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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 2.07% |
$266 - $294
|
493
$18.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 2.18% |
$160 - $176
|
281
$10.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 1.92% |
$106 - $117
|
212
$8.1K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16KNew |
$424K - $486K
|
16K
$613K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.56KNew |
$200K - $229K
|
7.56K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.18KNew |
$190K - $218K
|
7.18K
$274K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.1KNew |
$188K - $215K
|
7.1K
$271K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.1KNew |
$82.1K - $94.1K
|
3.1K
$118K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.5K+ 2633.68% |
$66.3K - $75.9K
|
2.6K
$99.3K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2KNew |
$53K - $60.7K
|
2K
$76.4K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.74KNew |
$46.2K - $52.9K
|
1.74K
$66.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.25KNew |
$33.2K - $38K
|
1.25K
$47.9K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
940New |
$24.9K - $28.5K
|
940
$35.9K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
630+ 8.09% |
$16.7K - $19.1K
|
8.42K
$322K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
589New |
$15.6K - $17.9K
|
589
$22.5K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
400+ 259.74% |
$10.6K - $12.1K
|
554
$21.2K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
150+ 48.39% |
$3.97K - $4.55K
|
460
$17.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
26+ 0.34% |
$688 - $789
|
7.61K
$291K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
74.7KNew |
$1.87M - $2.28M
|
74.7K
$2.85M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.9KNew |
$222K - $271K
|
8.9K
$340K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
4.62KNew |
$116K - $141K
|
4.62K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
800New |
$20K - $24.4K
|
800
$30.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
500New |
$12.5K - $15.2K
|
500
$19.1K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
12.1KNew |
$331K - $411K
|
12.1K
$464K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.34KNew |
$118K - $147K
|
4.34K
$166K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.23K+ 4823.88% |
$88K - $109K
|
3.3K
$126K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
500New |
$13.6K - $16.9K
|
500
$19.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
140+ 11.24% |
$3.81K - $4.74K
|
1.39K
$52.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
80New |
$2.18K - $2.71K
|
80
$3.06K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
224KNew |
$6.49M - $7.9M
|
224K
$8.57M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.56KNew |
$132K - $161K
|
4.56K
$174K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.22KNew |
$64.2K - $78.2K
|
2.22K
$84.8K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1KNew |
$29K - $35.2K
|
1K
$38.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
1K+ 13.07% |
$29K - $35.2K
|
8.65K
$331K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
784New |
$22.7K - $27.6K
|
784
$30K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
750New |
$21.7K - $26.4K
|
750
$28.7K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
15.4KNew |
$479K - $542K
|
15.4K
$588K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.56KNew |
$48.6K - $54.9K
|
1.56K
$59.6K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
720New |
$22.4K - $25.4K
|
720
$27.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
574New |
$17.9K - $20.2K
|
574
$21.9K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
300New |
$9.35K - $10.6K
|
300
$11.5K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15.3KNew |
$498K - $541K
|
15.3K
$583K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
420New |
$13.7K - $14.9K
|
420
$16.1K
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
995New |
$32.5K - $36.1K
|
995
$38K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 52.63% |
$16.4K - $18.2K
|
1.45K
$55.4K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
30.9KNew |
$1.03M - $1.09M
|
30.9K
$1.18M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1KNew |
$33.3K - $35.4K
|
1K
$38.2K
|
|
| Q4 2020 | |||||||
|
Mar 04, 2021
Q4 2020
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
10KNew |
$314K - $343K
|
10K
$382K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
825New |
$25.9K - $28.3K
|
825
$31.5K
|
|
|
Feb 23, 2021
Q4 2020
|
Orion Capital Management LLC
|
BUY
|
- |
600New |
$18.8K - $20.6K
|
600
$22.9K
|
|