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 14, 2020
Q1 2020
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-48KClosed |
$992K - $1.93M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-200Closed |
$4.13K - $8.03K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.14KClosed |
$85.4K - $166K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.68KClosed |
$55.2K - $107K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.5KClosed |
$114K - $221K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-920Closed |
$19K - $36.9K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-955Closed |
$19.7K - $38.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-338Closed |
$6.98K - $13.6K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-29.1KClosed |
$601K - $1.17M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.93KClosed |
$143K - $278K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
270+ 2.74% |
$9.63K - $10.1K
|
10.1K
$377K
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500New |
$17.8K - $18.7K
|
500
$18.6K
|
|
|
Feb 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.43KClosed |
$265K - $277K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.22KClosed |
$43.5K - $45.5K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15KClosed |
$535K - $560K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3KClosed |
$107K - $112K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brown Advisory Inc
|
SELL
|
- |
-6.5KClosed |
$231K - $243K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-790Closed |
$28.1K - $29.5K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
808New |
$28.7K - $30.2K
|
808
$30.1K
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-168Closed |
$5.97K - $6.27K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.5KClosed |
$387K - $414K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.12KClosed |
$239K - $255K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.71KClosed |
$57.5K - $61.4K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-110Closed |
$3.69K - $3.95K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-6.5KClosed |
$218K - $233K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-395Closed |
$13.3K - $14.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.4KClosed |
$334K - $383K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-25KClosed |
$733K - $841K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.55KClosed |
$45.5K - $52.2K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-330Closed |
$9.69K - $11.1K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$5.87K - $6.74K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Jlb & Associates Inc
|
SELL
|
- |
-7KClosed |
$205K - $236K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-448KClosed |
$13.2M - $15.1M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-69.1KClosed |
$1.88M - $2.18M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-18.9KClosed |
$514K - $597K
|
0
$0
|
|
|
Jan 10, 2019
Q4 2018
|
Robinson Capital Management, LLC
|
SELL
|
- |
-86.3KClosed |
$2.35M - $2.73M
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-277KClosed |
$8.04M - $8.75M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-422KClosed |
$12.3M - $13.3M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-166KClosed |
$4.81M - $5.24M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-45.6KClosed |
$1.32M - $1.44M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1KClosed |
$29K - $31.6K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
53.8KNew |
$1.56M - $1.7M
|
53.8K
$2M
|
|
|
Nov 13, 2018
Q3 2018
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-234KClosed |
$6.8M - $7.4M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Crewe Advisors LLC
|
SELL
|
- |
-700Closed |
$20.3K - $22.1K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.7KNew |
$49.3K - $53.7K
|
1.7K
$63.2K
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-500Closed |
$14.5K - $15.8K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-19.2KClosed |
$535K - $556K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-65KClosed |
$1.81M - $1.88M
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Private Ocean, LLC
|
SELL
|
- |
-381Closed |
$10.6K - $11K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-22.5KClosed |
$627K - $652K
|
0
$0
|
|