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 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.06K+ 33.45% |
$32.6K - $37.1K
|
4.23K
$157K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.4KNew |
$320K - $363K
|
10.4K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.08KNew |
$33.1K - $37.6K
|
1.08K
$40K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
209New |
$6.44K - $7.31K
|
209
$7.77K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
101KNew |
$3.12M - $3.55M
|
101K
$3.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.5K+ 33.33% |
$77K - $87.5K
|
10K
$372K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 5.88% |
$30.8 - $35
|
18
$670
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
241+ 602.5% |
$7.43K - $8.43K
|
281
$10.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.16K- 16.72% |
$97.2K - $110K
|
15.7K
$584K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
320New |
$9.86K - $11.2K
|
320
$11.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
15.3K+ 108.56% |
$472K - $536K
|
29.4K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 100.0% |
$1.54K - $1.75K
|
100
$3.72K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-85K- 80.24% |
$2.62M - $2.97M
|
20.9K
$778K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-100- 0.64% |
$3.08K - $3.5K
|
15.6K
$579K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.76% |
$123 - $140
|
231
$8.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$6.16K - $7K
|
200
$7.44K
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
5K+ 25.0% |
$154K - $175K
|
25K
$930K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
11+ 1.08% |
$339 - $385
|
1.03K
$38.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47New |
$1.45K - $1.64K
|
47
$1.75K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
245New |
$7.55K - $8.57K
|
245
$9.11K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$7.7K - $8.75K
|
250
$9.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
12.7KNew |
$391K - $444K
|
12.7K
$472K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.26KNew |
$61.3K - $74K
|
2.26K
$84K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
33.4KNew |
$907K - $1.1M
|
33.4K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2KNew |
$54.3K - $65.6K
|
2K
$74.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.79KNew |
$184K - $223K
|
6.79K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
6.49KNew |
$176K - $213K
|
6.49K
$241K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
143New |
$3.88K - $4.69K
|
143
$5.32K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
138New |
$3.75K - $4.53K
|
138
$5.13K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3New |
$81.5 - $98.4
|
3
$112
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
300New |
$8.15K - $9.84K
|
300
$11.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.5KNew |
$67.9K - $82K
|
2.5K
$93K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.5K- 21.6% |
$95.1K - $115K
|
12.7K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
395New |
$10.7K - $13K
|
395
$14.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.5% |
$27.2 - $32.8
|
201
$7.48K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-463- 4.08% |
$12.6K - $15.2K
|
10.9K
$405K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.13K+ 4.06% |
$85.1K - $103K
|
80.2K
$2.99M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.5K+ 100.11% |
$339K - $410K
|
25K
$929K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-178K- 58.84% |
$4.82M - $5.82M
|
124K
$4.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-350- 21.93% |
$9.51K - $11.5K
|
1.25K
$46.4K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.13KNew |
$166K - $201K
|
6.13K
$228K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.01KNew |
$27.3K - $33K
|
1.01K
$37.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-331- 35.06% |
$8.99K - $10.9K
|
613
$22.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
600New |
$16.3K - $19.7K
|
600
$22.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
500+ 6.25% |
$13.6K - $16.4K
|
8.5K
$316K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.11KNew |
$207K - $231K
|
8.11K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
100New |
$2.55K - $2.84K
|
100
$3.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.98KNew |
$204K - $227K
|
7.98K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21New |
$536 - $597
|
21
$781
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
200+ 2.56% |
$5.1K - $5.69K
|
8.02K
$298K
|
|