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Reaves Utility Income Fund (UTG) Institutional Ownership

Reaves Utility Income Fund logo
$35.96 +0.14 (+0.39%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Reaves Utility Income Fund (NYSEAMERICAN:UTG)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$98.92M
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
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%
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%
5/7/2025Maridea Wealth Management LLC15,028$489K0.2%+3.5%0.000%
5/7/2025Sunpointe LLC23,729$772K0.4%+15.6%0.000%
5/7/2025Sterling 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%
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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%
5/6/2025Triumph 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%
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%
4/28/2025DAVENPORT & Co LLC13,141$428K0.0%+6.3%0.000%
4/23/2025Spire Wealth Management4,719$154K0.0%-12.9%0.000%
4/23/2025Consolidated 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%
4/22/2025XML Financial LLC47,920$1.56M0.1%+12.8%0.000%
4/22/2025Stonegate Investment Group LLC7,163$233K0.0%N/A0.000%
4/21/2025LongView Wealth Management69,612$2.27M0.7%-0.9%0.000%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,737$251K0.0%+21.5%0.000%
4/21/2025JBR Co Financial Management Inc136,114$4.43M2.6%+10.5%0.000%
4/17/2025Kercheville Advisors LLC35,537$1.16M0.5%+21.9%0.000%
4/17/2025Sowell Financial Services LLC57,951$1.89M0.1%+1.2%0.000%
4/17/2025Janney Montgomery Scott LLC68,385$2.23M0.0%+13.3%0.000%
4/17/2025Good Life Advisors LLC66,586$2.17M0.2%-2.0%0.000%
4/16/2025Dover Advisors LLC8,750$285K0.1%N/A0.000%
4/16/2025Wealth Enhancement Advisory Services LLC46,974$1.53M0.0%+120.4%0.000%
4/15/2025Oak Family Advisors LLC267,887$8.72M2.9%+6.4%0.000%
4/15/2025Wealthcare Advisory Partners LLC8,202$267K0.0%+13.8%0.000%
4/11/2025SeaCrest Wealth Management LLC6,495$211K0.0%-11.1%0.000%
4/11/2025Magnus 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%
4/9/2025NBC Securities Inc.55,609$1.81M0.2%+102,879.6%0.000%
4/8/2025Lowe Wealth Advisors LLC6,150$200K0.1%-6.1%0.000%
4/7/2025AdvisorNet Financial Inc840$27K0.0%N/A0.000%
3/17/2025Wealth Enhancement Advisory Services LLC21,317$676K0.0%+14.3%0.000%
3/12/2025Centaurus Financial Inc.52,543$1.67M0.1%+138.8%0.000%
2/24/2025Ameriflex Group Inc.18,799$619K0.3%N/A0.000%
2/17/2025Visionary Wealth Advisors6,772$215K0.0%N/A0.000%
2/17/2025Vivaldi Capital Management LP24,350$815K0.1%N/A0.000%
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2/17/2025Royal Bank of Canada490,955$15.56M0.0%+4.2%0.000%
2/17/2025CoreCap Advisors LLC6,804$216K0.0%-8.1%0.000%
2/17/2025Captrust Financial Advisors357,370$11.33M0.0%+102.1%0.000%
2/17/2025Bank of America Corp DE826,880$26.20M0.0%+1.8%0.000%
2/17/2025Ameriprise Financial Inc.451,310$14.30M0.0%+7.7%0.000%
2/14/2025Mercer Global Advisors Inc. ADV12,711$403K0.0%-75.1%0.000%
2/14/2025Triumph Capital Management7,945$252K0.1%+4.5%0.000%
2/14/2025Comerica Bank11,698$371K0.0%-4.1%0.000%
2/14/2025MGO One Seven LLC13,171$417K0.0%N/A0.000%
2/14/2025Stifel Financial Corp203,179$6.44M0.0%+11.7%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 Reaves Utility Income Fund's institutional investors.

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

Of the 150 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 3,501,554 shares in the last 24 months. This purchase volume represents approximately $98.92M in transactions.

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

Of the 52 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 1,052,937 shares in the last 24 months. This volume of shares sold represents approximately $30.59M in transactions.


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This page (NYSEAMERICAN:UTG) was last updated on 7/5/2025 by MarketBeat.com Staff
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