UTGN · Utg Inc
Market Cap
$169.73M
Shares
3.13M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $48,176
Total Shares: 1,600
Institutional Ownership Trend
12 quarters
Holder Concentration
Across 2 13F filers · Δ vs Sep 30, 2023Top Holder
50.0%
−49.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,000
Highly concentrated−4,982
Quarterly Activity
vs Sep 30, 2023
New
0
Increased
0
Decreased
0
Sold Out
0
Unchanged
2
Holder count:
0
Institutional value:
+77.0%
Shares held:
0.0%
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid Bartlett & Co. LLC | $24,088 | 50.00% | 800 | Shares | 2024-01-08 | |
| Mid BARTLETT & CO. WEALTH MANAGEMENT LLC | $24,088 | 50.00% | 800 | Shares | 2024-02-14 |