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 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.26KNew |
$61.3K - $74K
|
2.26K
$84.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2KNew |
$54.3K - $65.6K
|
2K
$75.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.01KNew |
$27.3K - $33K
|
1.01K
$37.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
600New |
$16.3K - $19.7K
|
600
$22.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
500+ 6.25% |
$13.6K - $16.4K
|
8.5K
$320K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
395New |
$10.7K - $13K
|
395
$14.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
300New |
$8.15K - $9.84K
|
300
$11.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
143New |
$3.88K - $4.69K
|
143
$5.38K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
138New |
$3.75K - $4.53K
|
138
$5.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17+ 0.21% |
$462 - $558
|
7.99K
$300K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3New |
$81.5 - $98.4
|
3
$113
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.5% |
$27.2 - $32.8
|
201
$7.56K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11.4KNew |
$289K - $323K
|
11.4K
$427K
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
9.67KNew |
$247K - $275K
|
9.67K
$363K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9KNew |
$230K - $256K
|
9K
$338K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.11KNew |
$207K - $231K
|
8.11K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.98KNew |
$204K - $227K
|
7.98K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$63.8K - $71.1K
|
2.5K
$94K
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
BUY
|
- |
2.2K+ 9.93% |
$56.1K - $62.5K
|
24.4K
$916K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
200+ 2.56% |
$5.1K - $5.69K
|
8.02K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
170+ 29.31% |
$4.34K - $4.83K
|
750
$28.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
100New |
$2.55K - $2.84K
|
100
$3.76K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33+ 1.06% |
$842 - $938
|
3.16K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21New |
$536 - $597
|
21
$790
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
46.9KNew |
$1.2M - $1.29M
|
46.9K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31.8KNew |
$816K - $873K
|
31.8K
$1.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
8.14KNew |
$209K - $223K
|
8.14K
$306K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.5K+ 7.82% |
$64.1K - $68.6K
|
34.5K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.5KNew |
$64.1K - $68.6K
|
2.5K
$94K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.56KNew |
$40K - $42.8K
|
1.56K
$58.7K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.44KNew |
$36.9K - $39.5K
|
1.44K
$54.1K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
590New |
$15.1K - $16.2K
|
590
$22.2K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
358New |
$9.18K - $9.82K
|
358
$13.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
194+ 2.18% |
$4.97K - $5.32K
|
9.08K
$342K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$297K - $352K
|
12.6K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.7K+ 92.9% |
$275K - $326K
|
24.3K
$912K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.5KNew |
$248K - $294K
|
10.5K
$396K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.54KNew |
$224K - $266K
|
9.54K
$359K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
7.85KNew |
$185K - $219K
|
7.85K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.2KNew |
$51.7K - $61.3K
|
2.2K
$82.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$47.2K - $56K
|
2.01K
$75.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.15KNew |
$27K - $32K
|
1.15K
$43.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
700New |
$16.5K - $19.5K
|
700
$26.3K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
115New |
$2.7K - $3.21K
|
115
$4.32K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
45+ 0.49% |
$1.06K - $1.25K
|
9.3K
$350K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
135K+ 788.39% |
$3.34M - $3.82M
|
153K
$5.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.2KNew |
$202K - $231K
|
8.2K
$308K
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
2.5K+ 15.55% |
$61.6K - $70.6K
|
18.6K
$699K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.13KNew |
$27.9K - $32K
|
1.13K
$42.6K
|
|