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Reaves Utility Income Fund (UTG) Institutional Ownership

Reaves Utility Income Fund logo
$37.60 +0.34 (+0.91%)
Closing price 04:10 PM Eastern
Extended Trading
$37.72 +0.12 (+0.32%)
As of 05:15 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)
134
Total
Institutional Inflows
(last 12 months)
$103.00M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$33.09M
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UTG Institutional Buying and Selling by Quarter

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
7/24/2025Blue Trust Inc.1,067$39K0.0%-25.9%0.000%
7/24/2025IFP Advisors Inc2,307$83K0.0%-51.9%0.000%
7/24/2025Edge Financial Advisors LLC8,215$298K0.2%N/A0.000%
7/23/2025 Castle Rock Wealth Management LLC14,736$549K0.1%N/A0.000%
7/23/2025 Abel Hall LLC10,000$362K0.2%N/A0.000%
7/22/2025 Belpointe Asset Management LLC14,011$507K0.0%-7.0%0.000%
7/22/2025 DAVENPORT & Co LLC17,087$618K0.0%+30.0%0.000%
7/22/2025 Wealthcare Advisory Partners LLC8,694$315K0.0%+6.0%0.000%
7/21/2025 Future Financial Wealth Managment LLC26,170$947K0.6%+1.8%0.000%
7/21/2025 Ameriflex Group Inc.4,874$173K0.1%-74.1%0.000%
7/21/2025 Ameritas Advisory Services LLC2,664$96K0.0%N/A0.000%
7/18/2025 PFG Investments LLC14,280$517K0.0%+4.2%0.000%
7/18/2025 Consolidated Portfolio Review Corp132,011$4.78M0.7%-13.3%0.000%
7/17/2025 XML Financial LLC49,655$1.80M0.2%+3.6%0.000%
7/17/2025 Oak Family Advisors LLC249,394$9.02M2.8%-6.9%0.000%
7/17/2025 Sterling Investment Advisors Ltd.192,359$6.96M1.5%+3.9%0.000%
7/17/2025 Janney Montgomery Scott LLC93,563$3.39M0.0%+36.8%0.000%
7/16/2025 ORG Partners LLC7,564$275K0.1%+5.2%0.000%
7/16/2025 Maridea Wealth Management LLC15,310$554K0.1%+1.9%0.000%
7/16/2025 Magnus Financial Group LLC203,951$7.38M0.6%+9.0%0.000%
7/14/2025 AdvisorNet Financial Inc1,461$53K0.0%+73.9%0.000%
7/14/2025 Sowell Financial Services LLC57,609$2.08M0.1%-0.6%0.000%
7/11/2025 SeaCrest Wealth Management LLC7,195$260K0.0%+10.8%0.000%
7/10/2025 Oliver Lagore Vanvalin Investment Group3,795$137K0.0%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC54,707$1.97M0.0%+16.5%0.000%
7/10/2025 Focus Financial Network Inc.10,882$394K0.0%+6.0%0.000%
7/9/2025 Sunpointe LLC17,774$643K0.3%-25.1%0.000%
7/9/2025 Triumph Capital Management7,982$289K0.1%-7.9%0.000%
7/8/2025 Dover Advisors LLC9,600$347K0.2%+9.7%0.000%
7/8/2025 Atlas Brown Inc.19,579$708K0.2%-5.9%0.000%
7/8/2025 Ballew Advisors Inc5,664$204K0.1%N/A0.000%
7/8/2025 NBC Securities Inc.51,173$1.85M0.2%-8.0%0.000%
7/2/2025 HBW Advisory Services LLC32,143$1.16M0.1%+1.0%0.000%
5/21/2025Beacon Capital Management Inc.24,000$829K0.0%N/A0.000%
5/20/2025Focus Partners Wealth8,775$286K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.30,757$1.00M0.0%N/A0.000%
5/19/2025Smith Asset Management Co. LLC80,660$2.63M2.5%N/A0.000%
5/16/2025NewEdge Advisors LLC78,554$2.56M0.0%+34.4%0.000%
5/15/2025Royal Bank of Canada501,145$16.31M0.0%+2.1%0.000%
5/15/2025Retirement Planning Co of New England Inc.36,000$1.17M0.4%N/A0.000%
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5/15/2025MAI Capital Management5,196$169K0.0%+63.3%0.000%
5/15/2025Baird Financial Group Inc.7,030$229K0.0%-36.8%0.000%
5/15/2025Landscape Capital Management L.L.C.29,554$962K0.1%+30.4%0.000%
5/14/2025CreativeOne Wealth LLC63,053$2.05M0.1%-2.7%0.000%
5/14/2025Per Stirling Capital Management LLC.12,230$398K0.1%+85.5%0.000%
5/14/2025Samalin Investment Counsel LLC19,560$636K0.3%+3.9%0.000%
5/14/2025Comerica Bank18,844$613K0.0%+61.1%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.54,120$1.76M0.0%+4.1%0.000%
5/14/2025Kestra Advisory Services LLC35,177$1.15M0.0%+2.3%0.000%
5/14/2025Monetary Management Group Inc.7,000$228K0.1%+16.7%0.000%
5/14/2025Summit Financial LLC6,813$222K0.0%N/A0.000%
5/14/2025Tradition Wealth Management LLC96,900$3.15M0.3%+2.3%0.000%
5/13/2025Elequin Capital LP10,577$344K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.243,880$7.94M0.0%-11.2%0.000%
5/13/2025HighTower Advisors LLC18,120$590K0.0%+21.1%0.000%
5/12/2025AlphaCore Capital LLC28,216$918K0.1%N/A0.000%
5/9/2025Cornerstone Advisors LLC406,546$13.23M0.6%N/A0.000%
5/9/2025Wealthspire Advisors LLC59,538$1.94M0.0%N/A0.000%
5/9/2025Reaves W H & Co. Inc.87,192$2.84M0.1%+1.7%0.000%
5/9/2025Atria Wealth Solutions Inc.63,000$2.05M0.0%+16.8%0.000%
5/9/2025Costello Asset Management INC10,854$353K0.1%N/A0.000%
5/9/2025Commonwealth Equity Services LLC489,575$15.93M0.0%+9.7%0.000%
5/9/2025PNC Financial Services Group Inc.18,531$603K0.0%-10.8%0.000%
5/8/2025Strategic Family Wealth Counselors L.L.C.28,261$920K0.3%+1.4%0.000%
5/8/2025US Bancorp DE14,744$480K0.0%+14.2%0.000%
5/8/2025Harbour Investments Inc.5,152$168K0.0%+82.4%0.000%
5/8/2025Sound View Wealth Advisors Group LLC15,609$508K0.0%-2.4%0.000%
5/7/2025 Maridea Wealth Management LLC15,028$489K0.2%+3.5%0.000%
5/7/2025 Sunpointe LLC23,729$772K0.4%+15.6%0.000%
5/7/2025 Sterling Investment Advisors Ltd.185,181$6.03M1.5%+3.6%0.000%
5/7/2025LPL Financial LLC599,201$19.50M0.0%+2.4%0.000%
5/7/2025Semus Wealth Partners LLC13,692$446K0.3%-4.1%0.000%
5/6/2025Cetera Investment Advisers149,311$4.86M0.0%+3.5%0.000%
5/6/2025Avantax Advisory Services Inc.15,668$510K0.0%-20.6%0.000%
5/6/2025Wedbush Securities Inc.33,285$1.08M0.0%+11.4%0.000%
5/6/2025IMA Advisory Services Inc.4,000$130K0.0%N/A0.000%
5/6/2025 Triumph Capital Management8,662$282K0.1%+9.0%0.000%
5/5/2025J.W. Cole Advisors Inc.77,853$2.53M0.1%-76.6%0.000%
5/5/2025Montag A & Associates Inc.3,416$111K0.0%+25.3%0.000%
5/5/2025IFP Advisors Inc4,794$156K0.0%+110.3%0.000%
5/5/2025Carnegie Lake Advisors LLC30,960$1.01M0.4%-11.5%0.000%
5/5/2025Private Advisor Group LLC131,492$4.28M0.0%-7.6%0.000%
5/5/2025Nwam LLC6,210$202K0.0%N/A0.000%
5/2/2025Armor Investment Advisors LLC20,135$655K0.3%-8.0%0.000%
5/2/2025Retirement Planning Co of New England Inc.36,000$1.17M0.3%N/A0.000%
5/2/2025Graybill Wealth Management LTD.10,742$350K0.1%N/A0.000%
5/1/2025ELCO Management Co. LLC7,600$247K0.1%-4.4%0.000%
5/1/2025Stephens Inc. AR25,538$831K0.0%+111.9%0.000%
4/30/2025Allworth Financial LP3,088$99K0.0%+658.7%0.000%
4/30/2025Leavell Investment Management Inc.7,848$255K0.0%N/A0.000%
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4/30/2025Stratos Wealth Partners LTD.33,154$1.08M0.0%-2.9%0.000%
4/29/2025Envestnet Asset Management Inc.15,396$501K0.0%+4.8%0.000%
4/29/2025World Investment Advisors58,792$1.91M0.0%+426.0%0.000%
4/29/2025Calamos Advisors LLC10,660$347K0.0%+11.8%0.000%
4/28/2025 DAVENPORT & Co LLC13,141$428K0.0%+6.3%0.000%
4/23/2025Spire Wealth Management4,719$154K0.0%-12.9%0.000%
4/23/2025 Consolidated Portfolio Review Corp152,188$4.95M0.8%+55.2%0.000%
4/23/2025Oppenheimer & Co. Inc.50,109$1.63M0.0%-2.1%0.000%
4/22/2025 XML Financial LLC47,920$1.56M0.1%+12.8%0.000%
4/22/2025 Stonegate Investment Group LLC7,163$233K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

