Who owns Reaves Utility Income Fund?
- Ticker: UTG
- CUSIP Number: 756158101
Tip: Access positions for across all investors
Analyze quarterly positions in Reaves Utility Income Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| LPL Financial | 779k | $29M | 14% | Dec 2025 |
|
| Wells Fargo & Company | 679k | $25M | 3% | Dec 2025 |
|
| Commonwealth Equity Services | 530k | $19M | 4% | Dec 2025 |
|
| Royal Bank of Canada | 520k | $21M | 5% | Sep 2025 |
|
| Ameriprise Financial | 369k | $14M | -2% | Dec 2025 |
|
| J.w. Cole Advisors | 358k | $2.6M | -2% | Dec 2025 |
|
| Captrust Financial Advisors | 343k | $13M | -4% | Dec 2025 |
|
| Raymond James Financial | 329k | $12M | 5% | Dec 2025 |
|
| Cornerstone Advisors | 294k | $11M | -62% | Dec 2025 |
|
| Stifel Financial | 284k | $10M | 8% | Dec 2025 |
|
| Advisor Group Holdings | 255k | $9.3M | 4% | Dec 2025 |
|
| Magnus Financial Group | 232k | $8.5M | 1% | Dec 2025 |
|
| Oak Family Advisors | 224k | $8.2M | 1% | Dec 2025 |
|
| UBS Group | 221k | $8.1M | 10% | Dec 2025 |
|
| Sterling Investment Advisors | 189k | $6.9M | -1% | Dec 2025 |
|
| Cetera Investment Advisers | 169k | $6.2M | -6% | Dec 2025 |
|
| Lido Advisors | 150k | $5.9M | 0% | Dec 2025 |
|
| Sontag Advisory | 144k | $5.3M | 100% | Dec 2025 |
|
| JBR Co Financial Management | 142k | $5.2M | -1% | Dec 2025 |
|
| Private Advisor | 139k | $5.1M | -2% | Dec 2025 |
|
| Guggenheim Capital, LLC Managers | 134k | $4.9M | -17% | Dec 2025 |
|
| Mariner Wealth Advisors | 119k | $4.4M | -8% | Dec 2025 |
|
| HBW Advisory Services | 109k | $4.0M | 197% | Dec 2025 |
|
| Janney Montgomery Scott | 107k | $3.9M | 7% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 96k | $3.5M | -2% | Dec 2025 |
|
| Goss Wealth Management | 92k | $3.4M | -18% | Dec 2025 |
|
| W. H. Reaves & Co | 83k | $3.0M | 2% | Dec 2025 |
|
| Tradition Wealth Management | 82k | $3.0M | 1% | Dec 2025 |
|
| Wealth Effects | 77k | $2.8M | 10% | Dec 2025 |
|
| Smith Asset Management | 77k | $2.8M | -3% | Dec 2025 |
|
| LongView Wealth Management | 67k | $2.5M | -3% | Dec 2025 |
|
| Wealth Enhancement Advisory Services | 66k | $2.5M | 9% | Dec 2025 |
|
| Oppenheimer & Co | 64k | $2.4M | 7% | Dec 2025 |
|
| Pensionmark Financial Group | 63k | $2.2M | 39% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 58k | $2.1M | 2% | Dec 2025 |
|
| Centaurus Financial | 57k | $2.1M | 5% | Dec 2025 |
|
| Sowell Financial Services | 55k | $2.0M | -7% | Dec 2025 |
|
| First Trust Advisors | 53k | $2.0M | 10% | Dec 2025 |
|
| Pnc Financial Services | 53k | $1.9M | 19% | Dec 2025 |
|
| Nbc Securities | 52k | $1.9M | 0% | Dec 2025 |
|
| Kestra Advisory Services | 51k | $1.9M | 5% | Dec 2025 |
|
| Griffin Asset Management | 50k | $1.8M | 25% | Dec 2025 |
|
| Strategic Family Wealth Counselors | 50k | $1.8M | 32% | Dec 2025 |
|
| Stratos Wealth Partners | 50k | $1.8M | 9% | Dec 2025 |
|
| Kercheville Advisors | 48k | $1.8M | 12% | Dec 2025 |
|
| NWF Advisory Services | 47k | $1.7M | 18% | Dec 2025 |
|
| Wiley Bros.-aintree Capital | 46k | $1.7M | 133% | Dec 2025 |
|
| CI Private Wealth | 46k | $349k | 289% | Dec 2025 |
|
| Wright Wealth | 43k | $1.6M | 100% | Dec 2025 |
|
| Aegis Wealth Management | 42k | $1.5M | 100% | Dec 2025 |
|
