Reaves Utility Income Fund (UTG) Institutional Ownership $31.25 +0.44 (+1.43%) (As of 12/20/2024 05:31 PM ET) Add Compare Share Share Ownership Stock AnalysisChartDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort Interest Institutional Ownership Changes (13F Filings) for Reaves Utility Income Fund (NYSEAMERICAN:UTG)Number ofInstitutional Buyers(last 12 months)74TotalInstitutional Inflows(last 12 months)$14.58MNumber ofInstitutional Sellers(last 12 months)30TotalInstitutional Outflows(last 12 months)$12.28M Get UTG Insider Trade Alerts Want to know when executives and insiders are buying or selling Reaves Utility Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data UTG Institutional Buying and Selling by Quarter Ad InvestorPlaceWall Street Icon: “You must get on the right side of this thing”I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.This market shakeup is going to be much more intense. Reaves Utility Income Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/25/2024 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% Get the Latest News and Ratings for UTG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Reaves Utility Income Fund and its competitors with MarketBeat's FREE daily newsletter. 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% 11/15/2024 Benjamin Edwards Inc.8,670$284K0.0%N/A0.000% 11/14/2024 Tradition Wealth Management LLC93,988$3.08M0.3%+3.1%0.000% 11/14/2024 Captrust Financial Advisors176,864$5.80M0.0%+852.4%0.000% 11/12/2024 Certified Advisory Corp17,051$559K0.1%-3.5%0.000% 11/12/2024 Nwam LLC6,786$223K0.0%N/A0.000% 11/9/2024 Landscape Capital Management L.L.C.15,818$519K0.1%N/A0.000% 11/8/2024 Prospera Financial Services Inc10,903$358K0.0%+8.7%0.000% 11/7/2024 Semus Wealth Partners LLC19,881$652K0.5%-18.4%0.000% 11/6/2024 Balboa Wealth Partners10,456$343K0.1%N/A0.000% 11/6/2024 Kovack Advisors Inc.18,866$619K0.1%-13.5%0.000% 11/5/2024 Nations Financial Group Inc. IA ADV15,675$514K0.0%+4.5%0.000% 11/4/2024 Wolverine Asset Management LLC14,105$463K0.0%N/A0.000% 11/4/2024 Sigma 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% 10/28/2024 Creative Financial Designs Inc. ADV8,057$264K0.0%+433.9%0.000% 10/28/2024 Stephens Inc. AR22,175$728K0.0%N/A0.000% 10/28/2024 US Bancorp DE11,715$384K0.0%+7.3%0.000% 10/24/2024 Custom Index Systems LLC6,931$227K0.1%-14.7%0.000% 10/24/2024 Sterling Investment Advisors Ltd.174,661$5.73M1.5%+2.2%0.000% 10/24/2024 J.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% 10/24/2024 Consolidated Portfolio Review Corp96,746$3.17M0.7%+3.4%0.000% 10/22/2024 Private Advisor Group LLC188,417$6.18M0.0%-8.5%0.000% 10/21/2024 Wealth Effects LLC69,596$2.28M0.8%+1.7%0.000% 10/18/2024Raymond James & Associates124,194$4.08M0.0%-58.8%0.000% 10/16/2024 Good Life Advisors LLC67,007$2.20M0.1%+1.4%0.000% 10/16/2024 Sunpointe 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% 10/15/2024 NBC Securities Inc.52,107$1.71M0.1%+4.4%0.000% 10/11/2024 Creative Planning27,721$910K0.0%+6.9%0.000% Wall Street Icon: “You must get on the right side of this thing” (Ad)I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.This market shakeup is going to be much more intense.10/11/2024 ORG Partners LLC6,166$203K0.0%+42.2%0.000% 10/10/2024 JBR Co Financial Management Inc116,608$3.83M2.5%-4.3%0.000% 10/10/2024 Concourse Financial Group Securities Inc.8,270$271K0.0%-8.8%0.000% 10/8/2024 CWM 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% 9/23/2024 Centaurus Financial Inc.21,908$599K0.0%-8.0%0.000% 9/5/2024 Sanctuary Advisors LLC93,193$2.44M0.0%N/A0.000% 8/22/2024 Cetera Investment Advisers141,502$3.87M0.0%-0.6%0.000% 8/19/2024 B. Riley Wealth Advisors Inc.8,114$222K0.0%N/A0.000% 8/16/2024 Northwestern Mutual Wealth Management Co.57,609$1.57M0.0%+5.4%0.000% 8/16/2024 NewEdge Advisors LLC70,096$1.92M0.0%-30.1%0.000% 8/16/2024 Creative Planning25,935$709K0.0%+11.4%0.000% 8/15/2024 ELCO Management Co. LLC7,900$216K0.1%+5.3%0.000% 8/14/2024 Certified Advisory Corp17,668$483K0.1%-10.2%0.000% 8/14/2024 EverSource Wealth Advisors LLC2,500$71K0.0%N/A0.000% 8/13/2024 AE Wealth Management LLC19,587$535K0.0%+18.7%0.000% 