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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-108K- 22.02% |
$3.14M - $3.91M
|
382K
$14.8M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.7K- 17.84% |
$1.21M - $1.51M
|
192K
$7.44M
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-41.5K- 18.82% |
$1.21M - $1.5M
|
179K
$6.92M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-20.2K- 13.26% |
$587K - $730K
|
132K
$5.11M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.6K- 31.59% |
$540K - $672K
|
40.2K
$1.56M
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-18.5K- 6.9% |
$538K - $669K
|
249K
$9.65M
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-13.9K- 74.07% |
$405K - $504K
|
4.87K
$189K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 19.13% |
$350K - $436K
|
50.9K
$1.97M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.08K- 2.2% |
$235K - $292K
|
359K
$13.9M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.26K- 1.45% |
$211K - $263K
|
494K
$19.1M
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5.96K- 25.1% |
$173K - $215K
|
17.8K
$688K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.86K- 9.29% |
$170K - $212K
|
57.2K
$2.21M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.44K- 7.98% |
$129K - $160K
|
51.2K
$1.98M
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-4.3K- 3.16% |
$125K - $156K
|
132K
$5.1M
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-3.65K- 37.53% |
$106K - $132K
|
6.08K
$235K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.49K- 16.5% |
$101K - $126K
|
17.7K
$683K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.49K- 51.88% |
$72.3K - $90K
|
2.31K
$89.3K
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-2.35K- 7.59% |
$68.4K - $85.1K
|
28.6K
$1.11M
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.08K- 11.98% |
$60.4K - $75.1K
|
15.2K
$590K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.46K- 9.9% |
$42.5K - $52.8K
|
13.3K
$514K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.22K- 5.87% |
$35.5K - $44.2K
|
19.6K
$758K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 7.0% |
$30.7K - $38.1K
|
14K
$542K
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.03K- 11.9% |
$29.9K - $37.2K
|
7.61K
$294K
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-945- 9.74% |
$27.5K - $34.2K
|
8.76K
$339K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-913- 5.04% |
$26.6K - $33K
|
17.2K
$666K
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-884- 5.66% |
$25.7K - $32K
|
14.7K
$570K
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-883- 6.45% |
$25.7K - $31.9K
|
12.8K
$496K
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-852- 7.99% |
$24.8K - $30.8K
|
9.81K
$380K
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-767- 2.16% |
$22.3K - $27.8K
|
34.8K
$1.35M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-680- 7.85% |
$19.8K - $24.6K
|
7.98K
$309K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-650- 99.85% |
$18.9K - $23.5K
|
1
$38.7
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-600- 4.94% |
$17.4K - $21.7K
|
11.6K
$447K
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-543- 6.25% |
$15.8K - $19.6K
|
8.15K
$315K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-500- 8.19% |
$14.5K - $18.1K
|
5.6K
$217K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-389- 2.26% |
$11.3K - $14.1K
|
16.8K
$650K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-372- 25.85% |
$10.8K - $13.5K
|
1.07K
$41.3K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-342- 0.59% |
$9.95K - $12.4K
|
57.6K
$2.23M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-289- 6.12% |
$8.4K - $10.5K
|
4.43K
$171K
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-188- 0.67% |
$5.47K - $6.8K
|
28.1K
$1.09M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-186- 0.45% |
$5.41K - $6.73K
|
41.1K
$1.59M
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-154- 1.42% |
$4.48K - $5.57K
|
10.7K
$414K
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-50- 0.66% |
$1.45K - $1.81K
|
7.55K
$292K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 0.77% |
$901 - $1.12K
|
4K
$155K
|
|
Q1 2025 | |||||||
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.67KClosed |
$51.9K - $57.4K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-891- 4.44% |
$27.7K - $30.7K
|
19.2K
$741K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-69- 22.77% |
$2.14K - $2.37K
|
234
$9.06K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-44- 89.8% |
$1.37K - $1.51K
|
5
$194
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.25% |
$249 - $275
|
3.21K
$124K
|
|
Q4 2024 | |||||||
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-85K- 80.24% |
$2.62M - $2.97M
|
20.9K
$810K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.16K- 16.72% |
$97.2K - $110K
|
15.7K
$608K
|