Latest Institutional Purchases of Reaves Utility Income Fund (UTG)
This list provides information on the latest institutional transactions involving Reaves Utility Income Fund (UTG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
189K+ 82.1% |
$5.13M - $6.2M
|
419K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
158K+ 852.37% |
$4.3M - $5.19M
|
177K
$5.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
113K+ 192.21% |
$3.07M - $3.71M
|
172K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
110KNew |
$2.98M - $3.6M
|
110K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79K+ 10.77% |
$2.15M - $2.59M
|
812K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.6K+ 10.29% |
$2.08M - $2.51M
|
821K
$27.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
72.5K+ 138.63% |
$1.97M - $2.38M
|
125K
$4.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.2K+ 14.62% |
$1.93M - $2.34M
|
559K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.9K+ 19.67% |
$1.74M - $2.1M
|
389K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.6K+ 11.36% |
$1.62M - $1.95M
|
584K
$19.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.3K+ 14.77% |
$1.12M - $1.36M
|
321K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40.2K+ 14.47% |
$1.09M - $1.32M
|
318K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
35.1KNew |
$954K - $1.15M
|
35.1K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
33.4KNew |
$907K - $1.1M
|
33.4K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.7K+ 7.22% |
$862K - $1.04M
|
471K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
24.5KNew |
$666K - $804K
|
24.5K
$831K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
22.2KNew |
$602K - $727K
|
22.2K
$752K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
22.2K+ 15.33% |
$602K - $727K
|
167K
$5.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
20.4K+ 116.91% |
$554K - $669K
|
37.9K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.6KNew |
$506K - $612K
|
18.6K
$632K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.9K+ 8.44% |
$431K - $520K
|
204K
$6.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.8KNew |
$430K - $519K
|
15.8K
$536K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
14.1KNew |
$383K - $463K
|
14.1K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 179.02% |
$357K - $431K
|
20.5K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.9K+ 7.67% |
$352K - $425K
|
182K
$6.16M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.5K+ 100.11% |
$339K - $410K
|
25K
$846K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
12.3KNew |
$334K - $403K
|
12.3K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.9KNew |
$295K - $356K
|
10.9K
$368K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.5KNew |
$284K - $343K
|
10.5K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10K+ 6.84% |
$273K - $330K
|
157K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.25K+ 313.77% |
$251K - $303K
|
12.2K
$413K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.12K+ 39.26% |
$248K - $299K
|
32.4K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.03KNew |
$245K - $296K
|
9.03K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.67KNew |
$235K - $284K
|
8.67K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
7.5KNew |
$204K - $246K
|
7.5K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.4KNew |
$201K - $243K
|
7.4K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.31KNew |
$199K - $240K
|
7.31K
$248K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.82KNew |
$185K - $224K
|
6.82K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.79KNew |
$184K - $223K
|
6.79K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.79KNew |
$184K - $223K
|
6.79K
$230K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.7K+ 72.18% |
$182K - $220K
|
16K
$541K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.62KNew |
$180K - $217K
|
6.62K
$224K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.55K+ 433.93% |
$178K - $215K
|
8.06K
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
6.49KNew |
$176K - $213K
|
6.49K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.39KNew |
$173K - $209K
|
6.39K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.13KNew |
$166K - $201K
|
6.13K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.54K+ 37.95% |
$151K - $182K
|
20.2K
$683K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.78K+ 2.21% |
$103K - $124K
|
175K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.3K+ 43.59% |
$89.6K - $108K
|
10.9K
$368K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.18K+ 3.4% |
$86.5K - $104K
|
96.7K
$3.28M
|