Reaves Utility Income Fund (UTG)

Largest owners	Shares	Value	Change
MS Morgan Stanley	877.08 k	$27.79 bn	+6.8%
BAC Bank of America	826.88 k	$26.20 bn	+1.8%
WFC Wells Fargo & Company	598.40 k	$18.96 bn	+2.4%
LPL Financial	585.12 k	$18.54 bn	+4.7%
RY Royal Bank of Canada	490.96 k	$15.56 bn	+4.2%
AMP Ameriprise Financial	451.31 k	$14.30 bn	+7.7%
Commonwealth Equity Services	446.19 k	$14.14 mm	+38.9%
Advisor	384.86 k	$12.29 bn	-1.0%
Captrust Financial Advisors	357.37 k	$11.33 bn	+102.1%
J.W. Cole Advisors	332.58 k	$10.54 bn	+4.4%

Largest transactions	Shares	Bought/sold	Change
RJF Raymond James Financial	274.63 k	+274.63 k	NEW
Captrust Financial Advisors	357.37 k	+180.51 k	+102.1%
Commonwealth Equity Services	446.19 k	+125.07 k	+38.9%
Raymond James & Associates	0.00	-124.19 k	EXIT
Proficio Capital Partners	101.38 k	+101.38 k	NEW
Sanctuary Advisors	20.93 k	-84.99 k	-80.2%
Raymond James Financial Services Advisors	0.00	-80.25 k	EXIT
Oak Family Advisors	251.77 k	+80.00 k	+46.6%
Change Path	64.83 k	+64.83 k	NEW
MS Morgan Stanley	877.08 k	+56.20 k	+6.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

UTG insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
30 Oct 25	Joseph Burns Rhame III	Reaves Utility Income Fund	Other	Acquire J	No	No	38.22	22.142	846.27	13,684.108
30 Oct 25	Joseph Burns Rhame III	Reaves Utility Income Fund	Other	Acquire J	No	No	38.22	34.786	1.33 k	13,661.966
23 Oct 25	Joseph Burns Rhame III	Reaves Utility Income Fund	Buy	Acquire P	No	No	37.8	2,700	102.06 k	13,559.264
23 Oct 25	Joseph Burns Rhame III	Reaves Utility Income Fund	Buy	Acquire P	No	No	37.8	2,700	102.06 k	13,627.18
30 Sep 25	Joseph Burns Rhame III	Reaves Utility Income Fund	Other	Acquire J	No	No	39.62	21.615	856.39	10,859.264
30 Sep 25	Joseph Burns Rhame III	Reaves Utility Income Fund	Other	Acquire J	No	No	39.62	33.985	1.35 k	10,837.649
30 Sep 25	Joseph Burns Rhame III	Reaves Utility Income Fund	Other	Acquire J	No	No	39.62	21.615	856.39	10,927.18
30 Sep 25	Joseph Burns Rhame III	Reaves Utility Income Fund	Other	Acquire J	No	No	39.62	33.958	1.35 k	10,905.565
29 Aug 25	Joseph Burns Rhame III	Reaves Utility Income Fund	Other	Acquire J	No	No	37.94	34.581	1.31 k	10,849.596
29 Aug 25	Joseph Burns Rhame III	Reaves Utility Income Fund	Other	Acquire J	No	No	37.94	22.011	835.10	10,871.607

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Press releases

From Benzinga Pro

Reaves Utility Income Fund Section 19(a) Notice

28 Nov 25

Statement Pursuant to Section 19(a) of the Investment Company Act of 1940 DENVER, CO / ACCESS Newswire / November 28, 2025 / On November 28, 2025, the Reaves Utility Income Fund (NYSE:UTG) (the "Fund"), a

Reaves Utility Income Fund Section 19(a) Notice

31 Oct 25

Statement Pursuant to Section 19(a) of the Investment Company Act of 1940 DENVER, CO / ACCESS Newswire / October 31, 2025 / On October 31, 2025, the Reaves Utility Income Fund (NYSE:UTG) (the "Fund"), a

Reaves Utility Income Fund Announces Regular Monthly Distributions of $0.20 Per Share

7 Oct 25

DENVER, CO, X / ACCESS Newswire / October 7, 2025 / Reaves Utility Income Fund (NYSE:UTG) announced today the next three, monthly, distributions at a rate of $0.20 per common share per month, unchanged from the per share

Reaves Utility Income Fund Section 19(a) Notice

30 Sep 25