Purchases and Sales Made in Q3 2025 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
130KNew |
$4.64M - $5.14M
|
130K
$4.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.6K+ 11.28% |
$2.49M - $2.76M
|
686K
$25.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.4K+ 5.03% |
$1.88M - $2.08M
|
1.1M
$40.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
47.9KNew |
$1.72M - $1.9M
|
47.9K
$1.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
39.8KNew |
$1.42M - $1.57M
|
39.8K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
35.7K+ 4.87% |
$1.28M - $1.41M
|
768K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.2K+ 19.39% |
$1.04M - $1.16M
|
180K
$6.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.4K+ 4.33% |
$982K - $1.09M
|
660K
$24.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.9K+ 2.76% |
$964K - $1.07M
|
1M
$37M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.5K+ 5.37% |
$949K - $1.05M
|
520K
$19.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
25.7K+ 12.61% |
$921K - $1.02M
|
230K
$8.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.5K+ 8.88% |
$913K - $1.01M
|
313K
$11.5M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
25.3KNew |
$907K - $1M
|
25.3K
$936K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
17K+ 206.96% |
$609K - $674K
|
25.2K
$931K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.5KNew |
$592K - $655K
|
16.5K
$610K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.9K+ 176.26% |
$569K - $629K
|
24.9K
$919K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.4KNew |
$551K - $610K
|
15.4K
$568K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
12.9K+ 48.3% |
$463K - $512K
|
39.7K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.4K+ 9.41% |
$444K - $491K
|
144K
$5.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.1K+ 33.46% |
$433K - $480K
|
48.3K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 6.12% |
$414K - $458K
|
200K
$7.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.6KNew |
$414K - $458K
|
11.6K
$427K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2KNew |
$366K - $405K
|
10.2K
$377K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.78K+ 28.26% |
$350K - $387K
|
44.4K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9.69K+ 34.52% |
$347K - $384K
|
37.8K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
8.58KNew |
$307K - $340K
|
8.58K
$317K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.44K+ 3.31% |
$302K - $334K
|
264K
$9.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.31K+ 73.93% |
$298K - $329K
|
19.6K
$722K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
8.21K+ 23.61% |
$294K - $325K
|
43K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.19KNew |
$293K - $324K
|
8.19K
$302K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.02KNew |
$287K - $318K
|
8.02K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.79K+ 3.28% |
$279K - $309K
|
245K
$9.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.68KNew |
$275K - $304K
|
7.68K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.58K+ 42.92% |
$271K - $300K
|
25.2K
$932K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.54K+ 18.33% |
$270K - $299K
|
48.7K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.01K+ 31.47% |
$251K - $278K
|
29.3K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.84K+ 7.31% |
$245K - $271K
|
100K
$3.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.62KNew |
$237K - $262K
|
6.62K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.42K+ 11.73% |
$230K - $254K
|
61.1K
$2.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6.31K+ 121.5% |
$226K - $250K
|
11.5K
$425K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.91K+ 6.44% |
$212K - $234K
|
97.6K
$3.6M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.85KNew |
$210K - $232K
|
5.85K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.42KNew |
$194K - $215K
|
5.42K
$200K
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
5.37KNew |
$192K - $213K
|
5.37K
$198K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
5.35KNew |
$192K - $212K
|
5.35K
$198K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
5.34KNew |
$191K - $212K
|
5.34K
$197K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.27K+ 13.1% |
$189K - $209K
|
45.5K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.25K+ 13.01% |
$188K - $208K
|
45.6K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.25KNew |
$188K - $208K
|
5.25K
$194K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.16KNew |
$185K - $204K
|
5.16K
$191K
|
|