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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.75% |
$216 - $245
|
407
$13.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
47+ 1.75% |
$1.45K - $1.64K
|
2.73K
$88.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.76% |
$123 - $140
|
231
$7.48K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-100- 0.64% |
$3.08K - $3.5K
|
15.6K
$505K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 1.73% |
$739 - $840
|
1.41K
$45.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
280+ 4.41% |
$8.63K - $9.8K
|
6.63K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
169+ 1.64% |
$5.21K - $5.91K
|
10.4K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 6.32% |
$45.5K - $51.7K
|
21.9K
$709K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-151- 0.43% |
$4.65K - $5.28K
|
35K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$6.16K - $7K
|
200
$6.48K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
764+ 11.96% |
$23.5K - $26.7K
|
7.15K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-10.1K- 45.66% |
$312K - $354K
|
12.1K
$390K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.77K+ 5.47% |
$54.6K - $62K
|
34.1K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.34K+ 1.38% |
$41.2K - $46.7K
|
98.1K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
29.2KNew |
$898K - $1.02M
|
29.2K
$945K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
250+ 2.06% |
$7.7K - $8.75K
|
12.4K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 0.26% |
$431 - $490
|
5.42K
$176K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
80K+ 46.58% |
$2.46M - $2.8M
|
252K
$8.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
9.53KNew |
$294K - $334K
|
9.53K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-557- 8.04% |
$17.2K - $19.5K
|
6.37K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
5K+ 25.0% |
$154K - $175K
|
25K
$810K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-128- 0.18% |
$3.94K - $4.48K
|
69.5K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52.1K- 99.9% |
$1.6M - $1.82M
|
54
$1.75K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.04% |
$185 - $210
|
13.6K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
11+ 1.08% |
$339 - $385
|
1.03K
$33.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47New |
$1.45K - $1.64K
|
47
$1.52K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.1K- 10.53% |
$219K - $248K
|
60.4K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
11+ 1.38% |
$339 - $385
|
809
$26.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.24K+ 4.35% |
$223K - $253K
|
174K
$5.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
245New |
$7.55K - $8.57K
|
245
$7.94K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.64K+ 12.26% |
$143K - $162K
|
42.5K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$7.7K - $8.75K
|
250
$8.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-4.92K- 6.54% |
$151K - $172K
|
70.3K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
590+ 8.91% |
$18.2K - $20.6K
|
7.21K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
134+ 0.79% |
$4.13K - $4.69K
|
17.2K
$557K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
53+ 311.76% |
$1.63K - $1.85K
|
70
$2.27K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
490+ 7.18% |
$15.1K - $17.1K
|
7.31K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-638- 2.4% |
$19.7K - $22.3K
|
26K
$842K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.78K- 11.3% |
$85.6K - $97.2K
|
21.8K
$706K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.3K+ 21.08% |
$40.1K - $45.5K
|
7.47K
$242K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
923+ 2.41% |
$28.4K - $32.3K
|
39.2K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.11% |
$678 - $770
|
20.8K
$673K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-307- 15.54% |
$9.46K - $10.7K
|
1.67K
$54.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 15.48% |
$37K - $42K
|
6.55K
$212K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
12.7KNew |
$391K - $444K
|
12.7K
$412K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-80- 20.89% |
$2.46K - $2.8K
|
303
$9.82K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17- 25.37% |
$462 - $558
|
50
$1.62K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-102K- 92.71% |
$2.76M - $3.34M
|
8.01K
$259K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
106KNew |
$2.88M - $3.47M
|
106K
$3.43M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.54KNew |
$41.9K - $50.5K
|
1.54K
$49.9K
|
|