| Integrity Alliance | 39k | $1.4M | 7% | Dec 2025 |
|
| Wedbush Morgan Securities | 37k | $1.4M | 6% | Dec 2025 |
|
| Sigma Planning | 37k | $1.4M | 16% | Dec 2025 |
|
| Steward Partners Investment Advisory | 35k | $1.3M | 9% | Dec 2025 |
|
| Beacon Capital Management | 35k | $1.3M | 0% | Dec 2025 |
|
| Change Path | 34k | $1.2M | -17% | Dec 2025 |
|
| ORG Wealth Partners | 34k | $1.2M | 5569% | Dec 2025 |
|
| Leucadia National Corporation | 31k | $1.2M | 26% | Dec 2025 |
|
| Mml Investors Services | 31k | $1.1M | 22% | Dec 2025 |
|
| Stephens | 30k | $1.1M | 8% | Dec 2025 |
|
| Edge Financial Advisors | 30k | $1.1M | 18% | Dec 2025 |
|
| Carnegie Lake Advisors | 29k | $1.1M | 0% | Dec 2025 |
|
| XML Financial | 27k | $1.0M | -42% | Dec 2025 |
|
| PMG Family Office | 26k | $932k | 0% | Dec 2025 |
|
| Future Financial Wealth Managment | 25k | $935k | -2% | Dec 2025 |
|
| Merrion Investment Management | 25k | $915k | 0% | Dec 2025 |
|
| Creative Planning | 25k | $905k | 7% | Dec 2025 |
|
| Kovack Advisors | 25k | $902k | 100% | Dec 2025 |
|
| CWM | 24k | $870k | 4% | Dec 2025 |
|
| Westbourne Investment Advisors | 24k | $867k | 2% | Dec 2025 |
|
| Brian McDonald | 23k | $853k | 0% | Dec 2025 |
|
| Cohen & Steers Capital Management | 23k | $841k | 0% | Dec 2025 |
|
| Atlanta Consulting Group Advisors | 21k | $766k | 0% | Dec 2025 |
|
| Monetary Management | 21k | $750k | 8% | Dec 2025 |
|
| Brookstone Capital Management | 20k | $741k | 2% | Dec 2025 |
|
| Sanctuary Advisors | 20k | $734k | 21% | Dec 2025 |
|
| Matrix Private Capital Group | 20k | $736k | 20% | Dec 2025 |
|
| Welch Group | 20k | $722k | -7% | Dec 2025 |
|
| Atlas Brown | 20k | $718k | 0% | Dec 2025 |
|
| Advisory Services Network | 19k | $710k | 1% | Dec 2025 |
|
| Prospera Financial Services | 19k | $702k | 0% | Dec 2025 |
|
| HighTower Advisors | 19k | $680k | 5% | Dec 2025 |
|
| Davenport & Co | 18k | $668k | 6% | Dec 2025 |
|
| Castle Rock Wealth Management | 18k | $681k | 0% | Dec 2025 |
|
| Sunpointe | 18k | $656k | -3% | Dec 2025 |
|
| Belpointe Asset Management | 18k | $651k | 5% | Dec 2025 |
|
| Atomi Financial Group | 17k | $634k | 5% | Dec 2025 |
|
| AlphaCore Capital | 17k | $634k | -42% | Dec 2025 |
|
| PFG Investments | 17k | $632k | -1% | Dec 2025 |
|
| MAI Wealth Advisors | 17k | $626k | 49% | Dec 2025 |
|
| Mission Hills Financial Advisory | 17k | $618k | 11% | Dec 2025 |
|
| AE Wealth Management | 17k | $612k | -1% | Dec 2025 |
|
| Certified Advisory Corp | 16k | $591k | -1% | Dec 2025 |
|
| Samalin Investment Counsel | 16k | $589k | -11% | Dec 2025 |
|
| Mercer Global Advisors | 16k | $576k | 0% | Dec 2025 |
|
| Vivaldi Capital Management | 16k | $576k | -1% | Dec 2025 |
|
| Colony | 16k | $590k | 74% | Dec 2025 |
|
| Nations Financial Group | 16k | $570k | 0% | Dec 2025 |
|
| Walled Lake Planning & Wealth Management | 15k | $563k | 0% | Dec 2025 |
|
| Maridea Wealth Management | 15k | $557k | 3% | Dec 2025 |
|
| Equitable Holdings | 15k | $545k | 21% | Dec 2025 |
|
| HBK Sorce Advisory | 14k | $531k | 8% | Dec 2025 |
|
| Sound View Wealth Advisors Group | 14k | $503k | -3% | Dec 2025 |
|
| We Are One Seven | 14k | $502k | 0% | Dec 2025 |
|
| Per Stirling Capital Management | 14k | $500k | 2% | Dec 2025 |
|
