Security key
90342M109
- Security type / class
- Equity / common stock, no par value
- Total 13F shares
- 1,600
- Total 13F value
- $48,086
- Share change
- 0
- SEC-reported price per share
- $30.05
- Number of holders
- 2
- Shares outstanding
- 3,154,226
Holder snapshot
3 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2023
Institutions
2
Top holders
2
UTGN full security history
Ownership snapshot
Full 13F holder table
UTG INC SEC filings
UTG INC company facts
Broader feeds
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
BARTLETT & CO. WEALTH MAN...
Disclosed value leader
James Patrick Rousey
Comparable rows
2/3
Latest evidence
30 Sep 2023
13F
3/4/5
Lead comparable stake: 0.03%
1 rows are not safely comparable across share classes.
Quick read
BARTLETT & CO. WEALTH MANAGEMENT LLC leads the comparable SEC ownership view at 0.03%.
2 of 3 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 BARTLETT & CO. WEALTH MANAGEMENT LLC's linked filing trail.
Comparable ownership
Top 2
BARTLETT & CO. WEALTH MANAGEMENT LLC
0.03%
Bartlett & Co. LLC
0.03%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-3 of 3 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
13F
Company
|
0.03%
|
$24,008
800 shares
|
— | 30 Sep 2023 |
| Bartlett & Co. LLC |
13F
Company
|
0.03%
|
$24,000
800 shares
|
— | 30 Sep 2023 |
| James Patrick Rousey |
3/4/5
President, Director
|
—
class O/S missing
|
$870,830
29,018 shares
|
— | 04 Jan 2023 |
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 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
1,600
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 Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
2
Q4 2023 holders
2
Holder diff
0
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|