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Reaves Utility Income Fund (UTG) Institutional Ownership

Reaves Utility Income Fund logo
$32.39 -0.09 (-0.28%)
Closing price 04:10 PM Eastern
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$32.43 +0.04 (+0.12%)
As of 07:34 PM Eastern
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Institutional Ownership Changes (13F Filings) for Reaves Utility Income Fund (NYSEAMERICAN:UTG)

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$59.60M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$19.88M
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UTG Institutional Buying and Selling by Quarter

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Reaves Utility Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC21,317$676K0.0%+14.3%0.000%
3/12/2025 Centaurus Financial Inc.52,543$1.67M0.1%+138.8%0.000%
2/24/2025 Ameriflex Group Inc.18,799$619K0.3%N/A0.000%
2/17/2025 Visionary Wealth Advisors6,772$215K0.0%N/A0.000%
2/17/2025 Vivaldi Capital Management LP24,350$815K0.1%N/A0.000%
2/17/2025 Royal Bank of Canada490,955$15.56M0.0%+4.2%0.000%
2/17/2025 CoreCap Advisors LLC6,804$216K0.0%-8.1%0.000%
2/17/2025 Captrust Financial Advisors357,370$11.33M0.0%+102.1%0.000%
2/17/2025 Bank of America Corp DE826,880$26.20M0.0%+1.8%0.000%
2/17/2025 Ameriprise Financial Inc.451,310$14.30M0.0%+7.7%0.000%
2/14/2025 Mercer Global Advisors Inc. ADV12,711$403K0.0%-75.1%0.000%
2/14/2025 Triumph Capital Management7,945$252K0.1%+4.5%0.000%
2/14/2025 Comerica Bank11,698$371K0.0%-4.1%0.000%
2/14/2025 MGO One Seven LLC13,171$417K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp203,179$6.44M0.0%+11.7%0.000%
2/14/2025 Tradition Wealth Management LLC94,703$3.00M0.3%+0.8%0.000%
2/14/2025 First Trust Advisors LP40,329$1.28M0.0%+5.2%0.000%
2/13/2025 NewEdge Advisors LLC58,467$1.85M0.0%+14.8%0.000%
2/13/2025 Guggenheim Capital LLC213,580$6.77M0.1%+4.9%0.000%
2/13/2025 Walleye Capital LLC23,272$737K0.0%N/A0.000%
2/13/2025 XTX Topco Ltd16,455$521K0.0%-32.9%0.000%
2/13/2025 CreativeOne Wealth LLC64,833$2.06M0.1%N/A0.000%
2/13/2025 Mariner LLC126,837$4.02M0.0%+1.6%0.000%
2/13/2025 Family Office Research LLC7,626$242K0.1%N/A0.000%
2/13/2025 Colonial Trust Advisors1,500$48K0.0%-25.0%0.000%
2/13/2025 Advisory Services Network LLC20,048$635K0.0%+12.9%0.000%
2/13/2025 Envestnet Asset Management Inc.14,688$465K0.0%-12.6%0.000%
2/13/2025 Wedbush Securities Inc.29,867$946K0.0%+6.6%0.000%
2/13/2025 Wells Fargo & Company MN598,402$18.96M0.0%+2.4%0.000%
2/12/2025 Landscape Capital Management L.L.C.22,667$718K0.1%+43.3%0.000%
2/12/2025 World Investment Advisors11,177$354K0.0%+39.6%0.000%
2/12/2025 StoneX Group Inc.16,607$529K0.0%-2.0%0.000%
2/12/2025 Maridea Wealth Management LLC14,522$460K0.1%N/A0.000%
2/12/2025 Brown Brothers Harriman & Co.4,225$134K0.0%+33.4%0.000%
2/11/2025 LPL Financial LLC585,115$18.54M0.0%+4.7%0.000%
2/11/2025 Samalin Investment Counsel LLC18,832$597K0.3%-4.4%0.000%
2/11/2025 Virtu Financial LLC10,376$329K0.0%N/A0.000%
2/10/2025 Signaturefd LLC4,022$127K0.0%+14.2%0.000%
2/10/2025 Creative Financial Designs Inc. ADV5,766$183K0.0%-28.4%0.000%
2/10/2025 Atlanta Consulting Group Advisors LLC22,995$729K0.3%N/A0.000%
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2/10/2025 Corient Private Wealth LLC6,627$210K0.0%-9.3%0.000%
2/10/2025 Commonwealth Equity Services LLC446,194$14.14M0.0%+38.9%0.000%
2/10/2025 Balboa Wealth Partners9,581$304K0.1%-8.4%0.000%
2/10/2025 HBK Sorce Advisory LLC11,733$372K0.0%+30.0%0.000%
2/10/2025 Avantax Advisory Services Inc.19,724$625K0.0%-3.8%0.000%
