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Reaves Utility Income Fund (UTG) Institutional Ownership

Reaves Utility Income Fund logo
$40.57 +0.01 (+0.02%)
Closing price 04:10 PM Eastern
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$40.54 -0.02 (-0.06%)
As of 05:30 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)
151
Total
Institutional Inflows
(last 12 months)
$146.70M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$36.14M
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Skip Chart & View Institutional Buying and Selling Data

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
10/6/2025City Center Advisors LLC5,852$232K0.2%N/A0.000%
9/26/2025Corient Private Wealth LLC12,841$465K0.0%N/A0.000%
9/22/2025Caldwell Trust Co825$30K0.0%N/A0.000%
9/9/2025NWF Advisory Services Inc.26,762$968K0.1%+6.0%0.000%
9/4/2025Osaic Holdings Inc.237,084$8.58M0.0%+1.4%0.000%
9/4/2025Beacon Capital Management Inc.34,500$1.25M0.1%+43.8%0.000%
8/29/2025Centaurus Financial Inc.54,102$1.96M0.1%-2.5%0.000%
8/19/2025Newbridge Financial Services Group Inc.22,283$806K0.1%N/A0.000%
8/15/2025Corient Private Wealth LLC12,841$465K0.0%N/A0.000%
8/15/2025Captrust Financial Advisors359,116$12.99M0.0%-2.2%0.000%
8/15/2025Visionary Wealth Advisors11,620$420K0.0%+47.7%0.000%
8/15/2025MML Investors Services LLC17,658$639K0.0%-16.5%0.000%
8/15/2025Monetary Management Group Inc.16,400$593K0.1%+134.3%0.000%
8/15/2025Bank of America Corp DE1,043,401$37.75M0.0%+11.7%0.000%
8/15/2025Ameriprise Financial Inc.382,317$13.83M0.0%-22.0%0.000%
8/14/2025Jane Street Group LLC14,039$508K0.0%N/A0.000%
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%
8/14/2025Cary Street Partners Financial LLC5,808$210K0.0%N/A0.000%
8/13/2025Per Stirling Capital Management LLC.13,254$480K0.1%+8.4%0.000%
8/13/2025StoneX Group Inc.12,464$451K0.0%-8.4%0.000%
8/13/2025Baird Financial Group Inc.7,586$274K0.0%+7.9%0.000%
8/13/2025Walleye Capital LLC20,496$742K0.0%N/A0.000%
8/13/2025Guggenheim Capital LLC178,906$6.47M0.1%-18.8%0.000%
8/13/2025JBR Co Financial Management Inc131,812$4.77M2.4%-3.2%0.000%
8/13/2025Everstar Asset Management LLC5,650$204K0.1%N/A0.000%
8/13/2025Lido Advisors LLC150,194$5.43M0.0%+0.6%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.58,209$2.11M0.0%+7.6%0.000%
8/12/2025J.W. Cole Advisors Inc.362,956$13.13M0.3%+366.2%0.000%
8/12/2025Armor Investment Advisors LLC21,050$762K0.3%+4.5%0.000%
8/12/2025Laurel Wealth Advisors LLC90,450$3.27M0.0%+3,518.0%0.000%
8/12/2025XTX Topco Ltd14,844$537K0.0%N/A0.000%
8/12/2025Steward Partners Investment Advisory LLC32,998$1.19M0.0%+6.1%0.000%
8/12/2025CreativeOne Wealth LLC57,193$2.07M0.1%-9.3%0.000%
8/12/2025Jefferies Financial Group Inc.9,014$326K0.0%N/A0.000%
8/12/2025Walled Lake Planning & Wealth Management LLC14,045$508K0.2%+29.2%0.000%
8/12/2025AlphaCore Capital LLC30,825$1.12M0.0%+9.2%0.000%
8/11/2025Wealthspire Advisors LLC97,683$3.53M0.0%+64.1%0.000%
8/11/2025Semus Wealth Partners LLC12,809$463K0.3%-6.4%0.000%
8/11/2025Purus Wealth Management LLC6,406$232K0.1%N/A0.000%
8/11/2025Western Wealth Management LLC7,095$257K0.0%N/A0.000%
8/8/2025Cornerstone Advisors LLC732,485$26.50M0.9%+80.2%0.000%
8/8/2025Cetera Investment Advisers150,407$5.44M0.0%+0.7%0.000%
8/8/2025Creative Planning23,109$836K0.0%+3.4%0.000%
8/8/2025Good Life Advisors LLC67,552$2.44M0.2%+1.5%0.000%
8/8/2025Calamos Advisors LLC9,808$355K0.0%-8.0%0.000%
8/8/2025PNC Financial Services Group Inc.34,599$1.25M0.0%+86.7%0.000%
8/8/2025Westbourne Investment Advisors Inc.22,900$829K0.3%N/A0.000%
8/7/2025Nwam LLC7,480$285K0.0%+20.5%0.000%
8/7/2025Allworth Financial LP4,289$155K0.0%+38.9%0.000%
8/7/2025Sound View Wealth Advisors Group LLC14,725$533K0.0%-5.7%0.000%
8/6/2025Prospera Financial Services Inc19,496$705K0.0%+10.1%0.000%
8/6/2025AE Wealth Management LLC16,802$608K0.0%-2.3%0.000%
8/6/2025Wedbush Securities Inc.36,009$1.30M0.0%+8.2%0.000%
