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 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
                
             |               
            |
| Q2 2020 | |||||||
| 
               
                  Jul 15, 2020
                  Q2 2020
                 
               |   
            
              
   
      Motco
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              200New | 
            
                                   
                  $4.86K - $7.21K
                 
             |    
            
                                 
                200
                $7.64K
                
             |               
            |
| Q4 2019 | |||||||
| 
               
                  Feb 14, 2020
                  Q4 2019
                 
               |   
            
              
   
      Sunbelt Securities, Inc.
       
           
            Houston, TX  | 
            
               BUY                   
             | 
            - | 
              500New | 
            
                                   
                  $17.8K - $18.7K
                 
             |    
            
                                 
                500
                $19.1K
                
             |               
            |
| 
               
                  Jan 30, 2024
                  Q4 2019
                 
               |   
            
              
   
      Snowden Capital Advisors LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              270+ 2.74% | 
            
                                   
                  $9.63K - $10.1K
                 
             |    
            
                                 
                10.1K
                $387K
                
             |               
            |
| Q3 2019 | |||||||
| 
               
                  Oct 31, 2019
                  Q3 2019
                 
               |   
            
              
   
      Northern Oak Wealth Management Inc
       
           
            Milwaukee, WI  | 
            
               BUY                   
             | 
            - | 
              808New | 
            
                                   
                  $28.7K - $30.2K
                 
             |    
            
                                 
                808
                $30.9K
                
             |               
            |
| Q3 2018 | |||||||
| 
               
                  Nov 14, 2018
                  Q3 2018
                 
               |   
            
              
   
      Janney Capital Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              53.8KNew | 
            
                                   
                  $1.56M - $1.7M
                 
             |    
            
                                 
                53.8K
                $2.05M
                
             |               
            |
| 
               
                  Nov 08, 2018
                  Q3 2018
                 
               |   
            
              
   
      Centerpoint Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.7KNew | 
            
                                   
                  $49.3K - $53.7K
                 
             |    
            
                                 
                1.7K
                $65K
                
             |               
            |
| Q3 2017 | |||||||
| 
               
                  Oct 19, 2017
                  Q3 2017
                 
               |   
            
              
   
      Cordasco Financial Network
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              351New | 
            
                                   
                  $11K - $12.8K
                 
             |    
            
                                 
                351
                $13.4K
                
             |               
            |