Plante Moran Financial Advisors, LLC Reaves Utility Income Fund Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 13, 2019	SELL	$33.56 - $35.87 $3,691 - $3,945	-110 Closed	0 $0
Q1 2019 May 13, 2019	BUY	$29.35 - $33.68 $29 - $33	1 Added 0.92%	110 $4,000
Q4 2018 Jan 29, 2019	BUY	$27.21 - $31.6 $27 - $31	1 Added 0.93%	109 $3,000
Q3 2018 Nov 09, 2018	BUY	$29.0 - $31.56 $29 - $31	1 Added 0.93%	108 $3,000
Q1 2018 May 01, 2018	BUY	$27.37 - $31.17 $2,928 - $3,335	107 New	107 $3,000

Others Institutions Holding UTG

# of Institutions

216

Shares Held

9.7M

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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