UTG
REAVES UTIL INCOME FD
Institutional Ownership ยท Q4 2025
Filing: Q4 2025REAVES UTIL INCOME FD (UTG) is held by 221 institutional investors with combined holdings of $381M. Major holders include BANK OF AMERICA CORP /DE/, MORGAN STANLEY (MS, MS-P, LPL Financial LLC.
Institutional Holders
221
Total Value
$381.2M
Ownership %
11.7%
๐ฆ Top Institutional Holders
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL)
1.1M shares
$39.2M
1.17% ownership
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
1.1M shares
$39.1M
1.17% ownership
LPL Financial LLC
779.4K shares
$28.5M
0.85% ownership
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ)
679.3K shares
$24.8M
0.74% ownership
ROYAL BANK OF CANADA (RY, RYLBF)
535.4K shares
$19.6M
0.59% ownership