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 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
500New |
$13.6K - $16.9K
|
500
$17.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
140+ 11.24% |
$3.81K - $4.74K
|
1.39K
$47.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
80New |
$2.18K - $2.71K
|
80
$2.77K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
224KNew |
$6.49M - $7.9M
|
224K
$7.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15.3KNew |
$443K - $539K
|
15.3K
$529K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.56KNew |
$132K - $161K
|
4.56K
$158K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.22KNew |
$64.2K - $78.2K
|
2.22K
$76.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.16KNew |
$62.4K - $76K
|
2.16K
$74.6K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1KNew |
$29K - $35.2K
|
1K
$34.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
1K+ 13.07% |
$29K - $35.2K
|
8.65K
$299K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
784New |
$22.7K - $27.6K
|
784
$27.1K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
750New |
$21.7K - $26.4K
|
750
$25.9K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
15.4KNew |
$479K - $542K
|
15.4K
$532K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.56KNew |
$48.6K - $54.9K
|
1.56K
$53.9K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
720New |
$22.4K - $25.4K
|
720
$24.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
574New |
$17.9K - $20.2K
|
574
$19.8K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
300New |
$9.35K - $10.6K
|
300
$10.4K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15.3KNew |
$498K - $541K
|
15.3K
$528K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
420New |
$13.7K - $14.9K
|
420
$14.5K
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
995New |
$32.5K - $36.1K
|
995
$34.4K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 52.63% |
$16.4K - $18.2K
|
1.45K
$50.1K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
30.9KNew |
$1.03M - $1.09M
|
30.9K
$1.07M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1KNew |
$33.3K - $35.4K
|
1K
$34.6K
|
|
| Q4 2020 | |||||||
|
Mar 04, 2021
Q4 2020
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
10KNew |
$314K - $343K
|
10K
$346K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
825New |
$25.9K - $28.3K
|
825
$28.5K
|
|
|
Feb 23, 2021
Q4 2020
|
Orion Capital Management LLC
|
BUY
|
- |
600New |
$18.8K - $20.6K
|
600
$20.7K
|
|
| Q2 2020 | |||||||
|
Jul 15, 2020
Q2 2020
|
Motco
|
BUY
|
- |
200New |
$4.86K - $7.21K
|
200
$6.92K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500New |
$17.8K - $18.7K
|
500
$17.3K
|
|
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
270+ 2.74% |
$9.63K - $10.1K
|
10.1K
$350K
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
808New |
$28.7K - $30.2K
|
808
$27.9K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
53.8KNew |
$1.56M - $1.7M
|
53.8K
$1.86M
|
|
|
Nov 08, 2018
Q3 2018
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.7KNew |
$49.3K - $53.7K
|
1.7K
$58.8K
|
|
| Q3 2017 | |||||||
|
Oct 19, 2017
Q3 2017
|
Cordasco Financial Network
|
BUY
|
- |
351New |
$11K - $12.8K
|
351
$12.1K
|
|