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Reaves Utility Income Fund (UTG) Institutional Ownership

Reaves Utility Income Fund logo
$33.98 +0.35 (+1.04%)
Closing price 04:10 PM Eastern
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$33.94 -0.03 (-0.10%)
As of 07:55 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)
130
Total
Institutional Inflows
(last 12 months)
$98.91M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$30.59M
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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
5/21/2025 Beacon Capital Management Inc.24,000$829K0.0%N/A0.000%
5/20/2025 Focus Partners Wealth8,775$286K0.0%N/A0.000%
5/20/2025 Integrity Alliance LLC.30,757$1.00M0.0%N/A0.000%
5/19/2025 Smith Asset Management Co. LLC80,660$2.63M2.5%N/A0.000%
5/16/2025 NewEdge Advisors LLC78,554$2.56M0.0%+34.4%0.000%
5/15/2025 Royal 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%
5/15/2025 Baird Financial Group Inc.7,030$229K0.0%-36.8%0.000%
5/15/2025 Landscape Capital Management L.L.C.29,554$962K0.1%+30.4%0.000%
5/14/2025 CreativeOne Wealth LLC63,053$2.05M0.1%-2.7%0.000%
5/14/2025 Per Stirling Capital Management LLC.12,230$398K0.1%+85.5%0.000%
5/14/2025 Samalin Investment Counsel LLC19,560$636K0.3%+3.9%0.000%
5/14/2025 Comerica Bank18,844$613K0.0%+61.1%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.54,120$1.76M0.0%+4.1%0.000%
5/14/2025 Kestra Advisory Services LLC35,177$1.15M0.0%+2.3%0.000%
5/14/2025 Monetary Management Group Inc.7,000$228K0.1%+16.7%0.000%
5/14/2025 Summit Financial LLC6,813$222K0.0%N/A0.000%
5/14/2025 Tradition Wealth Management LLC96,900$3.15M0.3%+2.3%0.000%
5/13/2025 Elequin Capital LP10,577$344K0.0%N/A0.000%
5/13/2025 Raymond James Financial Inc.243,880$7.94M0.0%-11.2%0.000%
5/13/2025 HighTower Advisors LLC18,120$590K0.0%+21.1%0.000%
5/12/2025 AlphaCore Capital LLC28,216$918K0.1%N/A0.000%
5/9/2025 Cornerstone Advisors LLC406,546$13.23M0.6%N/A0.000%
5/9/2025 Wealthspire Advisors LLC59,538$1.94M0.0%N/A0.000%
5/9/2025 Reaves W H & Co. Inc.87,192$2.84M0.1%+1.7%0.000%
5/9/2025 Atria Wealth Solutions Inc.63,000$2.05M0.0%+16.8%0.000%
5/9/2025 Costello Asset Management INC10,854$353K0.1%N/A0.000%
5/9/2025 Commonwealth Equity Services LLC489,575$15.93M0.0%+9.7%0.000%
5/9/2025 PNC Financial Services Group Inc.18,531$603K0.0%-10.8%0.000%
5/8/2025 Strategic Family Wealth Counselors L.L.C.28,261$920K0.3%+1.4%0.000%
5/8/2025 US Bancorp DE14,744$480K0.0%+14.2%0.000%
5/8/2025 Harbour Investments Inc.5,152$168K0.0%+82.4%0.000%
5/8/2025 Sound 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%
5/7/2025 LPL Financial LLC599,201$19.50M0.0%+2.4%0.000%
5/7/2025 Semus Wealth Partners LLC13,692$446K0.3%-4.1%0.000%
5/6/2025 Cetera Investment Advisers149,311$4.86M0.0%+3.5%0.000%
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5/6/2025 Avantax Advisory Services Inc.15,668$510K0.0%-20.6%0.000%
5/6/2025 Wedbush Securities Inc.33,285$1.08M0.0%+11.4%0.000%
5/6/2025 IMA Advisory Services Inc.4,000$130K0.0%N/A0.000%
5/6/2025 Triumph Capital Management8,662$282K0.1%+9.0%0.000%
5/5/2025 J.W. Cole Advisors Inc.77,853$2.53M0.1%-76.6%0.000%
5/5/2025 Montag A & Associates Inc.3,416$111K0.0%+25.3%0.000%
5/5/2025 IFP Advisors Inc4,794$156K0.0%+110.3%0.000%
5/5/2025 Carnegie Lake Advisors LLC30,960$1.01M0.4%-11.5%0.000%
5/5/2025 Private Advisor Group LLC131,492$4.28M0.0%-7.6%0.000%
5/5/2025 Nwam LLC6,210$202K0.0%N/A0.000%
5/2/2025 Armor Investment Advisors LLC20,135$655K0.3%-8.0%0.000%
5/2/2025 Retirement Planning Co of New England Inc.36,000$1.17M0.3%N/A0.000%
