UTG Insider Trading

Insider Ownership Percentage: N/A
Insider Buying (Last 12 Months): $102,060.00
Insider Selling (Last 12 Months): $0.00

Reaves Utility Income Fund Insider Trading History Chart

This chart shows the insider buying and selling history at Reaves Utility Income Fund by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Reaves Utility Income Fund Share Price & Price History

Current Price: $41.28
Price Change: Price Increase of +0.43 (1.05%)
As of 02/24/2026 05:10 PM ET

This chart shows the closing price history over time for UTG up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Reaves Utility Income Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
10/23/2025Joseph Burns Rhame IIIInsiderBuy2,700$37.80$102,060.0013,559View SEC Filing Icon  
12/16/2024Joellen LeggDirectorBuy298$32.93$9,813.143,197View SEC Filing Icon  
11/15/2024Joellen LeggDirectorBuy294$33.32$9,796.082,885View SEC Filing Icon  
10/15/2024Joellen LeggDirectorBuy300$32.63$9,789.002,565View SEC Filing Icon  
3/25/2024Joellen LeggDirectorBuy1,890$26.46$50,009.401,890View SEC Filing Icon  
3/25/2024Joellen LeggDirectorBuy1,890$26.46$50,009.401,890View SEC Filing Icon  
10/23/2023Thomas Michael GrimesinsiderSell15,223$23.62$359,567.26View SEC Filing Icon  
10/23/2023Thomas Michael GrimesinsiderSell15,223$23.62$359,567.26View SEC Filing Icon  
10/23/2023Thomas Michael GrimesinsiderSell15,223$23.62$359,567.26View SEC Filing Icon  
3/15/2023Joseph Burns Rhame IIIInsiderBuy2,000$27.30$54,600.008,954View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Reaves Utility Income Fund (NYSEAMERICAN:UTG)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at UTG by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Reaves Utility Income Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2026Compound Planning Inc.17,343$0.63M0.0%+5.0%0.000%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.6,417$0.24M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC45,492$1.66M0.0%+288.9%0.000%Search for SEC Filing on Google Icon
2/19/2026Smith Asset Management Co. LLC77,007$2.82M2.3%-2.8%0.000%Search for SEC Filing on Google Icon
2/18/2026Ameriflex Group Inc.3,873$0.14M0.1%-50.0%0.000%Search for SEC Filing on Google Icon
2/18/2026Beacon Pointe Advisors LLC13,452$0.49M0.0%-12.6%0.000%Search for SEC Filing on Google Icon
2/18/2026NewEdge Advisors LLC91,803$3.36M0.0%-18.5%0.000%Search for SEC Filing on Google Icon
2/17/2026Guggenheim Capital LLC133,534$4.89M0.0%-17.4%0.000%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers168,570$6.17M0.0%-6.1%0.000%Search for SEC Filing on Google Icon
2/17/2026Equitable Holdings Inc.14,893$0.55M0.0%+20.7%0.000%Search for SEC Filing on Google Icon
2/17/2026Kovack Advisors Inc.24,665$0.90M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.255,308$9.34M0.0%+4.3%0.000%Search for SEC Filing on Google Icon
2/17/2026Advisory Services Network LLC19,404$0.71M0.0%+1.4%0.000%Search for SEC Filing on Google Icon
2/17/2026Private Advisor Group LLC139,147$5.09M0.0%-1.6%0.000%Search for SEC Filing on Google Icon
2/17/2026Captrust Financial Advisors343,166$12.55M0.0%-3.5%0.000%Search for SEC Filing on Google Icon
2/17/2026&PARTNERS45,570$1.67M0.0%+133.1%0.000%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada535,365$19.58M0.0%+2.9%0.000%Search for SEC Filing on Google Icon
2/16/2026MML Investors Services LLC30,854$1.13M0.0%+22.3%0.000%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC118,984$4.35M0.0%-8.0%0.000%Search for SEC Filing on Google Icon
2/16/2026Graybill Wealth Management LTD.11,290$0.41M0.1%-2.3%0.000%Search for SEC Filing on Google Icon
2/13/2026CreativeOne Wealth LLC34,065$1.25M0.0%-17.1%0.000%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC50,817$1.86M0.0%+5.3%0.000%Search for SEC Filing on Google Icon
