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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.3M | $53M | -4% | Jun 2026 |
|
| LPL Financial | 878k | $36M | 7% | Jun 2026 |
|
| Wells Fargo & Company | 694k | $28M | -2% | Jun 2026 |
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| Raymond James Financial | 549k | $22M | 53% | Jun 2026 |
|
| Royal Bank of Canada | 533k | $22M | -8% | Jun 2026 |
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| Commonwealth Equity Services | 438k | $18M | 3% | Jun 2026 |
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| Captrust Financial Advisors | 381k | $16M | 4% | Jun 2026 |
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| Ameriprise Financial | 326k | $13M | -2% | Jun 2026 |
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| J.w. Cole Advisors | 323k | $13M | 100% | Jun 2026 |
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| Stifel Financial | 297k | $12M | -1% | Jun 2026 |
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| Advisor Group Holdings | 293k | $12M | 15% | Jun 2026 |
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| UBS Group | 287k | $12M | 9% | Jun 2026 |
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| Gerald Baker Financial Group | 266k | $9.1M | 6% | Sep 2026 |
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| Oak Family Advisors | 243k | $8.3M | -2% | Sep 2026 |
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| Magnus Financial Group | 235k | $8.1M | -2% | Sep 2026 |
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| Sterling Investment Advisors | 193k | $6.6M | 2% | Sep 2026 |
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| Goss Wealth Management | 173k | $7.0M | 111% | Jun 2026 |
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| Cetera Investment Advisers | 161k | $6.6M | -2% | Jun 2026 |
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| Sontag Advisory | 160k | $6.5M | 5% | Jun 2026 |
|
| JBR Co Financial Management | 141k | $5.6M | -1% | Sep 2026 |
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| Private Advisor | 140k | $5.7M | 1% | Jun 2026 |
|
| HBW Advisory Services | 137k | $4.7M | 23% | Sep 2026 |
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| Janney Montgomery Scott | 124k | $5.0M | 11% | Jun 2026 |
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| Cambridge Investment Research Advisors | 110k | $4.5M | 1% | Jun 2026 |
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| Mariner Wealth Advisors | 109k | $4.4M | -2% | Jun 2026 |
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| Lido Advisors | 98k | $4.0M | -35% | Jun 2026 |
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| Tradition Wealth Management | 95k | $3.9M | 15% | Jun 2026 |
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| Wealth Effects | 93k | $3.2M | 13% | Sep 2026 |
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| W. H. Reaves & Co | 86k | $3.5M | 1% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 82k | $3.4M | -38% | Jun 2026 |
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| Samalin Investment Counsel | 81k | $2.8M | 62% | Sep 2026 |
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| Oppenheimer & Co | 77k | $2.7M | 8% | Sep 2026 |
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| Smith Asset Management | 73k | $2.5M | -2% | Sep 2026 |
|
| NWF Advisory Services | 73k | $2.5M | 5% | Sep 2026 |
|
| Wiley Bros.-aintree Capital | 71k | $2.9M | 2% | Jun 2026 |
|
| Leucadia National Corporation | 69k | $2.8M | 9% | Jun 2026 |
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| LongView Wealth Management | 67k | $2.3M | -1% | Sep 2026 |
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| Pnc Financial Services | 63k | $2.6M | 11% | Jun 2026 |
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| Nbc Securities | 59k | $2.0M | 9% | Sep 2026 |
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| Cohen & Steers Capital Management | 58k | $2.4M | 9% | Jun 2026 |
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| My Purposeful Wealth Corp. | 57k | $2.0M | 2% | Sep 2026 |
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| Stratos Wealth Partners | 56k | $2.3M | 9% | Jun 2026 |
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| First Trust Advisors | 56k | $2.3M | 3% | Jun 2026 |
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| Centaurus Financial | 55k | $2.2M | -2% | Jun 2026 |
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| Griffin Asset Management | 53k | $1.8M | 2% | Sep 2026 |
