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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-188- 0.67% |
$5.47K - $6.8K
|
28.1K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
556+ 7.91% |
$16.2K - $20.1K
|
7.59K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.5KNew |
$362K - $451K
|
12.5K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.88K+ 6.06% |
$54.8K - $68.2K
|
33K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.36K+ 1.4% |
$39.6K - $49.2K
|
98.3K
$3.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
9.01KNew |
$262K - $326K
|
9.01K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
285K+ 366.21% |
$8.29M - $10.3M
|
363K
$13.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.69KNew |
$49.2K - $61.2K
|
1.69K
$62.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.18K+ 29.21% |
$92.3K - $115K
|
14K
$522K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
915+ 4.54% |
$26.6K - $33.1K
|
21.1K
$783K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.8KNew |
$432K - $537K
|
14.8K
$552K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
88K+ 3518.0% |
$2.56M - $3.18M
|
90.5K
$3.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.86K- 9.29% |
$170K - $212K
|
57.2K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.61K+ 9.25% |
$75.9K - $94.4K
|
30.8K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 2.9% |
$506K - $630K
|
617K
$22.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
104+ 1.33% |
$3.02K - $3.76K
|
7.94K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
1.43K+ 1.64% |
$41.6K - $51.8K
|
88.6K
$3.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.14K+ 6.95% |
$266K - $331K
|
141K
$5.23M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-913- 5.04% |
$26.6K - $33K
|
17.2K
$640K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
123+ 1.86% |
$3.58K - $4.45K
|
6.75K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
6.41KNew |
$186K - $232K
|
6.41K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-883- 6.45% |
$25.7K - $31.9K
|
12.8K
$476K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
38.1K+ 64.07% |
$1.11M - $1.38M
|
97.7K
$3.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.1K+ 86.71% |
$467K - $581K
|
34.6K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-852- 7.99% |
$24.8K - $30.8K
|
9.81K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
53+ 0.22% |
$1.54K - $1.92K
|
24.5K
$913K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
966+ 1.45% |
$28.1K - $34.9K
|
67.6K
$2.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
428+ 2.73% |
$12.4K - $15.5K
|
16.1K
$599K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.1K+ 0.73% |
$31.9K - $39.7K
|
150K
$5.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
764+ 3.42% |
$22.2K - $27.6K
|
23.1K
$860K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
326K+ 80.17% |
$9.48M - $11.8M
|
732K
$27.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.1KNew |
$206K - $257K
|
7.1K
$264K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-884- 5.66% |
$25.7K - $32K
|
14.7K
$548K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.27K+ 20.45% |
$36.9K - $45.9K
|
7.48K
$278K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
254+ 1.3% |
$7.39K - $9.19K
|
19.8K
$737K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.2K+ 38.89% |
$34.9K - $43.5K
|
4.29K
$160K
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
22.9KNew |
$666K - $829K
|
22.9K
$852K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
201New |
$5.85K - $7.27K
|
201
$7.48K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 3.98% |
$566K - $705K
|
509K
$18.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.14KNew |
$179K - $222K
|
6.14K
$228K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.8K+ 10.14% |
$52.2K - $64.9K
|
19.5K
$725K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-2.35K- 7.59% |
$68.4K - $85.1K
|
28.6K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.72K+ 8.18% |
$79.2K - $98.6K
|
36K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-389- 2.26% |
$11.3K - $14.1K
|
16.8K
$625K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-650- 99.85% |
$18.9K - $23.5K
|
1
$37.2
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
203+ 0.71% |
$5.9K - $7.34K
|
28.9K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-50- 0.66% |
$1.45K - $1.81K
|
7.55K
$281K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.6K- 31.59% |
$540K - $672K
|
40.2K
$1.5M
|