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Reaves Utility Income Fund (UTG) Institutional Ownership

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(As of 05/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for Reaves Utility Income Fund (NYSEAMERICAN:UTG)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$4.53M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$3.00M
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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
5/15/2024 LRI Investments LLC1,440$41K0.0%N/A0.000%
5/13/2024 Atlanta Consulting Group Advisors LLC13,595$367K0.1%N/A0.000%
5/10/2024 Osaic Holdings Inc.361,044$9.73M0.0%+6.1%0.000%
5/9/2024 JBR Co Financial Management Inc113,329$3.06M2.4%-3.5%0.000%
5/8/2024 Semus Wealth Partners LLC30,120$812K0.7%-2.3%0.000%
5/7/2024 Reaves W H & Co. Inc.86,033$2.32M0.1%-6.0%0.000%
5/7/2024 Oppenheimer & Co. Inc.41,401$1.12M0.0%-1.4%0.000%
5/6/2024 ORG Partners LLC2,876$78K0.1%N/A0.000%
5/6/2024 Biechele Royce Advisors22,150$598K0.2%+6.7%0.000%
5/1/2024 StoneX Group Inc.17,881$482K0.1%-11.1%0.000%
5/1/2024 Janney Montgomery Scott LLC69,528$1.87M0.0%+18.6%0.000%
4/30/2024 Private Advisor Group LLC203,515$5.49M0.0%+0.7%0.000%
4/30/2024 Consolidated Portfolio Review Corp61,618$1.66M0.4%+15.4%0.000%
4/30/2024 J.W. Cole Advisors Inc.266,519$7.19M0.4%+9.8%0.000%
4/29/2024Commonwealth Equity Services LLC213,631$5.76M0.0%+0.2%0.000%
4/26/2024 LifePro Asset Management8,139$219K0.1%N/A0.000%
4/25/2024 Armor Investment Advisors LLC25,349$683K0.3%+81.2%0.000%
4/24/2024 Oak Family Advisors LLC45,629$1.23M0.5%N/A0.000%
4/23/2024 Nations Financial Group Inc. IA ADV15,000$404K0.0%+28.2%0.000%
4/23/2024 Fifth Third Bancorp950$26K0.0%-29.7%0.000%
4/23/2024 Wealth Effects LLC63,639$1.72M0.6%+67.7%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.90,965$2.45M0.0%-19.0%0.000%
4/22/2024 PFG Investments LLC73,305$1.98M0.1%N/A0.000%
4/22/2024 Raymond James & Associates280,809$7.57M0.0%-1.1%0.000%
4/18/2024 Miracle Mile Advisors LLC8,000$216K0.0%+6.7%0.000%
4/16/2024 LongView Wealth Management75,333$2.03M0.8%-1.1%0.000%
4/15/2024 Graybill Wealth Management LTD.11,906$321K0.1%+5.3%0.000%
4/15/2024 Future Financial Wealth Managment LLC29,885$806K0.6%+62.4%0.000%
4/15/2024 Brookstone Capital Management23,899$644K0.0%+11.0%0.000%
4/5/2024 NBC Securities Inc.45,097$1.22M0.1%-38.0%0.000%
3/15/2024B. Riley Wealth Advisors Inc.7,957$214K0.0%N/A0.000%
2/26/2024 Centaurus Financial Inc.21,069$563K0.0%+9.4%0.000%
2/12/2024 StoneX Group Inc.20,119$546K0.1%-5.1%0.000%
2/12/2024Focus Financial Network Inc. ADV10,545$282K0.0%N/A0.000%
2/9/2024 Nations Financial Group Inc. IA ADV11,705$313K0.0%-85.4%0.000%
2/8/2024 Sound View Wealth Advisors Group LLC18,622$498K0.1%-18.8%0.000%
2/5/2024 Brighton Jones LLC7,848$210K0.0%N/A0.000%
1/26/2024 Custom Index Systems LLC10,428$279K0.2%N/A0.000%
1/24/2024 Sowell Financial Services LLC58,878$1.59M0.1%+1.4%0.000%
