UTG INC - common stock, no par value (UTGN)

CUSIP: 90342M109

Q4 2021 13F Holders as of 31 Dec 2021

Security type / class
Equity / common stock, no par value
Total 13F shares
84
Total 13F value
$2,000
Holder snapshot 5 signals
Share change
-168
SEC-reported price per share
$23.81
Number of holders
1
Value change
-$5,000
Number of sells
1
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
3,154,226

Security key

90342M109

Report period

Q4 2021

Institutions

1

Top holders

1

UTGN full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2022 Previous quarter: Q3 2021 UTG INC SEC filings UTG INC company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of UTGN - UTG INC - common stock, no par value (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
MEEDER ASSET MANAGEMENT INC
Disclosed value leader
MEEDER ASSET MANAGEMENT INC
Comparable rows
2/2
Latest evidence
30 Sep 2021
13F Lead comparable stake: 0.01%

Quick read

MEEDER ASSET MANAGEMENT INC leads the comparable SEC ownership view at 0.01%.

2 of 2 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens MEEDER ASSET MANAGEMENT INC's linked filing trail.
Comparable ownership Top 2
MEEDER ASSET MANAGEMENT INC 0.01%
CAPTRUST FINANCIAL ADVISORS 0%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-2 of 2 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
MEEDER ASSET MANAGEMENT INC
13F
Company
13F
0.01%
$5,000
168 shares
 — 30 Sep 2021
CAPTRUST FINANCIAL ADVISORS
13F
Company
13F
0%
$2,000
84 shares
 — 30 Sep 2021
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
1
Shares
84
Rows available
1
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2021 vs Q3 2021 Across Filers

Q3 2021 holders
2
Q4 2021 holders
1
Holder diff
-1
Investor Q3 2021 Shares Q4 2021 Shares Share Diff Share Chg % Q3 2021 value Q4 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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