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Reaves Utility Income Fund (UTG) Institutional Ownership

Reaves Utility Income Fund logo
$40.75 -0.07 (-0.17%)
Closing price 07/13/2026 04:10 PM Eastern
Extended Trading
$40.74 -0.01 (-0.02%)
As of 04:00 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 Massive. 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)
166
Total
Institutional Inflows
(last 12 months)
$4.44B
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$26.34M
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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
7/12/2026 Walker Asset Management LLC5,166$210K0.1%N/A0.000%
7/10/2026 Abound Wealth Management797$32K0.0%N/A0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,684$476K0.1%+9.1%0.000%
7/9/2026 Atlas Brown Inc.19,998$814K0.2%-2.3%0.000%
7/9/2026 Focus Financial Network Inc.15,321$624K0.0%+8.1%0.000%
7/9/2026 Allied Private Wealth LLC16,422$653K0.4%N/A0.000%
7/7/2026 Post Resch Tallon Group Inc.5,025$205K0.1%N/A0.000%
7/7/2026 Foster Group Inc.5,000$204K0.0%N/A0.000%
7/7/2026 City Center Advisors LLC9,692$395K0.3%+9.2%0.000%
6/18/2026Western Wealth Management LLC7,537$296K0.0%-7.2%0.000%
6/3/2026NewEdge Advisors LLC81,650$3.21M0.0%-11.1%0.000%
5/20/2026RMR Capital Management LLC5,373$211K0.2%N/A0.000%
5/19/2026Western Wealth Management LLC7,537$296K0.0%-7.2%0.000%
5/19/2026NewEdge Advisors LLC79,657$3.13M0.1%-13.2%0.000%
5/19/2026Bank of America Corp DE1,361,230$53.47M0.0%+27.2%0.000%
5/19/2026Centaurus Financial Inc.55,782$2.19M0.1%-1.5%0.000%
5/18/2026Sunbelt Securities Inc.2,700$106K0.0%N/A0.000%
5/18/2026Royal Bank of Canada576,373$22.64M0.0%+7.7%0.000%
5/15/2026Matrix Private Capital Group LLC23,952$941K0.5%N/A0.000%
5/14/2026Hilltop Holdings Inc.6,210$244K0.0%N/A0.000%
5/14/2026Lido Advisors LLC150,589$5.92M0.0%+0.4%0.000%
5/13/2026Cetera Investment Advisers165,248$6.49M0.0%-2.0%0.000%
5/13/2026First Trust Advisors LP54,706$2.15M0.0%+2.4%0.000%
5/8/2026PNC Financial Services Group Inc.57,120$2.24M0.0%+7.9%0.000%
5/8/2026Cassaday & Co Wealth Management LLC1,858$73K0.0%N/A0.000%
5/6/2026Assetmark Inc.2,449$96K0.0%+13.1%0.000%
5/6/2026Gerald Baker Financial Group LLC156,483$6.15M2.1%N/A0.000%
5/6/2026Independent Financial Group LLC73,136$2.87M0.1%N/A0.000%
5/5/2026D.A. Davidson & CO.6,146$241K0.0%N/A0.000%
5/5/2026Geneos Wealth Management Inc.4,466$175K0.0%+38.9%0.000%
5/5/2026Sanctuary Advisors LLC21,392$840K0.0%+6.6%0.000%
5/5/2026Sterling Investment Advisors Ltd.192,424$7.56M1.3%+1.6%0.000%
5/4/2026HBW Advisory Services LLC110,909$4.36M0.5%+1.7%0.000%
5/4/2026NWF Advisory Services Inc.49,723$1.95M0.2%+6.2%0.000%
5/1/2026Fifth Third Bancorp20,495$805K0.0%+2,057.4%0.000%
5/1/2026Simplicity Wealth LLC9,379$368K0.0%+15.5%0.000%
5/1/2026Walled Lake Planning & Wealth Management LLC19,260$757K0.2%+25.2%0.000%
4/30/2026Griffin Asset Management Inc.46,390$1.82M0.2%-6.9%0.000%
4/30/2026Kestra Advisory Services LLC56,064$2.20M0.0%+10.3%0.000%
4/30/2026Quantum Portfolio Management LLC109,660,999$4.31B45.6%+980,504.5%0.000%
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4/29/2026Westbourne Investment Advisors Inc.25,600$1.01M0.3%+8.0%0.000%
4/28/2026Ascentis Independent Advisors6,897$271K0.0%N/A0.000%
4/28/2026Stephens Inc. AR29,857$1.17M0.0%-1.0%0.000%
4/27/2026PFG Investments LLC16,777$659K0.0%-2.8%0.000%
4/27/2026World Investment Advisors32,455$1.28M0.0%-48.5%0.000%
