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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.84K+ 7.31% |
$245K - $271K
|
100K
$3.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
546+ 0.78% |
$19.6K - $21.6K
|
70.2K
$2.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
949+ 3.53% |
$34K - $37.6K
|
27.9K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-205- 87.61% |
$7.34K - $8.12K
|
29
$1.13K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2KNew |
$366K - $405K
|
10.2K
$399K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
25.7K+ 12.61% |
$921K - $1.02M
|
230K
$8.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
21+ 29.17% |
$752 - $832
|
93
$3.63K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-490- 6.48% |
$17.5K - $19.4K
|
7.07K
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 1.52% |
$322 - $357
|
600
$23.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
100+ 1.56% |
$3.58K - $3.96K
|
6.51K
$254K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
920New |
$32.9K - $36.5K
|
920
$35.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
56+ 1.26% |
$2.01K - $2.22K
|
4.49K
$175K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-153- 1.77% |
$5.48K - $6.06K
|
8.49K
$332K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-28.2K- 11.32% |
$1.01M - $1.12M
|
221K
$8.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
494+ 5.61% |
$17.7K - $19.6K
|
9.3K
$363K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
300New |
$10.7K - $11.9K
|
300
$11.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.68KNew |
$275K - $304K
|
7.68K
$300K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 17.84% |
$35.8K - $39.6K
|
6.6K
$258K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
8.21K+ 23.61% |
$294K - $325K
|
43K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.57K- 35.68% |
$164K - $181K
|
8.24K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-811- 0.16% |
$29K - $32.1K
|
508K
$19.8M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
850New |
$30.4K - $33.7K
|
850
$33.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-15.1K- 71.52% |
$539K - $596K
|
6K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.95K+ 85.13% |
$177K - $196K
|
10.8K
$421K
|
|
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
130KNew |
$4.64M - $5.14M
|
130K
$5.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
300+ 1.31% |
$10.7K - $11.9K
|
23.2K
$906K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
114+ 0.4% |
$4.08K - $4.52K
|
28.7K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
687New |
$24.6K - $27.2K
|
687
$26.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.19K- 4.4% |
$78.2K - $86.6K
|
47.5K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 1.31% |
$71.6 - $79.2
|
155
$6.05K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
10+ 1.2% |
$358 - $396
|
840
$32.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
20+ 0.1% |
$716 - $792
|
19.6K
$765K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.26K+ 2.19% |
$45.1K - $49.9K
|
58.9K
$2.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.16KNew |
$185K - $204K
|
5.16K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-917- 85.94% |
$32.8K - $36.3K
|
150
$5.86K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.5K+ 14.01% |
$161K - $178K
|
36.6K
$1.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
39.8KNew |
$1.42M - $1.57M
|
39.8K
$1.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.51K+ 23.82% |
$126K - $139K
|
18.2K
$713K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.02KNew |
$287K - $318K
|
8.02K
$313K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
152+ 0.67% |
$5.44K - $6.02K
|
22.9K
$895K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
89+ 1.57% |
$3.19K - $3.53K
|
5.75K
$225K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.76K- 12.22% |
$98.9K - $109K
|
19.8K
$775K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.27K+ 13.1% |
$189K - $209K
|
45.5K
$1.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-575- 2.2% |
$20.6K - $22.8K
|
25.6K
$999K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
131+ 0.77% |
$4.69K - $5.19K
|
17.2K
$672K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.4K+ 9.41% |
$444K - $491K
|
144K
$5.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
65+ 0.09% |
$2.33K - $2.58K
|
69.7K
$2.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
SELL
|
- |
-1.27K- 5.65% |
$45.5K - $50.4K
|
21.2K
$829K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.98K+ 18.22% |
$71K - $78.6K
|
12.9K
$502K
|