UTGN · Utg Inc · Shareholders & Ownership
Every disclosed holder of UTGN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns UTGN
13F quarter Dec 31, 2023No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 1,600 | 0.05% |
| Insiders (Forms 3, 4, 5) | 3,935,262 | 125.62% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 804,135 | -25.67% |
| Registered funds (N-PORT, not summed) | 0 | 0.00% |
Shares outstanding: 3,132,727, the issuer's latest cover-page count restated onto today's split basis.
Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of UTGN
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
2,058,712 | ||
| 2 |
|
1,699,491 | ||
| 2.1 |
|
486,957 | ||
| 3 |
|
64,411 | ||
| 4 |
|
43,894 | ||
| 5 |
|
16,292 | ||
| 6 |
|
12,068 | ||
| 7 |
|
10,000 | ||
| 8 |
|
6,868 | ||
| 9 |
|
4,977 | ||
| 10 |
|
4,464 | ||
| 11 |
|
3,813 | ||
| 12 |
|
3,260 | ||
| 13 |
|
2,546 | ||
| 14 |
|
1,723 | ||
| 15 |
|
1,314 | ||
| 16 |
|
1,020 | ||
| 17 |
Bartlett & Co. LLC
13F
CIK 1550075 · Registered investment adviser · Dec 31, 2023
|
800 | ||
| 18 |
BARTLETT & CO. WEALTH MANAGEMENT LLC
13F
CIK 2010186 · Registered investment adviser · Dec 31, 2023
|
800 | ||
| 19 |
|
209 | ||
| 20 |
|
200 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.