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Reaves Utility Income Fund (UTG) Institutional Ownership

Reaves Utility Income Fund logo
$38.82 -0.24 (-0.61%)
Closing price 08/14/2025 04:10 PM Eastern
Extended Trading
$38.90 +0.08 (+0.22%)
As of 04:05 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Reaves Utility Income Fund (NYSEAMERICAN:UTG)

Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$139.22M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$36.50M
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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
8/14/2025Raymond James Financial Inc.287,238$10.39M0.0%+17.8%0.000%
8/14/2025Peapack Gladstone Financial Corp8,150$295K0.0%-6.2%0.000%
8/14/2025NewEdge Advisors LLC111,791$4.05M0.0%+42.3%0.000%
8/14/2025 Cary Street Partners Financial LLC5,808$210K0.0%N/A0.000%
8/13/2025 Per Stirling Capital Management LLC.13,254$480K0.1%+8.4%0.000%
8/13/2025 StoneX Group Inc.12,464$451K0.0%-8.4%0.000%
8/13/2025 Baird Financial Group Inc.7,586$274K0.0%+7.9%0.000%
8/13/2025 Walleye Capital LLC20,496$742K0.0%N/A0.000%
8/13/2025 Guggenheim Capital LLC178,906$6.47M0.1%-18.8%0.000%
8/13/2025 JBR Co Financial Management Inc131,812$4.77M2.4%-3.2%0.000%
8/13/2025 Everstar Asset Management LLC5,650$204K0.1%N/A0.000%
8/13/2025 Lido Advisors LLC150,194$5.43M0.0%+0.6%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.58,209$2.11M0.0%+7.6%0.000%
8/12/2025 J.W. Cole Advisors Inc.362,956$13.13M0.3%+366.2%0.000%
8/12/2025 Armor Investment Advisors LLC21,050$762K0.3%+4.5%0.000%
8/12/2025 Laurel Wealth Advisors LLC90,450$3.27M0.0%+3,518.0%0.000%
8/12/2025 XTX Topco Ltd14,844$537K0.0%N/A0.000%
8/12/2025 Steward Partners Investment Advisory LLC32,998$1.19M0.0%+6.1%0.000%
8/12/2025 CreativeOne Wealth LLC57,193$2.07M0.1%-9.3%0.000%
8/12/2025Jefferies Financial Group Inc.9,014$326K0.0%N/A0.000%
8/12/2025 Walled Lake Planning & Wealth Management LLC14,045$508K0.2%+29.2%0.000%
8/12/2025 AlphaCore Capital LLC30,825$1.12M0.0%+9.2%0.000%
8/11/2025 Wealthspire Advisors LLC97,683$3.53M0.0%+64.1%0.000%
8/11/2025 Semus Wealth Partners LLC12,809$463K0.3%-6.4%0.000%
8/11/2025 Purus Wealth Management LLC6,406$232K0.1%N/A0.000%
8/11/2025 Western Wealth Management LLC7,095$257K0.0%N/A0.000%
8/8/2025 Cornerstone Advisors LLC732,485$26.50M0.9%+80.2%0.000%
8/8/2025 Cetera Investment Advisers150,407$5.44M0.0%+0.7%0.000%
8/8/2025 Creative Planning23,109$836K0.0%+3.4%0.000%
8/8/2025 Good Life Advisors LLC67,552$2.44M0.2%+1.5%0.000%
8/8/2025 Calamos Advisors LLC9,808$355K0.0%-8.0%0.000%
8/8/2025 PNC Financial Services Group Inc.34,599$1.25M0.0%+86.7%0.000%
8/8/2025 Westbourne Investment Advisors Inc.22,900$829K0.3%N/A0.000%
8/7/2025 Nwam LLC7,480$285K0.0%+20.5%0.000%
8/7/2025 Allworth Financial LP4,289$155K0.0%+38.9%0.000%
8/7/2025 Sound View Wealth Advisors Group LLC14,725$533K0.0%-5.7%0.000%
8/6/2025 Prospera Financial Services Inc19,496$705K0.0%+10.1%0.000%
8/6/2025 AE Wealth Management LLC16,802$608K0.0%-2.3%0.000%
8/6/2025 Wedbush Securities Inc.36,009$1.30M0.0%+8.2%0.000%
8/6/2025 Carnegie Lake Advisors LLC28,609$1.04M0.4%-7.6%0.000%
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8/6/2025 Savant Capital LLC6,142$222K0.0%N/A0.000%
