Who owns Reaves Utility Income Fund?
- Ticker: UTG
- CUSIP Number: 756158101
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Analyze quarterly positions in Reaves Utility Income Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Reaves Utility Income Fund stock
Who bought or sold Reaves Utility Income Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 975k | $35M | 100% | Jun 2025 |
|
| Cornerstone Advisors | 768k | $30M | 5% | Sep 2025 |
|
| LPL Financial | 686k | $27M | 11% | Sep 2025 |
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| Wells Fargo & Company | 660k | $26M | 4% | Sep 2025 |
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| Royal Bank of Canada | 520k | $21M | 5% | Sep 2025 |
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| Commonwealth Equity Services | 508k | $20M | 0% | Sep 2025 |
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| Ameriprise Financial | 378k | $15M | -1% | Sep 2025 |
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| J.w. Cole Advisors | 366k | $15M | 1% | Sep 2025 |
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| Captrust Financial Advisors | 356k | $14M | -1% | Sep 2025 |
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| Raymond James Financial | 313k | $12M | 9% | Sep 2025 |
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| Stifel Financial | 264k | $10M | 3% | Sep 2025 |
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| Advisor Group Holdings | 245k | $9.7M | 3% | Sep 2025 |
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| Magnus Financial Group | 230k | $9.1M | 13% | Sep 2025 |
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| Oak Family Advisors | 221k | $8.8M | -11% | Sep 2025 |
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| UBS Group | 200k | $7.9M | 6% | Sep 2025 |
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| Sterling Investment Advisors | 191k | $7.6M | -1% | Sep 2025 |
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| Cetera Investment Advisers | 180k | $7.1M | 19% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 162k | $6.4M | -10% | Sep 2025 |
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| Lido Advisors | 150k | $5.9M | 0% | Sep 2025 |
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| JBR Co Financial Management | 144k | $5.7M | 9% | Sep 2025 |
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| Private Advisor | 141k | $5.6M | 1% | Sep 2025 |
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| Absolute Investment Advisers | 130k | $5.1M | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 129k | $5.1M | 0% | Sep 2025 |
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| Goss Wealth Management | 113k | $4.5M | 1% | Sep 2025 |
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| Janney Montgomery Scott | 100k | $4.0M | 7% | Sep 2025 |
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| Cambridge Investment Research Advisors | 98k | $3.9M | 6% | Sep 2025 |
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| W. H. Reaves & Co | 82k | $3.3M | -7% | Sep 2025 |
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| Tradition Wealth Management | 81k | $3.2M | -17% | Sep 2025 |
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| Smith Asset Management | 79k | $3.1M | -1% | Sep 2025 |
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| Wealth Effects | 70k | $2.8M | 1% | Sep 2025 |
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| LongView Wealth Management | 70k | $2.8M | 0% | Sep 2025 |
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| Good Life Advisors | 68k | $2.4M | 1% | Jun 2025 |
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| Consolidated Portfolio Review Corp | 65k | $2.6M | -51% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 61k | $2.5M | 12% | Sep 2025 |
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| Oppenheimer & Co | 60k | $2.4M | 3% | Sep 2025 |
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| Sowell Financial Services | 59k | $2.3M | 2% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 56k | $2.2M | -3% | Sep 2025 |
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| Centaurus Financial | 54k | $2.1M | 0% | Sep 2025 |
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| Nbc Securities | 52k | $2.1M | 2% | Sep 2025 |
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| Atria Wealth Solutions | 51k | $1.8M | -19% | Jun 2025 |
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| First Trust Advisors | 49k | $1.9M | 18% | Sep 2025 |
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| Kestra Advisory Services | 48k | $1.9M | 33% | Sep 2025 |
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| Quarry | 48k | $1.9M | 100% | Sep 2025 |
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| XML Financial | 48k | $1.9M | -4% | Sep 2025 |
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| Stratos Wealth Partners | 46k | $1.8M | 13% | Sep 2025 |
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| Pensionmark Financial Group | 46k | $1.8M | 13% | Sep 2025 |