1/24/2024Highlander Capital Management LLC31,955$854K0.3%+63.4%0.000%
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1/18/2024 Future Financial Wealth Managment LLC18,400$492K0.5%+7.0%0.000%
1/16/2024 HBW Advisory Services LLC167,701$4.48M0.8%+1.6%0.000%
1/16/2024 Raymond James & Associates283,946$7.59M0.0%+3.4%0.000%
1/11/2024 Bruce G. Allen Investments LLC1,907$51K0.0%N/A0.000%
1/10/2024 Creative Financial Designs Inc. ADV3,030$81K0.0%+100.8%0.000%
11/13/2023 PNC Financial Services Group Inc.20,061$494K0.0%-4.5%0.000%
11/7/2023 Reaves W H & Co. Inc.94,677$2.33M0.1%-0.5%0.000%
11/4/2023 Signaturefd LLC1,602$39K0.0%-55.5%0.000%
11/3/2023 Private Advisor Group LLC197,714$4.87M0.0%+3.1%0.000%
10/25/2023 Concourse Financial Group Securities Inc.12,040$297K0.0%N/A0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.116,657$2.88M0.0%-0.9%0.000%
10/20/2023 Future Financial Wealth Managment LLC17,200$424K0.5%+21.1%0.000%
10/20/2023 HGK Asset Management Inc.18,582$458K0.1%+15.5%0.000%
10/11/2023AE Wealth Management LLC27,344$674K0.0%-5.9%0.000%
8/14/2023 Sowell Financial Services LLC75,218$2.06M0.1%+30.5%0.000%
8/14/2023 Certified Advisory Corp20,981$575K0.1%+2.4%0.000%
8/14/2023Snowden Capital Advisors LLC18,922$519K0.0%+15.8%0.000%
8/14/2023 1832 Asset Management L.P.29,172$800K0.0%-5.3%0.000%
8/11/2023 Tiemann Investment Advisors LLC7,856$215K0.1%-20.0%0.000%
8/11/2023Kestra Advisory Services LLC33,474$918K0.0%-19.7%0.000%
8/11/2023 Guggenheim Capital LLC152,153$4.17M0.0%+7.6%0.000%
8/11/2023 PNC Financial Services Group Inc.21,017$576K0.0%+32.7%0.000%
8/10/2023 Osaic Holdings Inc.334,243$9.17M0.0%-5.3%0.000%
8/10/2023 Strategic Family Wealth Counselors L.L.C.11,680$320K0.1%N/A0.000%
8/10/2023Commonwealth Equity Services LLC230,445$6.32M0.0%-3.1%0.000%
8/10/2023 US Bancorp DE4,426$121K0.0%-61.4%0.000%
8/10/2023 Private Advisor Group LLC191,701$5.26M0.0%+2.0%0.000%
8/10/2023Cetera Advisor Networks LLC86,659$2.38M0.0%+0.9%0.000%
8/10/2023Cetera Investment Advisers37,172$1.02M0.0%+42.5%0.000%
8/8/2023 Focused Wealth Management Inc98,449$2.70M0.5%+6.1%0.000%
8/8/2023 Biechele Royce Advisors22,080$606K0.2%+2.3%0.000%
8/7/2023 Modera Wealth Management LLC7,808$214K0.0%N/A0.000%
8/4/2023IFP Advisors Inc4,188$119K0.0%+31.9%0.000%
8/3/2023 Atria Wealth Solutions Inc.28,488$781K0.0%-8.9%0.000%
8/3/2023 CWM LLC1,144$31K0.0%+138.3%0.000%
8/3/2023 Oppenheimer & Co. Inc.40,612$1.11M0.0%-1.1%0.000%
8/2/2023 HGK Asset Management Inc.16,082$441K0.1%-11.6%0.000%
8/1/2023 Keybank National Association OH18,436$506K0.0%-16.3%0.000%
8/1/2023 Wealthspire Advisors LLC15,162$416K0.0%-37.3%0.000%
7/31/2023 LPL Financial LLC207,141$5.68M0.0%+7.9%0.000%
7/31/2023 Mutual Advisors LLC19,534$536K0.0%-18.0%0.000%
7/27/2023Virtu Financial LLC14,561$399K0.0%N/A0.000%
7/27/2023 J.W. Cole Advisors Inc.20,129$552K0.0%-22.8%0.000%
7/26/2023 Creative Financial Designs Inc. ADV1,509$41K0.0%+34.1%0.000%
7/26/2023 Janney Montgomery Scott LLC88,682$2.43M0.0%-5.5%0.000%
