REAVES UTILITY INCOME FUND

UTGNYSE

$35.29+0.01 (+0.03%)as of Oct 5, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

REAVES UTILITY INCOME FUND price and activity chart data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-13.0%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Bank of America Corp	Not reported	$53.2M	0.00%	Not reported
Morgan Stanley	Not reported	$49.1M	0.00%	Not reported
LPL Financial LLC	Not reported	$35.7M	0.01%	Not reported
Wells Fargo & Company	Not reported	$28.3M	0.00%	Not reported
Raymond James Financial Inc	Not reported	$22.4M	0.01%	Not reported
Royal Bank of Canada	Not reported	$21.7M	0.00%	Not reported
Commonwealth Equity Services, LLC	Not reported	$17.8M	0.02%	Not reported
Captrust Financial Advisors	Not reported	$15.5M	0.02%	Not reported
Ameriprise Financial Inc	Not reported	$13.3M	0.00%	Not reported
Stifel Financial Corp	Not reported	$12.1M	0.01%	Not reported
Osaic Holdings, Inc.	Not reported	$11.9M	0.01%	Not reported
UBS Group AG	Not reported	$11.7M	0.00%	Not reported
Gerald Baker Financial Group LLC	Not reported	$10.2M	2.90%	Add 5.64%
Oak Family Advisors, LLC	Not reported	$10.1M	2.58%	Add 7.63%
Magnus Financial Group LLC	Not reported	$9.72M	0.69%	Add 3.69%
Cambridge Investment Research Advisors, Inc.	Not reported	$8.95M	0.01%	Not reported
Sterling Investment Advisors, Ltd.	Not reported	$7.72M	1.29%	Reduce 1.44%
NewEdge Advisors, LLC	Not reported	$7.03M	0.02%	Not reported
Cetera Investment Advisers	Not reported	$6.57M	0.01%	Not reported
Wealthspire Advisors, LLC	Not reported	$6.5M	0.04%	Not reported
JBR Co Financial Management Inc	Not reported	$5.81M	2.12%	Add 0.47%
Private Advisor Group, LLC	Not reported	$5.7M	0.03%	Not reported
HBW Advisory Services LLC	Not reported	$4.55M	0.41%	Add 0.68%
Mariner, LLC	Not reported	$4.42M	0.00%	Not reported
Lido Advisors, LLC	Not reported	$4M	0.01%	Reduce 34.72%
Tradition Wealth Management, LLC	Not reported	$3.86M	0.24%	Add 15.12%
Independent Financial Group, LLC	Not reported	$3.65M	0.07%	Add 3.44%
Reaves W H & Co Inc	Not reported	$3.49M	0.05%	Add 1.40%
Guggenheim Capital LLC	Not reported	$3.35M	0.02%	Reduce 37.98%
Wealth Effects LLC	Not reported	$3.34M	0.90%	Reduce 1.06%
Smith Asset Management Co., LLC	Not reported	$3.01M	2.37%	Reduce 1.99%
Oppenheimer & Co Inc	Not reported	$2.91M	0.03%	Reduce 3.94%
&Partners	Not reported	$2.88M	0.01%	Add 2.39%
NWF Advisory Services Inc.	Not reported	$2.82M	0.27%	Not reported
Jefferies Financial Group Inc.	Not reported	$2.79M	0.02%	Add 9.03%
LongView Wealth Management	Not reported	$2.74M	0.70%	Reduce 0.06%
Cohen & Steers, Inc.	Not reported	$2.36M	0.00%	Add 9.43%
Stratos Wealth Partners, LTD.	Not reported	$2.3M	0.02%	Add 8.85%
First Trust Advisors LP	Not reported	$2.29M	0.00%	Add 2.92%
Stevens Capital Partners	Not reported	$2.28M	0.43%	New Not reported
Lanark Financial, Inc.	Not reported	$2.21M	0.15%	Add 6.24%
Kestra Advisory Services, LLC	Not reported	$2.13M	0.01%	Not reported
Griffin Asset Management, Inc.	Not reported	$2.1M	0.22%	Add 11.31%
Steward Partners Investment Advisory, LLC	Not reported	$2.1M	0.01%	Not reported
Northwestern Mutual Wealth Management Co	Not reported	$2.1M	0.00%	Not reported
Samalin Investment Counsel, LLC	Not reported	$2.03M	0.63%	Add 39.05%
Kercheville Advisors, LLC	Not reported	$2.01M	0.61%	Add 3.58%
Strategic Family Wealth Counselors, L.L.C.	Not reported	$1.96M	0.46%	Reduce 3.45%
Wealth Enhancement Advisory Services, LLC	Not reported	$1.95M	0.00%	Not reported
Integrity Alliance, LLC.	Not reported	$1.87M	0.06%	Add 5.56%

50 of 251 holders

Activity score

Premium

100

WEAK

STRONG

Unlock

AI Activity Analysis

Premium

Coming soonAI reads of insider, institutional and company activity will appear here for Premium accounts.

Historical Activity Patterns

Premium

Historical Activity PatternsHistorical periods where multiple activity categories converged, with subsequent market performance shown for context.Unlock