8/12/2024 Mercer Global Advisors Inc. ADV50,245$1.37M0.0%-10.6%0.000% 8/8/2024 J.W. Cole Advisors Inc.278,213$7.60M0.4%+4.4%0.000% 8/7/2024 Wedbush Securities Inc.28,420$776K0.0%+3.4%0.000% 8/7/2024 PFG Investments LLC13,465$368K0.0%-81.6%0.000% 8/6/2024 Orca Investment Management LLC10,598$290K0.3%N/A0.000% 8/5/2024 Private Advisor Group LLC205,892$5.63M0.0%+1.2%0.000% 8/5/2024 Sterling Investment Advisors Ltd.170,886$4.67M1.3%+9.0%0.000% 8/2/2024 Wealth 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% 8/1/2024 Consolidated Portfolio Review Corp93,562$2.56M0.6%+51.8%0.000% 7/31/2024 Semus Wealth Partners LLC24,376$666K0.5%-19.1%0.000% 7/31/2024 Biechele Royce Advisors24,350$665K0.2%+9.9%0.000% 7/31/2024Commonwealth Equity Services LLC279,794$7.64M0.0%+31.0%0.000% 7/30/2024 Signaturefd LLC3,771$103K0.0%-29.8%0.000% 7/24/2024 Penbrook Management LLC9,875$270K0.2%-3.9%0.000% 7/23/2024 All Season Financial Advisors Inc.12,481$341K0.3%-6.0%0.000% 7/23/2024Atlas 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% 7/22/2024 Atria Wealth Solutions Inc.70,238$1.92M0.0%+34.5%0.000% 7/22/2024 Graybill Wealth Management LTD.11,396$311K0.1%-4.3%0.000% 7/22/2024 Sunpointe LLC23,871$652K0.4%N/A0.000% 7/19/2024Raymond James & Associates301,729$8.24M0.0%+7.4%0.000% 7/19/2024 Oakworth 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% 7/16/2024 Monetary Management Group Inc.6,000$164K0.0%N/A0.000% 7/16/2024 JBR Co Financial Management Inc121,826$3.33M2.3%+7.5%0.000% 7/10/2024 NBC Securities Inc.49,932$1.36M0.1%+10.7%0.000% 7/10/2024 CWM LLC18,944$518K0.0%N/A0.000% 7/5/2024 HBW Advisory Services LLC182,635$4.99M0.8%+8.9%0.000% 5/24/2024Cetera Advisors LLC31,843$858K0.0%N/A0.000% Wall Street Icon: “You must get on the right side of this thing” (Ad)I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.This market shakeup is going to be much more intense.5/24/2024 Cetera Investment Advisers142,410$3.84M0.0%+216.5%0.000% 5/21/2024 LRI Investments LLC1,440$39K0.0%N/A0.000% 5/20/2024Highlander Capital Management LLC34,455$929K0.3%+7.8%0.000% 5/17/2024 Comerica Bank2,948$79K0.0%+51.1%0.000% 5/15/2024 LRI Investments LLC1,440$41K0.0%N/A0.000% 5/13/2024 Atlanta Consulting Group Advisors LLC13,595$367K0.1%N/A0.000% 5/10/2024 Osaic Holdings Inc.361,044$9.73M0.0%+6.1%0.000% 5/9/2024 JBR Co Financial Management Inc113,329$3.06M2.4%-3.5%0.000% 5/8/2024 Semus Wealth Partners LLC30,120$812K0.7%-2.3%0.000% 5/7/2024 Reaves W H & Co. Inc.86,033$2.32M0.1%-6.0%0.000% (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 124 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 ($209.93K), 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 2,114,685 shares in the last 24 months. This purchase volume represents approximately $28.49M 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), 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 1,058,852 shares in the last 24 months. This volume of shares sold represents approximately $21.78M in transactions. Related Companies IAF Institutional Ownership AGD Institutional Ownership AWP Institutional Ownership THW Institutional Ownership AVK Institutional Ownership AWF Institutional Ownership AFB Institutional Ownership ERC Institutional Ownership ERH Institutional Ownership ARDC Institutional Ownership This page (NYSEAMERICAN:UTG) was last updated on 12/22/2024 by MarketBeat.com Staff From Our Partners$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...Stansberry Research | SponsoredURGENT: This Altcoin Opportunity Won’t Wait – Act NowIt’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life...Crypto Swap Profits | SponsoredDid You See Trump’s Bombshell Exec. Order 001?Starting with what I call Exec. Order 001. 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Wall St. legend Louis Navellier calls it: "The most signif...InvestorPlace | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Reaves Utility Income Fund Please log in to your account or sign up in order to add this asset to your watchlist. Share Reaves Utility Income Fund With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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