UTG · Insider trading · 13F holders · Congress trades
Reaves Util Income Fd (UTG)
Who is buying and selling UTG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 22
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
UTG at a glance
- No open-market insider purchases or sales of UTG were filed in the last 90 days.
- 22 13F filers hold UTG among their 50 largest positions, worth $66.3M combined. The biggest bets by portfolio weight are Oak Family Advisors, LLC (2.6%), Gerald Baker Financial Group LLC (2.6%) and JBR Co Financial Management Inc (2.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in UTG.
UTG insider trading
No open-market insider purchases or sales of UTG were filed in the last 90 days.
Who owns UTG? Hedge funds and superinvestors
22 13F filers hold UTG among their 50 largest positions, worth $66.3M combined. The biggest bets by portfolio weight are Oak Family Advisors, LLC (2.6%), Gerald Baker Financial Group LLC (2.6%) and JBR Co Financial Management Inc (2.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Gerald Baker Financial Group LLCWealth manager | 2.6% | $9.1M | 266,240 | +6.4% shares | Q3 2026 |
| Oak Family Advisors, LLCWealth manager | 2.6% | $8.3M | 242,912 | -2.0% shares | Q3 2026 |
| Magnus Financial Group LLCWealth manager | 0.5% | $8.1M | 234,914 | -1.6% shares | Q3 2026 |
| Sterling Investment Advisors, Ltd.Wealth manager | 1.1% | $6.6M | 193,390 | +2.0% shares | Q3 2026 |
| JBR Co Financial Management IncWealth manager | 2.2% | $5.6M | 141,083 | -1.2% shares | Q3 2026 |
| Hbw Advisory Services LLCWealth manager | 0.5% | $4.7M | 137,098 | — | Q3 2026 |
| Wealth Effects LLCWealth manager | 0.9% | $3.2M | 93,009 | +13.4% shares | Q3 2026 |
| Samalin Investment Counsel, LLCWealth manager | 0.9% | $2.8M | 80,653 | +61.7% shares | Q3 2026 |
| Smith Asset Management Co., LLCWealth manager | 2.0% | $2.5M | 72,740 | -1.5% shares | Q3 2026 |
| LongView Wealth ManagementWealth manager | 0.6% | $2.3M | 66,696 | -1.0% shares | Q3 2026 |
| Ascentis Wealth Management, LLCWealth manager | 0.3% | $1.9M | 45,894 | — | Q2 2026 |
| Kercheville Advisors, LLCWealth manager | 0.5% | $1.7M | 48,513 | -1.7% shares | Q3 2026 |
| Wright Wealth LLCWealth manager | 0.9% | $1.6M | 45,255 | +1.0% shares | Q3 2026 |
| Aegis Wealth Management, Inc.Wealth manager | 0.8% | $1.4M | 41,329 | +2.2% shares | Q3 2026 |
| Mission Hills Financial Advisory, LLCWealth manager | 0.5% | $1.2M | 28,847 | +51.6% shares | Q2 2026 |
| Matrix Private Capital Group LLCWealth manager | 0.5% | $1.2M | 28,429 | +18.7% shares | Q2 2026 |
| Merrion Investment Management Co, LLCWealth manager | 0.5% | $1.0M | 30,000 | +0.0% shares | Q3 2026 |
| PMG Family Office LLCWealth manager | 0.8% | $909K | 26,462 | +2.0% shares | Q3 2026 |
| Future Financial Wealth Managment LLCWealth manager | 0.5% | $740K | 21,535 | -4.9% shares | Q3 2026 |
| Allied Private Wealth LLCWealth manager | 0.4% | $653K | 16,422 | — | Q2 2026 |
| Bey-Douglas LLCWealth manager | 0.4% | $402K | 10,239 | +19.3% shares | Q1 2026 |
| Estate Planners Group, LLCWealth manager | 0.2% | $393K | 9,644 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 16, Q2 2026: 5, Q1 2026: 1). Screen UTG in the grand portfolio →
UTG stock trades by members of Congress
No member of Congress has disclosed a trade in UTG.
UTG questions and answers
Are insiders buying UTG stock?
No open-market insider purchases or sales of UTG were filed in the last 90 days.
Which hedge funds own UTG?
22 13F filers hold UTG among their 50 largest positions, worth $66.3M combined. The biggest bets by portfolio weight are Oak Family Advisors, LLC (2.6%), Gerald Baker Financial Group LLC (2.6%) and JBR Co Financial Management Inc (2.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded UTG?
No member of Congress has disclosed a trade in UTG.
Who is the largest holder of UTG?
Among 13F filers, Gerald Baker Financial Group LLC reports the largest UTG position, $9.1M (266,240 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Oak Family Advisors, LLC's: 2.6% of its portfolio.
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