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UTG REAVES UTIL INCOME FD

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COM SH BEN INT (fund), issuer CIK 1263994

202 managers (203 13F filers) reported a position in UTG shares at 2024-12-31, 10,263,975 shares in all. 21 filers opened a position and 19 filers sold out during the quarter.

Managers
202
13F filers
203
New
21
Added
83
Reduced
42
Sold out
19
Shares held by filers
10,263,975

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ISLAY CAPITAL MANAGEMENT, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Putney Financial Group LLC0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.