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| Pnc Financial Services | 44k | $1.8M | 28% | Sep 2025 |
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| Kercheville Advisors | 43k | $1.7M | 24% | Sep 2025 |
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| Change Path | 41k | $1.6M | -28% | Sep 2025 |
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| Griffin Asset Management | 40k | $1.6M | 100% | Sep 2025 |
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| NWF Advisory Services | 40k | $1.6M | 57% | Sep 2025 |
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| Strategic Family Wealth Counselors | 38k | $1.5M | 35% | Sep 2025 |
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| HBW Advisory Services | 37k | $1.5M | 14% | Sep 2025 |
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| Integrity Alliance | 36k | $1.4M | 7% | Sep 2025 |
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| Wedbush Morgan Securities | 35k | $1.4M | -2% | Sep 2025 |
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| Beacon Capital Management | 35k | $1.4M | 0% | Sep 2025 |
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| Sigma Planning | 32k | $1.3M | 11% | Sep 2025 |
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| Steward Partners Investment Advisory | 32k | $1.3M | -4% | Sep 2025 |
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| AlphaCore Capital | 30k | $1.2M | -3% | Sep 2025 |
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| Newbridge Financial Services Group | 29k | $1.2M | 31% | Sep 2025 |
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| Carnegie Lake Advisors | 29k | $1.1M | 0% | Sep 2025 |
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| Stephens | 28k | $1.1M | 4% | Sep 2025 |
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| Future Financial Wealth Managment | 26k | $1.0M | -2% | Sep 2025 |
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| Mml Investors Services | 25k | $1000k | 43% | Sep 2025 |
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| Edge Financial Advisors | 25k | $999k | 207% | Sep 2025 |
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| Merrion Investment Management | 25k | $991k | 0% | Sep 2025 |
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| Leucadia National Corporation | 25k | $987k | 176% | Sep 2025 |
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| Brian McDonald | 23k | $924k | 22% | Sep 2025 |
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| Westbourne Investment Advisors | 23k | $919k | 1% | Sep 2025 |
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| Creative Planning | 23k | $918k | 0% | Sep 2025 |
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| Cohen & Steers Capital Management | 23k | $911k | 15% | Sep 2025 |
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| CWM | 23k | $908k | 1% | Sep 2025 |
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| Welch Group | 21k | $841k | -6% | Sep 2025 |
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| Atlanta Consulting Group Advisors | 21k | $824k | -15% | Sep 2025 |
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| Brookstone Capital Management | 20k | $786k | -12% | Sep 2025 |
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| Atlas Brown | 20k | $777k | 0% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 20k | $775k | 74% | Sep 2025 |
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| Prospera Financial Services | 19k | $764k | -1% | Sep 2025 |
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| Advisory Services Network | 19k | $758k | 0% | Sep 2025 |
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| Monetary Management | 19k | $753k | 16% | Sep 2025 |
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| Sunpointe | 18k | $730k | 4% | Sep 2025 |
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| Castle Rock Wealth Management | 18k | $729k | 24% | Sep 2025 |
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| Samalin Investment Counsel | 18k | $718k | -9% | Sep 2025 |
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| HighTower Advisors | 18k | $699k | 3% | Sep 2025 |
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| PFG Investments | 17k | $688k | 22% | Sep 2025 |
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| Davenport & Co | 17k | $682k | 1% | Sep 2025 |
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| Belpointe Asset Management | 17k | $674k | 21% | Sep 2025 |
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| AE Wealth Management | 17k | $672k | 1% | Sep 2025 |
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| Matrix Private Capital Group | 17k | $661k | 45% | Sep 2025 |
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| Atomi Financial Group | 17k | $655k | 100% | Sep 2025 |
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| Certified Advisory Corp | 16k | $645k | 7% | Sep 2025 |
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| H D Vest Advisory Services | 16k | $582k | 3% | Jun 2025 |
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| Vivaldi Capital Management | 16k | $632k | -34% | Sep 2025 |
