UTG REAVES UTILITY INCOME FUND: institutional ownership and insider trading
281 funds reported holding $556M of REAVES UTILITY INCOME FUND in their latest 13F filings; in Q2 2026 funds net bought $41.7M, with 35 new positions and 13 funds selling out; over the last 12 months insiders bought $45.3K and sold $0 on the open market.
Largest institutional holders of UTG
- BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $53.2M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $49.1M
- LPL Financial LLC — $35.7M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $28.3M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $22.4M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $21.7M
- COMMONWEALTH EQUITY SERVICES, LLC — $17.8M
- CAPTRUST FINANCIAL ADVISORS — $15.5M
- AMERIPRISE FINANCIAL INC (AMP) — $13.3M
- J.W. COLE ADVISORS, INC. — $13.2M
Recent UTG insider trades
- Jun 26, 2026: Rhame Joseph Burns III bought 500 shares ($20.6K)
- Jun 24, 2026: Legg JoEllen bought 580 shares ($24.7K)
- Oct 23, 2025: Rhame Joseph Burns III bought 2,700 shares ($102K)
- Dec 16, 2024: Legg JoEllen bought 298 shares ($9.81K)