UTG REAVES UTIL INCOME FD
COM SH BEN INT
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 263 | 13,812,805 | $5.62亿 | 30 | 107 | 51 | 14 | $3,115.59万 |
| 2026Q1 | 241 | 12,673,894 | $4.98亿 | 19 | 110 | 48 | 18 | $1,564.88万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $772.17万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $450.70万 |
| NewEdge Advisors, LLC | 加仓 | $370.50万 |
| MORGAN STANLEY | 加仓 | $270.52万 |
| LPL Financial LLC | 加仓 | $237.03万 |
| STEVENS CAPITAL PARTNERS | 新建仓 | $228.19万 |
| OSAIC HOLDINGS, INC. | 加仓 | $158.52万 |
| Red Door Wealth Management, LLC | 新建仓 | $143.04万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $119.94万 |
| WOLVERINE ASSET MANAGEMENT LLC | 新建仓 | $118.14万 |
| XTX Topco Ltd | 加仓 | $109.43万 |
| UBS Group AG | 加仓 | $101.19万 |
| NWF Advisory Services Inc. | 加仓 | $79.41万 |
| AlphaCore Capital LLC | 加仓 | $74.03万 |
| OAK FAMILY ADVISORS, LLC | 加仓 | $71.60万 |
| Pasadena Private Wealth, LLC | 新建仓 | $66.76万 |
| READYSTATE ASSET MANAGEMENT LP | 新建仓 | $60.55万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $59.64万 |
| Samalin Investment Counsel, LLC | 加仓 | $57.04万 |
| Gerald Baker Financial Group LLC | 加仓 | $54.43万 |
2026Q2 卖出最多
| BANK OF AMERICA CORP /DE/ | 减仓 | -$219.18万 |
| Lido Advisors, LLC | 减仓 | -$212.91万 |
| GUGGENHEIM CAPITAL LLC | 减仓 | -$205.22万 |
| ROYAL BANK OF CANADA | 减仓 | -$178.33万 |
| J.W. COLE ADVISORS, INC. | 重新持有 | -$143.27万 |
| DEBUSSY CAPITAL MANAGEMENT LP | 清仓 | -$61.87万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$54.88万 |
| Summit Financial, LLC | 减仓 | -$51.23万 |
| NEVILLE RODIE & SHAW INC | 清仓 | -$49.90万 |
| Wealthcare Advisory Partners LLC | 清仓 | -$46.33万 |
| CreativeOne Wealth, LLC | 减仓 | -$44.84万 |
| Simplicity Wealth,LLC | 清仓 | -$36.84万 |
| Virtu Financial LLC | 清仓 | -$34.50万 |
| ELCO Management Co., LLC | 清仓 | -$28.48万 |
| Ascentis Independent Advisors | 清仓 | -$27.09万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$26.98万 |
| Sowell Financial Services LLC | 减仓 | -$26.08万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$25.68万 |
| Allie Family Office LLC | 清仓 | -$25.49万 |
| Pinnacle Financial Partners, Inc. | 清仓 | -$21.13万 |
2026Q2 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1,307,405 | $5,323.75万 | 0.00% | -53,825 | 减仓 |
| MORGAN STANLEY | 1,205,092 | $4,907.14万 | 0.00% | 66,435 | 加仓 |
| LPL Financial LLC | 877,625 | $3,573.69万 | 0.01% | 58,210 | 加仓 |
| WELLS FARGO & COMPANY/MN | 694,103 | $2,826.39万 | 0.00% | -13,478 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 548,908 | $2,235.16万 | 0.01% | 189,630 | 加仓 |
| ROYAL BANK OF CANADA | 532,580 | $2,168.70万 | 0.00% | -43,793 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 437,513 | $1,781.55万 | 0.02% | 13,111 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 380,508 | $1,549.43万 | 0.02% | 14,647 | 加仓 |
| AMERIPRISE FINANCIAL INC | 325,955 | $1,327.30万 | 0.00% | -6,306 | 减仓 |
| J.W. COLE ADVISORS, INC. | 323,107 | $1,315.69万 | 0.23% | -35,185 | 重新持有 |
