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Reaves Utility Income Fund (UTG) Institutional Ownership

Reaves Utility Income Fund logo
$38.46 -0.19 (-0.49%)
As of 08/21/2026 04:10 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)
145
Total
Institutional Inflows
(last 12 months)
$4.40B
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$16.66M
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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
8/23/2026 Readystate Asset Management LP14,869$605K0.0%N/A0.000%
8/22/2026 Compass Financial Management LLC2,780$110K0.0%N/A0.000%
8/22/2026 Nabity Jensen Investment Management Inc5,025$205K0.1%N/A0.000%
8/22/2026 NWF Advisory Services Inc.69,225$2.82M0.3%+39.2%0.000%
8/21/2026 XML Financial LLC25,359$1.03M0.1%-2.1%0.000%
8/21/2026 Triumph Capital Management13,396$545K0.1%-2.0%0.000%
8/20/2026 Wedbush Securities Inc.35,813$1.46M0.0%-4.3%0.000%
8/12/2026 Compass Financial Management LLC2,780$110K0.0%N/A0.000%
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%
6/18/2026 Western Wealth Management LLC7,537$296K0.0%-7.2%0.000%
6/3/2026 NewEdge Advisors LLC81,650$3.21M0.0%-11.1%0.000%
5/20/2026 RMR Capital Management LLC5,373$211K0.2%N/A0.000%
5/19/2026 Western Wealth Management LLC7,537$296K0.0%-7.2%0.000%
5/19/2026 NewEdge Advisors LLC79,657$3.13M0.1%-13.2%0.000%
5/19/2026 Bank of America Corp DE1,361,230$53.47M0.0%+27.2%0.000%
5/19/2026 Centaurus Financial Inc.55,782$2.19M0.1%-1.5%0.000%
5/18/2026Sunbelt Securities Inc.2,700$106K0.0%N/A0.000%
5/18/2026 Royal Bank of Canada576,373$22.64M0.0%+7.7%0.000%
5/15/2026 Matrix Private Capital Group LLC23,952$941K0.5%N/A0.000%
5/14/2026 Hilltop Holdings Inc.6,210$244K0.0%N/A0.000%
5/14/2026 Lido Advisors LLC150,589$5.92M0.0%+0.4%0.000%
5/13/2026 Cetera Investment Advisers165,248$6.49M0.0%-2.0%0.000%
5/13/2026 First Trust Advisors LP54,706$2.15M0.0%+2.4%0.000%
5/8/2026 PNC Financial Services Group Inc.57,120$2.24M0.0%+7.9%0.000%
5/8/2026 Cassaday & Co Wealth Management LLC1,858$73K0.0%N/A0.000%
5/6/2026 Assetmark Inc.2,449$96K0.0%+13.1%0.000%
5/6/2026 Gerald Baker Financial Group LLC156,483$6.15M2.1%N/A0.000%
5/6/2026 Independent Financial Group LLC73,136$2.87M0.1%N/A0.000%
5/5/2026 D.A. Davidson & CO.6,146$241K0.0%N/A0.000%
5/5/2026 Geneos Wealth Management Inc.4,466$175K0.0%+38.9%0.000%
5/5/2026 Sanctuary Advisors LLC21,392$840K0.0%+6.6%0.000%
5/5/2026 Sterling Investment Advisors Ltd.192,424$7.56M1.3%+1.6%0.000%
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5/4/2026 HBW Advisory Services LLC110,909$4.36M0.5%+1.7%0.000%
5/4/2026 NWF Advisory Services Inc.49,723$1.95M0.2%+6.2%0.000%
5/1/2026 Fifth Third Bancorp20,495$805K0.0%+2,057.4%0.000%
5/1/2026 Simplicity Wealth LLC9,379$368K0.0%+15.5%0.000%
5/1/2026 Walled Lake Planning & Wealth Management LLC19,260$757K0.2%+25.2%0.000%
4/30/2026 Griffin Asset Management Inc.46,390$1.82M0.2%-6.9%0.000%
4/30/2026 Kestra Advisory Services LLC56,064$2.20M0.0%+10.3%0.000%
4/30/2026 Quantum Portfolio Management LLC109,660,999$4.31B45.6%+980,504.5%0.000%
4/29/2026 Westbourne Investment Advisors Inc.25,600$1.01M0.3%+8.0%0.000%
4/28/2026 Ascentis Independent Advisors6,897$271K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR29,857$1.17M0.0%-1.0%0.000%
4/27/2026 PFG Investments LLC16,777$659K0.0%-2.8%0.000%
4/27/2026 World Investment Advisors32,455$1.28M0.0%-48.5%0.000%
4/27/2026 Private Advisor Group LLC138,375$5.44M0.0%-0.6%0.000%
4/25/2026 Innova Wealth Partners9,481$372K0.2%+49.0%0.000%
4/23/2026 Apollon Wealth Management LLC8,803$346K0.0%-18.4%0.000%
4/22/2026 Janney Montgomery Scott LLC111,125$4.37M0.0%+3.6%0.000%
4/21/2026 Maridea Wealth Management LLC15,812$621K0.1%+3.8%0.000%
4/21/2026 Wealth Effects LLC82,866$3.26M1.2%+7.5%0.000%
