Purchases and Sales Made in Q4 2025 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
33.4K+ 5569.0% |
$1.23M - $1.38M
|
34K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
6.36KNew |
$235K - $263K
|
6.36K
$235K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.22K+ 8.54% |
$193K - $216K
|
66.3K
$2.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4.41KNew |
$163K - $183K
|
4.41K
$163K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.04K+ 8.85% |
$149K - $167K
|
49.7K
$1.83M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.4K+ 41.03% |
$88.6K - $99.4K
|
8.25K
$305K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.06K+ 0.9% |
$76K - $85.3K
|
232K
$8.56M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
1.76K+ 32.93% |
$65K - $72.9K
|
7.1K
$262K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.17K+ 12.65% |
$43K - $48.3K
|
10.4K
$383K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.03K+ 6.0% |
$38.1K - $42.8K
|
18.3K
$674K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
425+ 2.87% |
$15.7K - $17.6K
|
15.2K
$562K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
415+ 2.09% |
$15.3K - $17.2K
|
20.3K
$748K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
254+ 1.97% |
$9.38K - $10.5K
|
13.1K
$484K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
153+ 7.15% |
$5.65K - $6.34K
|
2.29K
$84.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
95+ 1.34% |
$3.51K - $3.93K
|
7.17K
$265K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
92+ 1.6% |
$3.4K - $3.81K
|
5.85K
$216K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
59+ 1.32% |
$2.18K - $2.44K
|
4.55K
$168K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
29+ 31.18% |
$1.07K - $1.2K
|
122
$4.5K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.11% |
$812 - $911
|
19.6K
$724K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 1.55% |
$148 - $166
|
262
$9.67K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.36% |
$111 - $124
|
843
$31.1K
|
|
|
Jan 06, 2026
Q4 2025
|
Penbrook Management LLC
|
SELL
|
- |
-50- 0.82% |
$1.85K - $2.07K
|
6.03K
$222K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-132- 0.81% |
$4.87K - $5.47K
|
16.1K
$596K
|
|
|
Jan 20, 2026
Q4 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-275- 2.81% |
$10.2K - $11.4K
|
9.5K
$351K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-363- 2.57% |
$13.4K - $15K
|
13.7K
$507K
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-453- 1.77% |
$16.7K - $18.8K
|
25.1K
$928K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1K- 15.14% |
$36.9K - $41.4K
|
5.6K
$207K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-2.1K- 1.46% |
$77.6K - $87.1K
|
142K
$5.25M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.43K- 3.48% |
$89.7K - $101K
|
67.3K
$2.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.14K- 7.04% |
$153K - $172K
|
54.7K
$2.02M
|
|