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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.37KNew |
$196K - $223K
|
6.37K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.93K+ 7.45% |
$59.5K - $67.6K
|
27.9K
$866K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
101KNew |
$3.12M - $3.55M
|
101K
$3.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.5K+ 33.33% |
$77K - $87.5K
|
10K
$311K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 5.88% |
$30.8 - $35
|
18
$560
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.2K+ 10.24% |
$37K - $42K
|
12.9K
$402K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
241+ 602.5% |
$7.43K - $8.43K
|
281
$8.74K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.57% |
$401 - $455
|
2.28K
$70.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2K+ 9.88% |
$61.6K - $70K
|
22.2K
$692K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.08K+ 2.33% |
$126K - $143K
|
179K
$5.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.16K- 16.72% |
$97.2K - $110K
|
15.7K
$488K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.9K+ 23.98% |
$305K - $347K
|
51.2K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 100.0% |
$1.54K - $1.75K
|
100
$3.11K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
15.3K+ 108.56% |
$472K - $536K
|
29.4K
$915K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-114- 0.4% |
$3.51K - $3.99K
|
28.4K
$883K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
320New |
$9.86K - $11.2K
|
320
$9.95K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
6.56K+ 5.63% |
$202K - $230K
|
123K
$3.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.96K+ 10.56% |
$60.4K - $68.6K
|
20.5K
$638K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
919+ 1.37% |
$28.3K - $32.2K
|
67.9K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.1K- 24.47% |
$1.42M - $1.61M
|
142K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-5.61K- 28.2% |
$173K - $196K
|
14.3K
$444K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.4K- 22.21% |
$474K - $539K
|
53.9K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-85K- 80.24% |
$2.62M - $2.97M
|
20.9K
$651K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.76% |
$123 - $140
|
231
$7.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-100- 0.64% |
$3.08K - $3.5K
|
15.6K
$484K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 1.73% |
$739 - $840
|
1.41K
$44K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
47+ 1.75% |
$1.45K - $1.64K
|
2.73K
$84.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.75% |
$216 - $245
|
407
$12.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
280+ 4.41% |
$8.63K - $9.8K
|
6.63K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.1K+ 4.43% |
$435K - $494K
|
333K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 6.32% |
$45.5K - $51.7K
|
21.9K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-151- 0.43% |
$4.65K - $5.28K
|
35K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$6.16K - $7K
|
200
$6.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
764+ 11.96% |
$23.5K - $26.7K
|
7.15K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-10.1K- 45.66% |
$312K - $354K
|
12.1K
$375K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.77K+ 5.47% |
$54.6K - $62K
|
34.1K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
29.2KNew |
$898K - $1.02M
|
29.2K
$906K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.34K+ 1.38% |
$41.2K - $46.7K
|
98.1K
$3.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
9.53KNew |
$294K - $334K
|
9.53K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 0.26% |
$431 - $490
|
5.42K
$168K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
250+ 2.06% |
$7.7K - $8.75K
|
12.4K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-557- 8.04% |
$17.2K - $19.5K
|
6.37K
$198K
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
5K+ 25.0% |
$154K - $175K
|
25K
$777K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-128- 0.18% |
$3.94K - $4.48K
|
69.5K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.04% |
$185 - $210
|
13.6K
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
11+ 1.08% |
$339 - $385
|
1.03K
$32.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47New |
$1.45K - $1.64K
|
47
$1.46K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.1K- 10.53% |
$219K - $248K
|
60.4K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
11+ 1.38% |
$339 - $385
|
809
$25.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
245New |
$7.55K - $8.57K
|
245
$7.62K
|