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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
275KNew |
$8.46M - $9.61M
|
275K
$9.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
181K+ 102.06% |
$5.56M - $6.32M
|
357K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
125K+ 38.95% |
$3.85M - $4.38M
|
446K
$15.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
101KNew |
$3.12M - $3.55M
|
101K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
80K+ 46.58% |
$2.46M - $2.8M
|
252K
$8.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
64.8KNew |
$2M - $2.27M
|
64.8K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.2K+ 6.85% |
$1.73M - $1.97M
|
877K
$29.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.3K+ 7.71% |
$996K - $1.13M
|
451K
$15.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
29.2KNew |
$898K - $1.02M
|
29.2K
$984K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.5K+ 4.74% |
$816K - $927K
|
585K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
24.4KNew |
$750K - $852K
|
24.4K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
23.5KNew |
$725K - $824K
|
23.5K
$795K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
23.3KNew |
$717K - $814K
|
23.3K
$786K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
23KNew |
$708K - $805K
|
23K
$777K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.3K+ 11.74% |
$658K - $747K
|
203K
$6.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.8K+ 4.21% |
$611K - $694K
|
491K
$16.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
15.3K+ 108.56% |
$472K - $536K
|
29.4K
$993K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.6K+ 1.8% |
$449K - $510K
|
827K
$27.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
14.5KNew |
$447K - $508K
|
14.5K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.2K+ 2.43% |
$437K - $496K
|
598K
$20.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.1K+ 4.43% |
$435K - $494K
|
333K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.2KNew |
$406K - $461K
|
13.2K
$445K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
12.7KNew |
$391K - $444K
|
12.7K
$429K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.4KNew |
$320K - $363K
|
10.4K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.92K+ 4.87% |
$306K - $347K
|
214K
$7.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.9K+ 23.98% |
$305K - $347K
|
51.2K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
9.53KNew |
$294K - $334K
|
9.53K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
7.95KNew |
$245K - $278K
|
7.95K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7.63KNew |
$235K - $267K
|
7.63K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.52K+ 14.76% |
$232K - $263K
|
58.5K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.24K+ 4.35% |
$223K - $253K
|
174K
$5.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.85K+ 43.3% |
$211K - $240K
|
22.7K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.77KNew |
$209K - $237K
|
6.77K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.59KNew |
$203K - $231K
|
6.59K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
6.56K+ 5.63% |
$202K - $230K
|
123K
$4.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.37KNew |
$196K - $223K
|
6.37K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
5K+ 25.0% |
$154K - $175K
|
25K
$844K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.64K+ 12.26% |
$143K - $162K
|
42.5K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.08K+ 2.33% |
$126K - $143K
|
179K
$6.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.18KNew |
$98K - $111K
|
3.18K
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.17K+ 39.59% |
$97.7K - $111K
|
11.2K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.71K+ 29.96% |
$83.3K - $94.6K
|
11.7K
$396K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.5K+ 33.33% |
$77K - $87.5K
|
10K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.29K+ 20.97% |
$70.4K - $80K
|
13.2K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.28K+ 12.85% |
$70.3K - $79.9K
|
20K
$677K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.13K+ 3.86% |
$65.5K - $74.4K
|
57.3K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 1.62% |
$62.5K - $71K
|
127K
$4.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2K+ 9.88% |
$61.6K - $70K
|
22.2K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.99K+ 5.2% |
$61.4K - $69.8K
|
40.3K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.96K+ 10.56% |
$60.4K - $68.6K
|
20.5K
$693K
|