Reaves Utility Income Fund

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Reaves Utility Income Fund
TickerUTG
CIK #0001263994
CUSIP756158101
Sector -
Addressc/o Alps Fund Services, Inc PO Box 328, Denver, CO 80201-0328
Source [EDGAR]
CIK Filing 2011 - 2026
[0001263994] 3
[0001263994] 4
[0001263994] 5
[0001263994] 8-K
Form 3/4/5 Filer 2011 - 2026
Sessions John Joseph
Reaves Utility Income Fund
Rhame Joseph Burns III
Legg JoEllen
Grimes Thomas Michael
Reaves W H & Co Inc
Swenson Bradley J
Kerschen Jill
Moore Christopher
Papasan Larry W
Panella Jennell
Harmke Thomas W
Gilomen Karen S
McEwen Kelly
Rettinger Erich
Khwaja-Dixon Sareena
Cimino Louis Francisco
Wilhelm Rowland Otto Jr
Sorenson Ronald James
May Jeremy O
Ferer William Avrum
Weeks Brian Wallace
Bartlett John Prentiss
Porter Timothy Ottaviano
Anstine Mary K
Uhl Theodore
Gossard Cory J
Cory John Allen Tison
Welsh Jennifer T
Tyler Tane T
Johnson Lauren Elizabeth
Nordberg E Wayne
Nickels Monette R
Morris Everett L
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Rhame Joseph Burns III
Reaves Utility Income Fund
2025-10-30 Other 22.14 $38.22 846
Rhame Joseph Burns III
Reaves Utility Income Fund
2025-10-30 Other 34.79 $38.22 1,330
Reaves Utility Income Fund
2025-10-23 Buy 2,700 $37.80 102,060
Rhame Joseph Burns III
Reaves Utility Income Fund
2025-10-23 Buy 2,700 $37.80 102,060
Reaves Utility Income Fund
2025-09-30 Other 33.96 $39.62 1,345
Rhame Joseph Burns III
Reaves Utility Income Fund
2025-09-30 Other 21.62 $39.62 857
Reaves Utility Income Fund
2025-09-30 Other 21.62 $39.62 857
Rhame Joseph Burns III
Reaves Utility Income Fund
2025-09-30 Other 33.99 $39.62 1,347
Reaves Utility Income Fund
2025-08-29 Other 22.01 $37.94 835
Reaves Utility Income Fund
2025-08-29 Other 34.58 $37.94 1,312
Rhame Joseph Burns III
Reaves Utility Income Fund
2025-08-29 Other 34.58 $37.94 1,312
Reaves Utility Income Fund
2025-07-31 Other 21.93 $38.28 839
Reaves Utility Income Fund
2025-07-31 Other 34.45 $38.28 1,319
Rhame Joseph Burns III
Reaves Utility Income Fund
2025-07-31 Other 34.45 $38.28 1,319
Rhame Joseph Burns III
Reaves Utility Income Fund
2025-07-31 Other 21.93 $38.28 839
Reaves Utility Income Fund
2025-06-28 Other 22.06 $36.18 798
Reaves Utility Income Fund
2025-06-28 Other 34.65 $36.18 1,254
Rhame Joseph Burns III
Reaves Utility Income Fund
2025-06-28 Other 22.06 $36.18 798
Rhame Joseph Burns III
Reaves Utility Income Fund
2025-06-28 Other 34.65 $36.18 1,254
Rhame Joseph Burns III
Reaves Utility Income Fund
2025-05-30 Other 35.98 $34.60 1,245
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 243 12,507,554
2025-12-31 241 11,985,504
2025-09-30 241 11,871,573
2025-06-30 219 11,728,650
2025-03-31 203 10,320,155
2024-12-31 204 9,729,870
2024-09-30 201 9,015,727
2024-06-30 173 8,145,109
2024-03-31 168 9,222,288
2023-12-31 163 7,912,746
2023-09-30 147 6,404,429
2023-06-30 153 6,400,380
Form 13F Holdings
Firm Period DFND Voting Shares
Oak Family Advisors LLC [2026-06-30] SOLE 17,829 247,979
Magnus Financial Group LLC [2026-06-30] SOLE 0 238,730
JBR Co Financial Management Inc [2026-06-30] SOLE 142,777 142,777
HBW Advisory Services LLC [2026-06-30] SOLE 0 111,666
Independent Financial Group LLC [2026-06-30] SOLE 0 89,708
Smith Asset Management Co LLC [2026-06-30] SOLE 73,879 73,879
LongView Wealth Management [2026-06-30] SOLE 0 67,338
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 1,006 47,690
Aegis Wealth Management Inc [2026-06-30] SOLE 0 40,437
Red Door Wealth Management LLC [2026-06-30] SOLE 0 35,128
Sowell Financial Services LLC [2026-06-30] SOLE 32,738 32,738
Merrion Investment Management Co LLC [2026-06-30] SOLE 30,000 30,000
PMG Family Office LLC [2026-06-30] SOLE 0 25,948
Prospera Financial Services Inc [2026-06-30] SOLE 0 24,846
Atlas Brown Inc [2026-06-30] SOLE 19,998 19,998
Walled Lake Planning & Wealth Management LLC [2026-06-30] SOLE 0 19,260
Davenport & Company LLC [2026-06-30] SOLE 17,463 18,013
Castle Rock Wealth Management LLC [2026-06-30] SOLE 17,200 17,200
Brookstone Capital Management [2026-06-30] SOLE 0 17,036
Allied Private Wealth LLC [2026-06-30] SOLE 16,422 16,422
Certified Advisory Corp [2026-06-30] SOLE 0 16,070
Focus Financial Network Inc [2026-06-30] SOLE 0 15,321
Farther Finance Advisors LLC [2026-06-30] SOLE 0 13,979
Bay Colony Advisory Group Inc D/B/a Bay Colony Advisors [2026-06-30] SOLE 0 11,684
Commonwealth Financial Services LLC [2026-06-30] SOLE 0 11,354
Innova Wealth Partners [2026-06-30] SOLE 0 9,967
City Center Advisors LLC [2026-06-30] SOLE 0 9,692
RFG Advisory LLC [2026-06-30] SOLE 0 9,254
Purus Wealth Management LLC [2026-06-30] SOLE 0 9,044
Prairie Advisory LLC [2026-06-30] SOLE 0 8,055
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