REAVES UTILITY INCOME FUND (UTG) Institutional Ownership and Insiders Activity
REAVES UTILITY INCOME FUND (UTG) is widely held by institutional investors, with 260 firms reporting positions valued at approximately $548.55M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is the largest disclosed holder, reporting approximately $53.24M in UTG holdings in its latest filing.
Recent insider activity includes 2 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
260
Total Reported Value
$548.55M
Largest Holder
Bank Of America Corp
Largest Position
$53.24M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
21
Top Institutional Owners
View allInvestorReported Balance
- Bank Of America Corp$53.24M
- Morgan Stanley$49.07M
- Lpl Financial Llc$35.74M
- Wells Fargo & Company/Mn$28.26M
- Raymond James Financial Inc$22.35M
Related UTG Institutional Insights:
- UTG 13F Institutional Holders
- UTG Top Institutional Shareholders
- UTG Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- UTG Insider Trading & SEC Form 4 Activity
- UTG Articles
- Top Institutional Investor Stock Rankings