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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 7.41% |
$320K - $355K
|
149K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 2.08% |
$317K - $351K
|
501K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.83K+ 2.75% |
$305K - $338K
|
367K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.07K+ 16.82% |
$282K - $312K
|
63K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.85KNew |
$244K - $270K
|
7.85K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.15K+ 61.09% |
$222K - $246K
|
18.8K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.89K+ 30.38% |
$214K - $237K
|
29.6K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.81KNew |
$212K - $235K
|
6.81K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.79K+ 3.18% |
$211K - $234K
|
220K
$8.17M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.21KNew |
$193K - $214K
|
6.21K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.64K+ 85.53% |
$175K - $194K
|
12.2K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.14K+ 32.13% |
$160K - $177K
|
21.1K
$784K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.98K+ 3.45% |
$155K - $171K
|
149K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.51K+ 34.21% |
$140K - $155K
|
17.7K
$656K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4KNew |
$124K - $138K
|
4K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.65K+ 42.94% |
$113K - $126K
|
12.2K
$451K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.5K+ 4.13% |
$109K - $120K
|
88.3K
$3.27M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.42K+ 11.44% |
$106K - $118K
|
33.3K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 21.11% |
$98.2K - $109K
|
18.1K
$672K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.97K+ 5.65% |
$92.3K - $102K
|
55.5K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.68K+ 658.72% |
$83.3K - $92.3K
|
3.09K
$115K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.33K+ 82.37% |
$72.3K - $80.1K
|
5.15K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.2K+ 2.32% |
$68.3K - $75.6K
|
96.9K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.14K+ 4.12% |
$66.5K - $73.7K
|
54.1K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.02K+ 63.34% |
$62.6K - $69.4K
|
5.2K
$193K
|
|
|
May 09, 2025
Q1 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
1.46K+ 1.7% |
$45.4K - $50.3K
|
87.2K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.37K+ 21.46% |
$42.5K - $47.1K
|
7.74K
$287K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.13K+ 11.83% |
$35.1K - $38.8K
|
10.7K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.09K+ 16.15% |
$34K - $37.7K
|
7.87K
$292K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1K+ 2.48% |
$31.1K - $34.5K
|
41.3K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 16.67% |
$31.1K - $34.4K
|
7K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
776+ 2.26% |
$24.1K - $26.7K
|
35.2K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
728+ 3.87% |
$22.6K - $25.1K
|
19.6K
$725K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
722+ 1444.0% |
$22.4K - $24.9K
|
772
$28.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
708+ 4.82% |
$22K - $24.4K
|
15.4K
$571K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
689+ 25.27% |
$21.4K - $23.7K
|
3.42K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
650+ 65000.0% |
$20.2K - $22.4K
|
651
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
550New |
$17.1K - $18.9K
|
550
$20.4K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
398+ 1.43% |
$12.4K - $13.7K
|
28.3K
$1.05M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
356New |
$11.1K - $12.3K
|
356
$13.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
274+ 0.96% |
$8.52K - $9.43K
|
28.7K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
222+ 18.2% |
$6.9K - $7.64K
|
1.44K
$53.5K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
175New |
$5.44K - $6.02K
|
175
$6.49K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
151+ 2.11% |
$4.69K - $5.2K
|
7.3K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
149+ 2.34% |
$4.63K - $5.13K
|
6.52K
$242K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
137+ 0.8% |
$4.26K - $4.72K
|
17.3K
$642K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
125+ 1.3% |
$3.89K - $4.3K
|
9.71K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
108+ 1.4% |
$3.36K - $3.72K
|
7.84K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
32New |
$995 - $1.1K
|
32
$1.19K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
32+ 0.27% |
$995 - $1.1K
|
11.8K
$436K
|