REAVES UTILITY INCOME FUND
Institutional Ownership & Holdings Analysis
About
reaves-utility-income-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
# | Institution | Value |
---|---|---|
1 | MORGAN STANLEY(2025-03-31) | $31.3M |
2 | BANK OF AMERICA CORP /DE/(2025-03-31) | $30.4M |
3 | WELLS FARGO & COMPANY/MN(2025-03-31) | $20.3M |
4 | LPL Financial LLC(2025-03-31) | $19.5M |
5 | ROYAL BANK OF CANADA(2025-03-31) | $16.3M |
6 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $15.9M |
7 | Cornerstone Advisors, LLC(2025-03-31) | $13.2M |
8 | CAPTRUST FINANCIAL ADVISORS(2025-03-31) | $11.9M |
9 | OAK FAMILY ADVISORS, LLC(2025-03-31) | $8.7M |
10 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $7.9M |
11 | OSAIC HOLDINGS, INC.(2025-03-31) | $7.6M |
12 | STIFEL FINANCIAL CORP(2025-03-31) | $7.3M |
13 | GUGGENHEIM CAPITAL LLC(2025-03-31) | $7.2M |
14 | Magnus Financial Group LLC(2025-03-31) | $6.1M |
15 | Sterling Investment Advisors, Ltd.(2025-03-31) | $6.0M |
16 | UBS Group AG(2025-03-31) | $5.7M |
17 | Consolidated Portfolio Review Corp(2025-03-31) | $5.0M |
18 | Lido Advisors, LLC(2025-03-31) | $4.9M |
19 | Cetera Investment Advisers(2025-03-31) | $4.9M |
20 | JBR Co Financial Management Inc(2025-03-31) | $4.4M |
As of 2025-03-31
Value:$31.3M
As of 2025-03-31
Value:$30.4M
As of 2025-03-31
Value:$20.3M
As of 2025-03-31
Value:$19.5M
As of 2025-03-31
Value:$16.3M
As of 2025-03-31
Value:$15.9M
As of 2025-03-31
Value:$13.2M
As of 2025-03-31
Value:$11.9M
As of 2025-03-31
Value:$8.7M
As of 2025-03-31
Value:$7.9M
As of 2025-03-31
Value:$7.6M
As of 2025-03-31
Value:$7.3M
As of 2025-03-31
Value:$7.2M
As of 2025-03-31
Value:$6.1M
As of 2025-03-31
Value:$6.0M
#16UBS Group AG
As of 2025-03-31
Value:$5.7M
As of 2025-03-31
Value:$5.0M
As of 2025-03-31
Value:$4.9M
As of 2025-03-31
Value:$4.9M
As of 2025-03-31
Value:$4.4M
Total Institutional Holders:227
Top 10 Holders Own:51.3%