Latest Institutional Transactions on Reaves Utility Income Fund (UTG)
This table provides information on the latest institutional transactions involving Reaves Utility Income Fund (UTG) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
25.3KNew |
$907K - $1M
|
25.3K
$936K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.05% |
$71.6 - $79.2
|
4.29K
$158K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.56% |
$466 - $515
|
2.32K
$85.7K
|
|
|
Nov 24, 2025
Q3 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-525- 4.35% |
$18.8K - $20.8K
|
11.6K
$427K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.33% |
$35.8 - $39.6
|
302
$11.1K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.15KNew |
$184K - $204K
|
5.15K
$190K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
57+ 0.11% |
$2.04K - $2.26K
|
54.2K
$2M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.43K- 0.95% |
$123K - $136K
|
356K
$13.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-50- 0.26% |
$1.79K - $1.98K
|
19.1K
$706K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.4K- 34.5% |
$301K - $333K
|
16K
$589K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-459- 8.14% |
$16.4K - $18.2K
|
5.18K
$191K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.83K- 3.14% |
$65.4K - $72.3K
|
56.4K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.9K+ 2.76% |
$964K - $1.07M
|
1M
$37M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.4K+ 5.03% |
$1.88M - $2.08M
|
1.1M
$40.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.14K- 8.9% |
$40.9K - $45.3K
|
11.7K
$432K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
47.9KNew |
$1.72M - $1.9M
|
47.9K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.48K- 1.17% |
$160K - $178K
|
378K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-159- 0.11% |
$5.69K - $6.3K
|
150K
$5.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.58K+ 42.92% |
$271K - $300K
|
25.2K
$932K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.79K+ 3.28% |
$279K - $309K
|
245K
$9.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.55K- 12.8% |
$55.5K - $61.4K
|
10.6K
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5.14K+ 44.52% |
$184K - $204K
|
16.7K
$616K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
3K+ 15.0% |
$107K - $119K
|
23K
$849K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.31K+ 73.93% |
$298K - $329K
|
19.6K
$722K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.25KNew |
$188K - $208K
|
5.25K
$194K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
34+ 0.27% |
$1.22K - $1.35K
|
12.5K
$461K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.62KNew |
$237K - $262K
|
6.62K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.06K+ 2.08% |
$38.1K - $42.1K
|
52.2K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.16KNew |
$41.5K - $45.9K
|
1.16K
$42.8K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
828+ 0.74% |
$29.7K - $32.8K
|
113K
$4.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.31K+ 6.87% |
$82.7K - $91.5K
|
35.9K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.5K+ 8.88% |
$913K - $1.01M
|
313K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
99+ 1.25% |
$3.55K - $3.92K
|
8.04K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
107+ 6.6% |
$3.83K - $4.24K
|
1.73K
$63.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-8.8K- 42.93% |
$315K - $349K
|
11.7K
$432K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
57+ 0.25% |
$2.04K - $2.26K
|
23.2K
$855K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
328+ 0.25% |
$11.7K - $13K
|
129K
$4.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
630+ 5.38% |
$22.6K - $25K
|
12.3K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.2K+ 19.39% |
$1.04M - $1.16M
|
180K
$6.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
920+ 6.2% |
$32.9K - $36.5K
|
15.8K
$582K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.4K+ 4.33% |
$982K - $1.09M
|
660K
$24.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.06K- 25.07% |
$37.9K - $42K
|
3.17K
$117K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-17.2K- 9.59% |
$615K - $680K
|
162K
$5.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.19KNew |
$293K - $324K
|
8.19K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16.9K- 17.18% |
$605K - $669K
|
81.4K
$3M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
120New |
$4.3K - $4.75K
|
120
$4.43K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.01K+ 31.47% |
$251K - $278K
|
29.3K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 6.12% |
$414K - $458K
|
200K
$7.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.6K+ 13.73% |
$57.2K - $63.2K
|
13.2K
$488K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.65K- 11.75% |
$59.1K - $65.4K
|
12.4K
$457K
|
|