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 🔒 | ||||||||
2026Q1 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,142.15万 |
| MORGAN STANLEY | 加仓 | $270.89万 |
| UBS Group AG | 加仓 | $162.07万 |
| ROYAL BANK OF CANADA | 加仓 | $161.07万 |
| LPL Financial LLC | 加仓 | $157.00万 |
| Jefferies Financial Group Inc. | 加仓 | $123.43万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $120.73万 |
| COHEN & STEERS, INC. | 加仓 | $117.85万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $111.12万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $110.90万 |
| &PARTNERS | 加仓 | $91.70万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $89.15万 |
| Samalin Investment Counsel, LLC | 加仓 | $77.70万 |
| FIFTH THIRD BANCORP | 加仓 | $76.77万 |
| Summit Financial, LLC | 新建仓 | $68.83万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $61.06万 |
| STIFEL FINANCIAL CORP | 加仓 | $58.19万 |
| HighTower Advisors, LLC | 加仓 | $51.91万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $51.69万 |
| XTX Topco Ltd | 新建仓 | $43.25万 |
2026Q1 卖出最多
| Cornerstone Advisors, LLC | 清仓 | -$1,077.01万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$415.48万 |
| Corient Private Wealth LP | 减仓 | -$176.09万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$143.99万 |
| World Investment Advisors | 减仓 | -$120.14万 |
| Kovack Advisors, Inc. | 清仓 | -$90.22万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$86.65万 |
| Sowell Financial Services LLC | 减仓 | -$61.21万 |
| NewEdge Advisors, LLC | 减仓 | -$39.88万 |
| Mariner, LLC | 减仓 | -$30.49万 |
| SageView Advisory Group, LLC | 清仓 | -$30.26万 |
| Thompson David Blair | 清仓 | -$20.31万 |
| Concurrent Investment Advisors, LLC | 重新持有 | -$17.85万 |
| AE Wealth Management LLC | 减仓 | -$13.56万 |
| GRIFFIN ASSET MANAGEMENT, INC. | 减仓 | -$13.43万 |
| Cetera Investment Advisers | 减仓 | -$13.05万 |
| Laurel Wealth Advisors LLC | 清仓 | -$9.14万 |
| Carnegie Lake Advisors LLC | 减仓 | -$9.13万 |
| AMERIFLEX GROUP, INC. | 减仓 | -$7.89万 |
| Apollon Wealth Management, LLC | 减仓 | -$7.78万 |
2026Q1 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/ | 1,361,230 | $5,346.91万 | 0.00% | 290,771 | 加仓 |
| MORGAN STANLEY | 1,138,657 | $4,472.65万 | 0.00% | 68,963 | 加仓 |
| LPL Financial LLC | 819,415 | $3,218.66万 | 0.01% | 39,970 | 加仓 |
| WELLS FARGO & COMPANY/MN | 707,581 | $2,779.38万 | 0.01% | 28,289 | 加仓 |
| ROYAL BANK OF CANADA | 576,373 | $2,263.90万 | 0.00% | 41,008 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 424,402 | $1,667.05万 | 0.02% | -105,774 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 365,861 | $1,437.10万 | 0.03% | 22,695 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 359,278 | $1,411.24万 | 0.00% | 30,736 | 加仓 |
| AMERIPRISE FINANCIAL INC | 332,261 | $1,304.56万 | 0.00% | -36,674 | 减仓 |
| STIFEL FINANCIAL CORP | 298,420 | $1,172.18万 | 0.01% | 14,814 | 加仓 |
| UBS Group AG | 262,401 | $1,030.71万 | 0.00% | 41,260 | 加仓 |
