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Reaves Utility Income Fund (UTG) Institutional Ownership

Reaves Utility Income Fund logo
$32.85 +0.07 (+0.21%)
Closing price 05/1/2025 04:10 PM Eastern
Extended Trading
$32.73 -0.12 (-0.37%)
As of 05/1/2025 06:48 PM 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)
113
Total
Institutional Inflows
(last 12 months)
$69.08M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$20.33M
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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
5/1/2025ELCO Management Co. LLC7,600$247K0.1%-4.4%0.000%
5/1/2025Stephens Inc. AR25,538$831K0.0%+111.9%0.000%
4/30/2025 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%
3/12/2025Centaurus 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%
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%
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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%
2/14/2025Tradition Wealth Management LLC94,703$3.00M0.3%+0.8%0.000%
2/14/2025First Trust Advisors LP40,329$1.28M0.0%+5.2%0.000%
2/13/2025NewEdge Advisors LLC58,467$1.85M0.0%+14.8%0.000%
2/13/2025Guggenheim Capital LLC213,580$6.77M0.1%+4.9%0.000%
2/13/2025Walleye Capital LLC23,272$737K0.0%N/A0.000%
2/13/2025XTX Topco Ltd16,455$521K0.0%-32.9%0.000%
2/13/2025CreativeOne Wealth LLC64,833$2.06M0.1%N/A0.000%
2/13/2025Mariner LLC126,837$4.02M0.0%+1.6%0.000%
2/13/2025Family Office Research LLC7,626$242K0.1%N/A0.000%
2/13/2025Colonial Trust Advisors1,500$48K0.0%-25.0%0.000%
2/13/2025Advisory Services Network LLC20,048$635K0.0%+12.9%0.000%
2/13/2025 Envestnet Asset Management Inc.14,688$465K0.0%-12.6%0.000%
2/13/2025Wedbush Securities Inc.29,867$946K0.0%+6.6%0.000%
2/13/2025Wells Fargo & Company MN598,402$18.96M0.0%+2.4%0.000%
2/12/2025Landscape Capital Management L.L.C.22,667$718K0.1%+43.3%0.000%
2/12/2025 World Investment Advisors11,177$354K0.0%+39.6%0.000%
2/12/2025StoneX Group Inc.16,607$529K0.0%-2.0%0.000%
2/12/2025Maridea Wealth Management LLC14,522$460K0.1%N/A0.000%
2/12/2025Brown Brothers Harriman & Co.4,225$134K0.0%+33.4%0.000%
2/11/2025LPL Financial LLC585,115$18.54M0.0%+4.7%0.000%
2/11/2025Samalin Investment Counsel LLC18,832$597K0.3%-4.4%0.000%
2/11/2025Virtu Financial LLC10,376$329K0.0%N/A0.000%
2/10/2025Signaturefd LLC4,022$127K0.0%+14.2%0.000%
2/10/2025 Creative Financial Designs Inc. ADV5,766$183K0.0%-28.4%0.000%
2/10/2025Atlanta Consulting Group Advisors LLC22,995$729K0.3%N/A0.000%
2/10/2025Corient Private Wealth LLC6,627$210K0.0%-9.3%0.000%
2/10/2025Commonwealth Equity Services LLC446,194$14.14M0.0%+38.9%0.000%
2/10/2025 Balboa Wealth Partners9,581$304K0.1%-8.4%0.000%
2/10/2025 HBK Sorce Advisory LLC11,733$372K0.0%+30.0%0.000%
2/10/2025Avantax Advisory Services Inc.19,724$625K0.0%-3.8%0.000%
2/7/2025HighTower Advisors LLC14,962$474K0.0%+11.5%0.000%
2/7/2025Sound View Wealth Advisors Group LLC15,989$507K0.0%+4.5%0.000%
2/7/2025 Sowell Financial Services LLC57,265$1.82M0.1%+3.9%0.000%
2/7/2025Larson Financial Group LLC1,220$39K0.0%+442.2%0.000%
2/7/2025PNC Financial Services Group Inc.20,765$658K0.0%+3.0%0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,370$202K0.0%N/A0.000%
2/7/2025Strategic Family Wealth Counselors L.L.C.27,863$883K0.3%+7.4%0.000%
2/6/2025Raymond James Financial Inc.274,631$8.70M0.0%N/A0.000%
2/6/2025Proficio Capital Partners LLC101,380$3.21M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC31,347$993K0.0%+4.4%0.000%
2/6/2025Reaves W H & Co. Inc.85,731$2.72M0.1%+1.6%0.000%
2/5/2025US Bancorp DE12,915$409K0.0%+10.2%0.000%
2/5/2025Financial Security Advisor Inc.10,000$317K0.1%+33.3%0.000%
2/5/2025Proficio Capital Partners LLC101,380$3.21M0.0%N/A0.000%
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2/5/2025 Oppenheimer & Co. Inc.51,206$1.62M0.0%+24.0%0.000%
2/5/2025Kovack Advisors Inc.15,711$498K0.0%-16.7%0.000%
2/4/2025Sterling Investment Advisors Ltd.178,738$5.66M1.4%+2.3%0.000%
2/4/2025 JBR Co Financial Management Inc123,170$3.90M2.4%+5.6%0.000%
2/3/2025Wolverine Asset Management LLC29,417$932K0.0%+108.6%0.000%
2/3/2025Sunpointe LLC20,524$654K0.3%+10.6%0.000%
2/3/2025Private Advisor Group LLC142,316$4.51M0.0%-24.5%0.000%
2/3/2025 Good Life Advisors LLC67,926$2.15M0.2%+1.4%0.000%
1/31/2025Semus Wealth Partners LLC14,275$452K0.3%-28.2%0.000%
1/31/2025Atria Wealth Solutions Inc.53,930$1.72M0.0%-22.2%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, 166 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), Wells Fargo & Company MN ($18.96M), LPL Financial LLC ($18.54M), Royal Bank of Canada ($15.56M), Ameriprise Financial Inc. ($14.30M), Commonwealth Equity Services LLC ($14.14M), and Captrust Financial Advisors ($11.33M).Learn more on UTG's institutional investors.

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

Of the 141 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: Captrust Financial Advisors ($338.80K), Raymond James Financial Inc. ($274.63K), Proficio Capital Partners LLC ($202.76K), Private Advisor Group LLC ($201.44K), Commonwealth Equity Services LLC ($197.85K), Oak Family Advisors LLC ($154.90K), and Cetera Investment Advisers ($108.51K).

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

Institutional investors have bought a total of 3,508,148 shares in the last 24 months. This purchase volume represents approximately $80.69M in transactions.

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

Of the 69 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 ($187.92K), HBW Advisory Services LLC ($151.75K), Trek Financial LLC ($139.63K), Sanctuary Advisors LLC ($84.99K), Nations Financial Group Inc. IA ADV ($68.44K), Private Advisor Group LLC ($63.58K), and PFG Investments LLC ($59.84K).

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

Institutional investors have sold a total of 1,177,076 shares in the last 24 months. This volume of shares sold represents approximately $28.52M in transactions.


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This page (NYSEAMERICAN:UTG) was last updated on 5/2/2025 by MarketBeat.com Staff
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