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 | 877k | $28M | 100% | Dec 2024 |
|
| Bank of America Corporation | 827k | $26M | 2% | Dec 2024 |
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| Wells Fargo & Company | 625k | $20M | 4% | Mar 2025 |
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| LPL Financial | 599k | $20M | 2% | Mar 2025 |
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| Royal Bank of Canada | 501k | $16M | 2% | Mar 2025 |
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| Ameriprise Financial | 490k | $16M | 9% | Mar 2025 |
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| Commonwealth Equity Services | 446k | $14M | 39% | Dec 2024 |
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| Cornerstone Advisors | 407k | $13M | 100% | Mar 2025 |
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| Captrust Financial Advisors | 367k | $12M | 3% | Mar 2025 |
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| Oak Family Advisors | 268k | $8.7M | 6% | Mar 2025 |
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| Raymond James Financial | 244k | $7.9M | -11% | Mar 2025 |
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| Advisor Group Holdings | 234k | $7.6M | -40% | Mar 2025 |
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| Guggenheim Capital, LLC Managers | 220k | $7.2M | 3% | Mar 2025 |
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| Stifel Financial | 203k | $6.4M | 12% | Dec 2024 |
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| Magnus Financial Group | 187k | $6.1M | 8% | Mar 2025 |
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| Sterling Investment Advisors | 185k | $6.0M | 4% | Mar 2025 |
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| UBS Group | 176k | $5.7M | 11% | Mar 2025 |
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| Consolidated Portfolio Review Corp | 152k | $5.0M | 55% | Mar 2025 |
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| Cetera Investment Advisers | 144k | $4.6M | 0% | Dec 2024 |
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| Lido Advisors | 139k | $4.4M | 0% | Dec 2024 |
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| JBR Co Financial Management | 136k | $4.4M | 11% | Mar 2025 |
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| Private Advisor | 132k | $4.3M | -8% | Mar 2025 |
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| Mariner Wealth Advisors | 126k | $4.1M | -1% | Mar 2025 |
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| Tradition Wealth Management | 95k | $3.0M | 1% | Dec 2024 |
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| Cambridge Investment Research Advisors | 88k | $2.9M | 4% | Mar 2025 |
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| W. H. Reaves & Co | 87k | $2.8M | 2% | Mar 2025 |
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| Smith Asset Management | 81k | $2.6M | 100% | Mar 2025 |
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| J.w. Cole Advisors | 78k | $2.5M | -77% | Mar 2025 |
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| LongView Wealth Management | 70k | $2.3M | -1% | Mar 2025 |
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| Wealth Effects | 70k | $2.3M | 0% | Mar 2025 |
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| Janney Montgomery Scott | 68k | $2.2M | 13% | Mar 2025 |
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| Good Life Advisors | 67k | $2.2M | -2% | Mar 2025 |
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| Change Path | 65k | $2.1M | 100% | Dec 2024 |
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| Atria Wealth Solutions | 63k | $2.1M | 17% | Mar 2025 |
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| Sontag Advisory | 60k | $1.9M | 100% | Mar 2025 |
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| Pensionmark Financial Group | 59k | $1.9M | 426% | Mar 2025 |
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| Goss Wealth Management | 59k | $1.9M | 15% | Dec 2024 |
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| Sowell Financial Services | 58k | $1.9M | 1% | Mar 2025 |
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| Nbc Securities | 56k | $1.8M | 102880% | Mar 2025 |
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| Centaurus Financial | 53k | $1.7M | 139% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 52k | $1.6M | -5% | Dec 2024 |
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| Oppenheimer & Co | 50k | $1.6M | -2% | Mar 2025 |
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| XML Financial | 48k | $1.6M | 13% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 47k | $1.5M | 120% | Mar 2025 |
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| First Trust Advisors | 41k | $1.3M | 2% | Mar 2025 |
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| Retirement Planning Co of New England | 36k | $1.2M | 100% | Mar 2025 |
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| Kercheville Advisors | 36k | $1.2M | 22% | Mar 2025 |
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| Kestra Advisory Services | 34k | $1.1M | 4% | Dec 2024 |
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| Wedbush Morgan Securities | 33k | $1.1M | 11% | Mar 2025 |
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| Stratos Wealth Partners | 33k | $1.1M | -3% | Mar 2025 |