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| Mercer Global Advisors | 16k | $625k | 6% | Sep 2025 |
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| Nations Financial Group | 16k | $617k | 0% | Sep 2025 |
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| Beacon Pointe Advisors | 15k | $610k | 100% | Sep 2025 |
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| Walled Lake Planning & Wealth Management | 15k | $610k | 10% | Sep 2025 |
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| Mission Hills Financial Advisory | 15k | $605k | 23% | Sep 2025 |
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| Maridea Wealth Management | 15k | $578k | -3% | Sep 2025 |
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| Sound View Wealth Advisors Group | 14k | $559k | -4% | Sep 2025 |
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| We Are One Seven | 14k | $544k | 0% | Sep 2025 |
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| Per Stirling Capital Management | 14k | $533k | 2% | Sep 2025 |
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| Visionary Wealth Advisors | 13k | $524k | 14% | Sep 2025 |
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| Us Bancorp | 13k | $520k | -1% | Sep 2025 |
|
| HBK Sorce Advisory | 13k | $541k | 0% | Sep 2025 |
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| Focus Financial Network | 13k | $510k | 18% | Sep 2025 |
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| Neville Rodie & Shaw | 13k | $503k | 0% | Sep 2025 |
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| Keybank National Association | 13k | $503k | 0% | Sep 2025 |
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| Intl Fcstone | 13k | $495k | 0% | Sep 2025 |
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| Jane Street | 12k | $491k | -12% | Sep 2025 |
|
| Equitable Holdings | 12k | $489k | 5% | Sep 2025 |
|
| Walleye Trading Advisors | 12k | $464k | -43% | Sep 2025 |
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| CI Private Wealth | 12k | $464k | -9% | Sep 2025 |
|
| Modern Wealth Management | 12k | $458k | 100% | Sep 2025 |
|
| Graybill Bartz & Assoc | 12k | $458k | -4% | Sep 2025 |
|
| MAI Wealth Advisors | 12k | $456k | 120% | Sep 2025 |
|
| Envestnet Asset Management | 11k | $451k | -26% | Sep 2025 |
|
| Flagship Harbor Advisors | 11k | $440k | 2% | Sep 2025 |
|
| Commonwealth Financial Services | 11k | $427k | 85% | Sep 2025 |
|
| Integrated Wealth Concepts | 11k | $418k | -13% | Sep 2025 |
|
| Concurrent Investment Advisors | 10k | $405k | 100% | Sep 2025 |
|
| Costello Asset Management | 10k | $404k | -5% | Sep 2025 |
|
| Abel Hall | 10k | $396k | 0% | Sep 2025 |
|
| Financial Security Advisor | 10k | $396k | 0% | Sep 2025 |
|
| Orca Investment Management | 9.8k | $387k | 0% | Sep 2025 |
|
| Leslie Global Wealth | 9.7k | $383k | 0% | Sep 2025 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.3k | $368k | 6% | Sep 2025 |
|
| Wealthcare Advisory Partners | 9.2k | $365k | 6% | Sep 2025 |
|
| Oakworth Capital | 9.0k | $357k | 0% | Sep 2025 |
|
| Colony | 9.0k | $355k | 8% | Sep 2025 |
|
| Bey-Douglas | 8.6k | $340k | 100% | Sep 2025 |
|
| Benjamin Edwards | 8.5k | $336k | -2% | Sep 2025 |
|
| Triumph Capital Management | 8.4k | $333k | 5% | Sep 2025 |
|
| Semus Wealth Partners | 8.2k | $326k | -36% | Sep 2025 |
|
| SageView Advisory Group | 8.2k | $324k | 100% | Sep 2025 |
|
| Peapack Gladstone Financial Corp | 8.2k | $323k | 0% | Sep 2025 |
|
| Novak & Powell Financial Services | 8.0k | $319k | 1% | Sep 2025 |
|
| Apollon Wealth Management | 8.0k | $318k | 100% | Sep 2025 |
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| Ameriflex Group | 7.7k | $307k | 59% | Sep 2025 |
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| HPM Partners | 7.7k | $304k | 100% | Sep 2025 |
|
| Balboa Wealth Partners | 7.6k | $303k | -13% | Sep 2025 |
|
| Hollow Brook Associates | 7.6k | $301k | 0% | Sep 2025 |
|
| Nwam | 7.5k | $279k | 0% | Sep 2025 |
|
| ELCO Management | 7.5k | $295k | -1% | Sep 2025 |
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| Stonegate Investment Group | 7.2k | $284k | 0% | Sep 2025 |
|
| Investors Research Corp | 7.1k | $280k | 0% | Sep 2025 |
|
| ORG Partners | 7.1k | $0 | -6% | Sep 2025 |
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| Western Wealth Management | 6.9k | $272k | -3% | Sep 2025 |
|
| Principal Securities | 6.8k | $270k | 1% | Sep 2025 |
|
| Moors & Cabot | 6.6k | $262k | 100% | Sep 2025 |
|
| Custom Index Systems | 6.6k | $262k | -1% | Sep 2025 |
|
| Penbrook Managment | 6.1k | $241k | -38% | Sep 2025 |
|
| Armor Investment Advisors | 6.0k | $238k | -72% | Sep 2025 |
|
| SeaCrest Wealth Management | 5.0k | $204k | -30% | Sep 2025 |
|
Who sold out of Reaves Utility Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sontag Advisory | Jun 2025 | 98k | $3.5M |
| XTX Topco | Jun 2025 | 15k | $537k |
| Calamos Advisors | Jun 2025 | 9.8k | $355k |
| Dover Advisors | Jun 2025 | 9.6k | $347k |
| Gwn Securities | Jun 2025 | 8.6k | $313k |
| Summit Financial | Jun 2025 | 7.7k | $280k |
| Baird Financial | Jun 2025 | 7.6k | $275k |