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 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$297K - $352K
|
12.6K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.7K+ 92.9% |
$275K - $326K
|
24.3K
$840K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.5KNew |
$248K - $294K
|
10.5K
$365K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.2KNew |
$51.7K - $61.3K
|
2.2K
$76.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
7.85KNew |
$185K - $219K
|
7.85K
$272K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.54KNew |
$224K - $266K
|
9.54K
$330K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$47.2K - $56K
|
2.01K
$69.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.15KNew |
$27K - $32K
|
1.15K
$39.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7.29K- 49.92% |
$171K - $203K
|
7.31K
$253K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
45+ 0.49% |
$1.06K - $1.25K
|
9.3K
$322K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
115New |
$2.7K - $3.21K
|
115
$3.98K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-46Closed |
$1.13K - $1.3K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
280+ 14.51% |
$6.9K - $7.9K
|
2.21K
$76.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.13KNew |
$27.9K - $32K
|
1.13K
$39.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-511- 5.59% |
$12.6K - $14.4K
|
8.63K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
135K+ 788.39% |
$3.34M - $3.82M
|
153K
$5.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
10+ 2.11% |
$247 - $282
|
485
$16.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
580New |
$14.3K - $16.4K
|
580
$20.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
500+ 15.17% |
$12.3K - $14.1K
|
3.8K
$131K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.2KNew |
$202K - $231K
|
8.2K
$284K
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
2.5K+ 15.55% |
$61.6K - $70.6K
|
18.6K
$643K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
30New |
$740 - $847
|
30
$1.04K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
98New |
$2.42K - $2.77K
|
98
$3.39K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 1.92% |
$106 - $117
|
212
$7.34K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
46+ 0.65% |
$1.22K - $1.35K
|
7.08K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.97K- 20.02% |
$52.3K - $57.7K
|
7.86K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.63K- 5.29% |
$43.4K - $47.8K
|
29.2K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
383+ 3.95% |
$10.2K - $11.2K
|
10.1K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.81KNew |
$208K - $229K
|
7.81K
$270K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.41KNew |
$64.2K - $70.8K
|
2.41K
$83.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 2.07% |
$266 - $294
|
493
$17.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.29K- 18.01% |
$114K - $126K
|
19.5K
$676K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 2.18% |
$160 - $176
|
281
$9.72K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-805- 7.66% |
$21.4K - $23.6K
|
9.71K
$336K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
17.9K+ 37.15% |
$477K - $526K
|
66.2K
$2.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
804New |
$21.4K - $23.6K
|
804
$27.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
55+ 0.74% |
$1.46K - $1.61K
|
7.47K
$258K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16KNew |
$424K - $486K
|
16K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
630+ 8.09% |
$16.7K - $19.1K
|
8.42K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.18KNew |
$190K - $218K
|
7.18K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
150+ 48.39% |
$3.97K - $4.55K
|
460
$15.9K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.1KNew |
$188K - $215K
|
7.1K
$246K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
940New |
$24.9K - $28.5K
|
940
$32.5K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.74KNew |
$46.2K - $52.9K
|
1.74K
$60.3K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2KNew |
$53K - $60.7K
|
2K
$69.2K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.56KNew |
$200K - $229K
|
7.56K
$261K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
400+ 259.74% |
$10.6K - $12.1K
|
554
$19.2K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.5K+ 2633.68% |
$66.3K - $75.9K
|
2.6K
$89.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.91KNew |
$104K - $119K
|
3.91K
$135K
|
|