Purchases and Sales Made in Q2 2025 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q2 2025. The information is specifically focused on institutions that hold shares of REAVES UTILITY INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
326K+ 80.17% |
$9.48M - $11.8M
|
732K
$27M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
285K+ 366.21% |
$8.29M - $10.3M
|
363K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
110K+ 11.74% |
$3.19M - $3.97M
|
1.04M
$38.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
88K+ 3518.0% |
$2.56M - $3.18M
|
90.5K
$3.34M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.9K+ 23.37% |
$1.31M - $1.62M
|
237K
$8.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.4K+ 17.78% |
$1.26M - $1.57M
|
287K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
38.1K+ 64.07% |
$1.11M - $1.38M
|
97.7K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.2K+ 42.31% |
$967K - $1.2M
|
112K
$4.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.4K+ 14.06% |
$914K - $1.14M
|
255K
$9.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.2K+ 36.82% |
$732K - $911K
|
93.6K
$3.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
22.9KNew |
$666K - $829K
|
22.9K
$845K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22.3KNew |
$648K - $806K
|
22.3K
$822K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.5KNew |
$596K - $742K
|
20.5K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20KNew |
$582K - $724K
|
20K
$738K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 3.98% |
$566K - $705K
|
509K
$18.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 2.9% |
$506K - $630K
|
617K
$22.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.9K+ 9.02% |
$491K - $611K
|
204K
$7.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.1K+ 86.71% |
$467K - $581K
|
34.6K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.8KNew |
$432K - $537K
|
14.8K
$548K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$429K - $533K
|
14.7K
$544K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.7K+ 1.53% |
$428K - $533K
|
975K
$36M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14KNew |
$408K - $508K
|
14K
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
13.3K+ 7.57% |
$386K - $481K
|
189K
$6.97M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.8KNew |
$373K - $465K
|
12.8K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.5KNew |
$362K - $451K
|
12.5K
$460K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
12.4KNew |
$360K - $448K
|
12.4K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.1KNew |
$352K - $438K
|
12.1K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.2KNew |
$327K - $407K
|
11.2K
$415K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
10.5K+ 43.75% |
$305K - $380K
|
34.5K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
10KNew |
$291K - $362K
|
10K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
9.4K+ 134.29% |
$273K - $340K
|
16.4K
$605K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.14K+ 6.95% |
$266K - $331K
|
141K
$5.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
9.01KNew |
$262K - $326K
|
9.01K
$333K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.82K+ 17.6% |
$256K - $319K
|
58.9K
$2.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.64KNew |
$251K - $313K
|
8.64K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.31K+ 1.33% |
$242K - $301K
|
633K
$23.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
8.22KNew |
$239K - $297K
|
8.22K
$303K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.73K+ 16.46% |
$225K - $280K
|
54.7K
$2.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.22K+ 21.78% |
$210K - $261K
|
40.4K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7.18K+ 3.88% |
$209K - $260K
|
192K
$7.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.1KNew |
$206K - $257K
|
7.1K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
6.41KNew |
$186K - $232K
|
6.41K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.14KNew |
$179K - $222K
|
6.14K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.82KNew |
$169K - $211K
|
5.82K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.81KNew |
$169K - $210K
|
5.81K
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
5.66KNew |
$165K - $205K
|
5.66K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
5.65KNew |
$164K - $204K
|
5.65K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
5.64KNew |
$164K - $204K
|
5.64K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.09K+ 7.56% |
$119K - $148K
|
58.2K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.95K+ 30.03% |
$115K - $143K
|
17.1K
$631K
|