Clearstead Advisors, LLC Reaves Utility Income Fund Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
BUY
$23.52 - $27.88 $32,504 - $38,530
1,382 New
1,382 $36,000
Q1 2022

May 04, 2022
SELL
$31.16 - $35.22 $90,924 - $102,771
-2,918 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$32.65 - $35.44 $95,272 - $103,413
2,918 New
2,918 $102,000
Q4 2017

Feb 09, 2018
SELL
$30.4 - $31.99 $425,600 - $447,860
-14,000 Closed
0 $0
Q3 2017

Nov 09, 2017
BUY
$31.29 - $36.53 $438,060 - $511,420
14,000
14,000 $444,000

Others Institutions Holding UTG

# of Institutions
213
Shares Held
9.59M
Call Options Held
0
Put Options Held
0
View Full List

About REAVES UTILITY INCOME FUND

UTG Quotes by TradingView
  • 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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