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| HBW Advisory Services | 32k | $1.0M | -19% | Mar 2025 |
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| Steward Partners Investment Advisory | 31k | $993k | 4% | Dec 2024 |
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| Carnegie Lake Advisors | 31k | $1.0M | -11% | Mar 2025 |
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| Integrity Alliance | 31k | $1.0M | 100% | Mar 2025 |
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| Sigma Planning | 29k | $934k | 1% | Mar 2025 |
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| Strategic Family Wealth Counselors | 28k | $920k | 1% | Mar 2025 |
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| AlphaCore Capital | 28k | $918k | 100% | Mar 2025 |
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| Future Financial Wealth Managment | 26k | $836k | -1% | Mar 2025 |
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| Stephens | 26k | $831k | 112% | Mar 2025 |
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| Merrion Investment Management | 25k | $814k | 0% | Mar 2025 |
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| Vivaldi Capital Management | 24k | $815k | 100% | Dec 2024 |
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| Beacon Capital Management | 24k | $829k | 100% | Mar 2025 |
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| Sunpointe | 24k | $772k | 16% | Mar 2025 |
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| Walleye Trading Advisors | 23k | $738k | 100% | Dec 2024 |
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| Atlanta Consulting Group Advisors | 23k | $729k | 100% | Dec 2024 |
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| Landscape Capital Management | 23k | $718k | 43% | Dec 2024 |
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| Creative Planning | 22k | $727k | -11% | Mar 2025 |
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| CWM | 22k | $724k | 0% | Mar 2025 |
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| Brookstone Capital Management | 21k | $686k | -3% | Mar 2025 |
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| Sanctuary Advisors | 21k | $692k | -80% | Dec 2024 |
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| Atlas Brown | 21k | $677k | 0% | Mar 2025 |
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| Pnc Financial Services | 21k | $658k | 3% | Dec 2024 |
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| Armor Investment Advisors | 20k | $655k | -8% | Mar 2025 |
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| Advisory Services Network | 20k | $635k | 13% | Dec 2024 |
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| H D Vest Advisory Services | 20k | $625k | -4% | Dec 2024 |
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| Welch Group | 19k | $618k | 0% | Mar 2025 |
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| Brian McDonald | 19k | $613k | 61% | Mar 2025 |
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| Samalin Investment Counsel | 19k | $597k | -4% | Dec 2024 |
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| Ameriflex Group | 19k | $612k | 0% | Mar 2025 |
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| Certified Advisory Corp | 17k | $564k | 1% | Mar 2025 |
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| AE Wealth Management | 17k | $546k | -1% | Dec 2024 |
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| Intl Fcstone | 17k | $529k | -2% | Dec 2024 |
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| Mml Investors Services | 16k | $507k | 0% | Dec 2024 |
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| Kovack Advisors | 16k | $498k | -17% | Dec 2024 |
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| Sound View Wealth Advisors Group | 16k | $508k | -2% | Mar 2025 |
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| Nations Financial Group | 16k | $494k | -1% | Dec 2024 |
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| Envestnet Asset Management | 15k | $501k | 5% | Mar 2025 |
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| Belpointe Asset Management | 15k | $490k | 0% | Mar 2025 |
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| Maridea Wealth Management | 15k | $489k | 100% | Mar 2025 |
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| HighTower Advisors | 15k | $474k | 11% | Dec 2024 |
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| Us Bancorp | 15k | $480k | 14% | Mar 2025 |
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| PFG Investments | 14k | $446k | 1% | Mar 2025 |
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| Semus Wealth Partners | 14k | $446k | -4% | Mar 2025 |
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| Prospera Financial Services | 13k | $418k | 21% | Dec 2024 |
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| We Are One Seven | 13k | $429k | 0% | Mar 2025 |
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| Davenport & Co | 13k | $428k | 6% | Mar 2025 |
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| Neville Rodie & Shaw | 13k | $413k | 0% | Mar 2025 |
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| Keybank National Association | 13k | $413k | 0% | Mar 2025 |
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| Per Stirling Capital Management | 12k | $398k | 86% | Mar 2025 |
