Oak Family Advisors, LLC Reaves Utility Income Fund Transaction History
Oak Family Advisors, LLC
- $318 Million
- Q3 2024
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 171,768 shares of UTG stock, worth $5.82 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
171,768
Previous 58,783
192.21%
Holding current value
$5.82 Million
Previous $1.61 Million
250.97%
% of portfolio
1.77%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding UTG
# of Institutions
212Shares Held
9.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$27.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC812KShares$27.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA584KShares$19.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC559KShares$18.9 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6471KShares$16 Million0.0% 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 ...