UTG Reaves Utility Income Fund (UTG) Insider Trading, Ownership & Congress Trades
Funds & Trusts · Registered investment company · CIK 0001263994
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
144
13F, latest reported quarter
What the filings say about UTG
Insiders, 180 days
+$45.3K net bought
2 buyers
Reaves Utility Income Fund insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, REAVES UTILITY INCOME FUND insiders bought a net $45.3K of stock across 24 Form 4 purchases and sales, with 2 insiders buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 15 earlier Form 4 trades (code P or S) here by this insider (15 buys), the last on Oct 23, 2025.
- +1.5% median (+0.9% mean) 90-day return after 7 previous buys.
- The trade is 3.4% of the 14,673 shares held after it.
- 1 other insider bought within 30 days.
- 144 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Rhame Joseph Burns III bought about $20.6K of UTG on Jun 26, 2026; 1 other insider bought within 30 days and 144 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 buys), the last on Dec 16, 2024.
- +3.6% median (+3.6% mean) 90-day return after 5 previous buys.
- The trade is 14.2% of the 4,095 shares held after it.
- 1 other insider bought within 30 days.
- 144 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Legg JoEllen bought about $24.7K of UTG on Jun 24, 2026; 1 other insider bought within 30 days and 144 funds added in the latest 13F quarter.Context
- 13 earlier Form 4 trades (code P or S) here by this insider (13 buys), the last on Mar 15, 2023.
- +0.3% median (+0.8% mean) 90-day return after 6 previous buys.
- The trade is 19.8% of the 13,627 shares held after it.
- No other insider bought within 30 days.
- 144 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Rhame Joseph Burns III bought about $102.1K of UTG on Oct 23, 2025, the largest insider purchase at the company on our record; 144 funds added in the latest 13F quarter.Context
- 13 earlier Form 4 trades (code P or S) here by this insider (13 buys), the last on Mar 15, 2023.
- +0.3% median (+0.8% mean) 90-day return after 6 previous buys.
- The trade is 19.9% of the 13,559 shares held after it.
- No other insider bought within 30 days.
- 144 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Rhame Joseph Burns III bought about $102.1K of UTG on Oct 23, 2025, the largest insider purchase at the company on our record; 144 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 buys), the last on Nov 15, 2024.
- +4.1% median (+3.8% mean) 90-day return after 4 previous buys.
- The trade is 9.3% of the 3,197 shares held after it.
- No other insider bought within 30 days.
- 144 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Legg JoEllen bought about $9.8K of UTG on Dec 16, 2024; 144 funds added in the latest 13F quarter.24 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$45.3K over 180 days
more than 55% of Funds & Trusts
Congress
no House purchase disclosed in the last 12 months
Funds
144 funds bought in last quarter
more than 96% of Funds & Trusts
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
1.0 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch UTG
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-4.8%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns UTG: institutional holders (13F)
13F holdings, latest reported quarter
1,307,405 sh
$53.2M
1,205,092 sh
$49.1M
877,625 sh
$35.7M
694,103 sh
$28.3M
548,908 sh
$22.4M
Congress trades in UTG
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
UTG planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
UTG mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
First Trust Income Opportunities ETF
$1.6M position · as of 2026-05-31
2.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $45.3K bought by insiders over 180 days, 144 funds added last quarter. Each figure is a federal filing, dated the day it went public.
UTG Stock Sonar score 2/7 axes
Find similar shapesCompare2 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
UTG filings, in plain words
Are Reaves Utility Income Fund insiders buying or selling UTG?
In the 180 days to 2026-10-27, Reaves Utility Income Fund insiders were net buyers, a net $45.3K across purchases and sales reported on Form 4, by 2 buyers.
Read the full summary
In the 180 days to 2026-10-27, Reaves Utility Income Fund insiders were net buyers of UTG, a net $45.3K across purchases and sales reported on Form 4 by 2 buyers. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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