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| Kestra Advisory Services | 52k | $2.1M | -7% | Jun 2026 |
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| Independent Financial Group | 52k | $1.8M | -42% | Sep 2026 |
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| Steward Partners Investment Advisory | 52k | $2.1M | 3% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 52k | $2.1M | -11% | Jun 2026 |
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| Integrity Alliance | 49k | $1.7M | 7% | Sep 2026 |
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| Kercheville Advisors | 49k | $1.7M | -2% | Sep 2026 |
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| Strategic Family Wealth Counselors | 48k | $1.7M | 0% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 48k | $1.7M | 1% | Sep 2026 |
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| ORG Wealth Partners | 46k | $1.9M | 23% | Jun 2026 |
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| Wright Wealth | 45k | $1.6M | 1% | Sep 2026 |
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| Sigma Planning | 45k | $1.5M | 21% | Sep 2026 |
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| Aegis Wealth Management | 41k | $1.4M | 2% | Sep 2026 |
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| Wedbush Morgan Securities | 41k | $1.4M | 13% | Sep 2026 |
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| Envestnet Asset Management | 40k | $1.6M | 10% | Jun 2026 |
|
| XTX Topco | 38k | $1.5M | 244% | Jun 2026 |
|
| AlphaCore Capital | 36k | $1.5M | 104% | Jun 2026 |
|
| Mml Investors Services | 36k | $1.4M | 15% | Jun 2026 |
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| Red Door Wealth Management | 35k | $1.4M | 100% | Jun 2026 |
|
| Beacon Capital Management | 35k | $1.2M | 0% | Sep 2026 |
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| Pensionmark Financial Group | 32k | $1.3M | -1% | Jun 2026 |
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| HighTower Advisors | 32k | $1.3M | 0% | Jun 2026 |
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| Stephens | 31k | $1.3M | 4% | Jun 2026 |
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| Creative Planning | 30k | $1.2M | -3% | Jun 2026 |
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| Merrion Investment Management | 30k | $1.0M | 0% | Sep 2026 |
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| Susquehanna International | 30k | $1.2M | 100% | Jun 2026 |
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| Wolverine Asset Management | 29k | $1.2M | 100% | Jun 2026 |
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| Mission Hills Financial Advisory | 29k | $1.2M | 52% | Jun 2026 |
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| Matrix Private Capital Group | 28k | $1.2M | 19% | Jun 2026 |
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| PMG Family Office | 27k | $909k | 2% | Sep 2026 |
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| Carnegie Lake Advisors | 26k | $1.1M | -1% | Jun 2026 |
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| Jane Street | 26k | $1.1M | 93% | Jun 2026 |
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| Westbourne Investment Advisors | 26k | $879k | 0% | Sep 2026 |
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| XML Financial | 25k | $863k | -1% | Sep 2026 |
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| Prospera Financial Services | 25k | $1.0M | 32% | Jun 2026 |
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| Sowell Financial Services | 25k | $851k | -24% | Sep 2026 |
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| Fifth Third Bancorp | 24k | $977k | 17% | Jun 2026 |
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| Change Path | 23k | $948k | -32% | Jun 2026 |
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| Sanctuary Advisors | 22k | $908k | 4% | Jun 2026 |
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| Brookstone Capital Management | 22k | $757k | 29% | Sep 2026 |
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| Monetary Management | 22k | $896k | 2% | Jun 2026 |
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| Future Financial Wealth Managment | 22k | $740k | -5% | Sep 2026 |
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| Atlanta Consulting Group Advisors | 21k | $853k | 0% | Jun 2026 |
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| Atlas Brown | 20k | $688k | 0% | Sep 2026 |
