Belpointe Asset Management LLC Reaves Utility Income Fund Transaction History
Belpointe Asset Management LLC
- $2.32 Billion
- Q3 2025
A detailed history of Belpointe Asset Management LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Belpointe Asset Management LLC holds 17,016 shares of UTG stock, worth $628,230. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,016
Previous 14,011
21.45%
Holding current value
$628,230
Previous $506,000
33.2%
% of portfolio
0.03%
Previous 0.02%
Shares
30 transactions
Others Institutions Holding UTG
# of Institutions
269Shares Held
13MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.1MShares$40.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY1MShares$37 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC768KShares$28.4 Million1.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC686KShares$25.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA660KShares$24.4 Million0.01% of portfolio
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 ...