2/13/2026Wright Wealth LLC42,565$1.56M1.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2026Visionary Wealth Advisors12,465$0.46M0.0%-5.7%0.000%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp283,606$10.38M0.0%+7.6%0.000%Search for SEC Filing on Google Icon
2/13/2026First Trust Advisors LP53,440$1.96M0.0%+9.8%0.000%Search for SEC Filing on Google Icon
2/13/2026Integrated Wealth Concepts LLC8,631$0.32M0.0%-18.2%0.000%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN679,292$24.85M0.0%+2.9%0.000%Search for SEC Filing on Google Icon
2/13/2026Wealthspire Advisors LLC144,310$5.28M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/12/2026Jane Street Group LLC8,194$0.30M0.0%-33.9%0.000%Search for SEC Filing on Google Icon
2/12/2026Triumph Capital Management8,909$0.33M0.1%+6.1%0.000%Search for SEC Filing on Google Icon
2/12/2026Quantum Portfolio Management LLC11,183$0.41M0.2%+69.1%0.000%Search for SEC Filing on Google Icon
2/12/2026Commonwealth Equity Services LLC530,176$19.39M0.0%+4.3%0.000%Search for SEC Filing on Google Icon
2/12/2026Steward Partners Investment Advisory LLC34,568$1.27M0.0%+9.4%0.000%Search for SEC Filing on Google Icon
2/12/2026Wedbush Securities Inc.37,394$1.37M0.0%+6.2%0.000%Search for SEC Filing on Google Icon
2/12/2026Kovack Advisors Inc.24,664$0.90M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/11/2026Janney Montgomery Scott LLC107,242$3.92M0.0%+6.8%0.000%Search for SEC Filing on Google Icon
2/11/2026Monetary Management Group Inc.20,500$0.75M0.2%+7.9%0.000%Search for SEC Filing on Google Icon
2/11/2026Cerity Partners LLC8,264$0.30M0.0%+7.6%0.000%Search for SEC Filing on Google Icon
2/11/2026LPL Financial LLC779,445$28.51M0.0%+13.6%0.000%Search for SEC Filing on Google Icon
2/11/2026Hilton Head Capital Partners LLC5,215$0.19M0.1%N/A0.000%Search for SEC Filing on Google Icon
2/11/2026Tradition Wealth Management LLC82,345$3.01M0.2%+1.2%0.000%Search for SEC Filing on Google Icon
2/11/2026XML Financial LLC27,445$1M0.1%-42.2%0.000%Search for SEC Filing on Google Icon
2/11/2026J.W. Cole Advisors Inc.358,292$13.11M0.3%-2.0%0.000%Search for SEC Filing on Google Icon
2/10/2026Reaves W H & Co. Inc.83,326$3.05M0.1%+1.5%0.000%Search for SEC Filing on Google Icon
2/10/2026Northwestern Mutual Wealth Management Co.57,450$2.10M0.0%+1.9%0.000%Search for SEC Filing on Google Icon
2/9/2026Integrity Alliance LLC.38,533$1.41M0.1%+7.2%0.000%Search for SEC Filing on Google Icon
2/9/2026Cary Street Partners Financial LLC5,987$0.22M0.0%+7.7%0.000%Search for SEC Filing on Google Icon
2/9/2026Sterling Investment Advisors Ltd.189,328$6.93M1.2%-0.8%0.000%Search for SEC Filing on Google Icon
2/9/2026Harbour Investments Inc.5,590$0.20M0.0%-11.1%0.000%Search for SEC Filing on Google Icon
2/9/2026HBK Sorce Advisory LLC14,067$0.53M0.0%+7.7%0.000%Search for SEC Filing on Google Icon
2/9/2026Jefferies Financial Group Inc.31,447$1.15M0.0%+26.3%0.000%Search for SEC Filing on Google Icon
2/6/2026Griffin Asset Management Inc.49,809$1.82M0.2%+25.3%0.000%Search for SEC Filing on Google Icon
2/6/2026PNC Financial Services Group Inc.52,942$1.94M0.0%+19.3%0.000%Search for SEC Filing on Google Icon
2/6/2026HighTower Advisors LLC18,590$0.68M0.0%+5.4%0.000%Search for SEC Filing on Google Icon
2/5/2026Aegis Wealth Management Inc.42,266$1.55M1.2%N/A0.000%Search for SEC Filing on Google Icon
2/5/2026Financial Security Advisor Inc.12,000$0.44M0.1%+20.0%0.000%Search for SEC Filing on Google Icon
2/5/2026Stephens Inc. AR30,157$1.10M0.0%+8.2%0.000%Search for SEC Filing on Google Icon
2/5/2026AlphaCore Capital LLC17,330$0.63M0.0%-42.3%0.000%Search for SEC Filing on Google Icon
2/5/2026Western Wealth Management LLC8,122$0.30M0.0%+18.5%0.000%Search for SEC Filing on Google Icon
2/4/2026Strategic Family Wealth Counselors L.L.C.49,691$1.85M0.4%+31.6%0.000%Search for SEC Filing on Google Icon
2/4/2026World Investment Advisors63,041$2.24M0.0%+38.6%0.000%Search for SEC Filing on Google Icon
