Reaves Utility Income Fund

UTG · NYSE American

$33.77−$0.31 (−0.91%)TodayMarket closed ·
Prev close $34.08

Who owns UTG

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 6.8% of UTG’s shares.

  • BofA Global Research (US)1.4%
  • Morgan Stanley Smith Barney LLC1.3%
  • LPL Financial LLC1.0%
  • Wells Fargo Advisors0.8%
  • Next 6 largest institutions2.5%
  • All other shareholders93.2%
Top institutional holders of UTG
HolderShares% of shares
BofA Global Research (US)1.31M1.42%
Morgan Stanley Smith Barney LLC1.16M1.26%
LPL Financial LLC877.63K0.95%
Wells Fargo Advisors694.10K0.75%
Commonwealth Financial Network437.51K0.47%
RBC Capital Markets Wealth Management414.72K0.45%
Raymond James Financial Services Advisors, Inc.385.38K0.42%
CAPTRUST Financial Advisors380.51K0.41%
Columbia Threadneedle Investments (US)325.95K0.35%
J.W. Cole Advisors, Inc.323.11K0.35%

Largest mutual fund holders

Top mutual fund holders of UTG
HolderShares% of shares
Cohen & Steers Closed End Opportunity Fund58.00K0.06%
First Trust Income Opportunities ETF43.03K0.05%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders bought $45.32K (2 trades) of UTG on the open market, with no sales.

Latest UTG insider transactions
InsiderTypeSharesValue
Rhame Joseph Burns IIIBuy500$20.60K
Legg JoEllenBuy580$24.72K
Rhame Joseph Burns IIIOther21$891
Rhame Joseph Burns IIIOther45$1.91K
Rhame Joseph Burns IIIOther21$902
Rhame Joseph Burns IIIOther46$1.98K

Short interest

Settled Sep 30, 2026

Shares short
27.04K
Days to cover
1.00
% of shares outstanding
0.03%
Average daily volume
432.81K
Change since last report
−83.2%

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