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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-30.8K- 11.2% |
$956K - $1.06M
|
244K
$8.44M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
18K+ 11.4% |
$558K - $618K
|
176K
$6.07M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.6KNew |
$329K - $364K
|
10.6K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.5K+ 10.11% |
$639K - $707K
|
224K
$7.74M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
722+ 1444.0% |
$22.4K - $24.9K
|
772
$26.7K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-173- 2.01% |
$5.38K - $5.95K
|
8.42K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-151K- 39.22% |
$4.69M - $5.2M
|
234K
$8.09M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 21.11% |
$98.2K - $109K
|
18.1K
$627K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.23K- 10.76% |
$69.4K - $76.9K
|
18.5K
$641K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.4K+ 9.72% |
$1.35M - $1.49M
|
490K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-700- 10.29% |
$21.8K - $24.1K
|
6.1K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
1.46K+ 1.7% |
$45.4K - $50.3K
|
87.2K
$3.02M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
10.9KNew |
$337K - $374K
|
10.9K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
32New |
$995 - $1.1K
|
32
$1.11K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.07K+ 16.82% |
$282K - $312K
|
63K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
59.5KNew |
$1.85M - $2.05M
|
59.5K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
407KNew |
$12.6M - $14M
|
407K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
28.2KNew |
$877K - $971K
|
28.2K
$976K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.43% |
$31.1 - $34.4
|
71
$2.46K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-380- 2.38% |
$11.8K - $13.1K
|
15.6K
$540K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.33K+ 82.37% |
$72.3K - $80.1K
|
5.15K
$178K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
398+ 1.43% |
$12.4K - $13.7K
|
28.3K
$978K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
137+ 0.8% |
$4.26K - $4.72K
|
17.3K
$599K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.83K+ 14.16% |
$56.8K - $63K
|
14.7K
$510K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1K+ 2.41% |
$438K - $485K
|
599K
$20.7M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.21K+ 15.62% |
$99.6K - $110K
|
23.7K
$821K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
506+ 3.48% |
$15.7K - $17.4K
|
15K
$520K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-583- 4.08% |
$18.1K - $20.1K
|
13.7K
$474K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6.44K+ 3.6% |
$200K - $222K
|
185K
$6.41M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
717+ 9.02% |
$22.3K - $24.7K
|
8.66K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-50- 0.29% |
$1.55K - $1.72K
|
17.2K
$595K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.42K+ 11.44% |
$106K - $118K
|
33.3K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4KNew |
$124K - $138K
|
4K
$138K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.06K- 20.56% |
$126K - $140K
|
15.7K
$542K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.98K+ 3.45% |
$155K - $171K
|
149K
$5.17M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.21KNew |
$193K - $214K
|
6.21K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8K- 7.61% |
$336K - $373K
|
131K
$4.55M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-4.02K- 11.48% |
$125K - $138K
|
31K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
151+ 2.11% |
$4.69K - $5.2K
|
7.3K
$253K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-255K- 76.59% |
$7.92M - $8.77M
|
77.9K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 110.26% |
$78.1K - $86.5K
|
4.79K
$166K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
689+ 25.27% |
$21.4K - $23.7K
|
3.42K
$118K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 8.02% |
$54.6K - $60.4K
|
20.1K
$697K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
36KNew |
$1.12M - $1.24M
|
36K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
222+ 18.2% |
$6.9K - $7.64K
|
1.44K
$49.9K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-654- 5.74% |
$20.3K - $22.5K
|
10.7K
$372K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
13.5K+ 111.93% |
$419K - $464K
|
25.5K
$884K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-350- 4.4% |
$10.9K - $12K
|
7.6K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.22% |
$280 - $310
|
4.03K
$139K
|