4/21/2026 Aegis Wealth Management Inc.41,958$1.65M1.3%-0.7%0.000%
4/20/2026 Oak Family Advisors LLC230,396$9.05M2.5%+2.8%0.000%
4/20/2026 RFG Advisory LLC10,508$413K0.0%+31.1%0.000%
4/20/2026 Kercheville Advisors LLC47,645$1.87M0.6%-0.7%0.000%
4/17/2026 Total Clarity Wealth Management Inc.6,190$243K0.1%N/A0.000%
4/17/2026 AdvisorNet Financial Inc1,747$69K0.0%-23.8%0.000%
4/17/2026 Webster Bank N. A.744$29K0.0%-25.2%0.000%
4/17/2026 Atlas Brown Inc.20,461$804K0.2%+4.3%0.000%
4/17/2026 PMG Family Office LLC25,712$1.01M1.1%+1.0%0.000%
4/17/2026 XML Financial LLC25,904$1.02M0.1%-5.6%0.000%
4/17/2026 Brookstone Capital Management20,679$812K0.0%+2.1%0.000%
4/16/2026 Future Financial Wealth Managment LLC24,202$1.01M0.7%-3.7%0.000%
3/17/2026 Rockefeller Capital Management L.P.1,760$64K0.0%+52.0%0.000%
3/13/2026 World Investment Advisors63,041$2.31M0.0%+38.6%0.000%
3/9/2026 Corient Private Wealth LLC9,550$349K0.0%-18.4%0.000%
3/3/2026 NWF Advisory Services Inc.46,809$1.71M0.2%+17.9%0.000%
2/19/2026 Compound Planning Inc.17,343$634K0.0%+5.0%0.000%
2/19/2026 Invesco Ltd.6,417$235K0.0%N/A0.000%
2/19/2026 Corient Private Wealth LLC45,492$1.66M0.0%+288.9%0.000%
2/19/2026 Smith Asset Management Co. LLC77,007$2.82M2.3%-2.8%0.000%
2/18/2026 Ameriflex Group Inc.3,873$142K0.1%-50.0%0.000%
2/18/2026 Beacon Pointe Advisors LLC13,452$492K0.0%-12.6%0.000%
2/18/2026 NewEdge Advisors LLC91,803$3.36M0.0%-18.5%0.000%
2/17/2026 Guggenheim Capital LLC133,534$4.89M0.0%-17.4%0.000%
2/17/2026 Cetera Investment Advisers168,570$6.17M0.0%-6.1%0.000%
2/17/2026 Equitable Holdings Inc.14,893$545K0.0%+20.7%0.000%
2/17/2026 Kovack Advisors Inc.24,665$902K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.255,308$9.34M0.0%+4.3%0.000%
2/17/2026 Advisory Services Network LLC19,404$710K0.0%+1.4%0.000%
2/17/2026 Private Advisor Group LLC139,147$5.09M0.0%-1.6%0.000%
2/17/2026 Captrust Financial Advisors343,166$12.55M0.0%-3.5%0.000%
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2/17/2026 &PARTNERS45,570$1.67M0.0%+133.1%0.000%
2/17/2026 Royal Bank of Canada535,365$19.58M0.0%+2.9%0.000%
2/16/2026 MML Investors Services LLC30,854$1.13M0.0%+22.3%0.000%
2/16/2026 Mariner LLC118,984$4.35M0.0%-8.0%0.000%
2/16/2026 Graybill Wealth Management LTD.11,290$413K0.1%-2.3%0.000%
2/13/2026 CreativeOne Wealth LLC34,065$1.25M0.0%-17.1%0.000%
2/13/2026 Kestra Advisory Services LLC50,817$1.86M0.0%+5.3%0.000%
2/13/2026 Wright Wealth LLC42,565$1.56M1.0%N/A0.000%
2/13/2026 Visionary Wealth Advisors12,465$456K0.0%-5.7%0.000%
2/13/2026 Stifel Financial Corp283,606$10.38M0.0%+7.6%0.000%


UTG Institutional Ownership - Frequently Asked Questions

During the previous two years, 238 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 216 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), Raymond James Financial Inc. ($343.49K), J.W. Cole Advisors Inc. ($342.29K), Captrust Financial Advisors ($338.80K), and Wealthspire Advisors LLC ($241.99K).

Institutional investors have bought a total of 112,033,743 shares in the last 24 months. This purchase volume represents approximately $4.40B in transactions.

Of the 68 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: Consolidated Portfolio Review Corp ($67.24K), NewEdge Advisors LLC ($43.12K), World Investment Advisors ($30.59K), Oak Family Advisors LLC ($28.22K), Guggenheim Capital LLC ($28.21K), XML Financial LLC ($24.30K), and CreativeOne Wealth LLC ($23.13K).

Institutional investors have sold a total of 434,233 shares in the last 24 months. This volume of shares sold represents approximately $16.66M in transactions.


Related Companies

Institutional ownership data for NYSEAMERICAN:UTG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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