Arete Wealth Advisors, LLC Reaves Utility Income Fund Transaction History

Arete Wealth Advisors, LLC

$1.17 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$26.62 - $29.35 $10,195 - $11,241	383 Added 3.95%	10,069 $276,000
Q1 2023 May 01, 2023	BUY	$26.48 - $30.34 $12,816 - $14,684	484 Added 5.26%	9,686 $274,000
Q4 2022 Feb 06, 2023	SELL	$25.0 - $30.48 $7,200 - $8,778	-288 Reduced 3.03%	9,202 $260,000
Q3 2022 Nov 07, 2022	BUY	$27.24 - $33.87 $258,507 - $321,426	9,490 New	9,490 $259,000

Others Institutions Holding UTG

# of Institutions

215

Shares Held

9.58M

Call Options Held

0

Put Options Held

0

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 ...

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