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The company

Reaves Utility Income Fund Common Shares of Beneficial Interest

UTG · NYSE American

FinancialsFunds, Shells & SPACs

UTG stood above a rising 150-day average in 28 of the last 52 weekly readings, and has been out of that trend for the last 15 weeks. It is 14.5% below that average now. Financials: 51% of its 740 stocks in an uptrend (−2 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 15
Insider buys, 12 months
$91K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
251 (+25)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 28 of 52 weeks.

24 Apr – 23 Oct
44%53%62%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$197KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months2
Sale orders, 12 months0
Buyers · sellers2 · 0
WhoDidSharesTraded
Joseph Burns Rhame IIIOtherbought500at $41.2026 Jun 2026filed 26 Jun 2026
Joellen LeggDirectorbought580at $42.6224 Jun 2026filed 25 Jun 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders251+25 on the quarter
New · exited39 · 15
Reported value$540.0M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BANK OF AMERICA CORPreduced · filed 14 Aug 20261,307,405$53.2M-53,825−4.0%
MORGAN STANLEYadded · filed 13 Aug 20261,205,092$49.1M+66,435+5.8%
LPL Financial LLCadded · filed 7 Aug 2026877,625$35.7M+58,210+7.1%
WELLS FARGO & COMPANYreduced · filed 14 Aug 2026694,103$28.3M-13,478−1.9%
RAYMOND JAMES FINANCIAL INCadded · filed 14 Aug 2026548,908$22.4M+189,630+52.8%
ROYAL BANK OF CANADAreduced · filed 14 Aug 2026532,580$21.7M-43,793−7.6%
COMMONWEALTH EQUITY SERVICES, LLCadded · filed 29 Jul 2026437,513$17.8M+13,111+3.1%
CAPTRUST FINANCIAL ADVISORSadded · filed 13 Aug 2026380,508$15.5M+14,647+4.0%
AMERIPRISE FINANCIAL INCreduced · filed 14 Aug 2026325,955$13.3M-6,306−1.9%
J.W. COLE ADVISORS, INC.new · filed 21 Jul 2026323,107$13.2M+323,107
31 Mar 2023 – 30 Jun 2026
129188246Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Joseph Burns Rhame III Company insiderOther · last 26 Jun 202612 · 0
JoEllen Legg Company insiderDirector · last 24 Jun 20266 · 0
Thomas Michael Grimes Company insiderOther · last 23 Oct 20230 · 1
Thomas W. Harmke Company insiderOther · last 3 Nov 20210 · 1
Louis Francisco Cimino Company insiderOther · last 10 Sep 202017 · 0
Rowland Otto Wilhelm, Jr. Company insiderOther · last 5 Jul 20191 · 1
Ronald James Sorenson Company insiderOther · last 31 Dec 201811 · 0
Jeremy O. May Company insiderOther · last 16 Oct 20177 · 0
Brian Wallace Weeks Company insiderOther · last 11 Oct 20171 · 0
William Avrum Ferer Company insiderOther · last 11 Oct 20174 · 0
John Prentiss Bartlett Company insiderOther · last 7 Dec 20161 · 1
Mary K. Anstine Company insiderOther · last 21 Dec 20153 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.