Oak Family Advisors, LLC Reaves Utility Income Fund Transaction History
Oak Family Advisors, LLC
- $370 Million
- Q3 2025
A detailed history of Oak Family Advisors, LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Oak Family Advisors, LLC holds 221,173 shares of UTG stock, worth $8.45 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
221,173
Previous 249,394
11.32%
Holding current value
$8.45 Million
Previous $9.02 Million
2.89%
% of portfolio
2.37%
Previous 3.05%
Shares
7 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 ...