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/ | 02/17/2026 | 1.07 M | $39.16 M | -2.32% | 1.19% |
| MORGAN STANLEY | 02/13/2026 | 1.07 M | $39.13 M | 6.75% | 1.19% |
| LPL FINANCIAL LLC | 02/11/2026 | 779.45 K | $28.51 M | 13.59% | 0.87% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 679.29 K | $24.85 M | 2.87% | 0.76% |
| ROYAL BANK OF CANADA | 02/17/2026 | 535.37 K | $19.58 M | 2.88% | 0.60% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 530.18 K | $19.39 M | 4.32% | 0.59% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 368.94 K | $13.49 M | -2.36% | 0.41% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 358.29 K | $2.63 M | -2.05% | 0.40% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 343.17 K | $12.55 M | -3.52% | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 328.54 K | $12.02 M | 5.05% | 0.37% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 294.43 K | $10.77 M | -61.67% | 0.33% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 283.61 K | $10.37 M | 7.59% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 255.31 K | $9.34 M | 4.26% | 0.28% |
| MAGNUS FINANCIAL GROUP LLC | 01/07/2026 | 231.73 K | $8.48 M | 0.90% | 0.26% |
| OAK FAMILY ADVISORS, LLC | 02/03/2026 | 224.22 K | $8.20 M | 1.38% | 0.25% |
| UBS GROUP AG | 01/29/2026 | 221.14 K | $8.09 M | 10.36% | 0.25% |
| STERLING INVESTMENT ADVISORS, LTD. | 02/09/2026 | 189.33 K | $6.93 M | -0.80% | 0.21% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 168.57 K | $6.17 M | -6.12% | 0.19% |
| LIDO ADVISORS, LLC | 02/10/2026 | 150.04 K | $5.94 M | 0.00% | 0.17% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 144.31 K | $5.28 M | 100.00% | 0.16% |
| JBR CO FINANCIAL MANAGEMENT INC | 01/06/2026 | 142.11 K | $5.20 M | -1.46% | 0.16% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 139.15 K | $5.09 M | -1.61% | 0.15% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 133.53 K | $4.88 M | -17.44% | 0.15% |
| MARINER, LLC | 02/13/2026 | 118.98 K | $4.35 M | -7.96% | 0.13% |
| HBW ADVISORY SERVICES LLC | 01/23/2026 | 109.02 K | $3.99 M | 197.48% | 0.12% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 107.24 K | $3.92 M | 6.81% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 95.86 K | $3.51 M | -1.79% | 0.11% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 91.80 K | $3.36 M | -18.48% | 0.10% |
| REAVES W H & CO INC | 02/10/2026 | 83.33 K | $3.05 M | 1.54% | 0.09% |
| TRADITION WEALTH MANAGEMENT, LLC | 02/11/2026 | 82.35 K | $3.01 M | 1.19% | 0.09% |
| WEALTH EFFECTS LLC | 01/26/2026 | 77.11 K | $2.82 M | 9.77% | 0.09% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 77.01 K | $2.82 M | -2.84% | 0.09% |
| LONGVIEW WEALTH MANAGEMENT | 01/13/2026 | 67.32 K | $2.47 M | -3.48% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 66.35 K | $2.47 M | 8.54% | 0.07% |
| OPPENHEIMER & CO INC | 02/02/2026 | 64.45 K | $2.36 M | 6.66% | 0.07% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 63.04 K | $2.31 M | 38.58% | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 57.45 K | $2.10 M | 1.89% | 0.06% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 56.62 K | $2.07 M | 4.54% | 0.06% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 54.73 K | $2.00 M | -7.04% | 0.06% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 53.44 K | $1.95 M | 9.76% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 52.94 K | $1.94 M | 19.30% | 0.06% |
| NBC SECURITIES, INC. | 01/29/2026 | 52.14 K | $1.91 M | -0.19% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 50.82 K | $1.86 M | 5.25% | 0.06% |
| GRIFFIN ASSET MANAGEMENT, INC. | 02/06/2026 | 49.81 K | $1.82 M | 25.31% | 0.06% |
| STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | 02/04/2026 | 49.69 K | $1.85 M | 31.58% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 49.67 K | $1.82 M | 8.85% | 0.06% |
| KERCHEVILLE ADVISORS, LLC | 01/29/2026 | 47.99 K | $1.82 M | 11.66% | 0.05% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 46.81 K | $1.71 M | 17.94% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 45.57 K | $1.67 M | 133.07% | 0.05% |
| 02/13/2026 | 42.57 K | $1.56 M | 100.00% | 0.05% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Reaves Utility Income Fund institutional Ownership - FAQ's
During the previous two years, 328 institutional investors and hedge funds held shares of Reaves Utility Income Fund. The most heavily invested institutionals were:
COMMONWEALTH EQUITY SERVICES, LLC: 424,402
UBS Group AG: 262,401
OAK FAMILY ADVISORS, LLC: 230,396
Magnus Financial Group LLC: 230,239
Sterling Investment Advisors, Ltd.: 192,424
Wealthspire Advisors, LLC: 151,869
13.69% of Reaves Utility Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.50 M shares in the last 24 months. This purchase volume represents approximately $537.18 M in transactions.