Latest Institutional Transactions on Virtus Reaves Utilities ETF (UTES)
This table provides information on the latest institutional transactions involving Virtus Reaves Utilities ETF (UTES) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
952+ 19.48% |
N/A
|
5.84K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.49KNew |
N/A
|
5.49K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.34K+ 72.29% |
N/A
|
19.9K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.7K- 76.89% |
N/A
|
1.11K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.62K+ 603.33% |
N/A
|
4.22K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-366- 0.99% |
N/A
|
36.5K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.69K+ 18.03% |
N/A
|
11K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
20K+ 105.71% |
N/A
|
39K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.12KNew |
N/A
|
4.12K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
4.58K+ 30.95% |
N/A
|
19.4K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200+ 9.17% |
N/A
|
2.38K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
3.8KNew |
N/A
|
3.8K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
196+ 5.37% |
N/A
|
3.85K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.18KNew |
N/A
|
5.18K
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
3.01KNew |
N/A
|
3.01K
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
49+ 0.65% |
N/A
|
7.59K
$0
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
408+ 5.85% |
N/A
|
7.38K
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-651- 11.26% |
N/A
|
5.13K
$0
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
36.6KNew |
N/A
|
36.6K
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.33% |
N/A
|
307
$0
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-588- 5.18% |
N/A
|
10.8K
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.7K+ 49.45% |
N/A
|
199K
$0
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.66KNew |
N/A
|
5.66K
$0
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.11KNew |
N/A
|
4.11K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.9KNew |
N/A
|
39.9K
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33.7K- 48.77% |
N/A
|
35.4K
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.94K+ 84.5% |
N/A
|
15.1K
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.2KNew |
N/A
|
6.2K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-741Closed |
N/A
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 150400.0% |
N/A
|
1.51K
$0
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.6K+ 36.97% |
N/A
|
50.4K
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 27.22% |
N/A
|
6.25K
$0
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.75K+ 19.61% |
N/A
|
16.8K
$0
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
N/A
|
25
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.9K+ 96.86% |
N/A
|
97.3K
$0
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.5K- 25.33% |
N/A
|
4.42K
$0
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
45New |
N/A
|
45
$0
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.6K+ 48.0% |
N/A
|
11.1K
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
186New |
N/A
|
186
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7K+ 15.61% |
N/A
|
51.8K
$0
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.12KNew |
N/A
|
3.12K
$0
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.9K+ 173.93% |
N/A
|
51.8K
$0
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18KNew |
N/A
|
18K
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
234New |
N/A
|
234
$0
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.95K+ 4.12% |
N/A
|
99.7K
$0
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.79K+ 46.69% |
N/A
|
5.64K
$0
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.53KNew |
N/A
|
4.53K
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 59.11% |
N/A
|
308K
$0
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
303+ 3.63% |
N/A
|
8.66K
$0
|
|