UTG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UTG shares?

During the previous two years, 178 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), LPL Financial LLC ($19.50M), Wells Fargo & Company MN ($18.96M), Royal Bank of Canada ($16.31M), Commonwealth Equity Services LLC ($15.93M), Ameriprise Financial Inc. ($14.30M), and Cornerstone Advisors LLC ($13.23M).Learn more on Reaves Utility Income Fund's institutional investors.

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

Of the 155 institutional investors that purchased Reaves Utility Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($406.55K), Captrust Financial Advisors ($338.80K), Raymond James Financial Inc. ($274.63K), Commonwealth Equity Services LLC ($235.09K), Proficio Capital Partners LLC ($202.76K), Oak Family Advisors LLC ($154.90K), and Cetera Investment Advisers ($113.49K).

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

Institutional investors have bought a total of 3,462,735 shares in the last 24 months. This purchase volume represents approximately $103.00M in transactions.

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

Of the 59 institutional investors that sold Reaves Utility Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: J.W. Cole Advisors Inc. ($254.73K), Raymond James & Associates ($177.54K), HBW Advisory Services LLC ($151.75K), Sanctuary Advisors LLC ($84.99K), Private Advisor Group LLC ($74.40K), PFG Investments LLC ($59.84K), and Mercer Global Advisors Inc. ADV ($44.29K).

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

Institutional investors have sold a total of 1,120,373 shares in the last 24 months. This volume of shares sold represents approximately $33.09M in transactions.


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This page (NYSEAMERICAN:UTG) was last updated on 7/24/2025 by MarketBeat.com Staff
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