8/4/2025 Integrity Alliance LLC.33,623$1.22M0.1%+9.3%0.000%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,803$318K0.0%+13.8%0.000%
8/4/2025 HBK Sorce Advisory LLC13,067$473K0.0%+11.1%0.000%
8/4/2025 Spire Wealth Management4,430$160K0.0%-6.1%0.000%
8/4/2025 World Investment Advisors40,221$1.46M0.0%-31.6%0.000%
8/1/2025 GWN Securities Inc.8,638$313K0.1%N/A0.000%
7/31/2025 Graybill Wealth Management LTD.12,081$437K0.1%+12.5%0.000%
7/30/2025 Brookstone Capital Management22,606$818K0.0%+7.3%0.000%
7/29/2025 Stephens Inc. AR26,913$974K0.0%+5.4%0.000%
7/29/2025 Balboa Wealth Partners8,761$317K0.1%-9.7%0.000%
7/29/2025 Stratos Wealth Partners LTD.40,375$1.46M0.0%+21.8%0.000%
7/28/2025 Mission Hills Financial Advisory LLC12,374$448K0.3%N/A0.000%
7/28/2025 Penbrook Management LLC6,075$220K0.2%-37.5%0.000%
7/25/2025 Atria Wealth Solutions Inc.50,949$1.84M0.0%-19.1%0.000%
7/25/2025 MGO One Seven LLC13,726$497K0.0%+4.2%0.000%
7/25/2025 Welch Group LLC22,500$814K0.0%+18.3%0.000%
7/25/2025 Commonwealth Financial Services LLC5,819$211K0.0%N/A0.000%
7/25/2025 CWM LLC22,769$824K0.0%+2.4%0.000%
7/24/2025 Blue Trust Inc.1,067$39K0.0%-25.9%0.000%
7/24/2025 IFP Advisors Inc2,307$83K0.0%-51.9%0.000%
7/24/2025 Edge 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%
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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%
5/20/2025 Integrity 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%
5/15/2025 Retirement Planning Co of New England Inc.36,000$1.17M0.4%N/A0.000%
5/15/2025 MAI Capital Management5,196$169K0.0%+63.3%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, 186 institutional investors and hedge funds held shares of Reaves Utility Income Fund. The most heavily invested institutionals were Cornerstone Advisors LLC ($26.50M), 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), and Ameriprise Financial Inc. ($14.30M).Learn more on Reaves Utility Income Fund's institutional investors.

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

Of the 166 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 ($732.49K), J.W. Cole Advisors Inc. ($375.02K), Captrust Financial Advisors ($338.80K), Raymond James Financial Inc. ($317.99K), Commonwealth Equity Services LLC ($235.09K), Proficio Capital Partners LLC ($202.76K), and Oak Family Advisors LLC ($154.90K).

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

Institutional investors have bought a total of 4,308,149 shares in the last 24 months. This purchase volume represents approximately $139.73M in transactions.

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

Of the 63 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), Guggenheim Capital LLC ($41.47K), and Mercer Global Advisors Inc. ADV ($38.33K).

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

Institutional investors have sold a total of 1,139,397 shares in the last 24 months. This volume of shares sold represents approximately $36.50M in transactions.


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This page (NYSEAMERICAN:UTG) was last updated on 8/15/2025 by MarketBeat.com Staff
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