2/4/2026Nwam LLC7,912$0.30M0.0%+5.8%0.000%Search for SEC Filing on Google Icon
2/3/2026Costello Asset Management INC9,035$0.33M0.1%-11.5%0.000%Search for SEC Filing on Google Icon
2/3/2026International Assets Investment Management LLC2,780$0.10M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/3/2026Oak Family Advisors LLC224,222$8.20M2.2%+1.4%0.000%Search for SEC Filing on Google Icon
2/3/2026RFG Advisory LLC8,014$0.29M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/2/2026Benjamin Edwards Inc.8,101$0.30M0.0%-4.6%0.000%Search for SEC Filing on Google Icon
2/2/2026Cornerstone Planning Group LLC1,964$75K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/2/2026Mission Hills Financial Advisory LLC16,886$0.62M0.3%+10.6%0.000%Search for SEC Filing on Google Icon
2/2/2026Oppenheimer & Co. Inc.64,447$2.36M0.0%+6.7%0.000%Search for SEC Filing on Google Icon
1/30/2026Sigma Planning Corp36,948$1.35M0.0%+15.6%0.000%Search for SEC Filing on Google Icon
1/30/2026Laurel Wealth Advisors LLC2,500$91K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/30/2026Simplicity Wealth LLC8,119$0.30M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/30/2026Samalin Investment Counsel LLC16,094$0.59M0.2%-11.2%0.000%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG221,141$8.09M0.0%+10.4%0.000%Search for SEC Filing on Google Icon
1/29/2026Sanctuary Advisors LLC20,061$0.73M0.0%+8.1%0.000%Search for SEC Filing on Google Icon
1/29/2026Kercheville Advisors LLC47,990$1.82M0.5%+11.7%0.000%Search for SEC Filing on Google Icon
1/28/2026Edge Financial Advisors LLC29,700$1.09M0.5%+17.8%0.000%Search for SEC Filing on Google Icon
1/27/2026Purus Wealth Management LLC7,240$0.27M0.1%+11.3%0.000%Search for SEC Filing on Google Icon
1/27/2026Semus Wealth Partners LLC5,950$0.22M0.1%-27.8%0.000%Search for SEC Filing on Google Icon
1/26/2026Welch Group LLC19,729$0.72M0.0%-7.1%0.000%Search for SEC Filing on Google Icon
1/26/2026CWM LLC23,789$0.87M0.0%+3.8%0.000%Search for SEC Filing on Google Icon
1/26/2026Wealth Effects LLC77,110$2.82M0.9%+9.8%0.000%Search for SEC Filing on Google Icon
1/23/2026Farther Finance Advisors LLC13,168$0.48M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/23/2026Sunpointe LLC17,827$0.66M0.2%-3.3%0.000%Search for SEC Filing on Google Icon
1/23/2026Westbourne Investment Advisors Inc.23,700$0.87M0.2%+2.2%0.000%Search for SEC Filing on Google Icon
1/23/2026HBW Advisory Services LLC109,016$3.99M0.4%+197.5%0.000%Search for SEC Filing on Google Icon
1/22/2026Apollon Wealth Management LLC10,784$0.39M0.0%+34.4%0.000%Search for SEC Filing on Google Icon
1/21/2026Future Financial Wealth Managment LLC25,142$0.94M0.6%-1.8%0.000%Search for SEC Filing on Google Icon
1/21/2026Sowell Financial Services LLC54,726$2M0.1%-7.0%0.000%Search for SEC Filing on Google Icon
1/20/2026Kelleher Financial Advisors4,411$0.16M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/20/2026Stratos Wealth Partners LTD.49,665$1.82M0.0%+8.8%0.000%Search for SEC Filing on Google Icon
1/20/2026Orca Investment Management LLC9,500$0.35M0.3%-2.8%0.000%Search for SEC Filing on Google Icon
1/15/2026Brookstone Capital Management20,258$0.74M0.0%+2.1%0.000%Search for SEC Filing on Google Icon
1/14/2026ORG Wealth Partners LLC34,014$1.24M0.3%+5,569.0%0.000%Search for SEC Filing on Google Icon
1/14/2026Wealthcare Advisory Partners LLC10,382$0.38M0.0%+12.7%0.000%Search for SEC Filing on Google Icon
1/13/2026CoreCap Advisors LLC5,604$0.21M0.0%-15.1%0.000%Search for SEC Filing on Google Icon
1/13/2026LongView Wealth Management67,315$2.47M0.6%-3.5%0.000%Search for SEC Filing on Google Icon
1/12/2026DAVENPORT & Co LLC18,251$0.67M0.0%+6.0%0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Reaves Utility Income Fund logo
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.
Read More on Reaves Utility Income Fund

