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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.74K+ 3.62% |
$50.5K - $62.8K
|
49.7K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.2K+ 36.82% |
$732K - $911K
|
93.6K
$3.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7.18K+ 3.88% |
$209K - $260K
|
192K
$7.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-18.5K- 6.9% |
$538K - $669K
|
249K
$9.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
375+ 5.22% |
$10.9K - $13.6K
|
7.56K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 0.77% |
$901 - $1.12K
|
4K
$146K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 1.72% |
$291 - $362
|
591
$21.5K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
10+ 1.22% |
$291 - $362
|
830
$30.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.9K+ 9.02% |
$491K - $611K
|
204K
$7.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
282+ 1.88% |
$8.2K - $10.2K
|
15.3K
$558K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
99+ 0.14% |
$2.88K - $3.58K
|
69.7K
$2.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
621+ 73.93% |
$18.1K - $22.5K
|
1.46K
$53.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
254New |
$7.39K - $9.19K
|
254
$9.26K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
340New |
$9.89K - $12.3K
|
340
$12.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-342- 0.59% |
$9.95K - $12.4K
|
57.6K
$2.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
68+ 0.1% |
$1.98K - $2.46K
|
69.7K
$2.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
700+ 10.78% |
$20.4K - $25.3K
|
7.2K
$262K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.73K+ 16.46% |
$225K - $280K
|
54.7K
$1.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-680- 7.85% |
$19.8K - $24.6K
|
7.98K
$291K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5.96K- 25.1% |
$173K - $215K
|
17.8K
$648K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
617+ 6.01% |
$17.9K - $22.3K
|
10.9K
$397K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.44K- 7.98% |
$129K - $160K
|
51.2K
$1.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
5.66KNew |
$165K - $205K
|
5.66K
$206K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.22K- 5.87% |
$35.5K - $44.2K
|
19.6K
$714K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
850+ 9.71% |
$24.7K - $30.8K
|
9.6K
$350K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.63% |
$2.91K - $3.62K
|
6.25K
$228K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
333+ 1.05% |
$9.68K - $12K
|
32.1K
$1.17M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.25% |
$249 - $275
|
3.21K
$117K
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
24KNew |
$746K - $826K
|
24K
$875K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
30.8KNew |
$956K - $1.06M
|
30.8K
$1.12M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
27+ 1.72% |
$839 - $929
|
1.6K
$58.1K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
50+ 0.33% |
$1.55K - $1.72K
|
15.1K
$549K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
356New |
$11.1K - $12.3K
|
356
$13K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-891- 4.44% |
$27.7K - $30.7K
|
19.2K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.02K+ 63.34% |
$62.6K - $69.4K
|
5.2K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.4K+ 9.5% |
$2.59M - $2.87M
|
960K
$35M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
107K+ 12.93% |
$3.32M - $3.68M
|
934K
$34M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.1K+ 34.36% |
$624K - $691K
|
78.6K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.51K+ 34.21% |
$140K - $155K
|
17.7K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-44- 89.8% |
$1.37K - $1.51K
|
5
$182
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.65K+ 42.94% |
$113K - $126K
|
12.2K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3K- 18.07% |
$93.3K - $103K
|
13.6K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
175New |
$5.44K - $6.02K
|
175
$6.38K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.1K- 36.81% |
$127K - $141K
|
7.03K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-953- 7.5% |
$29.6K - $32.8K
|
11.8K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.64K- 10.58% |
$82.2K - $91K
|
22.3K
$814K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-982- 0.77% |
$30.5K - $33.8K
|
126K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 2.08% |
$317K - $351K
|
501K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 7.41% |
$320K - $355K
|
149K
$5.44M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.89K+ 30.38% |
$214K - $237K
|
29.6K
$1.08M
|
|