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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.

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Reaves Utility Income Fund Share Price & Price History

Current Price: $42.55
Price Change: +0.30 (1.20%)
As of 05/22/2026 04:10 PM ET

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

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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  
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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.

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Reaves Utility Income Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2026RMR Capital Management LLC5,373$0.21M0.2%N/A0.000%Search for SEC Filing on Google Icon
5/19/2026Western Wealth Management LLC7,537$0.30M0.0%-7.2%0.000%Search for SEC Filing on Google Icon
5/19/2026NewEdge Advisors LLC79,657$3.13M0.1%-13.2%0.000%Search for SEC Filing on Google Icon
5/19/2026Bank of America Corp DE1,361,230$53.47M0.0%+27.2%0.000%Search for SEC Filing on Google Icon
5/19/2026Centaurus Financial Inc.55,782$2.19M0.1%-1.5%0.000%Search for SEC Filing on Google Icon
5/18/2026Sunbelt Securities Inc.2,700$0.11M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/18/2026Royal Bank of Canada576,373$22.64M0.0%+7.7%0.000%Search for SEC Filing on Google Icon
5/15/2026Matrix Private Capital Group LLC23,952$0.94M0.5%N/A0.000%Search for SEC Filing on Google Icon
5/14/2026Hilltop Holdings Inc.6,210$0.24M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/14/2026Lido Advisors LLC150,589$5.92M0.0%+0.4%0.000%Search for SEC Filing on Google Icon
5/13/2026Cetera Investment Advisers165,248$6.49M0.0%-2.0%0.000%Search for SEC Filing on Google Icon
5/13/2026First Trust Advisors LP54,706$2.15M0.0%+2.4%0.000%Search for SEC Filing on Google Icon
5/8/2026PNC Financial Services Group Inc.57,120$2.24M0.0%+7.9%0.000%Search for SEC Filing on Google Icon
5/8/2026Cassaday & Co Wealth Management LLC1,858$73K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/6/2026Assetmark Inc.2,449$96K0.0%+13.1%0.000%Search for SEC Filing on Google Icon
5/6/2026Gerald Baker Financial Group LLC156,483$6.15M2.1%N/A0.000%Search for SEC Filing on Google Icon
5/6/2026Independent Financial Group LLC73,136$2.87M0.1%N/A0.000%Search for SEC Filing on Google Icon
5/5/2026D.A. Davidson & CO.6,146$0.24M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/5/2026Geneos Wealth Management Inc.4,466$0.18M0.0%+38.9%0.000%Search for SEC Filing on Google Icon
5/5/2026Sanctuary Advisors LLC21,392$0.84M0.0%+6.6%0.000%Search for SEC Filing on Google Icon
5/5/2026Sterling Investment Advisors Ltd.192,424$7.56M1.3%+1.6%0.000%Search for SEC Filing on Google Icon
5/4/2026HBW Advisory Services LLC110,909$4.36M0.5%+1.7%0.000%Search for SEC Filing on Google Icon
5/4/2026NWF Advisory Services Inc.49,723$1.95M0.2%+6.2%0.000%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp20,495$0.81M0.0%+2,057.4%0.000%Search for SEC Filing on Google Icon
5/1/2026Simplicity Wealth LLC9,379$0.37M0.0%+15.5%0.000%Search for SEC Filing on Google Icon
5/1/2026Walled Lake Planning & Wealth Management LLC19,260$0.76M0.2%+25.2%0.000%Search for SEC Filing on Google Icon
4/30/2026Griffin Asset Management Inc.46,390$1.82M0.2%-6.9%0.000%Search for SEC Filing on Google Icon
4/30/2026Kestra Advisory Services LLC56,064$2.20M0.0%+10.3%0.000%Search for SEC Filing on Google Icon
4/30/2026Quantum Portfolio Management LLC109,660,999$4.31B45.6%+980,504.5%0.000%Search for SEC Filing on Google Icon
4/29/2026Westbourne Investment Advisors Inc.25,600$1.01M0.3%+8.0%0.000%Search for SEC Filing on Google Icon
4/28/2026Ascentis Independent Advisors6,897$0.27M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/28/2026Stephens Inc. AR29,857$1.17M0.0%-1.0%0.000%Search for SEC Filing on Google Icon
4/27/2026PFG Investments LLC16,777$0.66M0.0%-2.8%0.000%Search for SEC Filing on Google Icon
4/27/2026World Investment Advisors32,455$1.28M0.0%-48.5%0.000%Search for SEC Filing on Google Icon
4/27/2026Private Advisor Group LLC138,375$5.44M0.0%-0.6%0.000%Search for SEC Filing on Google Icon
4/25/2026Innova Wealth Partners9,481$0.37M0.2%+49.0%0.000%Search for SEC Filing on Google Icon
4/23/2026Apollon Wealth Management LLC8,803$0.35M0.0%-18.4%0.000%Search for SEC Filing on Google Icon
4/22/2026Janney Montgomery Scott LLC111,125$4.37M0.0%+3.6%0.000%Search for SEC Filing on Google Icon
4/21/2026Maridea Wealth Management LLC15,812$0.62M0.1%+3.8%0.000%Search for SEC Filing on Google Icon
4/21/2026Wealth Effects LLC82,866$3.26M1.2%+7.5%0.000%Search for SEC Filing on Google Icon
4/21/2026Aegis Wealth Management Inc.41,958$1.65M1.3%-0.7%0.000%Search for SEC Filing on Google Icon
4/20/2026Oak Family Advisors LLC230,396$9.05M2.5%+2.8%0.000%Search for SEC Filing on Google Icon
4/20/2026RFG Advisory LLC10,508$0.41M0.0%+31.1%0.000%Search for SEC Filing on Google Icon
4/20/2026Kercheville Advisors LLC47,645$1.87M0.6%-0.7%0.000%Search for SEC Filing on Google Icon
4/17/2026Total Clarity Wealth Management Inc.6,190$0.24M0.1%N/A0.000%Search for SEC Filing on Google Icon
4/17/2026AdvisorNet Financial Inc1,747$69K0.0%-23.8%0.000%Search for SEC Filing on Google Icon
4/17/2026Webster Bank N. A.744$29K0.0%-25.2%0.000%Search for SEC Filing on Google Icon
4/17/2026Atlas Brown Inc.20,461$0.80M0.2%+4.3%0.000%Search for SEC Filing on Google Icon
4/17/2026PMG Family Office LLC25,712$1.01M1.1%+1.0%0.000%Search for SEC Filing on Google Icon
4/17/2026XML Financial LLC25,904$1.02M0.1%-5.6%0.000%Search for SEC Filing on Google Icon
4/17/2026Brookstone Capital Management20,679$0.81M0.0%+2.1%0.000%Search for SEC Filing on Google Icon
4/16/2026Future Financial Wealth Managment LLC24,202$1.01M0.7%-3.7%0.000%Search for SEC Filing on Google Icon
3/17/2026Rockefeller Capital Management L.P.1,760$64K0.0%+52.0%0.000%Search for SEC Filing on Google Icon
3/13/2026World Investment Advisors63,041$2.31M0.0%+38.6%0.000%Search for SEC Filing on Google Icon
3/9/2026Corient Private Wealth LLC9,550$0.35M0.0%-18.4%0.000%Search for SEC Filing on Google Icon
3/3/2026NWF Advisory Services Inc.46,809$1.71M0.2%+17.9%0.000%Search for SEC Filing on Google Icon
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
Data available starting January 2016