8/6/2025Carnegie Lake Advisors LLC28,609$1.04M0.4%-7.6%0.000%
8/6/2025Savant Capital LLC6,142$222K0.0%N/A0.000%
8/4/2025Integrity Alliance LLC.33,623$1.22M0.1%+9.3%0.000%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,803$318K0.0%+13.8%0.000%
8/4/2025HBK Sorce Advisory LLC13,067$473K0.0%+11.1%0.000%
8/4/2025Spire Wealth Management4,430$160K0.0%-6.1%0.000%
8/4/2025World Investment Advisors40,221$1.46M0.0%-31.6%0.000%
8/1/2025GWN Securities Inc.8,638$313K0.1%N/A0.000%
7/31/2025Graybill Wealth Management LTD.12,081$437K0.1%+12.5%0.000%
7/30/2025Brookstone Capital Management22,606$818K0.0%+7.3%0.000%
7/29/2025Stephens Inc. AR26,913$974K0.0%+5.4%0.000%
7/29/2025Balboa Wealth Partners8,761$317K0.1%-9.7%0.000%
7/29/2025Stratos Wealth Partners LTD.40,375$1.46M0.0%+21.8%0.000%
7/28/2025Mission Hills Financial Advisory LLC12,374$448K0.3%N/A0.000%
7/28/2025Penbrook Management LLC6,075$220K0.2%-37.5%0.000%
7/25/2025Atria Wealth Solutions Inc.50,949$1.84M0.0%-19.1%0.000%
7/25/2025MGO One Seven LLC13,726$497K0.0%+4.2%0.000%
7/25/2025Welch Group LLC22,500$814K0.0%+18.3%0.000%
7/25/2025Commonwealth Financial Services LLC5,819$211K0.0%N/A0.000%
7/25/2025CWM LLC22,769$824K0.0%+2.4%0.000%
7/24/2025Blue Trust Inc.1,067$39K0.0%-25.9%0.000%
7/24/2025IFP Advisors Inc2,307$83K0.0%-51.9%0.000%
7/24/2025Edge Financial Advisors LLC8,215$298K0.2%N/A0.000%
7/23/2025Castle Rock Wealth Management LLC14,736$549K0.1%N/A0.000%
7/23/2025Abel Hall LLC10,000$362K0.2%N/A0.000%
7/22/2025Belpointe Asset Management LLC14,011$507K0.0%-7.0%0.000%
7/22/2025DAVENPORT & Co LLC17,087$618K0.0%+30.0%0.000%
7/22/2025Wealthcare Advisory Partners LLC8,694$315K0.0%+6.0%0.000%
7/21/2025Future Financial Wealth Managment LLC26,170$947K0.6%+1.8%0.000%
7/21/2025Ameriflex Group Inc.4,874$173K0.1%-74.1%0.000%
7/21/2025Ameritas Advisory Services LLC2,664$96K0.0%N/A0.000%
7/18/2025PFG Investments LLC14,280$517K0.0%+4.2%0.000%
7/18/2025Consolidated Portfolio Review Corp132,011$4.78M0.7%-13.3%0.000%
7/17/2025XML Financial LLC49,655$1.80M0.2%+3.6%0.000%
7/17/2025Oak Family Advisors LLC249,394$9.02M2.8%-6.9%0.000%
7/17/2025Sterling Investment Advisors Ltd.192,359$6.96M1.5%+3.9%0.000%
7/17/2025Janney Montgomery Scott LLC93,563$3.39M0.0%+36.8%0.000%
7/16/2025ORG Partners LLC7,564$275K0.1%+5.2%0.000%
7/16/2025Maridea Wealth Management LLC15,310$554K0.1%+1.9%0.000%
7/16/2025Magnus Financial Group LLC203,951$7.38M0.6%+9.0%0.000%
7/14/2025AdvisorNet Financial Inc1,461$53K0.0%+73.9%0.000%
7/14/2025Sowell Financial Services LLC57,609$2.08M0.1%-0.6%0.000%
7/11/2025SeaCrest Wealth Management LLC7,195$260K0.0%+10.8%0.000%
7/10/2025Oliver Lagore Vanvalin Investment Group3,795$137K0.0%N/A0.000%
7/10/2025Wealth Enhancement Advisory Services LLC54,707$1.97M0.0%+16.5%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, 190 institutional investors and hedge funds held shares of Reaves Utility Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($37.75M), Cornerstone Advisors LLC ($26.50M), 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. ($13.83M).Learn more on Reaves Utility Income Fund's institutional investors.

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

Of the 171 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 4,393,361 shares in the last 24 months. This purchase volume represents approximately $146.70M in transactions.

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

Of the 64 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), Ameriprise Financial Inc. ($107.97K), 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 1,083,047 shares in the last 24 months. This volume of shares sold represents approximately $36.14M in transactions.


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This page (NYSEAMERICAN:UTG) was last updated on 10/7/2025 by MarketBeat.com Staff
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