Reaves Utility Income Fund UTG
We take great care to ensure that the data presented and summarized in this overview for REAVES UTILITY INCOME FUND is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding UTG
View all-
Morgan Stanley New York, NY877KShares$28.5 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC827KShares$26.8 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA598KShares$19.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC585KShares$19 Million0.01% of portfolio
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Royal Bank Of Canada Toronto, A6491KShares$15.9 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN451KShares$14.7 Million0.0% of portfolio
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Commonwealth Equity Services, LLC446KShares$14.5 Million0.02% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ385KShares$12.5 Million0.03% of portfolio
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Captrust Financial Advisors Raleigh, NC357KShares$11.6 Million0.03% of portfolio
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J.W. Cole Advisors, Inc.333KShares$10.8 Million0.44% of portfolio
Latest Institutional Activity in UTG
Top Purchases
Top Sells
About UTG
Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt instruments of companies operating across all market capitalizations. It employs a combination of quantitative and fundamental analysis with bottom-up stock picking approach to create its portfolio. Reaves Utility Income Fund was formed on September 15, 2003 and is domiciled in the United States.
Insider Transactions at UTG
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 16
2024
|
Jo Ellen Legg Director |
BUY
Open market or private purchase
|
Direct |
298
+8.53%
|
$9,536
$32.93 P/Share
|
|
Nov 15
2024
|
Jo Ellen Legg Director |
BUY
Open market or private purchase
|
Direct |
294
+9.25%
|
$9,702
$33.32 P/Share
|
|
Oct 31
2024
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
59
+0.29%
|
$1,888
$32.52 P/Share
|
|
Oct 15
2024
|
Jo Ellen Legg Director |
BUY
Open market or private purchase
|
Direct |
300
+10.47%
|
$9,600
$32.63 P/Share
|
|
Sep 30
2024
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
59
+0.29%
|
$1,770
$30.06 P/Share
|
|
Sep 17
2024
|
Jo Ellen Legg Director |
BUY
Open market or private purchase
|
Direct |
310
+12.04%
|
$9,610
$31.69 P/Share
|
|
Aug 30
2024
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
63
+0.31%
|
$1,764
$28.58 P/Share
|
|
Jul 31
2024
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
67
+0.33%
|
$1,809
$27.23 P/Share
|
|
Jul 01
2024
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
67
+0.33%
|
$1,876
$28.43 P/Share
|
|
May 31
2024
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
68
+0.34%
|
$1,768
$26.26 P/Share
|
|
Apr 30
2024
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
70
+0.35%
|
$1,820
$26.96 P/Share
|
|
Mar 28
2024
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
69
+0.35%
|
$1,656
$24.16 P/Share
|
|
Mar 25
2024
|
Jo Ellen Legg Director |
BUY
Open market or private purchase
|
Direct |
1,890
+50.0%
|
$49,140
$26.46 P/Share
|
|
Feb 29
2024
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
70
+0.36%
|
$1,820
$26.46 P/Share
|
|
Jan 17
2024
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
67
+0.35%
|
$1,742
$26.74 P/Share
|
|
Dec 29
2023
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
67
+0.35%
|
$1,742
$26.42 P/Share
|
|
Nov 30
2023
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
67
+0.35%
|
$1,608
$24.56 P/Share
|
|
Oct 31
2023
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
74
+0.39%
|
$1,776
$24.56 P/Share
|
|
Oct 23
2023
|
Thomas Michael Grimes |
SELL
Open market or private sale
|
Direct |
15,222
-100.0%
|
$350,106
$23.62 P/Share
|
|
Sep 30
2023
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
70
+0.37%
|
$1,680
$24.65 P/Share
|
Last 12 Months Summary
| Other acquisition or disposition | 453 shares |
|---|---|
| Open market or private purchase | 1.2K shares |