REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG)
CUSIP: 756158101
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / COM SH BEN INT
- Total 13F shares
- 10,960,317
- Share change
- +775,002
- Total reported value
- $356,620,949
- Price per share
- $32.54
- Number of holders
- 197
- Value change
- +$25,376,375
- Number of buys
- 106
- Number of sells
- 62
Quarterly Holders Quick Answers
What is CUSIP 756158101?
CUSIP 756158101 identifies UTG - REAVES UTILITY INCOME FUND - COM SH BEN INT in SEC institutional holdings data.
Need full ownership history?
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Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 756158101:
Top shareholders of UTG - REAVES UTILITY INCOME FUND - COM SH BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
877,082
|
$27,794,744 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
826,880
|
$26,203,828 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
598,402
|
$18,963,371 | — | 31 Dec 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
585,115
|
$18,542,304 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
490,955
|
$15,558,000 | — | 31 Dec 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
451,310
|
$14,300,028 | — | 31 Dec 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
446,194
|
$14,140,000 | — | 31 Dec 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
391,140
|
$12,395,627 | — | 31 Dec 2024 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
—
class O/S missing
|
357,370
|
$11,325,069 | — | 31 Dec 2024 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
332,579
|
$10,539,434 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
274,632
|
$8,703,064 | — | 31 Dec 2024 | |
| OAK FAMILY ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
251,772
|
$7,978,655 | — | 31 Dec 2024 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
213,580
|
$6,768,350 | — | 31 Dec 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
203,179
|
$6,438,756 | — | 31 Dec 2024 | |
| Sterling Investment Advisors, Ltd. |
13F
|
Company |
—
class O/S missing
|
178,738
|
$5,664,210 | — | 31 Dec 2024 | |
| Magnus Financial Group LLC |
13F
|
Company |
—
class O/S missing
|
173,896
|
$5,510,780 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
157,576
|
$4,993,583 | — | 31 Dec 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
144,331
|
$4,573,847 | — | 31 Dec 2024 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
142,316
|
$4,509,999 | — | 31 Dec 2024 | |
| Lido Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
139,063
|
$4,433,328 | — | 31 Dec 2024 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
126,837
|
$4,019,456 | — | 31 Dec 2024 | |
| JBR Co Financial Management Inc |
13F
|
Company |
—
class O/S missing
|
123,170
|
$3,903,257 | — | 31 Dec 2024 | |
| Consolidated Portfolio Review Corp |
13F
|
Company |
—
class O/S missing
|
98,082
|
$3,108,226 | — | 31 Dec 2024 | |
| Tradition Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
94,703
|
$3,001,136 | — | 31 Dec 2024 | |
| REAVES W H & CO INC |
13F
3/4/5
|
Company · Officer of Investment Advisor |
—
class O/S missing
|
85,731
|
$2,717,000 | — | 31 Dec 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
84,800
|
$2,687,000 | — | 31 Dec 2024 | |
| Smith Asset Management Co., LLC |
13F
|
Company |
—
class O/S missing
|
80,887
|
$2,563,379 | — | 31 Dec 2024 | |
| LongView Wealth Management |
13F
|
Company |
—
class O/S missing
|
70,276
|
$2,227,046 | — | 31 Dec 2024 | |
| WEALTH EFFECTS LLC |
13F
|
Company |
—
class O/S missing
|
69,468
|
$2,201,438 | — | 31 Dec 2024 | |
| Good Life Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
67,926
|
$2,152,587 | — | 31 Dec 2024 | |
| CreativeOne Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
64,833
|
$2,054,565 | — | 31 Dec 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
60,366
|
$1,913,000 | — | 31 Dec 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
58,467
|
$1,852,807 | — | 31 Dec 2024 | |
| Sowell Financial Services LLC |
13F
|
Company |
—
class O/S missing
|
57,265
|
$1,814,740 | — | 31 Dec 2024 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
—
class O/S missing
|
53,930
|
$1,715,050 | — | 31 Dec 2024 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
—
class O/S missing
|
52,543
|
$1,665,000 | — | 31 Dec 2024 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
51,980
|
$1,647,247 | — | 31 Dec 2024 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
—
class O/S missing
|
51,206
|
$1,622,718 | — | 31 Dec 2024 | |
| XML Financial, LLC |
13F
|
Company |
—
class O/S missing
|
42,501
|
$1,346,861 | — | 31 Dec 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
40,329
|
$1,278,028 | — | 31 Dec 2024 | |
| HBW ADVISORY SERVICES LLC |
13F
|
Company |
—
class O/S missing
|
39,195
|
$1,242,090 | — | 31 Dec 2024 | |
| Carnegie Lake Advisors LLC |
13F
|
Company |
—
class O/S missing
|
34,975
|
$1,108,000 | — | 31 Dec 2024 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
34,401
|
$1,090,168 | — | 31 Dec 2024 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
34,135
|
$1,081,755 | — | 31 Dec 2024 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
31,347
|
$993,390 | — | 31 Dec 2024 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
—
class O/S missing
|
29,867
|
$946,000 | — | 31 Dec 2024 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
29,417
|
$932,224 | — | 31 Dec 2024 | |
| Kercheville Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
29,153
|
$923,858 | — | 31 Dec 2024 | |
| Sigma Planning Corp |
13F
|
Company |
—
class O/S missing
|
28,413
|
$900,418 | — | 31 Dec 2024 | |
| Strategic Family Wealth Counselors, L.L.C. |
13F
|
Company |
—
class O/S missing
|
27,863
|
$882,972 | — | 31 Dec 2024 |
Institutional Holders of REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) as of Q1 2025
As of 31 Mar 2025,
REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) was held by
197 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,960,317 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, LPL Financial LLC, ROYAL BANK OF CANADA, AMERIPRISE FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC, Cornerstone Advisors, LLC, CAPTRUST FINANCIAL ADVISORS, and OAK FAMILY ADVISORS, LLC.
This page lists
198
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
200
Q1 2025 holders
197
Holder diff
-3
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.