2/7/2025 HighTower Advisors LLC14,962$474K0.0%+11.5%0.000%
2/7/2025 Sound View Wealth Advisors Group LLC15,989$507K0.0%+4.5%0.000%
2/7/2025 Sowell Financial Services LLC57,265$1.82M0.1%+3.9%0.000%
2/7/2025 Larson Financial Group LLC1,220$39K0.0%+442.2%0.000%
2/7/2025 PNC Financial Services Group Inc.20,765$658K0.0%+3.0%0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,370$202K0.0%N/A0.000%
2/7/2025 Strategic Family Wealth Counselors L.L.C.27,863$883K0.3%+7.4%0.000%
2/6/2025 Raymond James Financial Inc.274,631$8.70M0.0%N/A0.000%
2/6/2025 Proficio Capital Partners LLC101,380$3.21M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC31,347$993K0.0%+4.4%0.000%
2/6/2025 Reaves W H & Co. Inc.85,731$2.72M0.1%+1.6%0.000%
2/5/2025 US Bancorp DE12,915$409K0.0%+10.2%0.000%
2/5/2025 Financial Security Advisor Inc.10,000$317K0.1%+33.3%0.000%
2/5/2025 Proficio Capital Partners LLC101,380$3.21M0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.51,206$1.62M0.0%+24.0%0.000%
2/5/2025 Kovack Advisors Inc.15,711$498K0.0%-16.7%0.000%
2/4/2025 Sterling Investment Advisors Ltd.178,738$5.66M1.4%+2.3%0.000%
2/4/2025 JBR Co Financial Management Inc123,170$3.90M2.4%+5.6%0.000%
2/3/2025 Wolverine Asset Management LLC29,417$932K0.0%+108.6%0.000%
2/3/2025 Sunpointe LLC20,524$654K0.3%+10.6%0.000%
2/3/2025 Private Advisor Group LLC142,316$4.51M0.0%-24.5%0.000%
2/3/2025 Good Life Advisors LLC67,926$2.15M0.2%+1.4%0.000%
1/31/2025 Semus Wealth Partners LLC14,275$452K0.3%-28.2%0.000%
1/31/2025 Atria Wealth Solutions Inc.53,930$1.72M0.0%-22.2%0.000%
1/31/2025 Sanctuary Advisors LLC20,927$692K0.0%-80.2%0.000%
1/31/2025 J.W. Cole Advisors Inc.332,579$10.54M0.4%+4.4%0.000%
1/29/2025 Armor Investment Advisors LLC21,891$694K0.3%-6.3%0.000%
1/28/2025 Stephens Inc. AR12,050$382K0.0%-45.7%0.000%
1/27/2025 Consolidated Portfolio Review Corp98,082$3.11M0.5%+1.4%0.000%
1/27/2025 Kercheville Advisors LLC29,153$924K0.4%N/A0.000%
1/27/2025 Stratos Wealth Partners LTD.34,135$1.08M0.0%+5.5%0.000%
1/24/2025 Calamos Advisors LLC9,532$302K0.0%N/A0.000%
1/24/2025 Oak Family Advisors LLC251,772$7.98M2.9%+46.6%0.000%
1/23/2025 Custom Index Systems LLC6,374$202K0.1%-8.0%0.000%
1/23/2025 Merrion Investment Management Co LLC25,000$792K0.6%+25.0%0.000%
1/17/2025 Janney Montgomery Scott LLC60,366$1.91M0.0%-10.5%0.000%
1/17/2025 Magnus Financial Group LLC173,896$5.51M0.5%+4.3%0.000%
1/17/2025 XML Financial LLC42,501$1.35M0.1%+12.3%0.000%
1/15/2025 LongView Wealth Management70,276$2.23M0.7%-6.5%0.000%
1/15/2025 Wealthcare Advisory Partners LLC7,209$228K0.0%+8.9%0.000%
1/14/2025 SeaCrest Wealth Management LLC7,310$232K0.0%+7.2%0.000%
1/13/2025 Future Financial Wealth Managment LLC25,999$824K0.6%-2.4%0.000%
1/13/2025 Brookstone Capital Management21,800$691K0.0%-11.3%0.000%
1/10/2025 Lowe Wealth Advisors LLC6,550$208K0.1%-15.5%0.000%
1/10/2025 HBW Advisory Services LLC39,195$1.24M0.2%+2.4%0.000%
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1/10/2025 ORG Partners LLC7,466$237K0.0%+21.1%0.000%
1/6/2025 Neville Rodie & Shaw Inc.12,701$402K0.0%N/A0.000%
11/25/2024 World Investment Advisors LLC8,007$263K0.0%N/A0.000%
11/25/2024 Sanctuary Advisors LLC105,915$3.66M0.0%+13.7%0.000%
11/21/2024 Anchor Investment Management LLC1,541$51K0.0%N/A0.000%
11/18/2024 TD Private Client Wealth LLC2,257$74K0.0%N/A0.000%
11/15/2024 MML Investors Services LLC15,978$524K0.0%+72.2%0.000%
11/15/2024 XTX Topco Ltd24,509$804K0.1%N/A0.000%
11/15/2024 Stifel Financial Corp181,838$5.97M0.0%+7.7%0.000%
11/15/2024 HighTower Advisors LLC13,419$440K0.0%+10.0%0.000%
(Data available from 1/1/2016 forward)

