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
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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 | 1.4M | $54M | 100% | Mar 2026 |
|
| Morgan Stanley | 1.1M | $45M | 6% | Mar 2026 |
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| LPL Financial | 819k | $32M | 5% | Mar 2026 |
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| Wells Fargo & Company | 708k | $28M | 4% | Mar 2026 |
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| Royal Bank of Canada | 576k | $23M | 11% | Mar 2026 |
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| Commonwealth Equity Services | 424k | $17M | -20% | Mar 2026 |
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| Captrust Financial Advisors | 343k | $13M | -4% | Dec 2025 |
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| Ameriprise Financial | 332k | $13M | -10% | Mar 2026 |
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| Raymond James Financial | 329k | $12M | 5% | Dec 2025 |
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| Stifel Financial | 298k | $12M | 5% | Mar 2026 |
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| UBS Group | 262k | $10M | 19% | Mar 2026 |
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| Advisor Group Holdings | 255k | $9.3M | 4% | Dec 2025 |
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| Gerald Baker Financial Group | 237k | $9.3M | 100% | Mar 2026 |
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| Oak Family Advisors | 230k | $9.0M | 3% | Mar 2026 |
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| Magnus Financial Group | 230k | $9.0M | -1% | Mar 2026 |
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| Sterling Investment Advisors | 192k | $7.6M | 2% | Mar 2026 |
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| Cetera Investment Advisers | 165k | $6.5M | -2% | Mar 2026 |
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| Sontag Advisory | 152k | $6.0M | 5% | Mar 2026 |
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| Lido Advisors | 151k | $5.9M | 0% | Mar 2026 |
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| JBR Co Financial Management | 142k | $5.2M | 0% | Mar 2026 |
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| Private Advisor | 138k | $5.4M | -1% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 133k | $5.2M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 111k | $4.4M | -7% | Mar 2026 |
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| Janney Montgomery Scott | 111k | $4.4M | 4% | Mar 2026 |
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| HBW Advisory Services | 111k | $4.4M | 2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 109k | $4.3M | 14% | Mar 2026 |
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| Independent Financial Group | 87k | $3.4M | 0% | Mar 2026 |
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| W. H. Reaves & Co | 85k | $3.3M | 1% | Mar 2026 |
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| Wealth Effects | 83k | $3.3M | 7% | Mar 2026 |
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| Tradition Wealth Management | 82k | $3.0M | 1% | Dec 2025 |
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| Goss Wealth Management | 82k | $3.2M | -11% | Mar 2026 |
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| Smith Asset Management | 77k | $2.8M | -3% | Dec 2025 |
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| Oppenheimer & Co | 74k | $2.9M | 15% | Mar 2026 |
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| LongView Wealth Management | 67k | $2.8M | 0% | Mar 2026 |
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| Leucadia National Corporation | 63k | $2.5M | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 58k | $2.3M | 1% | Mar 2026 |
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| Pnc Financial Services | 57k | $2.2M | 8% | Mar 2026 |
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| Kestra Advisory Services | 56k | $2.2M | 10% | Mar 2026 |
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| Centaurus Financial | 56k | $2.2M | -1% | Mar 2026 |
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| First Trust Advisors | 55k | $2.1M | 2% | Mar 2026 |
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| Stratos Wealth Partners | 52k | $2.0M | 4% | Mar 2026 |
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| Nbc Securities | 51k | $2.0M | -2% | Mar 2026 |
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| Steward Partners Investment Advisory | 50k | $2.0M | 45% | Mar 2026 |
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| Strategic Family Wealth Counselors | 50k | $2.0M | 0% | Mar 2026 |
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| NWF Advisory Services | 50k | $2.0M | 6% | Mar 2026 |
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| Kercheville Advisors | 48k | $1.9M | -1% | Mar 2026 |
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| Griffin Asset Management | 46k | $1.8M | -7% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 46k | $1.7M | 133% | Dec 2025 |
