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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
130KNew |
$4.64M - $5.14M
|
130K
$4.96M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
39.8KNew |
$1.42M - $1.57M
|
39.8K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
25.7K+ 12.61% |
$921K - $1.02M
|
230K
$8.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
17K+ 206.96% |
$609K - $674K
|
25.2K
$964K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
12.9K+ 48.3% |
$463K - $512K
|
39.7K
$1.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.4K+ 9.41% |
$444K - $491K
|
144K
$5.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2KNew |
$366K - $405K
|
10.2K
$391K
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
8.58KNew |
$307K - $340K
|
8.58K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
8.21K+ 23.61% |
$294K - $325K
|
43K
$1.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.02KNew |
$287K - $318K
|
8.02K
$307K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.68KNew |
$275K - $304K
|
7.68K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.84K+ 7.31% |
$245K - $271K
|
100K
$3.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.42K+ 11.73% |
$230K - $254K
|
61.1K
$2.34M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.85KNew |
$210K - $232K
|
5.85K
$224K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
5.35KNew |
$192K - $212K
|
5.35K
$204K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
5.34KNew |
$191K - $212K
|
5.34K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.27K+ 13.1% |
$189K - $209K
|
45.5K
$1.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.16KNew |
$185K - $204K
|
5.16K
$197K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.95K+ 85.13% |
$177K - $196K
|
10.8K
$412K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.5K+ 14.01% |
$161K - $178K
|
36.6K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.51K+ 23.82% |
$126K - $139K
|
18.2K
$697K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.08K+ 21.57% |
$110K - $122K
|
17.4K
$663K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.98K+ 18.22% |
$71K - $78.6K
|
12.9K
$492K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.26K+ 2.19% |
$45.1K - $49.9K
|
58.9K
$2.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 17.84% |
$35.8K - $39.6K
|
6.6K
$252K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
949+ 3.53% |
$34K - $37.6K
|
27.9K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
920New |
$32.9K - $36.5K
|
920
$35.2K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
850New |
$30.4K - $33.7K
|
850
$32.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
687New |
$24.6K - $27.2K
|
687
$26.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
680+ 46.54% |
$24.4K - $26.9K
|
2.14K
$81.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
546+ 0.78% |
$19.6K - $21.6K
|
70.2K
$2.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
494+ 5.61% |
$17.7K - $19.6K
|
9.3K
$355K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
300New |
$10.7K - $11.9K
|
300
$11.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
300+ 1.31% |
$10.7K - $11.9K
|
23.2K
$887K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
152+ 0.67% |
$5.44K - $6.02K
|
22.9K
$876K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
131+ 0.77% |
$4.69K - $5.19K
|
17.2K
$658K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
114+ 0.4% |
$4.08K - $4.52K
|
28.7K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
100+ 1.56% |
$3.58K - $3.96K
|
6.51K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
89+ 1.57% |
$3.19K - $3.53K
|
5.75K
$220K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
65+ 0.09% |
$2.33K - $2.58K
|
69.7K
$2.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
56+ 1.26% |
$2.01K - $2.22K
|
4.49K
$171K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
21+ 29.17% |
$752 - $832
|
93
$3.55K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
20+ 0.1% |
$716 - $792
|
19.6K
$749K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
10+ 1.2% |
$358 - $396
|
840
$32.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 1.52% |
$322 - $357
|
600
$22.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 1.57% |
$143 - $158
|
258
$9.86K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 1.31% |
$71.6 - $79.2
|
155
$5.92K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
326K+ 80.17% |
$9.48M - $11.8M
|
732K
$28M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
285K+ 366.21% |
$8.29M - $10.3M
|
363K
$13.9M
|
|