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/ | 05/18/2026 | 1.36 M | $53.47 M | 27.16% | 1.52% |
| MORGAN STANLEY | 05/15/2026 | 1.14 M | $44.73 M | 6.45% | 1.27% |
| LPL FINANCIAL LLC | 05/06/2026 | 819.42 K | $32.19 M | 5.13% | 0.91% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 707.58 K | $27.79 M | 4.16% | 0.79% |
| ROYAL BANK OF CANADA | 05/15/2026 | 576.37 K | $22.64 M | 7.66% | 0.64% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 424.40 K | $16.67 M | -19.95% | 0.47% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 365.86 K | $14.37 M | 6.61% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 359.28 K | $14.11 M | 9.36% | 0.40% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 332.26 K | $13.05 M | -9.94% | 0.37% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 298.42 K | $11.72 M | 5.22% | 0.33% |
| UBS GROUP AG | 05/05/2026 | 262.40 K | $10.31 M | 18.66% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 253.61 K | $9.96 M | -0.66% | 0.28% |
| 05/06/2026 | 236.96 K | $9.31 M | 100.00% | 0.26% | |
| OAK FAMILY ADVISORS, LLC | 04/20/2026 | 230.40 K | $9.05 M | 2.75% | 0.26% |
| MAGNUS FINANCIAL GROUP LLC | 04/10/2026 | 230.24 K | $9.04 M | -0.64% | 0.26% |
| STERLING INVESTMENT ADVISORS, LTD. | 05/04/2026 | 192.42 K | $7.56 M | 1.64% | 0.21% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 165.25 K | $6.49 M | -1.97% | 0.18% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 151.87 K | $5.97 M | 5.24% | 0.17% |
| LIDO ADVISORS, LLC | 05/13/2026 | 150.59 K | $5.92 M | 0.37% | 0.17% |
| JBR CO FINANCIAL MANAGEMENT INC | 04/08/2026 | 142.11 K | $5.20 M | 0.00% | 0.16% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 138.38 K | $5.44 M | -0.55% | 0.15% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 132.70 K | $5.21 M | -0.63% | 0.15% |
| MARINER, LLC | 05/13/2026 | 111.22 K | $4.37 M | -6.52% | 0.12% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 111.13 K | $4.37 M | 3.62% | 0.12% |
| HBW ADVISORY SERVICES LLC | 05/04/2026 | 110.91 K | $4.36 M | 1.74% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 109.02 K | $4.28 M | 13.73% | 0.12% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 86.73 K | $3.41 M | -1.15% | 0.10% |
| REAVES W H & CO INC | 05/07/2026 | 84.56 K | $3.32 M | 1.48% | 0.09% |
| WEALTH EFFECTS LLC | 04/21/2026 | 82.87 K | $3.25 M | 7.46% | 0.09% |
| TRADITION WEALTH MANAGEMENT, LLC | 05/15/2026 | 82.34 K | $3.23 M | 0.00% | 0.09% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 81.65 K | $3.21 M | -11.06% | 0.09% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 75.38 K | $2.96 M | -2.11% | 0.08% |
| OPPENHEIMER & CO INC | 04/24/2026 | 74.36 K | $2.92 M | 15.38% | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 68.96 K | $2.70 M | 51.33% | 0.08% |
| LONGVIEW WEALTH MANAGEMENT | 04/15/2026 | 67.38 K | $2.82 M | 0.10% | 0.08% |
| JEFFERIES FINANCIAL GROUP INC. | 05/08/2026 | 62.87 K | $2.47 M | 99.92% | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 58.13 K | $2.28 M | 1.18% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 57.12 K | $2.24 M | 7.89% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 56.06 K | $2.20 M | 10.33% | 0.06% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 55.78 K | $2.19 M | -1.47% | 0.06% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 54.71 K | $2.15 M | 2.37% | 0.06% |
| COHEN & STEERS, INC. | 05/15/2026 | 53.00 K | $2.08 M | 130.43% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 51.85 K | $2.04 M | 4.41% | 0.06% |
| NBC SECURITIES, INC. | 04/14/2026 | 51.08 K | $2.01 M | -2.03% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 50.11 K | $1.97 M | 44.97% | 0.06% |
| STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | 05/11/2026 | 49.90 K | $1.96 M | 0.41% | 0.06% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 49.72 K | $1.95 M | 6.23% | 0.06% |
| KERCHEVILLE ADVISORS, LLC | 04/20/2026 | 47.65 K | $1.87 M | -0.72% | 0.05% |
| GRIFFIN ASSET MANAGEMENT, INC. | 04/30/2026 | 46.39 K | $1.82 M | -6.86% | 0.05% |
| 05/15/2026 | 44.81 K | $1.76 M | 5.26% | 0.05% |
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Reaves Utility Income Fund institutional Ownership - FAQ's
During the previous two years, 321 institutional investors and hedge funds held shares of Reaves Utility Income Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 1.36 M
MORGAN STANLEY: 1.14 M
LPL Financial LLC: 819,415
WELLS FARGO & COMPANY/MN: 707,581
ROYAL BANK OF CANADA: 576,373
COMMONWEALTH EQUITY SERVICES, LLC: 424,402
14.11% of Reaves Utility Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.65 M shares in the last 24 months. This purchase volume represents approximately $543.42 M in transactions.