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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: $42.55
Low: $42.17
High: $42.90

50 Day Range

MA: $41.30
Low: $38.46
High: $43.66

52 Week Range

Now: $42.55
Low: $33.51
High: $43.90

Volume

239,683 shs

Average Volume

253,610 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. Jesse T Correll (CEO)
  2. Ronald James Sorenson (Insider)
  3. Louis Francisco Cimino (Director)
  4. Joseph Burns Rhame III (Insider)
  5. Louis Francisco Cimino (Insider)
  6. Joellen Legg (Director)
  7. Mary K Anstine (Insider)
  8. E Wayne Nordberg (Insider)
  9. Jeremy O May (Insider)
  10. Rowland Otto Wilhelm Jr (Insider)
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. Quantum Portfolio Management LLC — 0.00%
  2. Bank of America Corp DE — 0.00%
  3. Royal Bank of Canada — 0.00%
  4. Oak Family Advisors LLC — 0.00%
  5. Sterling Investment Advisors Ltd. — 0.00%
  6. Cetera Investment Advisers — 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. World Investment Advisors
  2. NewEdge Advisors LLC
  3. Griffin Asset Management Inc.
  4. Cetera Investment Advisers
  5. Apollon Wealth Management LLC
  6. XML Financial LLC
  7. Future Financial Wealth Managment LLC
  8. Centaurus Financial Inc.

Which institutional investors are buying Reaves Utility Income Fund stock?

Within the last quarter, UTG stock was acquired by institutional investors including:
  1. Quantum Portfolio Management LLC
  2. Bank of America Corp DE
  3. Gerald Baker Financial Group LLC
  4. Independent Financial Group LLC
  5. Royal Bank of Canada
  6. Matrix Private Capital Group LLC
  7. Fifth Third Bancorp
  8. Ascentis Independent Advisors
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.