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Reaves Utility Income Fund (UTG) Institutional Ownership

Reaves Utility Income Fund logo
$43.44 +0.34 (+0.79%)
Closing price 04:10 PM Eastern
Extended Trading
$43.59 +0.15 (+0.35%)
As of 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)
174
Total
Institutional Inflows
(last 12 months)
$4.45B
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$27.12M
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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
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%
5/5/2026 Sterling Investment Advisors Ltd.192,424$7.56M1.3%+1.6%0.000%
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%
3/17/2026Rockefeller 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%
3/9/2026Corient 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%
2/19/2026Compound 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%
2/17/2026 Private 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%
2/16/2026 MML 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%
2/13/2026 Kestra Advisory Services LLC50,817$1.86M0.0%+5.3%0.000%
2/13/2026Wright Wealth LLC42,565$1.56M1.0%N/A0.000%
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%
2/13/2026 Wealthspire 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%
2/12/2026 Quantum Portfolio Management LLC11,183$409K0.2%+69.1%0.000%
2/12/2026 Commonwealth Equity Services LLC530,176$19.39M0.0%+4.3%0.000%
2/12/2026Steward Partners Investment Advisory LLC34,568$1.27M0.0%+9.4%0.000%
2/12/2026 Wedbush Securities Inc.37,394$1.37M0.0%+6.2%0.000%
2/12/2026Kovack Advisors Inc.24,664$902K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC107,242$3.92M0.0%+6.8%0.000%
2/11/2026Monetary Management Group Inc.20,500$750K0.2%+7.9%0.000%
2/11/2026Cerity Partners LLC8,264$302K0.0%+7.6%0.000%
2/11/2026LPL Financial LLC779,445$28.51M0.0%+13.6%0.000%
2/11/2026 Hilton Head Capital Partners LLC5,215$191K0.1%N/A0.000%
2/11/2026Tradition Wealth Management LLC82,345$3.01M0.2%+1.2%0.000%
2/11/2026 XML Financial LLC27,445$1.00M0.1%-42.2%0.000%
2/11/2026 J.W. Cole Advisors Inc.358,292$13.11M0.3%-2.0%0.000%
2/10/2026Reaves W H & Co. Inc.83,326$3.05M0.1%+1.5%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.57,450$2.10M0.0%+1.9%0.000%
2/9/2026Integrity Alliance LLC.38,533$1.41M0.1%+7.2%0.000%
2/9/2026 Cary Street Partners Financial LLC5,987$219K0.0%+7.7%0.000%
2/9/2026 Sterling Investment Advisors Ltd.189,328$6.93M1.2%-0.8%0.000%
2/9/2026Harbour Investments Inc.5,590$204K0.0%-11.1%0.000%
2/9/2026HBK Sorce Advisory LLC14,067$531K0.0%+7.7%0.000%
2/9/2026Jefferies Financial Group Inc.31,447$1.15M0.0%+26.3%0.000%
2/6/2026 Griffin Asset Management Inc.49,809$1.82M0.2%+25.3%0.000%
2/6/2026PNC Financial Services Group Inc.52,942$1.94M0.0%+19.3%0.000%
2/6/2026HighTower Advisors LLC18,590$680K0.0%+5.4%0.000%
2/5/2026 Aegis Wealth Management Inc.42,266$1.55M1.2%N/A0.000%
2/5/2026 Financial Security Advisor Inc.12,000$439K0.1%+20.0%0.000%
2/5/2026 Stephens Inc. AR30,157$1.10M0.0%+8.2%0.000%
2/5/2026AlphaCore Capital LLC17,330$634K0.0%-42.3%0.000%
2/5/2026Western Wealth Management LLC8,122$297K0.0%+18.5%0.000%
2/4/2026Strategic Family Wealth Counselors L.L.C.49,691$1.85M0.4%+31.6%0.000%


UTG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UTG shares?

During the previous two years, 233 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 ($43.42M), Cornerstone Advisors LLC ($30.44M), LPL Financial LLC ($28.51M), Wells Fargo & Company MN ($24.85M), Royal Bank of Canada ($19.58M), and Commonwealth Equity Services LLC ($19.39M).Learn more on Reaves Utility Income Fund's institutional investors.

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

Of the 215 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), J.W. Cole Advisors Inc. ($353.98K), Raymond James Financial Inc. ($343.49K), Captrust Financial Advisors ($338.80K), Commonwealth Equity Services LLC ($256.55K), and Wealthspire Advisors LLC ($241.99K).

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

Institutional investors have bought a total of 113,492,282 shares in the last 24 months. This purchase volume represents approximately $4.45B in transactions.

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

Of the 84 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), CreativeOne Wealth LLC ($30.77K), and Raymond James Financial Inc. ($30.75K).

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

Institutional investors have sold a total of 730,445 shares in the last 24 months. This volume of shares sold represents approximately $27.12M in transactions.


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This page (NYSEAMERICAN:UTG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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