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

CUSIP: 90342M109

Q2 2022 13F Holders as of 30 Jun 2022

Security type / class
Equity / common stock, no par value
Total 13F shares
245
Total 13F value
$7,000
Holder snapshot 5 signals
Share change
-13
SEC-reported price per share
$28.57
Number of holders
2
Value change
-$371
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

Q2 2022

Institutions

2

Top holders

2

UTGN full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2022 Previous quarter: Q1 2022 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
CAPTRUST FINANCIAL ADVISORS
Disclosed value leader
CAPTRUST FINANCIAL ADVISORS
Comparable rows
2/2
Latest evidence
31 Mar 2022
13F Lead comparable stake: 0.01%

Quick read

CAPTRUST FINANCIAL ADVISORS 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 CAPTRUST FINANCIAL ADVISORS's linked filing trail.
Comparable ownership Top 2
CAPTRUST FINANCIAL ADVISORS 0.01%
MEEDER ASSET MANAGEMENT INC 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
CAPTRUST FINANCIAL ADVISORS
13F
Company
13F
0.01%
$6,000
210 shares
 — 31 Mar 2022
MEEDER ASSET MANAGEMENT INC
13F
Company
13F
0%
$1,000
48 shares
 — 31 Mar 2022
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 Q2 2022

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

Institutions
2
Shares
245
Rows available
2
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 Q2 2022 vs Q1 2022 Across Filers

Q1 2022 holders
2
Q2 2022 holders
2
Holder diff
0
Investor Q1 2022 Shares Q2 2022 Shares Share Diff Share Chg % Q1 2022 value Q2 2022 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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