Cypress Wealth Services, LLC Reaves Utility Income Fund Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 10, 2020	SELL	$20.65 - $40.16 $143,104 - $278,308	-6,930 Closed	0 $0
Q3 2019 Oct 16, 2019	BUY	$35.52 - $37.33 $1,776 - $1,866	50 Added 0.73%	6,930 $254,000
Q3 2018 Oct 19, 2018	BUY	$29.0 - $31.56 $199,520 - $217,132	6,880 New	6,880 $211,000
Q1 2018 May 01, 2018	SELL	$27.37 - $31.17 $188,305 - $214,449	-6,880 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$30.4 - $31.99 $209,152 - $220,091	6,880	6,880 $213,000

Others Institutions Holding UTG

# of Institutions

214

Shares Held

9.64M

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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