Seven Bridge Financial Group, LLC Reaves Utility Income Fund Transaction History

Seven Bridge Financial Group, LLC

$465 Million
Q2 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 09, 2019	SELL	$35.52 - $37.33 $5,967 - $6,271	-168 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	$27.21 - $31.6 $4,571 - $5,308	-168 Reduced 50.0%	168 $5,000
Q2 2018 Aug 14, 2018	BUY	$27.85 - $28.92 $4,678 - $4,858	168 Added 100.0%	336 $10,000
Q4 2017 Feb 20, 2018	BUY	$30.4 - $31.99 $5,107 - $5,374	168 New	168 $5,000
Q3 2017 Nov 13, 2017	SELL	$31.29 - $36.53 $5,256 - $6,137	-168 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	168	168 $6,000

Others Institutions Holding UTG

# of Institutions

184

Shares Held

8.52M

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 ...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Bridge Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Bridge Financial Group, LLC with notifications on news.