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 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-520Closed |
$16.2K - $18.3K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-300Closed |
$9.35K - $10.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-259Closed |
$8.07K - $9.12K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-200Closed |
$6.23K - $7.04K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$3.12K - $3.52K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-295KClosed |
$9.63M - $10.5M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-8.49KClosed |
$277K - $301K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-7.3KClosed |
$238K - $259K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.75KClosed |
$57.1K - $62K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-805Closed |
$26.3K - $28.5K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-700Closed |
$22.9K - $24.8K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$9.8K - $10.6K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-260Closed |
$8.49K - $9.21K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-7Closed |
$229 - $248
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$32.7 - $35.4
|
0
$0
|
|
Q3 2021 | |||||||
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.1KClosed |
$461K - $513K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-6.46KClosed |
$211K - $235K
|
0
$0
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.72K- 57.38% |
$122K - $135K
|
2.76K
$95.6K
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-790Closed |
$25.8K - $28.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-75- 2.91% |
$2.45K - $2.72K
|
2.5K
$86.5K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10KClosed |
$333K - $354K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.93KClosed |
$131K - $139K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-1KClosed |
$33.3K - $35.4K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-480Closed |
$16K - $17K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200Closed |
$6.67K - $7.08K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-200Closed |
$6.67K - $7.08K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 19, 2021
Q1 2021
|
Guild Investment Management, Inc.
|
SELL
|
- |
-64.7KClosed |
$2.01M - $2.17M
|
0
$0
|
|
May 18, 2021
Q1 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.8KClosed |
$365K - $395K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-9.07KClosed |
$281K - $304K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Asset Management Corp
|
SELL
|
- |
-8.1KClosed |
$251K - $271K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-6.77KClosed |
$210K - $227K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.56KClosed |
$203K - $220K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-6.11KClosed |
$189K - $205K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.48KClosed |
$45.9K - $49.6K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.35KClosed |
$41.7K - $45.1K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Archer Investment Corp
|
SELL
|
- |
-625Closed |
$19.4K - $20.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-400Closed |
$12.4K - $13.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-350Closed |
$10.8K - $11.7K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-127KClosed |
$4M - $4.37M
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-7.42KClosed |
$233K - $255K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-7.31KClosed |
$230K - $251K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.02KClosed |
$126K - $138K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.7KClosed |
$53.4K - $58.4K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-611Closed |
$19.2K - $21K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.34KClosed |
$101K - $109K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-630Closed |
$19K - $20.5K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-300Closed |
$9.05K - $9.75K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-150Closed |
$4.52K - $4.88K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 09, 2020
Q2 2020
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-7.01KClosed |
$170K - $253K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.88KClosed |
$143K - $212K
|
0
$0
|