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| HBK Sorce Advisory | 12k | $383k | 0% | Mar 2025 |
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| Mercer Global Advisors | 12k | $383k | -7% | Mar 2025 |
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| Baird Financial | 11k | $353k | 0% | Dec 2024 |
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| Flagship Harbor Advisors | 11k | $354k | 0% | Mar 2025 |
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| Walled Lake Planning & Wealth Management | 11k | $354k | 0% | Mar 2025 |
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| Graybill Bartz & Assoc | 11k | $350k | -6% | Mar 2025 |
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| Calamos Advisors | 11k | $347k | 12% | Mar 2025 |
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| Elequin Capital | 11k | $344k | 100% | Mar 2025 |
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| Moors & Cabot | 11k | $341k | 0% | Mar 2025 |
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| Focus Financial Network | 10k | $334k | -2% | Mar 2025 |
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| Financial Security Advisor | 10k | $325k | 0% | Mar 2025 |
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| Orca Investment Management | 9.8k | $318k | 0% | Mar 2025 |
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| Penbrook Managment | 9.7k | $317k | -2% | Mar 2025 |
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| Balboa Wealth Partners | 9.7k | $316k | 1% | Mar 2025 |
|
| Leslie Global Wealth | 9.7k | $315k | 0% | Mar 2025 |
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| Oakworth Capital | 9.0k | $293k | 0% | Mar 2025 |
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| Colony | 8.8k | $286k | 100% | Mar 2025 |
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| Dover Advisors | 8.8k | $285k | 100% | Mar 2025 |
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| Peapack Gladstone Financial Corp | 8.7k | $283k | 0% | Mar 2025 |
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| Triumph Capital Management | 8.7k | $282k | 9% | Mar 2025 |
|
| Hollow Brook Associates | 8.6k | $281k | 0% | Mar 2025 |
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| Matrix Private Capital Group | 8.5k | $271k | 13% | Dec 2024 |
|
| Benjamin Edwards | 8.4k | $274k | -2% | Mar 2025 |
|
| Proequities | 8.3k | $279M | 0% | Dec 2024 |
|
| Wealthcare Advisory Partners | 8.2k | $267k | 14% | Mar 2025 |
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| Leavell Investment Management | 7.8k | $255k | 100% | Mar 2025 |
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| Novak & Powell Financial Services | 7.8k | $255k | 1% | Mar 2025 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.7k | $251k | 21% | Mar 2025 |
|
| ELCO Management | 7.6k | $247k | -4% | Mar 2025 |
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| Kestra Private Wealth Services | 7.3k | $238k | 2% | Mar 2025 |
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| ORG Partners | 7.2k | $236k | -4% | Mar 2025 |
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| Stonegate Investment Group | 7.2k | $233k | 100% | Mar 2025 |
|
| Investors Research Corp | 7.1k | $230k | 0% | Mar 2025 |
|
| Visionary Wealth Advisors | 6.8k | $215k | 100% | Dec 2024 |
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| Principal Securities | 6.6k | $210k | 0% | Mar 2025 |
|
| Custom Index Systems | 6.5k | $212k | 2% | Mar 2025 |
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| SeaCrest Wealth Management | 6.5k | $211k | -11% | Mar 2025 |
|
| Allie Family Office | 6.5k | $211k | 0% | Mar 2025 |
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| Nwam | 6.2k | $202k | 100% | Mar 2025 |
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| Lowe fs | 6.2k | $200k | -6% | Mar 2025 |
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| CoreCap Advisors | 6.1k | $199k | -10% | Mar 2025 |
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| Monetary Management | 6.0k | $190k | 0% | Dec 2024 |
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| Creative Financial Designs | 5.5k | $178k | -5% | Mar 2025 |
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| MAI Wealth Advisors | 5.2k | $169k | 63% | Mar 2025 |
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| Harbour Investments | 5.2k | $168k | 82% | Mar 2025 |
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| IFP Advisors | 4.8k | $156k | 110% | Mar 2025 |
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| Spire Wealth Management | 4.7k | $154k | -13% | Mar 2025 |
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| Brown Brothers Harriman & Co. | 4.2k | $138k | 0% | Mar 2025 |
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| Signature | 4.0k | $131k | 0% | Mar 2025 |
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| TrueNorth | 4.0k | $130k | 100% | Mar 2025 |
|
Who sold out of Reaves Utility Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wolverine Asset Management | Dec 2024 | 29k | $932k |
| Readystate Asset Management | Dec 2024 | 24k | $746k |
| XTX Topco | Dec 2024 | 17k | $522k |
| Everstar Asset Management | Dec 2024 | 11k | $344k |
| Virtu Financial | Dec 2024 | 10k | $329k |
| Family Office Research | Dec 2024 | 7.6k | $242k |
| CI Private Wealth | Dec 2024 | 6.6k | $210k |