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 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.75K+ 47.72% |
$109K - $136K
|
11.6K
$432K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
3.48K+ 18.32% |
$101K - $126K
|
22.5K
$837K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.4K+ 3.85% |
$98.8K - $123K
|
91.7K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.18K+ 29.21% |
$92.3K - $115K
|
14K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.1K+ 2.46% |
$90.1K - $112K
|
129K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.09K+ 26.29% |
$89.9K - $112K
|
14.8K
$552K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.87K+ 9.32% |
$83.3K - $104K
|
33.6K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.72K+ 8.18% |
$79.2K - $98.6K
|
36K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.66KNew |
$77.5K - $96.4K
|
2.66K
$99.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.61K+ 9.25% |
$75.9K - $94.4K
|
30.8K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.88K+ 6.06% |
$54.8K - $68.2K
|
33K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.8K+ 10.14% |
$52.2K - $64.9K
|
19.5K
$725K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.74K+ 3.62% |
$50.5K - $62.8K
|
49.7K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.69KNew |
$49.2K - $61.2K
|
1.69K
$62.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.53K+ 7.27% |
$44.6K - $55.5K
|
22.6K
$841K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.52K+ 6.03% |
$44.3K - $55.1K
|
26.8K
$996K
|
|
|
Aug 11, 2025
Q2 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
1.43K+ 1.64% |
$41.6K - $51.8K
|
88.6K
$3.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.38K+ 5.38% |
$40K - $49.7K
|
26.9K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.36K+ 1.4% |
$39.6K - $49.2K
|
98.3K
$3.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.34K+ 12.47% |
$38.9K - $48.4K
|
12.1K
$449K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.3K+ 11.07% |
$37.9K - $47.1K
|
13.1K
$486K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.27K+ 20.45% |
$36.9K - $45.9K
|
7.48K
$278K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.2K+ 38.89% |
$34.9K - $43.5K
|
4.29K
$160K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.1K+ 0.73% |
$31.9K - $39.7K
|
150K
$5.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.07K+ 13.78% |
$31K - $38.6K
|
8.8K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.02K+ 8.37% |
$29.8K - $37K
|
13.3K
$493K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1K+ 2.84% |
$29.1K - $36.2K
|
36.2K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
966+ 1.45% |
$28.1K - $34.9K
|
67.6K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
931+ 13.67% |
$27.1K - $33.7K
|
7.74K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
915+ 4.54% |
$26.6K - $33.1K
|
21.1K
$783K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
850+ 9.71% |
$24.7K - $30.8K
|
9.6K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
822+ 0.55% |
$23.9K - $29.7K
|
150K
$5.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
785+ 7.18% |
$22.8K - $28.4K
|
11.7K
$436K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
764+ 3.42% |
$22.2K - $27.6K
|
23.1K
$860K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
700+ 10.78% |
$20.4K - $25.3K
|
7.2K
$268K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
645New |
$18.8K - $23.3K
|
645
$24K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
621+ 73.93% |
$18.1K - $22.5K
|
1.46K
$54.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
617+ 6.01% |
$17.9K - $22.3K
|
10.9K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
573+ 4.18% |
$16.7K - $20.7K
|
14.3K
$531K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
556+ 7.91% |
$16.2K - $20.1K
|
7.59K
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
555+ 4.21% |
$16.1K - $20.1K
|
13.7K
$511K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
525+ 2.36% |
$15.3K - $19K
|
22.8K
$847K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
492+ 6.0% |
$14.3K - $17.8K
|
8.69K
$323K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
470+ 1.83% |
$13.7K - $17K
|
26.2K
$974K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
428+ 2.73% |
$12.4K - $15.5K
|
16.1K
$599K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
375+ 5.22% |
$10.9K - $13.6K
|
7.56K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
340New |
$9.89K - $12.3K
|
340
$12.6K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
333+ 1.05% |
$9.68K - $12K
|
32.1K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
320+ 1.7% |
$9.31K - $11.6K
|
19.2K
$713K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
282+ 1.88% |
$8.2K - $10.2K
|
15.3K
$570K
|