Reaves Utility Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.31 M | $53.24 M | -3.95% | 1.42% |
| MORGAN STANLEY | 08/13/2026 | 1.21 M | $49.07 M | 5.83% | 1.31% |
| LPL FINANCIAL LLC | 08/07/2026 | 877.63 K | $35.74 M | 7.10% | 0.95% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 694.10 K | $28.26 M | -1.90% | 0.75% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 548.91 K | $22.35 M | 52.78% | 0.60% |
| ROYAL BANK OF CANADA | 08/14/2026 | 532.58 K | $21.69 M | -7.60% | 0.58% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 437.51 K | $17.82 M | 3.09% | 0.48% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 380.51 K | $15.49 M | 4.00% | 0.41% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 325.96 K | $13.27 M | -1.90% | 0.35% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 323.11 K | $13.16 M | 100.00% | 0.35% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 296.83 K | $12.09 M | -0.53% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 292.54 K | $11.91 M | 15.35% | 0.32% |
| UBS GROUP AG | 08/13/2026 | 287.25 K | $11.70 M | 9.47% | 0.31% |
| GERALD BAKER FINANCIAL GROUP LLC | 08/03/2026 | 250.32 K | $10.19 M | 5.64% | 0.27% |
| OAK FAMILY ADVISORS, LLC | 07/20/2026 | 247.98 K | $10.10 M | 7.63% | 0.27% |
| MAGNUS FINANCIAL GROUP LLC | 07/09/2026 | 238.73 K | $9.72 M | 3.69% | 0.26% |
| STERLING INVESTMENT ADVISORS, LTD. | 07/28/2026 | 189.65 K | $7.72 M | -1.44% | 0.21% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 172.64 K | $7.03 M | 111.43% | 0.19% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 161.29 K | $6.57 M | -2.40% | 0.18% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 159.51 K | $6.50 M | 5.03% | 0.17% |
| JBR CO FINANCIAL MANAGEMENT INC | 07/09/2026 | 142.78 K | $5.81 M | 0.47% | 0.16% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 140.10 K | $5.70 M | 1.24% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 123.77 K | $5.04 M | 11.38% | 0.13% |
| HBW ADVISORY SERVICES LLC | 07/16/2026 | 111.67 K | $4.55 M | 0.68% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 109.86 K | $4.47 M | 0.77% | 0.12% |
| MARINER, LLC | 08/13/2026 | 108.65 K | $4.42 M | -2.32% | 0.12% |
| LIDO ADVISORS, LLC | 08/07/2026 | 98.30 K | $4.00 M | -34.72% | 0.11% |
| TRADITION WEALTH MANAGEMENT, LLC | 08/11/2026 | 94.79 K | $3.86 M | 15.12% | 0.10% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 89.71 K | $3.65 M | 3.44% | 0.10% |
| REAVES W H & CO INC | 07/30/2026 | 85.75 K | $3.49 M | 1.40% | 0.09% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 82.30 K | $3.35 M | -37.98% | 0.09% |
| WEALTH EFFECTS LLC | 08/06/2026 | 81.99 K | $3.34 M | -1.06% | 0.09% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 73.88 K | $3.01 M | -1.99% | 0.08% |
| OPPENHEIMER & CO INC | 08/03/2026 | 71.43 K | $2.91 M | -3.94% | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 70.61 K | $2.88 M | 2.39% | 0.08% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 69.23 K | $2.82 M | 39.22% | 0.08% |
| JEFFERIES FINANCIAL GROUP INC. | 08/17/2026 | 68.55 K | $2.79 M | 9.03% | 0.07% |
| LONGVIEW WEALTH MANAGEMENT | 07/17/2026 | 67.34 K | $2.74 M | -0.06% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 63.14 K | $2.57 M | 10.53% | 0.07% |
| COHEN & STEERS, INC. | 08/14/2026 | 58.00 K | $2.36 M | 9.43% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 56.44 K | $2.30 M | 8.85% | 0.06% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 56.30 K | $2.29 M | 2.92% | 0.06% |
| STEVENS CAPITAL PARTNERS | 08/10/2026 | 56.04 K | $2.28 M | 100.00% | 0.06% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 54.57 K | $2.22 M | -2.17% | 0.06% |
| NBC SECURITIES, INC. | 07/21/2026 | 54.26 K | $2.21 M | 6.24% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 52.22 K | $2.13 M | -6.86% | 0.06% |
| GRIFFIN ASSET MANAGEMENT, INC. | 07/23/2026 | 51.64 K | $2.10 M | 11.31% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 51.59 K | $2.10 M | 2.94% | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 51.50 K | $2.10 M | -11.40% | 0.06% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 49.88 K | $2.03 M | 39.05% | 0.05% |
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Reaves Utility Income Fund institutional Ownership - FAQ's
During the previous two years, 356 institutional investors and hedge funds held shares of Reaves Utility Income Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 1.31 M
MORGAN STANLEY: 1.21 M
LPL Financial LLC: 877,625
WELLS FARGO & COMPANY/MN: 694,103
RAYMOND JAMES FINANCIAL INC: 548,908
ROYAL BANK OF CANADA: 532,580
14.87% of Reaves Utility Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 15.10 M shares in the last 24 months. This purchase volume represents approximately $600.98 M in transactions.