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Reaves Utility Income Fund (UTG) Institutional Ownership

Reaves Utility Income Fund logo
$33.59 +0.23 (+0.69%)
As of 01/17/2025 04:10 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)
75
Total
Institutional Inflows
(last 12 months)
$15.46M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$12.81M
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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
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%
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%
11/25/2024World Investment Advisors LLC8,007$263K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC105,915$3.66M0.0%+13.7%0.000%
11/21/2024Anchor Investment Management LLC1,541$51K0.0%N/A0.000%
11/18/2024TD Private Client Wealth LLC2,257$74K0.0%N/A0.000%
11/15/2024MML Investors Services LLC15,978$524K0.0%+72.2%0.000%
11/15/2024XTX Topco Ltd24,509$804K0.1%N/A0.000%
11/15/2024Stifel Financial Corp181,838$5.97M0.0%+7.7%0.000%
11/15/2024HighTower Advisors LLC13,419$440K0.0%+10.0%0.000%
11/15/2024Benjamin Edwards Inc.8,670$284K0.0%N/A0.000%
11/14/2024Tradition Wealth Management LLC93,988$3.08M0.3%+3.1%0.000%
11/14/2024Captrust Financial Advisors176,864$5.80M0.0%+852.4%0.000%
11/12/2024 Certified Advisory Corp17,051$559K0.1%-3.5%0.000%
11/12/2024Nwam LLC6,786$223K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.15,818$519K0.1%N/A0.000%
11/8/2024Prospera Financial Services Inc10,903$358K0.0%+8.7%0.000%
11/7/2024Semus Wealth Partners LLC19,881$652K0.5%-18.4%0.000%
11/6/2024Balboa Wealth Partners10,456$343K0.1%N/A0.000%
11/6/2024Kovack Advisors Inc.18,866$619K0.1%-13.5%0.000%
11/5/2024Nations Financial Group Inc. IA ADV15,675$514K0.0%+4.5%0.000%
11/4/2024Wolverine Asset Management LLC14,105$463K0.0%N/A0.000%
11/4/2024Sigma Planning Corp28,527$936K0.0%+5.3%0.000%
11/2/2024 XML Financial LLC37,860$1.24M0.1%+116.9%0.000%
10/29/2024 Janney Montgomery Scott LLC67,468$2.21M0.0%-11.5%0.000%
10/28/2024Creative Financial Designs Inc. ADV8,057$264K0.0%+433.9%0.000%
10/28/2024Stephens Inc. AR22,175$728K0.0%N/A0.000%
10/28/2024US Bancorp DE11,715$384K0.0%+7.3%0.000%
10/24/2024Custom Index Systems LLC6,931$227K0.1%-14.7%0.000%
10/24/2024Sterling Investment Advisors Ltd.174,661$5.73M1.5%+2.2%0.000%
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10/24/2024J.W. Cole Advisors Inc.318,461$10.45M0.4%+14.5%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC18,644$612K0.0%N/A0.000%
10/24/2024Consolidated Portfolio Review Corp96,746$3.17M0.7%+3.4%0.000%
10/22/2024Private Advisor Group LLC188,417$6.18M0.0%-8.5%0.000%
10/21/2024Wealth Effects LLC69,596$2.28M0.8%+1.7%0.000%
10/18/2024Raymond James & Associates124,194$4.08M0.0%-58.8%0.000%
10/16/2024Good Life Advisors LLC67,007$2.20M0.1%+1.4%0.000%
10/16/2024Sunpointe LLC18,564$609K0.5%-22.2%0.000%
10/16/2024 SeaCrest Wealth Management LLC6,820$224K0.0%N/A0.000%
10/15/2024 Magnus Financial Group LLC166,653$5.47M0.6%+15.3%0.000%
10/15/2024NBC Securities Inc.52,107$1.71M0.1%+4.4%0.000%
10/11/2024Creative Planning27,721$910K0.0%+6.9%0.000%
10/11/2024 ORG Partners LLC6,166$203K0.0%+42.2%0.000%
10/10/2024JBR Co Financial Management Inc116,608$3.83M2.5%-4.3%0.000%
10/10/2024Concourse Financial Group Securities Inc.8,270$271K0.0%-8.8%0.000%
10/8/2024CWM LLC20,244$664K0.0%+6.9%0.000%
10/8/2024 Future Financial Wealth Managment LLC26,637$874K0.6%-17.2%0.000%
10/7/2024 Miracle Mile Advisors LLC8,500$279K0.0%+6.3%0.000%
10/4/2024 HBW Advisory Services LLC38,272$1.26M0.2%-79.0%0.000%
9/23/2024Centaurus Financial Inc.21,908$599K0.0%-8.0%0.000%
9/5/2024Sanctuary Advisors LLC93,193$2.44M0.0%N/A0.000%
8/22/2024Cetera Investment Advisers141,502$3.87M0.0%-0.6%0.000%
8/19/2024B. Riley Wealth Advisors Inc.8,114$222K0.0%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.57,609$1.57M0.0%+5.4%0.000%
8/16/2024NewEdge Advisors LLC70,096$1.92M0.0%-30.1%0.000%
