Reaves Utility Income Fund
UTG- Exchange
- NYSE
- SEC CIK
- 0001263994
No open-market purchases or sales by Reaves Utility Income Fund insiders were filed in the last 90 days; 267 institutions reported holding it in 13F filings for Q2 2026, worth $557.6M in total; no superinvestor holds it.
Q3 2021 vs. Q2 2021
How the institutions holding Reaves Utility Income Fund changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 137 | 2 | 151 | +16 |
| Shares | 5.81M | 3.59K | 6.16M | +351.0K (+6.0%) |
| Value | $199.3M | $123.0K | $201.8M | +$2.63M (+1.3%) |
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (24)
Institutions that held Reaves Utility Income Fund at the end of Q3 2021 but not at the end of Q2 2021.
Sold out (8)
Institutions that held Reaves Utility Income Fund at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Deutsche Bank AG | 14,113 | $484.0K |
| Wolverine Asset Management LLC | 13,906 | $477.0K |
| Platform Technology Partners | 11,385 | $391.0K |
| Security National Bank of So Dak | 6,464 | $222.0K |
| Capital Investment Advisory Services, LLC | 5,950 | $204.0K |
| Homrich & Berg | 5,862 | $201.0K |
| Citigroup Inc | 5,116 | $176.0K |
| Twin Lakes Capital Management, LLC | 790 | $27.0K |
Not filed for Q3 2021 yet (2)
Institutions that held Reaves Utility Income Fund at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Hoover Financial Advisors, Inc. | 3,472 | $119.0K |
| CWM, LLC | 119 | $4.00K |