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UTG REAVES UTIL INCOME FD

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COM SH BEN INT (fund), issuer CIK 1263994

222 managers (222 13F filers) reported a position in UTG shares at 2025-06-30, 12,090,426 shares in all. 30 filers opened a position and 13 filers sold out during the quarter.

Managers
222
13F filers
222
New
30
Added
92
Reduced
48
Sold out
13
Shares held by filers
12,090,426

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BlackRock, Inc.in group BlackRock, Inc.384$13.9K<0.01%013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV356$13K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…358$13K<0.01%013F-HRTimeline
Fortitude Family Office, LLC340$12.3K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC320$11.6K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.300$10.9K<0.01%-113F-HRTimelineGroup
ALERUS FINANCIAL NA267$9.66K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC254$9.2K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…250$9.04K0.01%013F-HRTimeline
Versant Capital Management, Inc234$8.45K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO228$8.25K<0.01%-54413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp201$7.27K<0.01%new13F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN200$7.24K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC175$6.33K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC153$5.52K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH100$3.62K<0.01%013F-HRTimeline
Aspect Partners, LLC100$3.62K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.98$3.55K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc72$3K<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
ISLAY CAPITAL MANAGEMENT, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Avion Wealth0$00%013F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.