A detailed history of Principal Securities, Inc. transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Principal Securities, Inc. holds 6,348 shares of UTG stock, worth $205,738. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,348
Previous 3,498 81.48%
Holding current value
$205,738
Previous $95.6 Million 117.91%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$27.16 - $32.8 $77,406 - $93,479
2,850 Added 81.48%
6,348 $208 Million
Q2 2024

Jul 31, 2024

BUY
$25.5 - $28.43 $229 - $255
9 Added 0.26%
3,498 $95.6 Million
Q1 2024

May 10, 2024

BUY
$25.63 - $27.42 $2,178 - $2,330
85 Added 2.5%
3,489 $94.1 Million
Q4 2023

Feb 07, 2024

BUY
$23.52 - $27.88 $80,062 - $94,903
3,404 New
3,404 $91 Million

Others Institutions Holding UTG

About REAVES UTILITY INCOME FUND


  • Ticker UTG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt ...
More about UTG
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