REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG)
CUSIP: 756158101
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / COM SH BEN INT
- Total 13F shares
- 12,448,072
- Share change
- +558,070
- Total reported value
- $493,132,028
- Price per share
- $39.62
- Number of holders
- 237
- Value change
- +$22,604,409
- Number of buys
- 128
- Number of sells
- 65
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.
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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.
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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 |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
1,043,401
|
$37,750,266 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
975,172
|
$35,281,743 | — | 30 Jun 2025 | |
| Cornerstone Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
732,485
|
$26,501,307 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
632,944
|
$22,899,897 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
616,607
|
$22,308,833 | — | 30 Jun 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
509,049
|
$18,417,000 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
493,887
|
$17,868,000 | — | 30 Jun 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
382,317
|
$13,826,533 | — | 30 Jun 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
362,956
|
$13,131,751 | — | 30 Jun 2025 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
—
class O/S missing
|
359,116
|
$12,992,823 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
287,238
|
$10,392,274 | — | 30 Jun 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
255,169
|
$9,231,901 | — | 30 Jun 2025 | |
| OAK FAMILY ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
249,394
|
$9,023,057 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
237,084
|
$8,578,546 | — | 30 Jun 2025 | |
| Magnus Financial Group LLC |
13F
|
Company |
—
class O/S missing
|
203,951
|
$7,378,956 | — | 30 Jun 2025 | |
| Sterling Investment Advisors, Ltd. |
13F
|
Company |
—
class O/S missing
|
192,359
|
$6,959,564 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
188,829
|
$6,831,833 | — | 30 Jun 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
178,906
|
$6,472,819 | — | 30 Jun 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
150,407
|
$5,441,733 | — | 30 Jun 2025 | |
| Lido Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
150,194
|
$5,434,027 | — | 30 Jun 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
140,633
|
$5,088,118 | — | 30 Jun 2025 | |
| Consolidated Portfolio Review Corp |
13F
|
Company |
—
class O/S missing
|
132,011
|
$4,776,160 | — | 30 Jun 2025 | |
| JBR Co Financial Management Inc |
13F
|
Company |
—
class O/S missing
|
131,812
|
$4,768,958 | — | 30 Jun 2025 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
128,952
|
$4,665,487 | — | 30 Jun 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
111,791
|
$4,044,630 | — | 30 Jun 2025 | |
| Tradition Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
98,261
|
$3,555,078 | — | 30 Jun 2025 | |
| Wealthspire Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
97,683
|
$3,534,186 | — | 30 Jun 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
93,563
|
$3,385,000 | — | 30 Jun 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
91,696
|
$3,318,000 | — | 30 Jun 2025 | |
| REAVES W H & CO INC |
13F
3/4/5
|
Company · Officer of Investment Advisor |
—
class O/S missing
|
88,623
|
$3,206,365 | — | 30 Jun 2025 | |
| Smith Asset Management Co., LLC |
13F
|
Company |
—
class O/S missing
|
79,937
|
$2,892,173 | — | 30 Jun 2025 | |
| WEALTH EFFECTS LLC |
13F
|
Company |
—
class O/S missing
|
69,699
|
$2,521,711 | — | 30 Jun 2025 | |
| LongView Wealth Management |
13F
|
Company |
—
class O/S missing
|
69,680
|
$2,521,037 | — | 30 Jun 2025 | |
| Good Life Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
67,552
|
$2,444,037 | — | 30 Jun 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
—
class O/S missing
|
58,928
|
$2,132,015 | — | 30 Jun 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
58,209
|
$2,105,984 | — | 30 Jun 2025 | |
| Sowell Financial Services LLC |
13F
|
Company |
—
class O/S missing
|
57,609
|
$2,084,282 | — | 30 Jun 2025 | |
| CreativeOne Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
57,193
|
$2,069,246 | — | 30 Jun 2025 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
54,707
|
$1,967,271 | — | 30 Jun 2025 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
—
class O/S missing
|
54,102
|
$1,957,000 | — | 30 Jun 2025 | |
| NBC SECURITIES, INC. |
13F
|
Company |
—
class O/S missing
|
51,173
|
$1,851,000 | — | 30 Jun 2025 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
—
class O/S missing
|
50,949
|
$1,843,075 | — | 30 Jun 2025 | |
| XML Financial, LLC |
13F
|
Company |
—
class O/S missing
|
49,655
|
$1,796,518 | — | 30 Jun 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
41,144
|
$1,488,592 | — | 30 Jun 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
40,375
|
$1,460,791 | — | 30 Jun 2025 | |
| World Investment Advisors |
13F
|
Company |
—
class O/S missing
|
40,221
|
$1,455,197 | — | 30 Jun 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
36,177
|
$1,308,884 | — | 30 Jun 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
—
class O/S missing
|
36,009
|
$1,303,000 | — | 30 Jun 2025 | |
| Kercheville Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
34,770
|
$1,257,991 | — | 30 Jun 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
34,599
|
$1,251,779 | — | 30 Jun 2025 |
Institutional Holders of REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) as of Q3 2025
As of 30 Sep 2025,
REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) was held by
237 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,448,072 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Cornerstone Advisors, LLC, LPL Financial LLC, WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, COMMONWEALTH EQUITY SERVICES, LLC, AMERIPRISE FINANCIAL INC, J.W. COLE ADVISORS, INC., and CAPTRUST FINANCIAL ADVISORS.
This page lists
237
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
218
Q3 2025 holders
237
Holder diff
19
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.