7/26/2023 All Season Financial Advisors Inc.12,810$351K0.3%-31.1%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.117,762$3.23M0.0%-4.3%0.000%
7/25/2023 Raymond James & Associates263,883$7.24M0.0%-2.7%0.000%
7/21/2023 Creative Planning12,868$353K0.0%-30.3%0.000%
7/21/2023 Graybill Wealth Management LTD.11,262$309K0.1%-3.8%0.000%
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7/21/2023 Kovack Advisors Inc.22,999$631K0.1%-2.5%0.000%
7/19/2023 Magnus Financial Group LLC85,773$2.35M0.3%+1.2%0.000%
7/17/2023 Patriot Financial Group Insurance Agency LLC9,706$266K0.1%-7.7%0.000%
7/17/2023 Penbrook Management LLC10,450$287K0.2%N/A0.000%
7/17/2023Claybrook Capital LLC66,212$1.82M1.0%+37.2%0.000%
7/14/2023 SeaCrest Wealth Management LLC9,070$249K0.0%-16.6%0.000%
7/11/2023 Brookstone Capital Management30,086$824K0.0%-2.1%0.000%
7/11/2023 Good Life Advisors LLC69,186$1.90M0.2%-1.4%0.000%
7/10/2023AE Wealth Management LLC29,047$796K0.0%+3.9%0.000%
7/6/2023 HBW Advisory Services LLC121,511$3.33M0.7%+15.3%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, 139 institutional investors and hedge funds held shares of Reaves Utility Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($24.01M), Royal Bank of Canada ($10.49M), Advisor Group Holdings Inc. ($10.24M), Osaic Holdings Inc. ($9.73M), Raymond James & Associates ($7.57M), Walker Asset Management LLC ($7.39M), and J.W. Cole Advisors Inc. ($7.19M).Learn more on UTG's institutional investors.

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

Of the 114 institutional investors that purchased Reaves Utility Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Walker Asset Management LLC ($448.31K), Private Advisor Group LLC ($223.82K), Trek Financial LLC ($106.33K), PFG Investments LLC ($73.31K), Claybrook Capital LLC ($66.21K), Oak Family Advisors LLC ($45.63K), and Sowell Financial Services LLC ($34.34K).

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

Institutional investors have bought a total of 2,067,586 shares in the last 24 months. This purchase volume represents approximately $42.90M in transactions.

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

Of the 66 institutional investors that sold Reaves Utility Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Trek Financial LLC ($139.63K), Nations Financial Group Inc. IA ADV ($76.12K), Raymond James Financial Services Advisors Inc. ($58.93K), Wealthspire Advisors LLC ($41.32K), Paralel Advisors LLC ($33.41K), Raymond James & Associates ($30.16K), and NBC Securities Inc. ($27.59K).

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

Institutional investors have sold a total of 745,332 shares in the last 24 months. This volume of shares sold represents approximately $14.43M in transactions.


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This page (NYSEAMERICAN:UTG) was last updated on 5/16/2024 by MarketBeat.com Staff

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