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 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
282+ 1.88% |
$8.2K - $10.2K
|
15.3K
$570K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.9K+ 9.02% |
$491K - $611K
|
204K
$7.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
99+ 0.14% |
$2.88K - $3.58K
|
69.7K
$2.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
340New |
$9.89K - $12.3K
|
340
$12.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
254New |
$7.39K - $9.19K
|
254
$9.45K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
621+ 73.93% |
$18.1K - $22.5K
|
1.46K
$54.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
700+ 10.78% |
$20.4K - $25.3K
|
7.2K
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
68+ 0.1% |
$1.98K - $2.46K
|
69.7K
$2.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-342- 0.59% |
$9.95K - $12.4K
|
57.6K
$2.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.73K+ 16.46% |
$225K - $280K
|
54.7K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
617+ 6.01% |
$17.9K - $22.3K
|
10.9K
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5.96K- 25.1% |
$173K - $215K
|
17.8K
$661K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-680- 7.85% |
$19.8K - $24.6K
|
7.98K
$297K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.44K- 7.98% |
$129K - $160K
|
51.2K
$1.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
5.66KNew |
$165K - $205K
|
5.66K
$211K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.22K- 5.87% |
$35.5K - $44.2K
|
19.6K
$728K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
850+ 9.71% |
$24.7K - $30.8K
|
9.6K
$357K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.63% |
$2.91K - $3.62K
|
6.25K
$233K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
333+ 1.05% |
$9.68K - $12K
|
32.1K
$1.2M
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
356New |
$11.1K - $12.3K
|
356
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
175New |
$5.44K - $6.02K
|
175
$6.51K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.02K+ 63.34% |
$62.6K - $69.4K
|
5.2K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-44- 89.8% |
$1.37K - $1.51K
|
5
$186
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.33% |
$31.1 - $34.4
|
301
$11.2K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.89K+ 30.38% |
$214K - $237K
|
29.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.6KNew |
$329K - $364K
|
10.6K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
550New |
$17.1K - $18.9K
|
550
$20.5K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
722+ 1444.0% |
$22.4K - $24.9K
|
772
$28.7K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
32New |
$995 - $1.1K
|
32
$1.19K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.33K+ 82.37% |
$72.3K - $80.1K
|
5.15K
$192K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4KNew |
$124K - $138K
|
4K
$149K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
689+ 25.27% |
$21.4K - $23.7K
|
3.42K
$127K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
151+ 2.11% |
$4.69K - $5.2K
|
7.3K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
36KNew |
$1.12M - $1.24M
|
36K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
222+ 18.2% |
$6.9K - $7.64K
|
1.44K
$53.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.85KNew |
$244K - $270K
|
7.85K
$292K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.67KClosed |
$51.9K - $57.4K
|
0
$0
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-69- 22.77% |
$2.14K - $2.37K
|
234
$8.7K
|
|
| Q4 2024 | |||||||
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
227+ 0.28% |
$6.99K - $7.94K
|
80.9K
$3.01M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
24.4KNew |
$750K - $852K
|
24.4K
$906K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
100New |
$3.08K - $3.5K
|
100
$3.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
23.5KNew |
$725K - $824K
|
23.5K
$876K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
7.95KNew |
$245K - $278K
|
7.95K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
279New |
$8.6K - $9.76K
|
279
$10.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7.63KNew |
$235K - $267K
|
7.63K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5New |
$154 - $175
|
5
$186
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-500- 25.0% |
$15.4K - $17.5K
|
1.5K
$55.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-823- 7.77% |
$25.4K - $28.8K
|
9.78K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-91- 31.27% |
$2.8K - $3.18K
|
200
$7.44K
|
|