REAVES UTILITY INCOME FUND (UTG) Institutional Ownership and Insiders Activity

REAVES UTILITY INCOME FUND (UTG) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $940,850 based on SEC Form 13F filings for the quarter ended March 31, 2026.

Matrix Private Capital Group is the largest disclosed holder, reporting approximately $940,850 in UTG holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Matrix Private Capital Group representing the majority of disclosed value.

Recent insider activity includes 4 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.

Institutional Holders

1

Total Reported Value

$940,850

Largest Holder

Matrix Private Capital Group

Largest Position

$940,850

Insider Transactions (90d)

4

Latest Filing Quarter

Q1 2026

New Institutional Positions

0

Funds Exiting Positions

0

Top Institutional Owners

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InvestorReported Balance