A detailed history of Graybill Bartz & Assoc LTD transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Graybill Bartz & Assoc LTD holds 11,396 shares of UTG stock, worth $394,301. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,396
Previous 11,396 -0.0%
Holding current value
$394,301
Previous $311,000 19.94%
% of portfolio
0.15%
Previous 0.13%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$25.5 - $28.43 $13,005 - $14,499
-510 Reduced 4.28%
11,396 $311,000
Q1 2024

Apr 15, 2024

BUY
$25.63 - $27.42 $15,249 - $16,314
595 Added 5.26%
11,906 $320,000
Q4 2023

Feb 08, 2024

BUY
$23.52 - $27.88 $3,763 - $4,460
160 Added 1.43%
11,311 $302,000
Q3 2023

Nov 03, 2023

SELL
$24.65 - $28.22 $2,736 - $3,132
-111 Reduced 0.99%
11,151 $274,000
Q2 2023

Jul 21, 2023

SELL
$26.62 - $29.35 $11,766 - $12,972
-442 Reduced 3.78%
11,262 $308,000
Q1 2023

Apr 27, 2023

BUY
$26.48 - $30.34 $13,107 - $15,018
495 Added 4.42%
11,704 $332,000
Q4 2022

Jan 23, 2023

BUY
$25.0 - $30.48 $1,825 - $2,225
73 Added 0.66%
11,209 $0
Q3 2022

Oct 28, 2022

SELL
$27.24 - $33.87 $1,198 - $1,490
-44 Reduced 0.39%
11,136 $303,000
Q2 2022

Jul 29, 2022

SELL
$28.95 - $35.24 $9,698 - $11,805
-335 Reduced 2.91%
11,180 $347,000
Q1 2022

May 12, 2022

BUY
$31.16 - $35.22 $1,059 - $1,197
34 Added 0.3%
11,515 $398,000
Q4 2021

Jan 28, 2022

BUY
$32.65 - $35.44 $74,213 - $80,555
2,273 Added 24.69%
11,481 $403,000
Q3 2021

Oct 22, 2021

BUY
$32.7 - $36.33 $24,819 - $27,574
759 Added 8.98%
9,208 $302,000
Q2 2021

Jul 27, 2021

BUY
$33.34 - $35.42 $19,370 - $20,579
581 Added 7.38%
8,449 $290,000
Q1 2021

Apr 19, 2021

BUY
$30.98 - $33.5 $2,943 - $3,182
95 Added 1.22%
7,868 $264,000
Q4 2020

Jan 20, 2021

SELL
$31.4 - $34.33 $785 - $858
-25 Reduced 0.32%
7,773 $255,000
Q3 2020

Oct 19, 2020

SELL
$30.15 - $32.51 $1,055 - $1,137
-35 Reduced 0.45%
7,798 $244,000
Q2 2020

Jul 20, 2020

SELL
$24.29 - $36.06 $11,926 - $17,705
-491 Reduced 5.9%
7,833 $236,000
Q1 2020

Apr 30, 2020

BUY
$20.65 - $40.16 $31,924 - $62,087
1,546 Added 22.81%
8,324 $239,000
Q4 2019

Jan 24, 2020

SELL
$35.66 - $37.34 $13,907 - $14,562
-390 Reduced 5.44%
6,778 $251,000
Q3 2019

Oct 24, 2019

SELL
$35.52 - $37.33 $47,064 - $49,462
-1,325 Reduced 15.6%
7,168 $263,000
Q2 2019

Jul 25, 2019

SELL
$33.56 - $35.87 $19,028 - $20,338
-567 Reduced 6.26%
8,493 $304,000
Q1 2019

Apr 24, 2019

BUY
$29.35 - $33.68 $22,159 - $25,428
755 Added 9.09%
9,060 $305,000
Q4 2018

Feb 06, 2019

SELL
$27.21 - $31.6 $6,938 - $8,058
-255 Reduced 2.98%
8,305 $244,000
Q3 2018

Oct 12, 2018

SELL
$29.0 - $31.56 $5,945 - $6,469
-205 Reduced 2.34%
8,560 $262,000
Q2 2018

Jul 23, 2018

SELL
$27.85 - $28.92 $13,507 - $14,026
-485 Reduced 5.24%
8,765 $253,000
Q1 2018

Apr 18, 2018

SELL
$27.37 - $31.17 $2.47 Million - $2.82 Million
-90,388 Reduced 90.72%
9,250 $261,000
Q4 2017

Jan 16, 2018

BUY
$30.4 - $31.99 $209,000 - $219,931
6,875 Added 7.41%
99,638 $3.08 Million
Q3 2017

Oct 18, 2017

BUY
$31.29 - $36.53 $2.9 Million - $3.39 Million
92,763
92,763 $2.94 Million

Others Institutions Holding UTG

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 ...
More about UTG
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