| Beacon Pointe Advisors | 14k | $492k | -13% | Dec 2025 |
|
| Farther Finance Advisors | 13k | $482k | 100% | Dec 2025 |
|
| Focus Financial Network | 13k | $480k | 2% | Dec 2025 |
|
| Us Bancorp | 13k | $480k | 0% | Dec 2025 |
|
| Neville Rodie & Shaw | 13k | $465k | 0% | Dec 2025 |
|
| Keybank National Association | 13k | $465k | 0% | Dec 2025 |
|
| Intl Fcstone | 13k | $461k | 0% | Dec 2025 |
|
| Visionary Wealth Advisors | 13k | $456k | -6% | Dec 2025 |
|
| Financial Security Advisor | 12k | $439k | 20% | Dec 2025 |
|
| Graybill Bartz & Assoc | 11k | $413k | -2% | Dec 2025 |
|
| Custom Index Systems | 11k | $409k | 69% | Dec 2025 |
|
| Flagship Harbor Advisors | 11k | $407k | 0% | Dec 2025 |
|
| Commonwealth Financial Services | 11k | $398k | 1% | Dec 2025 |
|
| Apollon Wealth Management | 11k | $395k | 34% | Dec 2025 |
|
| Wealthcare Advisory Partners | 10k | $380k | 13% | Dec 2025 |
|
| Abel Hall | 10k | $366k | 0% | Dec 2025 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.9k | $364k | 7% | Dec 2025 |
|
| Leslie Global Wealth | 9.7k | $354k | 0% | Dec 2025 |
|
| Orca Investment Management | 9.5k | $348k | -3% | Dec 2025 |
|
| Costello Asset Management | 9.0k | $331k | -11% | Dec 2025 |
|
| Oakworth Capital | 9.0k | $329k | 0% | Dec 2025 |
|
| Triumph Capital Management | 8.9k | $326k | 6% | Dec 2025 |
|
| Integrated Wealth Concepts | 8.6k | $316k | -18% | Dec 2025 |
|
| Bey-Douglas | 8.6k | $340k | 0% | Dec 2025 |
|
| Envestnet Asset Management | 8.4k | $308k | -26% | Dec 2025 |
|
| SageView Advisory Group | 8.3k | $303k | 1% | Dec 2025 |
|
| HPM Partners | 8.3k | $302k | 8% | Dec 2025 |
|
| City Center Advisors | 8.3k | $302k | 41% | Dec 2025 |
|
| Jane Street | 8.2k | $300k | -34% | Dec 2025 |
|
| Peapack Gladstone Financial Corp | 8.2k | $298k | 0% | Dec 2025 |
|
| Novak & Powell Financial Services | 8.1k | $298k | 1% | Dec 2025 |
|
| Western Wealth Management | 8.1k | $297k | 19% | Dec 2025 |
|
| Simplicity Wealth | 8.1k | $297k | 100% | Dec 2025 |
|
| Benjamin Edwards | 8.1k | $296k | -5% | Dec 2025 |
|
| RFG Advisory | 8.0k | $293k | 100% | Dec 2025 |
|
| Nwam | 7.9k | $298k | 6% | Dec 2025 |
|
| Balboa Wealth Partners | 7.6k | $279k | 0% | Dec 2025 |
|
| Hollow Brook Associates | 7.6k | $301k | 0% | Sep 2025 |
|
| Two Sigma Securities | 7.6k | $277k | 100% | Dec 2025 |
|
| ELCO Management | 7.3k | $265k | -3% | Dec 2025 |
|
| Purus Wealth Management | 7.2k | $265k | 11% | Dec 2025 |
|
| Stonegate Investment Group | 7.2k | $284k | 0% | Sep 2025 |
|
| ORG Partners | 7.2k | $262k | 1% | Dec 2025 |
|
| RDA Financial Network | 7.1k | $260k | 33% | Dec 2025 |
|
| Investors Research Corp | 7.1k | $259k | 0% | Dec 2025 |
|
| Semus Wealth Partners | 6.0k | $218k | -28% | Dec 2025 |
|
| Ameriflex Group | 3.9k | $142k | -50% | Dec 2025 |
|
Who sold out of Reaves Utility Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Absolute Investment Advisers | Sep 2025 | 130k | $5.1M |
| Consolidated Portfolio Review Corp | Sep 2025 | 65k | $2.6M |
| Quarry | Sep 2025 | 48k | $1.9M |
| Newbridge Financial Services Group | Sep 2025 | 29k | $1.2M |
| Walleye Trading Advisors | Sep 2025 | 12k | $464k |
| Modern Wealth Management | Sep 2025 | 12k | $458k |
| Concurrent Investment Advisors | Sep 2025 | 10k | $405k |