Reaves Utility Income Fund

UTG

Exchange: NYSE
SEC CIK: 0001263994

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding Reaves Utility Income Fund changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of UTG: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	151	4	160	+13
Shares	6.16M	10.6K	6.43M	+283.6K (+4.6%)
Value	$201.8M	$349.0K	$225.8M	+$24.3M (+12.1%)

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Reaves Utility Income Fund at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to UTG in Q4 2021
Institution	Shares	Value	% of portfolio
Paralel Advisors LLC	294,933	$10.4M	0.60%
Oppenheimer & Co Inc	30,915	$1.08M	0.02%
HGK Asset Management Inc	16,425	$577.0K	0.18%
Johnson Investment Counsel Inc	15,262	$539.0K	0.01%
Biechele Royce Advisors	9,850	$346.0K	0.14%
IFG Advisory, LLC	9,288	$326.0K	0.03%
Hollow Brook Wealth Management LLC	7,994	$281.0K	0.14%
Thompson Davis & Co., Inc.	7,600	$267.0K	0.22%
Salem Investment Counselors Inc	7,383	$259.0K	0.01%
Mercer Global Advisors Inc	6,271	$220.0K	0.00%
GWM Advisors LLC	6,132	$216.0K	0.00%
Capital Investment Advisory Services, LLC	5,950	$209.0K	0.02%
HB Wealth Management, LLC	5,862	$206.0K	0.00%
Truist Financial Corp	5,772	$203.0K	0.00%
First Republic Investment Management, Inc.	5,748	$202.0K	0.00%
Clearstead Advisors, LLC	2,918	$102.0K	0.01%
CoreCap Advisors, LLC	2,090	$73.0K	0.00%
McIlrath & Eck, LLC	2,000	$70.0K	0.02%
TAP Consulting, LLC	1,715	$60.0K	0.01%
Signaturefd, LLC	1,602	$56.0K	0.00%
Zullo Investment Group, Inc.	1,235	$43.0K	0.02%
Snowden Capital Advisors LLC	958	$33.0K	0.00%
CWM, LLC	313	$11.0K	0.00%
PSI Advisors, LLC	300	$11.0K	0.00%
Fortitude Advisory Group L.L.C.	230	$8.00K	0.00%
Outfitter Financial LLC	200	$7.00K	0.01%
Bedel Financial Consulting, Inc.	100	$4.00K	0.00%
Amplius Wealth Advisors, LLC	100	$3.00K	0.00%
Glen Eagle Advisors, LLC	46	$1.62K	0.00%

Sold out (16)

Institutions that held Reaves Utility Income Fund at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of UTG in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Alps Advisors Inc	294,933	$9.66M
Advisory Services Network, LLC	36,612	$1.20M
Dana Investment Advisors, Inc.	8,491	$278.0K
Newport Capital Group, LLC	7,304	$239.0K
Citadel Advisors LLC	6,519	$214.0K
MUFG Americas Holdings Corp	2,764	$91.0K
Joseph P. Lucia & Associates, LLC	2,375	$78.0K
CX Institutional	2,157	$71.0K
Liberty Wealth Management LLC	1,750	$57.0K
D'Orazio & Associates, Inc.	805	$26.0K
MV Capital Management, Inc.	700	$23.0K
Tower Research Capital LLC (TRC)	305	$10.0K
RPG Investment Advisory, LLC	300	$10.0K
Arkadios Wealth Advisors	260	$8.00K
HBC Financial Services, PLLC	7	$0
Gerber Kawasaki Wealth & Investment Management	1	–

Not filed for Q4 2021 yet (4)

Institutions that held Reaves Utility Income Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UTG in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Mid Atlantic Financial Management Inc	7,353	$241.0K
Wealth Quarterback LLC	1,147	$38.0K
Security National Trust Co	1,066	$37.0K
Sonora Investment Management, LLC	1,000	$33.0K