Today's Range

Now: $41.28
Low: $40.50
High: $41.29

50 Day Range

MA: $37.81
Low: $36.05
High: $40.85

52 Week Range

Now: $41.28
Low: $27.55
High: $41.94

Volume

289,971 shs

Average Volume

307,860 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

0.07%

Beta

N/A

Who are the company insiders with the largest holdings of Reaves Utility Income Fund?

Reaves Utility Income Fund's top insider investors include:
  1. Joseph Burns Rhame III (Insider)
  2. Joellen Legg (Director)
Learn More about top insider investors at Reaves Utility Income Fund.

Who are the major institutional investors of Reaves Utility Income Fund?

Reaves Utility Income Fund's top institutional investors include:
  1. LPL Financial LLC — 0.00%
  2. Wells Fargo & Company MN — 0.00%
  3. Royal Bank of Canada — 0.00%
  4. Commonwealth Equity Services LLC — 0.00%
  5. J.W. Cole Advisors Inc. — 0.00%
  6. Captrust Financial Advisors — 0.00%
Learn More about top institutional investors of Reaves Utility Income Fund stock.

Which institutional investors are selling Reaves Utility Income Fund stock?

During the previous quarter, UTG stock was sold by these institutional investors:
  1. Guggenheim Capital LLC
  2. NewEdge Advisors LLC
  3. XML Financial LLC
  4. AlphaCore Capital LLC
  5. Captrust Financial Advisors
  6. Cetera Investment Advisers
  7. Mariner LLC
  8. J.W. Cole Advisors Inc.

Which institutional investors are buying Reaves Utility Income Fund stock?

Within the last quarter, UTG stock was acquired by institutional investors including:
  1. Wealthspire Advisors LLC
  2. LPL Financial LLC
  3. HBW Advisory Services LLC
  4. Wright Wealth LLC
  5. Aegis Wealth Management Inc.
  6. Corient Private Wealth LLC
  7. ORG Wealth Partners LLC
  8. &PARTNERS
Within the previous year, these company insiders have bought Reaves Utility Income Fund stock:
  1. Joseph Burns Rhame III (Insider)
  2. Joellen Legg (Director)
Learn More investors buying Reaves Utility Income Fund stock.