Purchases and Sales Made in Q4 2024 in Virtus Reaves Utilities ETF (UTES)
This table provides information about the institutional ownership of Virtus Reaves Utilities ETF (UTES) during Q4 2024. The information is specifically focused on institutions that hold shares of VIRTUS REAVES UTILITIES ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
95.8KNew |
N/A
|
95.8K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.2KNew |
N/A
|
87.2K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.3K+ 443.36% |
N/A
|
69K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.2K+ 25.37% |
N/A
|
194K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
36.8KNew |
N/A
|
36.8K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.7KNew |
N/A
|
25.7K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
23.5K+ 551.79% |
N/A
|
27.7K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.5KNew |
N/A
|
21.5K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.5K+ 54.99% |
N/A
|
49.4K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.7KNew |
N/A
|
16.7K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.6K+ 53.5% |
N/A
|
44.8K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.8K+ 306.36% |
N/A
|
14.3K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.64KNew |
N/A
|
8.64K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.22K+ 20.05% |
N/A
|
49.2K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.21KNew |
N/A
|
8.21K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.11KNew |
N/A
|
8.11K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7.6K+ 9.52% |
N/A
|
87.5K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.5KNew |
N/A
|
7.5K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.14KNew |
N/A
|
7.14K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.93KNew |
N/A
|
6.93K
$0
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.57K+ 200.14% |
N/A
|
8.36K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.42KNew |
N/A
|
5.42K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.38KNew |
N/A
|
5.38K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.91KNew |
N/A
|
4.91K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.83KNew |
N/A
|
4.83K
$0
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.41KNew |
N/A
|
4.41K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.84KNew |
N/A
|
3.84K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.27KNew |
N/A
|
3.27K
$0
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.78KNew |
N/A
|
2.78K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.22K+ 13.33% |
N/A
|
18.9K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.52K+ 1.14% |
N/A
|
136K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.22K+ 44.42% |
N/A
|
3.96K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
911+ 0.88% |
N/A
|
105K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
780+ 25.35% |
N/A
|
3.86K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
766+ 1.41% |
N/A
|
55K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
705+ 5.29% |
N/A
|
14K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
425+ 16.01% |
N/A
|
3.08K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
348+ 3.54% |
N/A
|
10.2K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
305+ 30500.0% |
N/A
|
306
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
282+ 151.61% |
N/A
|
468
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
261+ 0.94% |
N/A
|
27.9K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
225+ 1.52% |
N/A
|
15.1K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
85New |
N/A
|
85
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
44New |
N/A
|
44
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
N/A
|
1
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-400- 8.06% |
N/A
|
4.56K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-754- 16.94% |
N/A
|
3.7K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-922- 12.35% |
N/A
|
6.54K
$0
|