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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2021
Q4 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-7.42KClosed |
$233K - $255K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-150Closed |
$4.52K - $4.88K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-630Closed |
$19K - $20.5K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.34KClosed |
$101K - $109K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-300Closed |
$9.05K - $9.75K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jan 19, 2021
Q2 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-600- 21.43% |
$14.6K - $21.6K
|
2.2K
$71.5K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.88KClosed |
$143K - $212K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-8Closed |
$194 - $288
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-834Closed |
$20.3K - $30.1K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9Closed |
$219 - $325
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.1KClosed |
$99.6K - $148K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Motco
|
BUY
|
- |
200New |
$4.86K - $7.21K
|
200
$6.5K
|
|
|
Jul 09, 2020
Q2 2020
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-7.01KClosed |
$170K - $253K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.09K- 86.45% |
$126K - $245K
|
955
$31K
|
|
|
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-200Closed |
$4.13K - $8.03K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-48KClosed |
$992K - $1.93M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.14KClosed |
$85.4K - $166K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.68KClosed |
$55.2K - $107K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.5KClosed |
$114K - $221K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-920Closed |
$19K - $36.9K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-955Closed |
$19.7K - $38.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-29.1KClosed |
$601K - $1.17M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-338Closed |
$6.98K - $13.6K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.93KClosed |
$143K - $278K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
270+ 2.74% |
$9.63K - $10.1K
|
10.1K
$329K
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500New |
$17.8K - $18.7K
|
500
$16.3K
|
|
|
Feb 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.43KClosed |
$265K - $277K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.22KClosed |
$43.5K - $45.5K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15KClosed |
$535K - $560K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3KClosed |
$107K - $112K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-790Closed |
$28.1K - $29.5K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Brown Advisory Inc
|
SELL
|
- |
-6.5KClosed |
$231K - $243K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
808New |
$28.7K - $30.2K
|
808
$26.3K
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-168Closed |
$5.97K - $6.27K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.12KClosed |
$239K - $255K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.5KClosed |
$387K - $414K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.71KClosed |
$57.5K - $61.4K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-110Closed |
$3.69K - $3.95K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-15.7KClosed |
$528K - $565K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-6.5KClosed |
$218K - $233K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-395Closed |
$13.3K - $14.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.4KClosed |
$334K - $383K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-25KClosed |
$733K - $841K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.55KClosed |
$45.5K - $52.2K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-330Closed |
$9.69K - $11.1K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$5.87K - $6.74K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-448KClosed |
$13.2M - $15.1M
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Jlb & Associates Inc
|
SELL
|
- |
-7KClosed |
$205K - $236K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-18.9KClosed |
$514K - $597K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-69.1KClosed |
$1.88M - $2.18M
|
0
$0
|
|