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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
33.4K+ 5569.0% |
$1.23M - $1.38M
|
34K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
6.36KNew |
$235K - $263K
|
6.36K
$235K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.22K+ 8.54% |
$193K - $216K
|
66.3K
$2.45M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.4K+ 41.03% |
$88.6K - $99.4K
|
8.25K
$305K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.06K+ 0.9% |
$76K - $85.3K
|
232K
$8.56M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
1.76K+ 32.93% |
$65K - $72.9K
|
7.1K
$262K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.17K+ 12.65% |
$43K - $48.3K
|
10.4K
$383K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.03K+ 6.0% |
$38.1K - $42.8K
|
18.3K
$674K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
425+ 2.87% |
$15.7K - $17.6K
|
15.2K
$562K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
415+ 2.09% |
$15.3K - $17.2K
|
20.3K
$748K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
254+ 1.97% |
$9.38K - $10.5K
|
13.1K
$484K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
95+ 1.34% |
$3.51K - $3.93K
|
7.17K
$265K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
92+ 1.6% |
$3.4K - $3.81K
|
5.85K
$216K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
59+ 1.32% |
$2.18K - $2.44K
|
4.55K
$168K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
29+ 31.18% |
$1.07K - $1.2K
|
122
$4.5K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.11% |
$812 - $911
|
19.6K
$724K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 1.55% |
$148 - $166
|
262
$9.67K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.36% |
$111 - $124
|
843
$31.1K
|
|
| Q3 2025 | |||||||
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
130KNew |
$4.64M - $5.14M
|
130K
$4.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.6K+ 11.28% |
$2.49M - $2.76M
|
686K
$25.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.4K+ 5.03% |
$1.88M - $2.08M
|
1.1M
$40.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
47.9KNew |
$1.72M - $1.9M
|
47.9K
$1.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
39.8KNew |
$1.42M - $1.57M
|
39.8K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
35.7K+ 4.87% |
$1.28M - $1.41M
|
768K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.2K+ 19.39% |
$1.04M - $1.16M
|
180K
$6.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.4K+ 4.33% |
$982K - $1.09M
|
660K
$24.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.9K+ 2.76% |
$964K - $1.07M
|
1M
$37M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.5K+ 8.88% |
$913K - $1.01M
|
313K
$11.5M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
25.3KNew |
$907K - $1M
|
25.3K
$936K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
17K+ 206.96% |
$609K - $674K
|
25.2K
$931K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.5KNew |
$592K - $655K
|
16.5K
$610K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.9K+ 176.26% |
$569K - $629K
|
24.9K
$919K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.4KNew |
$551K - $610K
|
15.4K
$568K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.1K+ 33.46% |
$433K - $480K
|
48.3K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 6.12% |
$414K - $458K
|
200K
$7.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.6KNew |
$414K - $458K
|
11.6K
$427K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2KNew |
$366K - $405K
|
10.2K
$377K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.78K+ 28.26% |
$350K - $387K
|
44.4K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9.69K+ 34.52% |
$347K - $384K
|
37.8K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
8.58KNew |
$307K - $340K
|
8.58K
$317K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.44K+ 3.31% |
$302K - $334K
|
264K
$9.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.31K+ 73.93% |
$298K - $329K
|
19.6K
$722K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
8.21K+ 23.61% |
$294K - $325K
|
43K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.19KNew |
$293K - $324K
|
8.19K
$302K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.02KNew |
$287K - $318K
|
8.02K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.79K+ 3.28% |
$279K - $309K
|
245K
$9.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.68KNew |
$275K - $304K
|
7.68K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.58K+ 42.92% |
$271K - $300K
|
25.2K
$932K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.54K+ 18.33% |
$270K - $299K
|
48.7K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.01K+ 31.47% |
$251K - $278K
|
29.3K
$1.08M
|
|