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 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
45+ 0.49% |
$1.06K - $1.25K
|
9.3K
$315K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.52% |
$47 - $55.8
|
383
$13K
|
|
|
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
$5.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.2KNew |
$202K - $231K
|
8.2K
$278K
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
2.5K+ 15.55% |
$61.6K - $70.6K
|
18.6K
$630K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.13KNew |
$27.9K - $32K
|
1.13K
$38.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
580New |
$14.3K - $16.4K
|
580
$19.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
500+ 15.17% |
$12.3K - $14.1K
|
3.8K
$129K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
280+ 14.51% |
$6.9K - $7.9K
|
2.21K
$74.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
280+ 14.51% |
$6.9K - $7.9K
|
2.21K
$74.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
98New |
$2.42K - $2.77K
|
98
$3.32K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
30New |
$740 - $847
|
30
$1.02K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
10+ 2.11% |
$247 - $282
|
485
$16.4K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
17.9K+ 37.15% |
$477K - $526K
|
66.2K
$2.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.81KNew |
$208K - $229K
|
7.81K
$265K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.41KNew |
$64.2K - $70.8K
|
2.41K
$81.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
804New |
$21.4K - $23.6K
|
804
$27.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
383+ 3.95% |
$10.2K - $11.2K
|
10.1K
$341K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
55+ 0.74% |
$1.46K - $1.61K
|
7.47K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
46+ 0.65% |
$1.22K - $1.35K
|
7.08K
$240K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 2.07% |
$266 - $294
|
493
$16.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 2.18% |
$160 - $176
|
281
$9.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 1.92% |
$106 - $117
|
212
$7.18K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16KNew |
$424K - $486K
|
16K
$543K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.56KNew |
$200K - $229K
|
7.56K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.18KNew |
$190K - $218K
|
7.18K
$243K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.1KNew |
$188K - $215K
|
7.1K
$241K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.91KNew |
$104K - $119K
|
3.91K
$132K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.1KNew |
$82.1K - $94.1K
|
3.1K
$105K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.5K+ 2633.68% |
$66.3K - $75.9K
|
2.6K
$88K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2KNew |
$53K - $60.7K
|
2K
$67.8K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.74KNew |
$46.2K - $52.9K
|
1.74K
$59.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.25KNew |
$33.2K - $38K
|
1.25K
$42.5K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
940New |
$24.9K - $28.5K
|
940
$31.9K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
630+ 8.09% |
$16.7K - $19.1K
|
8.42K
$285K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
589New |
$15.6K - $17.9K
|
589
$20K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
400+ 259.74% |
$10.6K - $12.1K
|
554
$18.8K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
150+ 48.39% |
$3.97K - $4.55K
|
460
$15.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
26+ 0.34% |
$688 - $789
|
7.61K
$258K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
74.7KNew |
$1.87M - $2.28M
|
74.7K
$2.53M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.9KNew |
$222K - $271K
|
8.9K
$302K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
4.62KNew |
$116K - $141K
|
4.62K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
800New |
$20K - $24.4K
|
800
$27.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
500New |
$12.5K - $15.2K
|
500
$16.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
291New |
$7.28K - $8.87K
|
291
$9.86K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
12.1KNew |
$331K - $411K
|
12.1K
$412K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.34KNew |
$118K - $147K
|
4.34K
$147K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.23K+ 4823.88% |
$88K - $109K
|
3.3K
$112K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
500New |
$13.6K - $16.9K
|
500
$16.9K
|
|