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, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.86KClosed |
$170K - $207K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-430- 43.0% |
$12.4K - $15.2K
|
570
$18.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.4KClosed |
$185K - $226K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-241- 1.58% |
$6.98K - $8.49K
|
15K
$475K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.63KClosed |
$47.1K - $57.3K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-500Closed |
$14.5K - $17.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-520Closed |
$16.2K - $18.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-259Closed |
$8.07K - $9.12K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
720New |
$22.4K - $25.4K
|
720
$22.8K
|
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-7.6KClosed |
$237K - $268K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
15.4KNew |
$479K - $542K
|
15.4K
$487K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$3.12K - $3.52K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-24.7KClosed |
$769K - $869K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-8.74KClosed |
$272K - $308K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-200Closed |
$6.23K - $7.04K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-6.46KClosed |
$201K - $228K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2KClosed |
$62.3K - $70.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.72KClosed |
$53.4K - $60.4K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
300New |
$9.35K - $10.6K
|
300
$9.51K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
574New |
$17.9K - $20.2K
|
574
$18.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-300Closed |
$9.35K - $10.6K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.56KNew |
$48.6K - $54.9K
|
1.56K
$49.4K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.5KClosed |
$77.9K - $88.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
420New |
$13.7K - $14.9K
|
420
$13.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.75KClosed |
$57.1K - $62K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15.3KNew |
$498K - $541K
|
15.3K
$484K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$32.7 - $35.4
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-295KClosed |
$9.63M - $10.5M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-8.49KClosed |
$277K - $301K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-805Closed |
$26.3K - $28.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-260Closed |
$8.49K - $9.21K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-700Closed |
$22.9K - $24.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-7.3KClosed |
$238K - $259K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$9.8K - $10.6K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-7Closed |
$229 - $248
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.72K- 57.38% |
$122K - $135K
|
2.76K
$87.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-6.46KClosed |
$211K - $235K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-75- 2.91% |
$2.45K - $2.72K
|
2.5K
$79.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.1KClosed |
$461K - $513K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-790Closed |
$25.8K - $28.7K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 52.63% |
$16.4K - $18.2K
|
1.45K
$46K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
995New |
$32.5K - $36.1K
|
995
$31.5K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1KNew |
$33.3K - $35.4K
|
1K
$31.7K
|
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10KClosed |
$333K - $354K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.93KClosed |
$131K - $139K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-1KClosed |
$33.3K - $35.4K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200Closed |
$6.67K - $7.08K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-200Closed |
$6.67K - $7.08K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
30.9KNew |
$1.03M - $1.09M
|
30.9K
$979K
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-480Closed |
$16K - $17K
|
0
$0
|
|