Latest Institutional Sells of Reaves Utility Income Fund (UTG)
This list provides information on the latest institutional transactions involving Reaves Utility Income Fund (UTG) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-178K- 58.84% |
$4.82M - $5.82M
|
124K
$3.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-144K- 79.04% |
$3.92M - $4.74M
|
38.3K
$1.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-102K- 92.71% |
$2.76M - $3.34M
|
8.01K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.1K- 27.32% |
$520K - $628K
|
50.9K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.5K- 8.49% |
$475K - $573K
|
188K
$5.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.76K- 11.49% |
$238K - $287K
|
67.5K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5.52K- 17.17% |
$150K - $181K
|
26.6K
$832K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5.31K- 22.23% |
$144K - $174K
|
18.6K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.3K- 13.75% |
$144K - $174K
|
33.2K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-5.22K- 4.28% |
$142K - $171K
|
117K
$3.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.5K- 18.44% |
$122K - $147K
|
19.9K
$621K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-4.45K- 17.65% |
$121K - $146K
|
20.8K
$649K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.5K- 21.6% |
$95.1K - $115K
|
12.7K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.07K- 5.34% |
$83.5K - $101K
|
54.5K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.94K- 13.48% |
$79.9K - $96.4K
|
18.9K
$590K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.54K- 89.44% |
$69K - $83.3K
|
300
$9.38K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.49K- 14.12% |
$67.7K - $81.7K
|
15.2K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.1K- 10.71% |
$57K - $68.8K
|
17.5K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.98K- 15.08% |
$53.7K - $64.8K
|
11.1K
$348K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.19K- 14.7% |
$32.4K - $39.2K
|
6.93K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.16K- 7.07% |
$31.6K - $38.2K
|
15.3K
$478K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15K- 1.35% |
$31.1K - $37.6K
|
83.7K
$2.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-913- 1.3% |
$24.8K - $29.9K
|
69.3K
$2.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-800- 8.82% |
$21.7K - $26.2K
|
8.27K
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-773- 0.91% |
$21K - $25.4K
|
84.4K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-617- 3.49% |
$16.8K - $20.2K
|
17.1K
$533K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-544- 3.14% |
$14.8K - $17.8K
|
16.8K
$525K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-463- 4.08% |
$12.6K - $15.2K
|
10.9K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-391- 1.38% |
$10.6K - $12.8K
|
28K
$876K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-350- 21.93% |
$9.51K - $11.5K
|
1.25K
$38.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-331- 35.06% |
$8.99K - $10.9K
|
613
$19.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-250- 6.63% |
$6.79K - $8.2K
|
3.52K
$110K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-241- 0.97% |
$6.55K - $7.9K
|
24.6K
$768K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-202- 40.4% |
$5.49K - $6.63K
|
298
$9.31K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-155- 0.59% |
$4.21K - $5.08K
|
25.9K
$810K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-101- 0.24% |
$2.74K - $3.31K
|
41.3K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-100- 0.43% |
$2.72K - $3.28K
|
23.4K
$730K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-33- 0.09% |
$896 - $1.08K
|
38.3K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17- 25.37% |
$462 - $558
|
50
$1.56K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.06K- 10.9% |
$27.1K - $30.2K
|
8.69K
$272K
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-510- 4.28% |
$13K - $14.5K
|
11.4K
$356K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-400- 3.89% |
$10.2K - $11.4K
|
9.88K
$309K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-366- 34.14% |
$9.33K - $10.4K
|
706
$22.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-350- 4.32% |
$8.93K - $9.95K
|
7.75K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-208- 2.37% |
$5.3K - $5.91K
|
8.55K
$267K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-99- 0.48% |
$2.52K - $2.81K
|
20.4K
$638K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-70- 14.89% |
$1.79K - $1.99K
|
400
$12.5K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.93K- 2.52% |
$49.5K - $52.9K
|
74.6K
$2.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-1K- 5.0% |
$25.6K - $27.4K
|
19K
$594K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-547- 4.97% |
$14K - $15K
|
10.5K
$327K
|
|