Morton Brown Family Wealth, LLC Reaves Utility Income Fund Transaction History
Morton Brown Family Wealth, LLC
- $348 Million
- Q3 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 155 shares of UTG stock, worth $5,924. This represents 0.0% of its overall portfolio holdings.
Number of Shares
155
Previous 153
1.31%
Holding current value
$5,924
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UTG
# of Institutions
257Shares Held
12.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.04MShares$39.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY975KShares$37.3 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC732KShares$28 Million0.93% of portfolio
-
Wells Fargo & Company San Francisco, CA633KShares$24.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$23.6 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 ...