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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.25% |
$249 - $275
|
3.21K
$109K
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
24KNew |
$746K - $826K
|
24K
$817K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
50+ 0.33% |
$1.55K - $1.72K
|
15.1K
$513K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
27+ 1.72% |
$839 - $929
|
1.6K
$54.3K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
30.8KNew |
$956K - $1.06M
|
30.8K
$1.05M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
80.7KNew |
$2.51M - $2.78M
|
80.7K
$2.75M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
356New |
$11.1K - $12.3K
|
356
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.4K+ 9.5% |
$2.59M - $2.87M
|
960K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
107K+ 12.93% |
$3.32M - $3.68M
|
934K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.1K+ 34.36% |
$624K - $691K
|
78.6K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.51K+ 34.21% |
$140K - $155K
|
17.7K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-891- 4.44% |
$27.7K - $30.7K
|
19.2K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.65K+ 42.94% |
$113K - $126K
|
12.2K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-44- 89.8% |
$1.37K - $1.51K
|
5
$170
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.02K+ 63.34% |
$62.6K - $69.4K
|
5.2K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3K- 18.07% |
$93.3K - $103K
|
13.6K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.1K- 36.81% |
$127K - $141K
|
7.03K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.64K- 10.58% |
$82.2K - $91K
|
22.3K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-953- 7.5% |
$29.6K - $32.8K
|
11.8K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-982- 0.77% |
$30.5K - $33.8K
|
126K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 2.08% |
$317K - $351K
|
501K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 7.41% |
$320K - $355K
|
149K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
175New |
$5.44K - $6.02K
|
175
$5.96K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.33% |
$31.1 - $34.4
|
301
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.15K+ 61.09% |
$222K - $246K
|
18.8K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
149+ 2.34% |
$4.63K - $5.13K
|
6.52K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.14K+ 4.12% |
$66.5K - $73.7K
|
54.1K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 16.67% |
$31.1K - $34.4K
|
7K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39K+ 8.64% |
$1.21M - $1.34M
|
490K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.81KNew |
$212K - $235K
|
6.81K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
776+ 2.26% |
$24.1K - $26.7K
|
35.2K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
650+ 65000.0% |
$20.2K - $22.4K
|
651
$22.2K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.2K+ 2.32% |
$68.3K - $75.6K
|
96.9K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.89K+ 30.38% |
$214K - $237K
|
29.6K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.09K+ 16.15% |
$34K - $37.7K
|
7.87K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
108+ 1.4% |
$3.36K - $3.72K
|
7.84K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.83K+ 2.75% |
$305K - $338K
|
367K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.97K+ 5.65% |
$92.3K - $102K
|
55.5K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.79K+ 3.18% |
$211K - $234K
|
220K
$7.5M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.78K- 2.75% |
$55.3K - $61.3K
|
63.1K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.27KClosed |
$257K - $285K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.64K+ 85.53% |
$175K - $194K
|
12.2K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
728+ 3.87% |
$22.6K - $25.1K
|
19.6K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.14K+ 32.13% |
$160K - $177K
|
21.1K
$720K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1K+ 2.48% |
$31.1K - $34.5K
|
41.3K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
550New |
$17.1K - $18.9K
|
550
$18.7K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.2K+ 4.38% |
$815K - $903K
|
625K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$340K - $376K
|
10.9K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-233- 0.74% |
$7.24K - $8.02K
|
31.1K
$1.06M
|