| OSAIC HOLDINGS, INC. | 253,611 | $996.23万 | 0.01% | -1,697 | 减仓 |
| Gerald Baker Financial Group LLC | 236,955 | $930.76万 | 2.95% | — | — |
| OAK FAMILY ADVISORS, LLC | 230,396 | $905.00万 | 2.55% | 6,174 | 加仓 |
| Magnus Financial Group LLC | 230,239 | $904.38万 | 0.73% | -1,489 | 减仓 |
| Sterling Investment Advisors, Ltd. | 192,424 | $755.84万 | 1.37% | 3,096 | 加仓 |
| Cetera Investment Advisers | 165,248 | $649.09万 | 0.01% | -3,322 | 减仓 |
| Wealthspire Advisors, LLC | 151,869 | $596.54万 | 0.05% | 7,559 | 加仓 |
| Lido Advisors, LLC | 150,589 | $591.51万 | 0.02% | 554 | 加仓 |
| Private Advisor Group, LLC | 138,375 | $543.54万 | 0.03% | -772 | 减仓 |
| GUGGENHEIM CAPITAL LLC | 132,699 | $521.24万 | 0.04% | -835 | 减仓 |
| JBR Co Financial Management Inc | 142,112 | $519.85万 | 2.18% | 0 | 不变 |
| Mariner, LLC | 111,222 | $436.88万 | 0.01% | -7,762 | 减仓 |
| Janney Montgomery Scott LLC | 111,125 | $436.50万 | 0.01% | 3,883 | 加仓 |
| HBW ADVISORY SERVICES LLC | 110,909 | $435.65万 | 0.46% | 1,893 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 109,023 | $428.20万 | 0.01% | 13,161 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 86,727 | $340.67万 | 0.08% | -1,013 | 减仓 |
| REAVES W H & CO INC | 84,562 | $332.16万 | 0.06% | 1,236 | 加仓 |
| WEALTH EFFECTS LLC | 82,866 | $325.50万 | 1.15% | 5,756 | 加仓 |
| Tradition Wealth Management, LLC | 82,341 | $323.44万 | 0.23% | -4 | 减仓 |
| NewEdge Advisors, LLC | 81,650 | $320.72万 | 0.01% | -10,153 | 减仓 |
| Smith Asset Management Co., LLC | 75,380 | $296.09万 | 2.54% | -1,627 | 减仓 |
| OPPENHEIMER & CO INC | 74,358 | $292.08万 | 0.04% | 9,911 | 加仓 |
| LongView Wealth Management | 67,380 | $281.92万 | 0.71% | 65 | 加仓 |
| &PARTNERS | 68,960 | $270.35万 | 0.01% | 23,390 | 加仓 |
| Jefferies Financial Group Inc. | 62,870 | $246.95万 | 0.02% | 31,423 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 58,129 | $228.33万 | 0.00% | 679 | 加仓 |
| PNC Financial Services Group, Inc. | 57,120 | $224.37万 | 0.00% | 4,178 | 加仓 |
| Kestra Advisory Services, LLC | 56,064 | $220.22万 | 0.01% | 5,247 | 加仓 |
| CENTAURUS FINANCIAL, INC. | 55,782 | $219.10万 | 0.10% | -835 | 减仓 |
| FIRST TRUST ADVISORS LP | 54,706 | $214.89万 | 0.00% | 1,266 | 加仓 |
| COHEN & STEERS, INC. | 53,000 | $208.20万 | 0.00% | 30,000 | 加仓 |
| Stratos Wealth Partners, LTD. | 51,854 | $203.68万 | 0.02% | 2,189 | 加仓 |
| LANARK FINANCIAL, INC. | 51,079 | $200.64万 | 0.15% | -1,058 | 减仓 |
| Steward Partners Investment Advisory, LLC | 50,113 | $196.84万 | 0.01% | 15,545 | 加仓 |
| Strategic Family Wealth Counselors, L.L.C. | 49,895 | $195.99万 | 0.51% | 204 | 加仓 |
| NWF Advisory Services Inc. | 49,723 | $195.31万 | 0.22% | 2,914 | 加仓 |
| Kercheville Advisors, LLC | 47,645 | $187.15万 | 0.60% | -345 | 减仓 |
| GRIFFIN ASSET MANAGEMENT, INC. | 46,390 | $182.22万 | 0.21% | -3,419 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 44,593 | $177.62万 | 0.00% | -21,755 | 减仓 |
内部人交易（Form 4）
UTG 董事、高管和大股东的最新买卖申报。专业版可看 🔒