| STIFEL FINANCIAL CORP | 296,826 | $1,208.68万 | 0.01% | -1,594 | 减仓 |
| OSAIC HOLDINGS, INC. | 292,537 | $1,191.33万 | 0.01% | 38,926 | 加仓 |
| UBS Group AG | 287,252 | $1,169.69万 | 0.00% | 24,851 | 加仓 |
| Gerald Baker Financial Group LLC | 250,323 | $1,019.31万 | 2.90% | 13,368 | 加仓 |
| OAK FAMILY ADVISORS, LLC | 247,979 | $1,009.77万 | 2.58% | 17,583 | 加仓 |
| Magnus Financial Group LLC | 238,730 | $972.11万 | 0.69% | 8,491 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 219,714 | $894.60万 | 0.01% | 110,691 | 加仓 |
| Sterling Investment Advisors, Ltd. | 189,654 | $772.27万 | 1.29% | -2,770 | 减仓 |
| NewEdge Advisors, LLC | 172,636 | $702.98万 | 0.02% | 90,986 | 加仓 |
| Cetera Investment Advisers | 161,288 | $656.76万 | 0.01% | -3,960 | 减仓 |
| Wealthspire Advisors, LLC | 159,511 | $649.53万 | 0.04% | 7,642 | 加仓 |
| JBR Co Financial Management Inc | 142,777 | $581.39万 | 2.12% | 665 | 加仓 |
| Private Advisor Group, LLC | 140,096 | $570.47万 | 0.03% | 1,721 | 加仓 |
| Janney Montgomery Scott LLC | 123,766 | $504.00万 | 0.01% | 12,641 | 加仓 |
| HBW ADVISORY SERVICES LLC | 111,666 | $454.70万 | 0.41% | 757 | 加仓 |
| Mariner, LLC | 108,647 | $442.41万 | 0.00% | -2,575 | 减仓 |
| Lido Advisors, LLC | 98,304 | $400.30万 | 0.01% | -52,285 | 减仓 |
| Tradition Wealth Management, LLC | 94,789 | $385.98万 | 0.24% | 12,448 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 89,708 | $365.29万 | 0.07% | 2,981 | 加仓 |
| REAVES W H & CO INC | 85,747 | $349.16万 | 0.05% | 1,185 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 82,301 | $335.13万 | 0.02% | -50,398 | 减仓 |
| WEALTH EFFECTS LLC | 81,985 | $333.84万 | 0.90% | -881 | 减仓 |
| Smith Asset Management Co., LLC | 73,879 | $300.84万 | 2.37% | -1,501 | 减仓 |
| OPPENHEIMER & CO INC | 71,431 | $290.87万 | 0.03% | -2,927 | 减仓 |
| &PARTNERS | 70,610 | $287.52万 | 0.01% | 1,650 | 加仓 |
| NWF Advisory Services Inc. | 69,225 | $281.88万 | 0.26% | 19,502 | 加仓 |
| Jefferies Financial Group Inc. | 68,546 | $279.12万 | 0.02% | 5,676 | 加仓 |
| LongView Wealth Management | 67,338 | $274.20万 | 0.70% | -42 | 减仓 |
| PNC Financial Services Group, Inc. | 63,136 | $257.09万 | 0.00% | 6,016 | 加仓 |
| COHEN & STEERS, INC. | 58,000 | $236.20万 | 0.00% | 5,000 | 加仓 |
| Stratos Wealth Partners, LTD. | 56,442 | $229.83万 | 0.02% | 4,588 | 加仓 |
| FIRST TRUST ADVISORS LP | 56,303 | $229.27万 | 0.00% | 1,597 | 加仓 |
| STEVENS CAPITAL PARTNERS | 56,038 | $228.19万 | 0.43% | 56,038 | 新建仓 |
| CENTAURUS FINANCIAL, INC. | 54,572 | $222.20万 | 0.09% | -1,210 | 减仓 |
| LANARK FINANCIAL, INC. | 54,264 | $220.97万 | 0.15% | 3,185 | 加仓 |
| Kestra Advisory Services, LLC | 52,218 | $212.63万 | 0.01% | -3,846 | 减仓 |
| GRIFFIN ASSET MANAGEMENT, INC. | 51,635 | $210.26万 | 0.22% | 5,245 | 加仓 |
| Steward Partners Investment Advisory, LLC | 51,586 | $210.06万 | 0.01% | 1,473 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 51,503 | $209.72万 | 0.00% | -6,626 | 减仓 |
| Samalin Investment Counsel, LLC | 49,883 | $203.12万 | 0.63% | 14,008 | 加仓 |
内部人交易（Form 4）
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