Tradition Wealth Management LLC 80 - 2025-03-31 96,900 $3,153,000 2,197
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1110 - 2025-03-31 88,298 $2,873,000 3,498
   REAVES W H & CO INC 60 - 2025-03-31 87,192 $2,837,000 1,461
   Smith Asset Management Co. LLC 16 - 2025-03-31 80,660 $2,625,000 0
   Goss Wealth Management LLC 741 - 2025-03-31 78,554 $2,556,000 20,087
   J.W. COLE ADVISORS INC. 257 - 2025-03-31 77,853 $2,533,000 -254,726
   LongView Wealth Management 36 - 2025-03-31 69,612 $2,265,000 -664
   WEALTH EFFECTS LLC 19 - 2025-03-31 69,600 $2,265,000 132
   JANNEY MONTGOMERY SCOTT LLC 1101 - 2025-03-31 68,385 $2,225,000 8,019
   Good Life Advisors LLC 125 - 2025-03-31 66,586 $2,167,000 -1,340
   Change Path LLC 298 - 2025-03-31 63,053 $2,052,000 -1,780
   Atria Wealth Solutions Inc. 613 - 2025-03-31 63,000 $2,050,000 9,070
   Sontag Advisory LLC 277 *New 2025-03-31 59,538 $1,937,000 59,538
   Pensionmark Financial Group LLC 356 - 2025-03-31 58,792 $1,913,000 47,615
   Sowell Financial Services LLC 247 - 2025-03-31 57,951 $1,886,000 686
   NBC SECURITIES INC. 142 - 2025-03-31 55,609 $1,809,000 55,555
   CENTAURUS FINANCIAL INC. 176 - 2025-03-31 55,514 $1,806,000 2,971
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 936 - 2025-03-31 54,120 $1,761,000 2,140
   OPPENHEIMER & CO INC 607 - 2025-03-31 50,109 $1,631,000 -1,097
   XML Financial LLC 128 - 2025-03-31 47,920 $1,559,000 5,419
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1361 - 2025-03-31 46,974 $1,529,000 25,657
   FIRST TRUST ADVISORS LP 1937 - 2025-03-31 41,330 $1,345,000 1,001
   HBW Advisory Services LLC 153 - 2025-06-30 32,143 $1,163,000 333
   Kercheville Advisors LLC 42 - 2025-03-31 35,537 $1,156,000 6,384
   Kestra Advisory Services LLC 1296 - 2025-03-31 35,177 $1,145,000 776
   WEDBUSH MORGAN SECURITIES INC 370 - 2025-03-31 33,285 $1,083,000 3,418
   Stratos Wealth Partners LTD. 618 - 2025-03-31 33,154 $1,079,000 -981
   Steward Partners Investment Advisory LLC 903 - 2025-03-31 31,114 $1,012,000 -233
   Carnegie Lake Advisors LLC 68 - 2025-03-31 30,960 $1,007,000 -4,015
   INTEGRITY ALLIANCE LLC. 271 *New 2025-03-31 30,757 $1,001,000 30,757
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 303 - 2025-03-31 29,554 $962,000 6,887
   Sigma Planning Corp 508 - 2025-03-31 28,687 $933,000 274
   Strategic Family Wealth Counselors L.L.C. 61 - 2025-03-31 28,261 $920,000 398
   AlphaCore Capital LLC 180 *New 2025-03-31 28,216 $918,000 28,216
   Future Financial Wealth Managment LLC 30 - 2025-03-31 25,700 $836,000 -299
   STEPHENS INC /AR/ 646 - 2025-03-31 25,538 $831,000 13,488
   Beacon Capital Management Inc. 27 *New 2025-03-31 24,000 $829,000 24,000
   Merrion Investment Management Co LLC 43 - 2025-03-31 25,000 $814,000 0
   Atlanta Consulting Group Advisors LLC 54 - 2025-03-31 24,481 $797,000 1,486
   Vivaldi Capital Management LLC 119 - 2025-03-31 24,350 $792,000 0
   Sunpointe LLC 51 - 2025-03-31 23,729 $772,000 3,205
   CREATIVE PLANNING 1966 - 2025-03-31 22,345 $727,000 -2,644
   CWM LLC 1287 - 2025-03-31 22,244 $724,000 0
   Sanctuary Advisors LLC 1469 - 2024-12-31 20,927 $692,000 -84,988
   MML INVESTORS SERVICES LLC 1797 - 2025-03-31 21,148 $688,000 5,142
   Brookstone Capital Management 628 - 2025-03-31 21,073 $686,000 -727
   ATLAS BROWNINC 98 - 2025-03-31 20,800 $677,000 22
   Armor Investment Advisors LLC 55 - 2025-03-31 20,135 $655,000 -1,756
   Samalin Investment Counsel LLC 116 - 2025-03-31 19,560 $636,000 728
   ADVISORY SERVICES NETWORK, LLC 950 - 2025-03-31 19,157 $623,000 -891
   WELCH GROUP, LLC 127 - 2025-03-31 19,017 $617,000 0
   COMERICA BANK 1746 - 2025-03-31 18,844 $613,000 7,146
   AMERIFLEX GROUP INC. 90 - 2025-03-31 18,799 $612,000 0
   PNC FINANCIAL SERVICES GROUP INC 1394 - 2025-03-31 18,531 $603,000 -2,234
   HIGHTOWER ADVISORS, LLC 2260 - 2025-03-31 18,120 $590,000 3,158
   PROSPERA FINANCIAL SERVICES 722 - 2025-03-31 17,701 $576,000 4,512
   Certified Advisory Corp 179 - 2025-03-31 17,322 $564,000 137
   AE Wealth Management LLC 862 - 2025-03-31 17,191 $559,000 -50
   H D Vest Advisory Services 1470 - 2025-03-31 15,668 $510,000 -4,056
   Sound View Wealth Advisors Group LLC 251 - 2025-03-31 15,609 $508,000 -380
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 423 - 2025-03-31 15,575 $507,000 0
   ENVESTNET ASSET MANAGEMENT INC 3526 - 2025-03-31 15,396 $501,000 708
   Belpointe Asset Management LLC 564 - 2025-03-31 15,065 $490,000 50
   Maridea Wealth Management LLC 124 - 2025-03-31 15,028 $489,000 506
   US BANCORP 1486 - 2025-03-31 14,744 $480,000 1,829
   NEVILLE RODIE & SHAW INC 171 - 2025-06-30 12,701 $460,000 0
   Semus Wealth Partners LLC 60 - 2025-03-31 13,692 $446,000 -583
   PFG Investments LLC 541 - 2025-03-31 13,707 $446,000 157
   INTL FCSTONE INC. 358 - 2025-03-31 13,606 $443,000 -3,001
   We Are One Seven LLC 677 - 2025-03-31 13,171 $429,000 0
   DAVENPORT & CO LLC 857 - 2025-03-31 13,141 $428,000 775
   KEYBANK NATIONAL ASSOCIATION/OH 838 - 2025-03-31 12,700 $413,000 0
   Per Stirling Capital Management LLC. 185 - 2025-03-31 12,230 $398,000 5,638
   MATRIX PRIVATE CAPITAL GROUP LLC 66 - 2025-03-31 12,150 $395,000 3,650
   MERCER GLOBAL ADVISORS INC /ADV 1612 - 2025-03-31 11,758 $383,000 -953
   HBK SORCE ADVISORY LLC 389 - 2025-03-31 11,765 $383,000 32
   Equitable Holdings Inc. 1021 *New 2025-03-31 10,926 $356,000 10,926
  100 Records found
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