13FBOX
REAVES UTIL INCOME FD · 13F 机构持仓分析
期权收益计算器 机构排行

REAVES UTIL INCOME FD

UTG
持有机构数
264
机构合计市值 (Q2 2026)
$5.58亿
机构合计股数 (Q2 2026)
1,369.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+174.3万股
144 · 40 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-42.2万股
69 · 16 清仓 · ≈
⚖️ 净额
+132.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.58亿
持有机构数
264
新买入
40
加仓
104
减仓
53
清仓
16
持股不变
67
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#183$5,323.8万130.7万股$5,346.9万136.1万股-5.4万股-3.95%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#198$4,907.1万120.5万股$3,970.2万100.2万股+20.3万股+20.26%加仓
LPL金融LPL Financial LLC
0.01%0.01%#149$3,573.7万87.8万股$3,218.7万81.9万股+5.8万股+7.10%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%0.01%#168$2,826.4万69.4万股$2,779.4万70.8万股-1.3万股-1.90%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#159$2,235.2万54.9万股$1,411.2万35.9万股+19.0万股+52.78%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#188$2,168.7万53.3万股$2,263.9万57.6万股-4.4万股-7.60%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#111$1,781.6万43.8万股$1,667.1万42.4万股+1.3万股+3.09%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.03%#108$1,549.4万38.1万股$1,437.1万36.6万股+1.5万股+4.00%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#196$1,327.3万32.6万股$1,304.6万33.2万股-6,306股-1.90%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.23%#30$1,315.7万32.3万股$00股+32.3万股新买入
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#141$1,208.7万29.7万股$1,172.2万29.8万股-1,594股-0.53%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#129$1,191.3万29.3万股$996.2万25.4万股+3.9万股+15.35%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#221$1,169.7万28.7万股$1,030.7万26.2万股+2.5万股+9.47%加仓
Gerald Baker Financial Group LLC
2.9%1.97%#1$1,019.3万25.0万股$495.9万15.6万股+9.4万股+59.97%加仓
OAK FAMILY ADVISORS, LLC
2.58%2.55%#2$1,009.8万24.8万股$905.0万23.0万股+1.8万股+7.63%加仓
Magnus Financial Group LLC
0.69%0.73%#11$972.1万23.9万股$904.4万23.0万股+8,491股+3.69%加仓
Sterling Investment Advisors, Ltd.
1.2%1.38%#5$772.3万19.0万股$755.8万19.2万股-2,770股-1.44%减仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.01%#115$703.0万17.3万股$320.7万8.2万股+9.1万股+111.43%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#160$656.8万16.1万股$649.1万16.5万股-3,960股-2.40%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.04%0.05%#91$649.5万16.0万股$596.5万15.2万股+7,642股+5.03%加仓
JBR Co Financial Management Inc
2.12%2.18%#4$581.4万14.3万股$519.8万14.2万股+665股+0.47%加仓
Private Advisor集团Private Advisor Group, LLC
0.03%0.03%#104$570.5万14.0万股$543.5万13.8万股+1,721股+1.24%加仓
Janney Montgomery Scott LLC
0.01%0.01%#142$504.0万12.4万股$436.5万11.1万股+1.3万股+11.38%加仓
HBW ADVISORY SERVICES LLC
0.41%0.46%#22$454.7万11.2万股$435.7万11.1万股+757股+0.68%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#140$447.3万11.0万股$428.2万10.9万股+834股+0.76%加仓
MarinerMariner, LLC
<0.01%0.01%#167$442.4万10.9万股$436.9万11.1万股-2,575股-2.32%减仓
Lido顾问Lido Advisors, LLC
0.01%0.02%#135$400.3万9.8万股$591.5万15.1万股-5.2万股-34.72%减仓
Tradition Wealth Management, LLC
0.24%0.23%#29$386.0万9.5万股$323.4万8.2万股+1.2万股+15.12%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.07%#73$365.3万9.0万股$00股+9.0万股新买入
里夫斯公司REAVES W H & CO INC
0.05%0.06%#80$349.2万8.6万股$332.2万8.5万股+1,185股+1.40%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.02%0.04%#114$335.1万8.2万股$521.2万13.3万股-5.0万股-37.98%减仓
WEALTH EFFECTS LLC
0.9%1.15%#9$333.8万8.2万股$325.5万8.3万股-881股-1.06%减仓
Smith Asset Management Co., LLC
2.37%2.54%#3$300.8万7.4万股$296.1万7.5万股-1,501股-1.99%减仓
奥本海默公司OPPENHEIMER & CO INC
0.03%0.04%#96$290.9万7.1万股$292.1万7.4万股-2,927股-3.94%减仓
&Partners&PARTNERS
0.01%0.01%#134$287.5万7.1万股$270.4万6.9万股+1,650股+2.39%加仓
NWF Advisory Services Inc.
0.26%0.22%#28$281.9万6.9万股$195.3万5.0万股+2.0万股+39.22%加仓
杰富瑞金融集团Jefferies Financial Group Inc.
0.02%0.02%#122$279.1万6.9万股$247.0万6.3万股+5,676股+9.03%加仓
LongView Wealth Management
0.7%0.71%#10$274.2万6.7万股$281.9万6.7万股-42股-0.06%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#224$257.1万6.3万股$224.4万5.7万股+6,016股+10.53%加仓
COHEN & STEERS, INC.
<0.01%<0.01%#176$236.2万5.8万股$208.2万5.3万股+5,000股+9.43%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.02%0.02%#109$229.8万5.6万股$203.7万5.2万股+4,588股+8.85%加仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#223$229.3万5.6万股$214.9万5.5万股+1,597股+2.92%加仓
STEVENS CAPITAL PARTNERS
0.43%#20$228.2万5.6万股$00股+5.6万股新买入
CENTAURUS FINANCIAL, INC.
0.09%0.1%#63$222.2万5.5万股$219.1万5.6万股-1,210股-2.17%减仓
LANARK FINANCIAL, INC.
0.15%0.15%#44$221.0万5.4万股$200.6万5.1万股+3,185股+6.24%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#153$212.6万5.2万股$220.2万5.6万股-3,846股-6.86%减仓
GRIFFIN ASSET MANAGEMENT, INC.
0.22%0.21%#31$210.3万5.2万股$182.2万4.6万股+5,245股+11.31%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#136$210.1万5.2万股$196.8万5.0万股+1,473股+2.94%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#230$209.7万5.2万股$228.3万5.8万股-6,626股-11.40%减仓
Samalin Investment Counsel, LLC
0.63%0.5%#12$203.1万5.0万股$140.9万3.6万股+1.4万股+39.05%加仓

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