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| Integrity Alliance | 44k | $1.7M | 13% | Mar 2026 |
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| Wright Wealth | 43k | $1.6M | 100% | Dec 2025 |
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| Aegis Wealth Management | 42k | $1.6M | -1% | Mar 2026 |
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| Sowell Financial Services | 39k | $1.5M | -28% | Mar 2026 |
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| Wedbush Morgan Securities | 37k | $1.5M | 0% | Mar 2026 |
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| ORG Wealth Partners | 37k | $1.5M | 10% | Mar 2026 |
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| Sigma Planning | 37k | $1.5M | 0% | Mar 2026 |
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| Envestnet Asset Management | 37k | $1.4M | 335% | Mar 2026 |
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| Samalin Investment Counsel | 36k | $1.4M | 123% | Mar 2026 |
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| Beacon Capital Management | 35k | $1.4M | 0% | Mar 2026 |
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| Change Path | 34k | $1.3M | 1% | Mar 2026 |
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| Pensionmark Financial Group | 33k | $1.3M | -49% | Mar 2026 |
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| HighTower Advisors | 32k | $1.2M | 71% | Mar 2026 |
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| Creative Planning | 31k | $1.2M | 25% | Mar 2026 |
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| Mml Investors Services | 31k | $1.2M | 0% | Mar 2026 |
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| Stephens | 30k | $1.2M | -1% | Mar 2026 |
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| Edge Financial Advisors | 30k | $1.1M | 18% | Dec 2025 |
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| Merrion Investment Management | 28k | $1.1M | 10% | Mar 2026 |
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| Carnegie Lake Advisors | 26k | $1.0M | -8% | Mar 2026 |
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| XML Financial | 26k | $1.0M | -6% | Mar 2026 |
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| PMG Family Office | 26k | $1.0M | 1% | Mar 2026 |
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| Westbourne Investment Advisors | 26k | $1.0M | 8% | Mar 2026 |
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| Future Financial Wealth Managment | 24k | $1.0M | -4% | Mar 2026 |
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| CWM | 24k | $870k | 4% | Dec 2025 |
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| Brian McDonald | 23k | $853k | 0% | Dec 2025 |
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| Cohen & Steers Capital Management | 23k | $841k | 0% | Dec 2025 |
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| Monetary Management | 22k | $845k | 5% | Mar 2026 |
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| Sanctuary Advisors | 21k | $840k | 7% | Mar 2026 |
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| Atlanta Consulting Group Advisors | 21k | $821k | 0% | Mar 2026 |
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| Brookstone Capital Management | 21k | $812k | 2% | Mar 2026 |
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| Fifth Third Bancorp | 21k | $805k | 2057% | Mar 2026 |
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| Atlas Brown | 21k | $804k | 4% | Mar 2026 |
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| Matrix Private Capital Group | 20k | $736k | 20% | Dec 2025 |
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| Welch Group | 20k | $775k | 0% | Mar 2026 |
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| Advisory Services Network | 19k | $710k | 1% | Dec 2025 |
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| Walled Lake Planning & Wealth Management | 19k | $757k | 25% | Mar 2026 |
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| Mission Hills Financial Advisory | 19k | $748k | 13% | Mar 2026 |
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| Prospera Financial Services | 19k | $739k | -2% | Mar 2026 |
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| Davenport & Co | 18k | $718k | 0% | Mar 2026 |
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| Equitable Holdings | 18k | $667k | 22% | Mar 2026 |
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| Belpointe Asset Management | 18k | $697k | 0% | Mar 2026 |
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| Summit Financial | 18k | $688k | 100% | Mar 2026 |
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| AlphaCore Capital | 18k | $688k | 1% | Mar 2026 |
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| Mercer Global Advisors | 17k | $684k | 11% | Mar 2026 |
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| Castle Rock Wealth Management | 17k | $692k | -5% | Mar 2026 |
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| Atomi Financial Group | 17k | $634k | 5% | Dec 2025 |
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| HPM Partners | 17k | $677k | 108% | Mar 2026 |
