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-
Bank Of America Corp Charlotte, NC1.04MShares$39.6 Million0.0% of portfolio
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Morgan Stanley New York, NY975KShares$37 Million0.0% of portfolio
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Cornerstone Advisors, LLC Asheville, NC768KShares$29.1 Million1.02% of portfolio
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Wells Fargo & Company San Francisco, CA633KShares$24 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC617KShares$23.4 Million0.01% of portfolio
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Commonwealth Equity Services, LLC508KShares$19.3 Million0.03% of portfolio
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Royal Bank Of Canada Toronto, A6494KShares$18.7 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN382KShares$14.5 Million0.0% of portfolio
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J.W. Cole Advisors, Inc.366KShares$13.9 Million0.29% of portfolio
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Captrust Financial Advisors Raleigh, NC359KShares$13.6 Million0.03% 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 |
|---|---|---|---|---|---|
|
Oct 23
2025
|
Joseph Burns Rhame Iii |
BUY
Open market or private purchase
|
Direct |
2,700
+16.61%
|
$99,900
$37.8 P/Share
|
|
Sep 30
2025
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
54
+0.25%
|
$2,106
$39.62 P/Share
|
|
Aug 29
2025
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
34
+0.31%
|
$1,258
$37.94 P/Share
|
|
Jul 31
2025
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
55
+0.25%
|
$2,090
$38.28 P/Share
|
|
Jun 28
2025
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
56
+0.26%
|
$2,016
$36.18 P/Share
|
|
May 30
2025
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
57
+0.27%
|
$1,938
$34.6 P/Share
|
|
Apr 30
2025
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
60
+0.28%
|
$1,920
$32.78 P/Share
|
|
Mar 31
2025
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
60
+0.28%
|
$1,920
$32.54 P/Share
|
|
Feb 27
2025
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
59
+0.28%
|
$1,888
$32.86 P/Share
|
|
Jan 21
2025
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
59
+0.28%
|
$2,006
$34.02 P/Share
|
|
Dec 30
2024
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
61
+0.29%
|
$1,891
$31.81 P/Share
|
|
Dec 16
2024
|
Jo Ellen Legg Director |
BUY
Open market or private purchase
|
Direct |
298
+8.53%
|
$9,536
$32.93 P/Share
|
|
Dec 02
2024
|
Joseph Burns Rhame Iii |
BUY
Other acquisition or disposition
|
Direct |
55
+0.27%
|
$1,870
$34.6 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
|
Last 12 Months Summary
| Other acquisition or disposition | 610 shares |
|---|---|
| Open market or private purchase | 3.29K shares |