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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.65K- 11.75% |
$59.1K - $65.4K
|
12.4K
$457K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.4KNew |
$551K - $610K
|
15.4K
$568K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
4.16K+ 21.71% |
$149K - $165K
|
23.3K
$861K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.1K+ 33.46% |
$433K - $480K
|
48.3K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.18K- 30.23% |
$77.9K - $86.2K
|
5.02K
$185K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.6K+ 11.28% |
$2.49M - $2.76M
|
686K
$25.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
2.6K+ 15.85% |
$93.1K - $103K
|
19K
$701K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.42KNew |
$194K - $215K
|
5.42K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
58+ 0.86% |
$2.08K - $2.3K
|
6.81K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.08KNew |
$182K - $201K
|
5.08K
$187K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.13K+ 21.99% |
$40.6K - $44.9K
|
6.29K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.54K+ 18.33% |
$270K - $299K
|
48.7K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 4.25% |
$50.2K - $55.6K
|
31.6K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.55K- 27.22% |
$55.3K - $61.2K
|
4.13K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.91K+ 6.44% |
$212K - $234K
|
97.6K
$3.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.6KNew |
$414K - $458K
|
11.6K
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
208+ 1.57% |
$7.45K - $8.24K
|
13.5K
$497K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
253New |
$9.06K - $10K
|
253
$9.34K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.44K+ 3.31% |
$302K - $334K
|
264K
$9.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.03K+ 6.77% |
$37K - $40.9K
|
16.3K
$601K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.1K- 28.12% |
$576K - $637K
|
41.1K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
788+ 0.56% |
$28.2K - $31.2K
|
141K
$5.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.9K+ 176.26% |
$569K - $629K
|
24.9K
$919K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-67.2K- 50.93% |
$2.41M - $2.66M
|
64.8K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
653+ 3.67% |
$23.4K - $25.9K
|
18.4K
$680K
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.34K+ 9.54% |
$48K - $53.1K
|
15.4K
$568K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.87K+ 58.92% |
$103K - $114K
|
7.75K
$286K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.07K+ 10.63% |
$110K - $122K
|
32K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-622- 4.22% |
$22.3K - $24.6K
|
14.1K
$521K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-500- 20.0% |
$17.9K - $19.8K
|
2K
$73.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-250- 4.3% |
$8.95K - $9.91K
|
5.56K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.5KNew |
$592K - $655K
|
16.5K
$610K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-169- 1.27% |
$6.05K - $6.7K
|
13.1K
$484K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-816- 2.65% |
$29.2K - $32.3K
|
30K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6.31K+ 121.5% |
$226K - $250K
|
11.5K
$425K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.78K+ 28.26% |
$350K - $387K
|
44.4K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.8K+ 362.31% |
$100K - $111K
|
3.57K
$132K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$7.16K - $7.92K
|
200
$7.38K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
522+ 6.0% |
$18.7K - $20.7K
|
9.22K
$340K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-501- 3.27% |
$17.9K - $19.8K
|
14.8K
$547K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
35.7K+ 4.87% |
$1.28M - $1.41M
|
768K
$28.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9.69K+ 34.52% |
$347K - $384K
|
37.8K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-222- 1.14% |
$7.95K - $8.8K
|
19.3K
$712K
|
|
|
Nov 06, 2025
Q3 2025
|
Reaves W H & CO Inc
|
SELL
|
- |
-6.56K- 7.41% |
$235K - $260K
|
82.1K
$3.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-492- 4.6% |
$17.6K - $19.5K
|
10.2K
$377K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.25K+ 13.01% |
$188K - $208K
|
45.6K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.3K+ 201.86% |
$46.6K - $51.6K
|
1.95K
$71.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-788- 2.19% |
$28.2K - $31.2K
|
35.2K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.01K- 75.6% |
$72.1K - $79.8K
|
650
$24K
|
|