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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
274+ 0.96% |
$8.52K - $9.43K
|
28.7K
$993K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.68K+ 658.72% |
$83.3K - $92.3K
|
3.09K
$107K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.85KNew |
$244K - $270K
|
7.85K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-981- 2.87% |
$30.5K - $33.8K
|
33.2K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-727- 3.33% |
$22.6K - $25K
|
21.1K
$729K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
47.6K+ 426.01% |
$1.48M - $1.64M
|
58.8K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
708+ 4.82% |
$22K - $24.4K
|
15.4K
$533K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.13K+ 11.83% |
$35.1K - $38.8K
|
10.7K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
775+ 6.27% |
$24.1K - $26.7K
|
13.1K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
125+ 1.3% |
$3.89K - $4.3K
|
9.71K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-700- 12.92% |
$21.8K - $24.1K
|
4.72K
$163K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
32+ 0.27% |
$995 - $1.1K
|
11.8K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
132+ 0.19% |
$4.1K - $4.54K
|
69.6K
$2.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-295- 5.12% |
$9.17K - $10.2K
|
5.47K
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.16KNew |
$223K - $247K
|
7.16K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.5K+ 4.13% |
$109K - $120K
|
88.3K
$3.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
5.42K+ 12.75% |
$168K - $187K
|
47.9K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.1K- 2.14% |
$34.1K - $37.8K
|
50.1K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
54.1K+ 55.16% |
$1.68M - $1.86M
|
152K
$5.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.9K+ 10.51% |
$402K - $446K
|
136K
$4.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
581New |
$18.1K - $20K
|
581
$20.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.37K+ 21.46% |
$42.5K - $47.1K
|
7.74K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25+ 1.77% |
$777 - $861
|
1.44K
$49.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-277- 3.71% |
$8.61K - $9.53K
|
7.19K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-664- 0.94% |
$20.6K - $22.9K
|
69.6K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
157+ 1.16% |
$4.88K - $5.4K
|
13.7K
$474K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.34K- 1.97% |
$41.6K - $46.1K
|
66.6K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.02K+ 13.28% |
$249K - $276K
|
68.4K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
686+ 1.2% |
$21.3K - $23.6K
|
58K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
6.38K+ 21.9% |
$198K - $220K
|
35.5K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
8.75KNew |
$272K - $301K
|
8.75K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
11+ 1.36% |
$342 - $379
|
820
$28.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.7K+ 120.36% |
$797K - $883K
|
47K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
16.1K+ 6.4% |
$501K - $555K
|
268K
$9.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-184- 1.76% |
$5.72K - $6.33K
|
10.3K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
993+ 13.77% |
$30.9K - $34.2K
|
8.2K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.67KClosed |
$51.9K - $57.4K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13.2K+ 7.58% |
$410K - $454K
|
187K
$6.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-815- 11.15% |
$25.3K - $28.1K
|
6.5K
$225K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.39K- 18.84% |
$230K - $254K
|
31.8K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
55.6K+ 102879.63% |
$1.73M - $1.91M
|
55.6K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-299- 1.15% |
$9.29K - $10.3K
|
25.7K
$889K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.11% |
$684 - $757
|
20.8K
$720K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
840New |
$26.1K - $28.9K
|
840
$29.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400- 6.11% |
$12.4K - $13.8K
|
6.15K
$213K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-69- 22.77% |
$2.14K - $2.37K
|
234
$8.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 1.52% |
$4.66K - $5.16K
|
9.73K
$336K
|
|
| Q4 2024 | |||||||
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 6.07% |
$45.8K - $52K
|
23K
$796K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
18.8KNew |
$579K - $658K
|
18.8K
$650K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|