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 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-289- 6.12% |
$8.4K - $10.5K
|
4.43K
$165K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
645New |
$18.8K - $23.3K
|
645
$24K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.3K+ 11.07% |
$37.9K - $47.1K
|
13.1K
$486K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.87K+ 9.32% |
$83.3K - $104K
|
33.6K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
206+ 3.77% |
$5.99K - $7.45K
|
5.68K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.07K+ 13.78% |
$31K - $38.6K
|
8.8K
$327K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.41% |
$29.1 - $36.2
|
72
$2.68K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.64KNew |
$251K - $313K
|
8.64K
$321K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.4K+ 3.85% |
$98.8K - $123K
|
91.7K
$3.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.82K+ 17.6% |
$256K - $319K
|
58.9K
$2.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.34K+ 12.47% |
$38.9K - $48.4K
|
12.1K
$449K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
78+ 0.51% |
$2.27K - $2.82K
|
15.5K
$576K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.53K+ 7.27% |
$44.6K - $55.5K
|
22.6K
$841K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.22K+ 21.78% |
$210K - $261K
|
40.4K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.38K+ 5.38% |
$40K - $49.7K
|
26.9K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-945- 9.74% |
$27.5K - $34.2K
|
8.76K
$326K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
12.4KNew |
$360K - $448K
|
12.4K
$460K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
525+ 2.36% |
$15.3K - $19K
|
22.8K
$847K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.82KNew |
$169K - $211K
|
5.82K
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
3.48K+ 18.32% |
$101K - $126K
|
22.5K
$837K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
555+ 4.21% |
$16.1K - $20.1K
|
13.7K
$511K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 19.13% |
$350K - $436K
|
50.9K
$1.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-3.65K- 37.53% |
$106K - $132K
|
6.08K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
153New |
$4.45K - $5.54K
|
153
$5.69K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.49K- 51.88% |
$72.3K - $90K
|
2.31K
$85.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-154- 1.42% |
$4.48K - $5.57K
|
10.7K
$398K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-372- 25.85% |
$10.8K - $13.5K
|
1.07K
$39.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
8.22KNew |
$239K - $297K
|
8.22K
$306K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.46K- 9.9% |
$42.5K - $52.8K
|
13.3K
$494K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$429K - $533K
|
14.7K
$548K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
10KNew |
$291K - $362K
|
10K
$372K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.11% |
$233 - $289
|
7.17K
$267K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
492+ 6.0% |
$14.3K - $17.8K
|
8.69K
$323K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 7.0% |
$30.7K - $38.1K
|
14K
$521K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.95K+ 30.03% |
$115K - $143K
|
17.1K
$636K
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-767- 2.16% |
$22.3K - $27.8K
|
34.8K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.66KNew |
$77.5K - $96.4K
|
2.66K
$99.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-13.9K- 74.07% |
$405K - $504K
|
4.87K
$181K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
470+ 1.83% |
$13.7K - $17K
|
26.2K
$974K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-18.5K- 6.9% |
$538K - $669K
|
249K
$9.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7.18K+ 3.88% |
$209K - $260K
|
192K
$7.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.2K+ 36.82% |
$732K - $911K
|
93.6K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.74K+ 3.62% |
$50.5K - $62.8K
|
49.7K
$1.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
573+ 4.18% |
$16.7K - $20.7K
|
14.3K
$531K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-20.2K- 13.26% |
$587K - $730K
|
132K
$4.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 0.77% |
$901 - $1.12K
|
4K
$149K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
375+ 5.22% |
$10.9K - $13.6K
|
7.56K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 1.72% |
$291 - $362
|
591
$22K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
10+ 1.22% |
$291 - $362
|
830
$30.9K
|