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UTG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UTG shares?

During the previous two years, 166 institutional investors and hedge funds held shares of Reaves Utility Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($26.20M), Wells Fargo & Company MN ($18.96M), LPL Financial LLC ($18.54M), Royal Bank of Canada ($15.56M), Ameriprise Financial Inc. ($14.30M), Commonwealth Equity Services LLC ($14.14M), and Captrust Financial Advisors ($11.33M).Learn more on UTG's institutional investors.

Which institutional investors have been buying Reaves Utility Income Fund stock?

Of the 144 institutional investors that purchased Reaves Utility Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Captrust Financial Advisors ($338.80K), Raymond James Financial Inc. ($274.63K), Proficio Capital Partners LLC ($202.76K), Private Advisor Group LLC ($201.44K), Commonwealth Equity Services LLC ($197.85K), Oak Family Advisors LLC ($138.79K), and Cetera Investment Advisers ($108.51K).

How much institutional buying is happening at Reaves Utility Income Fund?

Institutional investors have bought a total of 3,297,882 shares in the last 24 months. This purchase volume represents approximately $73.51M in transactions.

Which Reaves Utility Income Fund major shareholders have been selling company stock?

Of the 66 institutional investors that sold Reaves Utility Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($207.70K), HBW Advisory Services LLC ($144.36K), Trek Financial LLC ($139.63K), Sanctuary Advisors LLC ($84.99K), Nations Financial Group Inc. IA ADV ($68.44K), Private Advisor Group LLC ($63.58K), and PFG Investments LLC ($59.84K).

How much institutional selling is happening at Reaves Utility Income Fund?

Institutional investors have sold a total of 1,209,775 shares in the last 24 months. This volume of shares sold represents approximately $29.39M in transactions.


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This page (NYSEAMERICAN:UTG) was last updated on 3/27/2025 by MarketBeat.com Staff
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