5/2/2025 Graybill Wealth Management LTD.10,742$350K0.1%N/A0.000%
5/1/2025 ELCO Management Co. LLC7,600$247K0.1%-4.4%0.000%
5/1/2025 Stephens Inc. AR25,538$831K0.0%+111.9%0.000%
4/30/2025 Allworth Financial LP3,088$99K0.0%+658.7%0.000%
4/30/2025 Leavell Investment Management Inc.7,848$255K0.0%N/A0.000%
4/30/2025 Stratos Wealth Partners LTD.33,154$1.08M0.0%-2.9%0.000%
4/29/2025 Envestnet Asset Management Inc.15,396$501K0.0%+4.8%0.000%
4/29/2025 World Investment Advisors58,792$1.91M0.0%+426.0%0.000%
4/29/2025 Calamos Advisors LLC10,660$347K0.0%+11.8%0.000%
4/28/2025 DAVENPORT & Co LLC13,141$428K0.0%+6.3%0.000%
4/23/2025 Spire Wealth Management4,719$154K0.0%-12.9%0.000%
4/23/2025 Consolidated Portfolio Review Corp152,188$4.95M0.8%+55.2%0.000%
4/23/2025 Oppenheimer & 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%
4/21/2025 LongView Wealth Management69,612$2.27M0.7%-0.9%0.000%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,737$251K0.0%+21.5%0.000%
4/21/2025 JBR Co Financial Management Inc136,114$4.43M2.6%+10.5%0.000%
4/17/2025 Kercheville Advisors LLC35,537$1.16M0.5%+21.9%0.000%
4/17/2025 Sowell Financial Services LLC57,951$1.89M0.1%+1.2%0.000%
4/17/2025 Janney Montgomery Scott LLC68,385$2.23M0.0%+13.3%0.000%
4/17/2025 Good Life Advisors LLC66,586$2.17M0.2%-2.0%0.000%
4/16/2025 Dover Advisors LLC8,750$285K0.1%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC46,974$1.53M0.0%+120.4%0.000%
4/15/2025 Oak Family Advisors LLC267,887$8.72M2.9%+6.4%0.000%
4/15/2025 Wealthcare Advisory Partners LLC8,202$267K0.0%+13.8%0.000%
4/11/2025 SeaCrest Wealth Management LLC6,495$211K0.0%-11.1%0.000%
4/11/2025 Magnus Financial Group LLC187,075$6.09M0.6%+7.6%0.000%
4/9/2025 HBW Advisory Services LLC31,810$1.04M0.1%-18.8%0.000%
4/9/2025 NBC Securities Inc.55,609$1.81M0.2%+102,879.6%0.000%
4/8/2025 Lowe Wealth Advisors LLC6,150$200K0.1%-6.1%0.000%
4/7/2025 AdvisorNet Financial Inc840$27K0.0%N/A0.000%
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%
Think NVDA’s run was epic? You ain’t seen nothin’ yet (Ad)

Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, it surged 239%. And in 2024, it soared another 171% on the year… But what if I told you there was a way to target those types of “peak Nvidia” profit opportunities in 24 hours or less?

Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.
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%
(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, 171 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 UTG's institutional investors.

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

Of the 150 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: 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 4,165,638 shares in the last 24 months. This purchase volume represents approximately $103.16M in transactions.

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

Of the 70 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: J.W. Cole Advisors Inc. ($260.66K), Raymond James & Associates ($187.92K), HBW Advisory Services LLC ($151.75K), Sanctuary Advisors LLC ($84.99K), Private Advisor Group LLC ($74.40K), Nations Financial Group Inc. IA ADV ($68.44K), and PFG Investments LLC ($59.84K).

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

Institutional investors have sold a total of 1,309,356 shares in the last 24 months. This volume of shares sold represents approximately $33.58M in transactions.


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This page (NYSEAMERICAN:UTG) was last updated on 5/23/2025 by MarketBeat.com Staff
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