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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-255K- 76.59% |
$7.92M - $8.77M
|
77.9K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-151K- 39.22% |
$4.69M - $5.2M
|
234K
$8.09M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-30.8K- 11.2% |
$956K - $1.06M
|
244K
$8.44M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8K- 7.61% |
$336K - $373K
|
131K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.27KClosed |
$257K - $285K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.39K- 18.84% |
$230K - $254K
|
31.8K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.1K- 36.81% |
$127K - $141K
|
7.03K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.06K- 20.56% |
$126K - $140K
|
15.7K
$542K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-4.02K- 11.48% |
$125K - $138K
|
31K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3K- 18.07% |
$93.3K - $103K
|
13.6K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.64K- 10.58% |
$82.2K - $91K
|
22.3K
$773K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.23K- 10.76% |
$69.4K - $76.9K
|
18.5K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.78K- 2.75% |
$55.3K - $61.3K
|
63.1K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 8.02% |
$54.6K - $60.4K
|
20.1K
$697K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.67KClosed |
$51.9K - $57.4K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.34K- 1.97% |
$41.6K - $46.1K
|
66.6K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.1K- 2.14% |
$34.1K - $37.8K
|
50.1K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-982- 0.77% |
$30.5K - $33.8K
|
126K
$4.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-981- 2.87% |
$30.5K - $33.8K
|
33.2K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-953- 7.5% |
$29.6K - $32.8K
|
11.8K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-891- 4.44% |
$27.7K - $30.7K
|
19.2K
$663K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-815- 11.15% |
$25.3K - $28.1K
|
6.5K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-727- 3.33% |
$22.6K - $25K
|
21.1K
$729K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-700- 10.29% |
$21.8K - $24.1K
|
6.1K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-700- 12.92% |
$21.8K - $24.1K
|
4.72K
$163K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-664- 0.94% |
$20.6K - $22.9K
|
69.6K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-654- 5.74% |
$20.3K - $22.5K
|
10.7K
$372K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-583- 4.08% |
$18.1K - $20.1K
|
13.7K
$474K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400- 6.11% |
$12.4K - $13.8K
|
6.15K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-380- 2.38% |
$11.8K - $13.1K
|
15.6K
$540K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-350- 4.4% |
$10.9K - $12K
|
7.6K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-299- 1.15% |
$9.29K - $10.3K
|
25.7K
$889K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-295- 5.12% |
$9.17K - $10.2K
|
5.47K
$189K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-277- 3.71% |
$8.61K - $9.53K
|
7.19K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-233- 0.74% |
$7.24K - $8.02K
|
31.1K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-184- 1.76% |
$5.72K - $6.33K
|
10.3K
$355K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-173- 2.01% |
$5.38K - $5.95K
|
8.42K
$291K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 1.52% |
$4.66K - $5.16K
|
9.73K
$336K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-69- 22.77% |
$2.14K - $2.37K
|
234
$8.1K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-50- 0.29% |
$1.55K - $1.72K
|
17.2K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-44- 89.8% |
$1.37K - $1.51K
|
5
$173
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.25% |
$249 - $275
|
3.21K
$111K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-85K- 80.24% |
$2.62M - $2.97M
|
20.9K
$724K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-8.05K- 32.86% |
$248K - $282K
|
16.5K
$569K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.16K- 16.72% |
$97.2K - $110K
|
15.7K
$544K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 6.07% |
$45.8K - $52K
|
23K
$796K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-823- 7.77% |
$25.4K - $28.8K
|
9.78K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-682- 9.33% |
$21K - $23.9K
|
6.63K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-500- 25.0% |
$15.4K - $17.5K
|
1.5K
$51.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-100- 0.64% |
$3.08K - $3.5K
|
15.6K
$539K
|
|