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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.67KClosed |
$51.9K - $57.4K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-815- 11.15% |
$25.3K - $28.1K
|
6.5K
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13.2K+ 7.58% |
$410K - $454K
|
187K
$6.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.39K- 18.84% |
$230K - $254K
|
31.8K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
55.6K+ 102879.63% |
$1.73M - $1.91M
|
55.6K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-299- 1.15% |
$9.29K - $10.3K
|
25.7K
$834K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.11% |
$684 - $757
|
20.8K
$675K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400- 6.11% |
$12.4K - $13.8K
|
6.15K
$200K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
840New |
$26.1K - $28.9K
|
840
$27.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-69- 22.77% |
$2.14K - $2.37K
|
234
$7.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 1.52% |
$4.66K - $5.16K
|
9.73K
$316K
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.67K+ 14.34% |
$82.4K - $93.5K
|
21.3K
$692K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
30.5K+ 138.8% |
$941K - $1.07M
|
52.5K
$1.71M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
18.8KNew |
$579K - $658K
|
18.8K
$610K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-75- 0.87% |
$2.31K - $2.62K
|
8.6K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.2KNew |
$406K - $461K
|
13.2K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 1.3% |
$33.6K - $38.2K
|
84.8K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$30.8 - $35
|
11.1K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
651+ 0.41% |
$20.1K - $22.8K
|
158K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
340+ 4.47% |
$10.5K - $11.9K
|
7.95K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.18KNew |
$98K - $111K
|
3.18K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.6K+ 1.8% |
$449K - $510K
|
827K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1K+ 13.33% |
$30.8K - $35K
|
8.5K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.8K+ 4.21% |
$611K - $694K
|
491K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.3K+ 7.71% |
$996K - $1.13M
|
451K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
24.4KNew |
$750K - $852K
|
24.4K
$791K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-600- 8.1% |
$18.5K - $21K
|
6.8K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-193- 2.44% |
$5.95K - $6.75K
|
7.73K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
7.95KNew |
$245K - $278K
|
7.95K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
100New |
$3.08K - $3.5K
|
100
$3.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
23.5KNew |
$725K - $824K
|
23.5K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38.3K- 75.1% |
$1.18M - $1.34M
|
12.7K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-500- 4.1% |
$15.4K - $17.5K
|
11.7K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.2K+ 6.85% |
$1.73M - $1.97M
|
877K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
181K+ 102.06% |
$5.56M - $6.32M
|
357K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.73K- 9.86% |
$84.2K - $95.6K
|
25K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5New |
$154 - $175
|
5
$162
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
64.8KNew |
$2M - $2.27M
|
64.8K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-8.05K- 32.86% |
$248K - $282K
|
16.5K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7.63KNew |
$235K - $267K
|
7.63K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.29K+ 20.97% |
$70.4K - $80K
|
13.2K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-140- 0.92% |
$4.31K - $4.9K
|
15K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-500- 25.0% |
$15.4K - $17.5K
|
1.5K
$48.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-248- 1.42% |
$7.64K - $8.68K
|
17.2K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.28K+ 12.85% |
$70.3K - $79.9K
|
20K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-823- 7.77% |
$25.4K - $28.8K
|
9.78K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.52K+ 14.76% |
$232K - $263K
|
58.5K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
23.3KNew |
$717K - $814K
|
23.3K
$756K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.99K+ 5.2% |
$61.4K - $69.8K
|
40.3K
$1.31M
|
|