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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
78+ 0.51% |
$2.27K - $2.82K
|
15.5K
$604K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.34K+ 12.47% |
$38.9K - $48.4K
|
12.1K
$472K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.82K+ 17.6% |
$256K - $319K
|
58.9K
$2.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.4K+ 3.85% |
$98.8K - $123K
|
91.7K
$3.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.22K+ 21.78% |
$210K - $261K
|
40.4K
$1.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-945- 9.74% |
$27.5K - $34.2K
|
8.76K
$342K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
12.4KNew |
$360K - $448K
|
12.4K
$483K
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-3.65K- 37.53% |
$106K - $132K
|
6.08K
$237K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 19.13% |
$350K - $436K
|
50.9K
$1.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
555+ 4.21% |
$16.1K - $20.1K
|
13.7K
$536K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-154- 1.42% |
$4.48K - $5.57K
|
10.7K
$418K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.49K- 51.88% |
$72.3K - $90K
|
2.31K
$90.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.11% |
$233 - $289
|
7.17K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
10KNew |
$291K - $362K
|
10K
$391K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.46K- 9.9% |
$42.5K - $52.8K
|
13.3K
$519K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
8.22KNew |
$239K - $297K
|
8.22K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 7.0% |
$30.7K - $38.1K
|
14K
$547K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
492+ 6.0% |
$14.3K - $17.8K
|
8.69K
$340K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.66KNew |
$77.5K - $96.4K
|
2.66K
$104K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-13.9K- 74.07% |
$405K - $504K
|
4.87K
$190K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-20.2K- 13.26% |
$587K - $730K
|
132K
$5.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
573+ 4.18% |
$16.7K - $20.7K
|
14.3K
$558K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7.18K+ 3.88% |
$209K - $260K
|
192K
$7.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 0.77% |
$901 - $1.12K
|
4K
$156K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
282+ 1.88% |
$8.2K - $10.2K
|
15.3K
$598K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
340New |
$9.89K - $12.3K
|
340
$13.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
700+ 10.78% |
$20.4K - $25.3K
|
7.2K
$281K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.73K+ 16.46% |
$225K - $280K
|
54.7K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5.96K- 25.1% |
$173K - $215K
|
17.8K
$694K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-680- 7.85% |
$19.8K - $24.6K
|
7.98K
$312K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
850+ 9.71% |
$24.7K - $30.8K
|
9.6K
$375K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.44K- 7.98% |
$129K - $160K
|
51.2K
$2M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.63% |
$2.91K - $3.62K
|
6.25K
$244K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
356New |
$11.1K - $12.3K
|
356
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-44- 89.8% |
$1.37K - $1.51K
|
5
$195
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
175New |
$5.44K - $6.02K
|
175
$6.83K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.02K+ 63.34% |
$62.6K - $69.4K
|
5.2K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.89K+ 30.38% |
$214K - $237K
|
29.6K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.33% |
$31.1 - $34.4
|
301
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
550New |
$17.1K - $18.9K
|
550
$21.5K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.6KNew |
$329K - $364K
|
10.6K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
722+ 1444.0% |
$22.4K - $24.9K
|
772
$30.1K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
32New |
$995 - $1.1K
|
32
$1.25K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.33K+ 82.37% |
$72.3K - $80.1K
|
5.15K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4KNew |
$124K - $138K
|
4K
$156K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
151+ 2.11% |
$4.69K - $5.2K
|
7.3K
$285K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
689+ 25.27% |
$21.4K - $23.7K
|
3.42K
$133K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
36KNew |
$1.12M - $1.24M
|
36K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
222+ 18.2% |
$6.9K - $7.64K
|
1.44K
$56.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.85KNew |
$244K - $270K
|
7.85K
$306K
|
|