|
| MAI Wealth Advisors | 20k | $809k | 17% | Jun 2026 |
|
| Welch Group | 20k | $678k | 0% | Sep 2026 |
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| Advisory Services Network | 19k | $790k | 0% | Jun 2026 |
|
| Mercer Global Advisors | 19k | $789k | 11% | Jun 2026 |
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| Walled Lake Planning & Wealth Management | 19k | $662k | 0% | Sep 2026 |
|
| Colony | 19k | $756k | 5% | Jun 2026 |
|
| Davenport & Co | 18k | $734k | -1% | Jun 2026 |
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| Belpointe Asset Management | 18k | $731k | 1% | Jun 2026 |
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| Nations Financial Group | 18k | $728k | 15% | Jun 2026 |
|
| Castle Rock Wealth Management | 18k | $639k | 2% | Sep 2026 |
|
| Visionary Wealth Advisors | 17k | $707k | 30% | Jun 2026 |
|
| Atomi Financial Group | 17k | $701k | -1% | Jun 2026 |
|
| Maridea Wealth Management | 17k | $696k | 8% | Jun 2026 |
|
| HBK Sorce Advisory | 17k | $663k | 1% | Jun 2026 |
|
| PFG Investments | 17k | $695k | 2% | Jun 2026 |
|
| Focus Financial Network | 17k | $585k | 11% | Sep 2026 |
|
| Integrated Wealth Concepts | 17k | $689k | 30% | Jun 2026 |
|
| Allied Private Wealth | 16k | $654k | 100% | Jun 2026 |
|
| Pasadena Private Wealth | 16k | $668k | 100% | Jun 2026 |
|
| Certified Advisory Corp | 16k | $557k | 1% | Sep 2026 |
|
| Sunpointe | 16k | $554k | -4% | Sep 2026 |
|
| HPM Partners | 16k | $635k | -9% | Jun 2026 |
|
| Savant Capital Management | 16k | $621k | 96% | Jun 2026 |
|
| Readystate Asset Management | 15k | $606k | 100% | Jun 2026 |
|
| Concurrent Investment Advisors | 15k | $501k | 157% | Sep 2026 |
|
| Equitable Holdings | 15k | $590k | -21% | Jun 2026 |
|
| Triumph Capital Management | 14k | $490k | 4% | Sep 2026 |
|
| We Are One Seven | 14k | $486k | -2% | Sep 2026 |
|
| Per Stirling Capital Management | 14k | $574k | 1% | Jun 2026 |
|
| Rsm Us Wealth Management | 14k | $481k | 100% | Sep 2026 |
|
| Sound View Wealth Advisors Group | 14k | $560k | 0% | Jun 2026 |
|
| Beacon Pointe Advisors | 14k | $557k | 1% | Jun 2026 |
|
| Us Bancorp | 13k | $534k | 100% | Jun 2026 |
|
| Custom Index Systems | 13k | $530k | 19% | Jun 2026 |
|
| Intl Fcstone | 13k | $526k | 0% | Jun 2026 |
|
| Farther Finance Advisors | 13k | $440k | -8% | Sep 2026 |
|
| Keybank National Association | 13k | $517k | 0% | Jun 2026 |
|
| AE Wealth Management | 13k | $515k | -5% | Jun 2026 |
|
| Financial Security Advisor | 13k | $509k | 0% | Jun 2026 |
|
| Resurgent Financial Advisors | 12k | $481k | 41% | Jun 2026 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12k | $476k | 9% | Jun 2026 |
|
| Graybill Bartz & Assoc | 11k | $461k | 0% | Jun 2026 |
|
| Commerce Advisors | 11k | $386k | 19% | Sep 2026 |
|
| Flagship Harbor Advisors | 11k | $382k | 0% | Sep 2026 |
|
| Marex Group | 11k | $448k | 100% | Jun 2026 |
|
| Apollon Wealth Management | 11k | $370k | 22% | Sep 2026 |
|
| Innova Wealth Partners | 10k | $358k | 5% | Sep 2026 |
|
| Abel Hall | 10k | $344k | 0% | Sep 2026 |
|
| Leslie Global Wealth | 9.7k | $332k | 0% | Sep 2026 |
|
| Estate Planners Group | 9.6k | $393k | 16% | Jun 2026 |
|
| EP Wealth Advisors | 9.6k | $390k | 100% | Jun 2026 |
|
| Purus Wealth Management | 9.6k | $328k | 6% | Sep 2026 |
|
| National Asset Management | 9.5k | $325k | 45% | Sep 2026 |
|
| RFG Advisory | 9.3k | $377k | -12% | Jun 2026 |
|
| Costello Asset Management | 9.1k | $370k | 0% | Jun 2026 |
|
| Lifestyle Asset Management | 8.9k | $305k | 100% | Sep 2026 |
|
| Commonwealth Financial Services | 8.8k | $301k | -23% | Sep 2026 |
|
| Landscape Capital Management | 8.6k | $352k | 100% | Jun 2026 |
|
| Novak & Powell Financial Services | 8.3k | $340k | 1% | Jun 2026 |
|
| Benjamin Edwards | 8.3k | $338k | 0% | Jun 2026 |
|
| Western Wealth Management | 7.9k | $323k | 5% | Jun 2026 |
|
| Nwam | 7.9k | $322k | 0% | Jun 2026 |
|
| Peapack Gladstone Financial Corp | 7.7k | $312k | -6% | Jun 2026 |
|
| Orca Investment Management | 7.5k | $256k | -18% | Sep 2026 |
|
| D.A. Davidson & Co. | 6.4k | $221k | -27% | Sep 2026 |
|
| CI Private Wealth | 5.8k | $236k | -43% | Jun 2026 |
|
| Summit Financial | 4.9k | $201k | -72% | Jun 2026 |
|
Who sold out of Reaves Utility Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vivaldi Capital Management | Mar 2026 | 16k | $619k |
| City Center Advisors | Jun 2026 | 9.7k | $395k |
| Virtu Financial | Mar 2026 | 8.8k | $345k |
| Total Clarity Wealth Management | Jun 2026 | 8.4k | $343k |