Position history for LPL Financial LLC's holdings in REAVES UTIL INCOME FD
LPL Financial LLC holds 819,415 shares of UTG (REAVES UTIL INCOME FD), worth $32.2M as of 2026-Q1. The position was increased (+5.1% shares). UTG represents 0.0% of LPL Financial LLC's portfolio.
Current Value
$32.2M
Current Shares
819,415
Total Value Change
+$18.9M
Total Shares Change
+332,029
Other major holders of UTG: BANK OF AMERICA CORP /DE/, MORGAN STANLEY
Increased |
| 819,415 |
+5.1% |
| $32.2M |
| 0.0% |
| $41.20 |
30 |
| 2025-Q4 | Increased | 779,445 | +13.6% | $28.5M | 0.0% | $36.97 | 33 |
| 2025-Q3 | Increased | 686,184 | +11.3% | $27.2M | 0.0% | $38.58 | 32 |
| 2025-Q2 | Increased | 616,607 | +2.9% | $22.3M | 0.0% | $34.49 | 29 |
| 2025-Q1 | Increased | 599,201 | +2.4% | $19.5M | 0.0% | $30.76 | 29 |
| 2024-Q4 | Increased | 585,115 | +4.7% | $18.5M | 0.0% | $29.62 | 30 |
| 2024-Q3 | Increased | 558,619 | +14.6% | $18.3M | 0.0% | $29.71 | 32 |
| 2024-Q2 | Increased | 487,386 | +44.3% | $13.3M | 0.0% | $24.53 | 38 |