4/27/2026Private Advisor Group LLC138,375$5.44M0.0%-0.6%0.000%
4/25/2026Innova Wealth Partners9,481$372K0.2%+49.0%0.000%
4/23/2026Apollon Wealth Management LLC8,803$346K0.0%-18.4%0.000%
4/22/2026Janney Montgomery Scott LLC111,125$4.37M0.0%+3.6%0.000%
4/21/2026Maridea Wealth Management LLC15,812$621K0.1%+3.8%0.000%
4/21/2026Wealth Effects LLC82,866$3.26M1.2%+7.5%0.000%
4/21/2026Aegis Wealth Management Inc.41,958$1.65M1.3%-0.7%0.000%
4/20/2026Oak Family Advisors LLC230,396$9.05M2.5%+2.8%0.000%
4/20/2026RFG Advisory LLC10,508$413K0.0%+31.1%0.000%
4/20/2026Kercheville Advisors LLC47,645$1.87M0.6%-0.7%0.000%
4/17/2026Total Clarity Wealth Management Inc.6,190$243K0.1%N/A0.000%
4/17/2026AdvisorNet Financial Inc1,747$69K0.0%-23.8%0.000%
4/17/2026Webster Bank N. A.744$29K0.0%-25.2%0.000%
4/17/2026 Atlas Brown Inc.20,461$804K0.2%+4.3%0.000%
4/17/2026PMG Family Office LLC25,712$1.01M1.1%+1.0%0.000%
4/17/2026XML Financial LLC25,904$1.02M0.1%-5.6%0.000%
4/17/2026Brookstone Capital Management20,679$812K0.0%+2.1%0.000%
4/16/2026Future Financial Wealth Managment LLC24,202$1.01M0.7%-3.7%0.000%
3/17/2026Rockefeller Capital Management L.P.1,760$64K0.0%+52.0%0.000%
3/13/2026World Investment Advisors63,041$2.31M0.0%+38.6%0.000%
3/9/2026Corient Private Wealth LLC9,550$349K0.0%-18.4%0.000%
3/3/2026NWF Advisory Services Inc.46,809$1.71M0.2%+17.9%0.000%
2/19/2026Compound Planning Inc.17,343$634K0.0%+5.0%0.000%
2/19/2026Invesco Ltd.6,417$235K0.0%N/A0.000%
2/19/2026Corient Private Wealth LLC45,492$1.66M0.0%+288.9%0.000%
2/19/2026Smith Asset Management Co. LLC77,007$2.82M2.3%-2.8%0.000%
2/18/2026Ameriflex Group Inc.3,873$142K0.1%-50.0%0.000%
2/18/2026Beacon Pointe Advisors LLC13,452$492K0.0%-12.6%0.000%
2/18/2026NewEdge Advisors LLC91,803$3.36M0.0%-18.5%0.000%
2/17/2026Guggenheim Capital LLC133,534$4.89M0.0%-17.4%0.000%
2/17/2026Cetera Investment Advisers168,570$6.17M0.0%-6.1%0.000%
2/17/2026Equitable Holdings Inc.14,893$545K0.0%+20.7%0.000%
2/17/2026Kovack Advisors Inc.24,665$902K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.255,308$9.34M0.0%+4.3%0.000%
2/17/2026Advisory Services Network LLC19,404$710K0.0%+1.4%0.000%
2/17/2026Private Advisor Group LLC139,147$5.09M0.0%-1.6%0.000%
2/17/2026Captrust Financial Advisors343,166$12.55M0.0%-3.5%0.000%
2/17/2026&PARTNERS45,570$1.67M0.0%+133.1%0.000%
2/17/2026Royal Bank of Canada535,365$19.58M0.0%+2.9%0.000%
2/16/2026MML Investors Services LLC30,854$1.13M0.0%+22.3%0.000%
2/16/2026Mariner LLC118,984$4.35M0.0%-8.0%0.000%
2/16/2026Graybill Wealth Management LTD.11,290$413K0.1%-2.3%0.000%
2/13/2026CreativeOne Wealth LLC34,065$1.25M0.0%-17.1%0.000%
2/13/2026Kestra Advisory Services LLC50,817$1.86M0.0%+5.3%0.000%
2/13/2026Wright Wealth LLC42,565$1.56M1.0%N/A0.000%
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2/13/2026Visionary Wealth Advisors12,465$456K0.0%-5.7%0.000%
2/13/2026Stifel Financial Corp283,606$10.38M0.0%+7.6%0.000%
2/13/2026First Trust Advisors LP53,440$1.96M0.0%+9.8%0.000%
2/13/2026Integrated Wealth Concepts LLC8,631$316K0.0%-18.2%0.000%
2/13/2026Wells Fargo & Company MN679,292$24.85M0.0%+2.9%0.000%
2/13/2026Wealthspire Advisors LLC144,310$5.28M0.0%N/A0.000%
2/12/2026Jane Street Group LLC8,194$300K0.0%-33.9%0.000%
2/12/2026Triumph Capital Management8,909$326K0.1%+6.1%0.000%
2/12/2026Quantum Portfolio Management LLC11,183$409K0.2%+69.1%0.000%
2/12/2026Commonwealth Equity Services LLC530,176$19.39M0.0%+4.3%0.000%