8/16/2024Creative Planning25,935$709K0.0%+11.4%0.000%
8/15/2024ELCO Management Co. LLC7,900$216K0.1%+5.3%0.000%
8/14/2024 Certified Advisory Corp17,668$483K0.1%-10.2%0.000%
8/14/2024EverSource Wealth Advisors LLC2,500$71K0.0%N/A0.000%
8/13/2024AE Wealth Management LLC19,587$535K0.0%+18.7%0.000%
8/12/2024Mercer Global Advisors Inc. ADV50,245$1.37M0.0%-10.6%0.000%
8/8/2024J.W. Cole Advisors Inc.278,213$7.60M0.4%+4.4%0.000%
8/7/2024Wedbush Securities Inc.28,420$776K0.0%+3.4%0.000%
8/7/2024PFG Investments LLC13,465$368K0.0%-81.6%0.000%
8/6/2024Orca Investment Management LLC10,598$290K0.3%N/A0.000%
8/5/2024Private Advisor Group LLC205,892$5.63M0.0%+1.2%0.000%
8/5/2024Sterling Investment Advisors Ltd.170,886$4.67M1.3%+9.0%0.000%
8/2/2024Wealth Effects LLC68,445$1.87M0.7%+7.6%0.000%
8/2/2024 Magnus Financial Group LLC144,497$3.95M0.4%+15.1%0.000%
8/1/2024Consolidated Portfolio Review Corp93,562$2.56M0.6%+51.8%0.000%
7/31/2024Semus Wealth Partners LLC24,376$666K0.5%-19.1%0.000%
7/31/2024Biechele Royce Advisors24,350$665K0.2%+9.9%0.000%
7/31/2024Commonwealth Equity Services LLC279,794$7.64M0.0%+31.0%0.000%
7/30/2024Signaturefd LLC3,771$103K0.0%-29.8%0.000%
7/24/2024Penbrook Management LLC9,875$270K0.2%-3.9%0.000%
7/23/2024All Season Financial Advisors Inc.12,481$341K0.3%-6.0%0.000%
7/23/2024 Atlas Brown Inc.25,205$689K0.2%+50.3%0.000%
7/23/2024Oak Family Advisors LLC58,783$1.61M0.6%+28.8%0.000%
7/23/2024 XML Financial LLC17,454$477K0.0%N/A0.000%
7/22/2024Atria Wealth Solutions Inc.70,238$1.92M0.0%+34.5%0.000%
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7/22/2024Graybill Wealth Management LTD.11,396$311K0.1%-4.3%0.000%
7/22/2024Sunpointe LLC23,871$652K0.4%N/A0.000%
7/19/2024Raymond James & Associates301,729$8.24M0.0%+7.4%0.000%
7/19/2024Oakworth Capital Inc.9,000$246K0.0%N/A0.000%
7/18/2024 Brookstone Capital Management24,818$711K0.0%+3.8%0.000%
7/16/2024 ORG Partners LLC4,336$119K0.0%+50.8%0.000%
7/16/2024Monetary Management Group Inc.6,000$164K0.0%N/A0.000%
7/16/2024JBR Co Financial Management Inc121,826$3.33M2.3%+7.5%0.000%
7/10/2024NBC Securities Inc.49,932$1.36M0.1%+10.7%0.000%
7/10/2024CWM LLC18,944$518K0.0%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, 146 institutional investors and hedge funds held shares of Reaves Utility Income Fund. The most heavily invested institutionals were J.W. Cole Advisors Inc. ($10.45M), Advisor Group Holdings Inc. ($10.24M), Osaic Holdings Inc. ($9.73M), Commonwealth Equity Services LLC ($7.64M), Private Advisor Group LLC ($6.18M), Stifel Financial Corp ($5.97M), and Captrust Financial Advisors ($5.80M).Learn more on UTG's institutional investors.

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

Of the 126 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: Private Advisor Group LLC ($201.44K), Captrust Financial Advisors ($158.29K), Cetera Investment Advisers ($108.51K), Sanctuary Advisors LLC ($105.92K), J.W. Cole Advisors Inc. ($77.56K), Commonwealth Equity Services LLC ($74.24K), and PFG Investments LLC ($73.31K).

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

Institutional investors have bought a total of 2,126,127 shares in the last 24 months. This purchase volume represents approximately $29.37M in transactions.

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

Of the 64 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), Nations Financial Group Inc. IA ADV ($76.12K), PFG Investments LLC ($59.84K), Raymond James Financial Services Advisors Inc. ($53.27K), and NewEdge Advisors LLC ($30.11K).

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

Institutional investors have sold a total of 1,065,486 shares in the last 24 months. This volume of shares sold represents approximately $22.31M in transactions.


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This page (NYSEAMERICAN:UTG) was last updated on 1/21/2025 by MarketBeat.com Staff
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