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Reaves Utility Income Fund (UTG) Institutional Ownership

Reaves Utility Income Fund logo
$35.28 +0.74 (+2.14%)
Closing price 10/2/2026 04:10 PM Eastern
Extended Trading
$35.38 +0.10 (+0.27%)
As of 10/2/2026 07:56 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 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)
146
Total
Institutional Inflows
(last 12 months)
$4.40B
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$16.95M
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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
9/9/2026Integrated Wealth Concepts LLC16,920$689K0.0%+30.1%0.000%
9/9/2026RFG Advisory LLC9,254$377K0.0%-11.9%0.000%
9/9/2026NewEdge Advisors LLC172,636$7.03M0.0%+111.4%0.000%
9/9/2026IFP Advisors Inc3,157$129K0.0%+34.6%0.000%
9/9/2026Sterling Investment Advisors Ltd.189,654$7.72M1.2%-1.4%0.000%
9/8/2026Allworth Financial LP7,076$288K0.0%+41.3%0.000%
8/27/2026Corient Private Wealth LP5,784$236K0.0%-43.4%0.000%
8/23/2026Readystate Asset Management LP14,869$605K0.0%N/A0.000%
8/22/2026Compass Financial Management LLC2,780$110K0.0%N/A0.000%
8/22/2026Nabity Jensen Investment Management Inc5,025$205K0.1%N/A0.000%
8/22/2026NWF Advisory Services Inc.69,225$2.82M0.3%+39.2%0.000%
8/21/2026XML Financial LLC25,359$1.03M0.1%-2.1%0.000%
8/21/2026Triumph Capital Management13,396$545K0.1%-2.0%0.000%
8/20/2026Wedbush Securities Inc.35,813$1.46M0.0%-4.3%0.000%
8/12/2026Compass Financial Management LLC2,780$110K0.0%N/A0.000%
7/12/2026Walker Asset Management LLC5,166$210K0.1%N/A0.000%
7/10/2026Abound Wealth Management797$32K0.0%N/A0.000%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,684$476K0.1%+9.1%0.000%
7/9/2026Atlas Brown Inc.19,998$814K0.2%-2.3%0.000%
7/9/2026Focus Financial Network Inc.15,321$624K0.0%+8.1%0.000%
7/9/2026Allied Private Wealth LLC16,422$653K0.4%N/A0.000%
7/7/2026Post Resch Tallon Group Inc.5,025$205K0.1%N/A0.000%
7/7/2026Foster Group Inc.5,000$204K0.0%N/A0.000%
7/7/2026City 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%
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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%
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%
4/17/2026Atlas 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%
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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%


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 217 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 112,102,669 shares in the last 24 months. This purchase volume represents approximately $4.40B in transactions.

Of the 70 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 441,273 shares in the last 24 months. This volume of shares sold represents approximately $16.95M 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 9/9/2026. New 13F filings are added each quarter as they're published.
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