UTG Institutional Ownership - Frequently Asked Questions

During the previous two years, 239 institutional investors and hedge funds held shares of Reaves Utility Income Fund. The most heavily invested institutionals were Quantum Portfolio Management LLC ($4.31B), Bank of America Corp DE ($53.47M), Cornerstone Advisors LLC ($30.44M), LPL Financial LLC ($28.51M), Wells Fargo & Company MN ($24.85M), Royal Bank of Canada ($22.64M), and Commonwealth Equity Services LLC ($19.39M).Learn more on Reaves Utility Income Fund's institutional investors.

Of the 221 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: Quantum Portfolio Management LLC ($109.65M), Cornerstone Advisors LLC ($768.19K), Bank of America Corp DE ($467.42K), J.W. Cole Advisors Inc. ($353.98K), Raymond James Financial Inc. ($343.49K), Captrust Financial Advisors ($338.80K), and Commonwealth Equity Services LLC ($256.55K).

Institutional investors have bought a total of 113,254,579 shares in the last 24 months. This purchase volume represents approximately $4.44B in transactions.

Of the 79 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: Ameriprise Financial Inc. ($112.45K), Consolidated Portfolio Review Corp ($87.41K), Guggenheim Capital LLC ($69.67K), World Investment Advisors ($49.16K), Oak Family Advisors LLC ($46.71K), NewEdge Advisors LLC ($43.12K), and CreativeOne Wealth LLC ($28.99K).

Institutional investors have sold a total of 702,019 shares in the last 24 months. This volume of shares sold represents approximately $26.34M in transactions.


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This page (NYSEAMERICAN:UTG) was last updated on 7/14/2026 by MarketBeat.com Staff.
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