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.
Q1 2023 vs. Q4 2022
How the institutions holding Reaves Utility Income Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 156 | 2 | 163 | +9 |
| Shares | 7.08M | 5.90K | 6.81M | −265.0K (−3.7%) |
| Value | $195.0M | $166.4K | $193.2M | −$1.61M (−0.8%) |
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held Reaves Utility Income Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Bank of Montreal | 16,030 | $455.1K | 0.00% |
| NWF Advisory Services Inc. | 16,388 | $449.4K | 0.10% |
| Hollow Brook Wealth Management LLC | 9,144 | $259.5K | 0.12% |
| Focus Financial Network, Inc. | 8,824 | $250.4K | 0.02% |
| Truist Financial Corp | 7,556 | $214.4K | 0.00% |
| Platform Technology Partners | 7,410 | $210.3K | 0.10% |
| Two Sigma Securities, LLC | 7,175 | $203.6K | 0.02% |
| First Republic Investment Management, Inc. | 7,098 | $201.4K | 0.00% |
| Investors Research Corp | 7,031 | $199.5K | 0.05% |
| Ameritas Advisory Services, LLC | 3,909 | $112.3K | 0.01% |
| Ahrens Investment Partners LLC | 3,100 | $88.0K | 0.04% |
| McIlrath & Eck, LLC | 2,000 | $56.8K | 0.01% |
| CNB Bank | 1,743 | $49.5K | 0.03% |
| American National Bank | 1,620 | $46.0K | 0.01% |
| GPS Wealth Strategies Group, LLC | 1,253 | $35.6K | 0.01% |
| Creative Financial Designs Inc | 1,125 | $31.9K | 0.00% |
| Bokf, NA | 940 | $26.7K | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | 589 | $17.0K | 0.01% |
| WealthPLAN Partners, LLC | 483 | $13.7K | 0.00% |
| Horan Securities, Inc. | 275 | $7.80K | 0.00% |
| Sandy Spring Bank | 200 | $5.68K | 0.00% |
| Farther Finance Advisors, LLC | 80 | $2.27K | 0.00% |
Sold out (13)
Institutions that held Reaves Utility Income Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Weiss Asset Management LP | 74,655 | $2.11M |
| Ibex Wealth Advisors | 51,076 | $1.44M |
| Susquehanna International Group, LLP | 29,216 | $825.9K |
| Landscape Capital Management, L.L.C. | 15,660 | $442.7K |
| HBK Sorce Advisory LLC | 12,012 | $340.0K |
| Avantax Advisory Services, Inc. | 9,689 | $273.9K |
| Ingalls & Snyder LLC | 9,378 | $265.0K |
| Money Concepts Capital Corp | 7,849 | $221.9K |
| Independent Financial Group, LLC | 7,722 | $218.3K |
| Merit Financial Group, LLC | 7,524 | $212.7K |
| Paragon Wealth Strategies, LLC | 5,219 | $147.5K |
| Zullo Investment Group, Inc. | 1,385 | $39.2K |
| RWM Asset Management, LLC | 570 | $16.1K |
Not filed for Q1 2023 yet (2)
Institutions that held Reaves Utility Income Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| CoreCap Advisors, LLC | 5,404 | $152.8K |
| Align Wealth Management, LLC | 500 | $13.6K |