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| MAI Wealth Advisors | 17k | $665k | -1% | Mar 2026 |
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| HBK Sorce Advisory | 17k | $717k | 20% | Mar 2026 |
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| PFG Investments | 17k | $659k | -3% | Mar 2026 |
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| Sunpointe | 17k | $658k | -6% | Mar 2026 |
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| Certified Advisory Corp | 16k | $629k | -1% | Mar 2026 |
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| Maridea Wealth Management | 16k | $621k | 4% | Mar 2026 |
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| Vivaldi Capital Management | 16k | $576k | -1% | Dec 2025 |
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| Colony | 16k | $590k | 74% | Dec 2025 |
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| Nations Financial Group | 16k | $612k | 0% | Mar 2026 |
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| Focus Financial Network | 14k | $557k | 8% | Mar 2026 |
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| Farther Finance Advisors | 14k | $555k | 6% | Mar 2026 |
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| Per Stirling Capital Management | 14k | $545k | 2% | Mar 2026 |
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| Sound View Wealth Advisors Group | 14k | $540k | 0% | Mar 2026 |
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| We Are One Seven | 14k | $502k | 0% | Dec 2025 |
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| Triumph Capital Management | 14k | $537k | 53% | Mar 2026 |
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| Jane Street | 14k | $536k | 67% | Mar 2026 |
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| Beacon Pointe Advisors | 14k | $492k | -13% | Dec 2025 |
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| Visionary Wealth Advisors | 13k | $524k | 7% | Mar 2026 |
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| AE Wealth Management | 13k | $521k | -21% | Mar 2026 |
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| Us Bancorp | 13k | $480k | 0% | Dec 2025 |
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| Integrated Wealth Concepts | 13k | $511k | 51% | Mar 2026 |
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| Intl Fcstone | 13k | $506k | 3% | Mar 2026 |
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| Neville Rodie & Shaw | 13k | $499k | 0% | Mar 2026 |
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| Keybank National Association | 13k | $499k | 0% | Mar 2026 |
|
| Financial Security Advisor | 13k | $491k | 4% | Mar 2026 |
|
| Wealthcare Advisory Partners | 12k | $463k | 14% | Mar 2026 |
|
| Graybill Bartz & Assoc | 11k | $446k | 0% | Mar 2026 |
|
| Flagship Harbor Advisors | 11k | $437k | 0% | Mar 2026 |
|
| Commonwealth Financial Services | 11k | $432k | 1% | Mar 2026 |
|
| Custom Index Systems | 11k | $431k | -2% | Mar 2026 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11k | $421k | 8% | Mar 2026 |
|
| RFG Advisory | 11k | $413k | 31% | Mar 2026 |
|
| Bey-Douglas | 10k | $402k | 19% | Mar 2026 |
|
| CI Private Wealth | 10k | $401k | 7% | Mar 2026 |
|
| Abel Hall | 10k | $393k | 0% | Mar 2026 |
|
| Leslie Global Wealth | 9.7k | $354k | 0% | Dec 2025 |
|
| Orca Investment Management | 9.5k | $373k | 0% | Mar 2026 |
|
| Innova Wealth Partners | 9.5k | $372k | 49% | Mar 2026 |
|
| Commerce Advisors | 9.5k | $371k | 100% | Mar 2026 |
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| Simplicity Wealth | 9.4k | $368k | 16% | Mar 2026 |
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| Costello Asset Management | 9.1k | $356k | 0% | Mar 2026 |
|
| City Center Advisors | 8.9k | $349k | 8% | Mar 2026 |
|
| Apollon Wealth Management | 8.8k | $346k | -18% | Mar 2026 |
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| Resurgent Financial Advisors | 8.4k | $330k | 100% | Mar 2026 |
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| Estate Planners Group | 8.3k | $326k | 41% | Mar 2026 |
|
| Benjamin Edwards | 8.3k | $326k | 2% | Mar 2026 |
|
| SageView Advisory Group | 8.3k | $303k | 1% | Dec 2025 |
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| Novak & Powell Financial Services | 8.2k | $324k | 1% | Mar 2026 |
|
| Peapack Gladstone Financial Corp | 8.2k | $320k | 0% | Mar 2026 |
|
| Savant Capital Management | 7.9k | $311k | 36% | Mar 2026 |
|
| Nwam | 7.9k | $311k | 0% | Mar 2026 |
|
| Balboa Wealth Partners | 7.9k | $309k | 3% | Mar 2026 |
|
| Purus Wealth Management | 7.8k | $306k | 8% | Mar 2026 |
|
| Western Wealth Management | 7.5k | $296k | -7% | Mar 2026 |
|
| Harbour Investments | 7.4k | $290k | 32% | Mar 2026 |
|
| 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 |
|---|---|---|---|
| J.w. Cole Advisors | Dec 2025 | 358k | $2.6M |
| Cornerstone Advisors | Dec 2025 | 294k | $11M |
| Wealth Enhancement Advisory Services | Dec 2025 | 66k | $2.5M |
| Quarry | Sep 2025 | 48k | $1.9M |
| Kovack Advisors | Dec 2025 | 25k | $902k |
| Modern Wealth Management | Sep 2025 | 12k | $458k |
| Oakworth Capital | Dec 2025 | 9.0k | $329k |
| Two Sigma Securities | Dec 2025 | 7.6k | $277k |