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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-91- 31.27% |
$2.8K - $3.18K
|
200
$6.98K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-178K- 58.84% |
$4.82M - $5.82M
|
124K
$4.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.5K- 21.6% |
$95.1K - $115K
|
12.7K
$443K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-463- 4.08% |
$12.6K - $15.2K
|
10.9K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-350- 21.93% |
$9.51K - $11.5K
|
1.25K
$43.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-331- 35.06% |
$8.99K - $10.9K
|
613
$21.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-202- 40.4% |
$5.49K - $6.63K
|
298
$10.4K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.06K- 10.9% |
$27.1K - $30.2K
|
8.69K
$303K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-366- 34.14% |
$9.33K - $10.4K
|
706
$24.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-208- 2.37% |
$5.3K - $5.91K
|
8.55K
$299K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-99- 0.48% |
$2.52K - $2.81K
|
20.4K
$713K
|
|
| 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
$2.61M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-1K- 5.0% |
$25.6K - $27.4K
|
19K
$664K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-547- 4.97% |
$14K - $15K
|
10.5K
$366K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-402- 29.73% |
$10.3K - $11K
|
950
$33.2K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-80Closed |
$2.05K - $2.19K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7.29K- 49.92% |
$171K - $203K
|
7.31K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.13K- 10.32% |
$26.6K - $31.5K
|
9.82K
$343K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-511- 5.59% |
$12.6K - $14.4K
|
8.63K
$301K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-46Closed |
$1.13K - $1.3K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.29K- 18.01% |
$114K - $126K
|
19.5K
$682K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.97K- 20.02% |
$52.3K - $57.7K
|
7.86K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.63K- 5.29% |
$43.4K - $47.8K
|
29.2K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-805- 7.66% |
$21.4K - $23.6K
|
9.71K
$339K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-325- 4.32% |
$8.61K - $9.86K
|
7.2K
$251K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.3K- 91.62% |
$133K - $162K
|
485
$16.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.77K- 26.91% |
$69.3K - $84.4K
|
7.52K
$263K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.12K- 3.99% |
$53.1K - $64.7K
|
51.1K
$1.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-667- 6.64% |
$16.7K - $20.3K
|
9.38K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 1.16% |
$2.5K - $3.05K
|
8.54K
$298K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Paralel Advisors LLC
|
SELL
|
- |
-33.4K- 11.33% |
$910K - $1.13M
|
262K
$9.13M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.03KClosed |
$28.1K - $34.9K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-26- 1.62% |
$708 - $881
|
1.58K
$55.3K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-41.6KClosed |
$1.2M - $1.47M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.4KClosed |
$185K - $226K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.86KClosed |
$170K - $207K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-3.72KClosed |
$108K - $131K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.37KClosed |
$68.5K - $83.4K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.63KClosed |
$47.1K - $57.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.56KClosed |
$45.2K - $55K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.15KClosed |
$33.2K - $40.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-670Closed |
$19.4K - $23.6K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-593Closed |
$17.2K - $20.9K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-500Closed |
$14.5K - $17.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-430- 43.0% |
$12.4K - $15.2K
|
570
$19.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-400- 31.37% |
$11.6K - $14.1K
|
875
$30.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-350Closed |
$10.1K - $12.3K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-273Closed |
$7.9K - $9.62K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-241- 1.58% |
$6.98K - $8.49K
|
15K
$524K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-230Closed |
$6.66K - $8.11K
|
0
$0
|
|