Cornerstone Advisors, LLC Reaves Utility Income Fund Transaction History
Cornerstone Advisors, LLC
- $2.86 Billion
- Q2 2025
A detailed history of Cornerstone Advisors, LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Cornerstone Advisors, LLC holds 732,485 shares of UTG stock, worth $27 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
732,485
Previous 406,546
80.17%
Holding current value
$27 Million
Previous $13.2 Million
100.33%
% of portfolio
0.93%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding UTG
# of Institutions
246Shares Held
12.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.04MShares$38.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY975KShares$36 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA633KShares$23.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$22.8 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC509KShares$18.8 Million0.02% 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 ...