Institutional shares held 10.8 Million
0 calls
0 puts
Total value of holdings $355M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 224


Latest Institutional Activity in UTG

Top Purchases

Q1 2025
Nbc Securities, Inc. Shares Held: 55.6K ($1.82M)
Q1 2025
Consolidated Portfolio Review Corp Shares Held: 152K ($4.99M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 58.8K ($1.93M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 47K ($1.54M)
Q1 2025
Oak Family Advisors, LLC Shares Held: 268K ($8.78M)

Top Sells

Q1 2025
Hbw Advisory Services LLC Shares Held: 31.8K ($1.04M)
Q1 2025
Bruce G. Allen Investments, LLC Shares Held: 0 ($0)
Q1 2025
Good Life Advisors, LLC Shares Held: 66.6K ($2.18M)
Q1 2025
Oppenheimer & CO Inc Shares Held: 50.1K ($1.64M)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 33.2K ($1.09M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
1.59K Shares
From 2 Insiders
Other acquisition or disposition 383 shares
Open market or private purchase 1.2K shares
Sell / Disposition
0 Shares
From 0 Insiders

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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