Purchases and Sales Made in Q1 2022 in Reaves Utility Income Fund (UTG)

UTG Quotes by TradingView

This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q1 2022. The information is specifically focused on institutions that hold shares of REAVES UTILITY INCOME FUND.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
475K
+ 3466.23%
$14.8M - $16.7M
489K $16.6M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
43.5K
+ 7.36%
$1.36M - $1.53M
635K $21.6M
May 09, 2022 Q1 2022
Doliver Advisors, LP

Houston, TX
BUY
 -
41.6K
New
$1.3M - $1.47M
41.6K $1.42M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
39.6K
+ 91.74%
$1.23M - $1.39M
82.8K $2.82M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
30.8K
+ 14.85%
$959K - $1.08M
238K $8.1M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
28.8K
+ 4.33%
$898K - $1.02M
694K $23.6M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
23.2K
+ 7.02%
$722K - $817K
354K $12M
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
22.6K
+ 29.5%
$705K - $797K
99.3K $3.38M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
19.1K
New
$595K - $672K
19.1K $649K
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
18.2K
+ 7.72%
$566K - $640K
254K $8.63M
May 10, 2022 Q1 2022
David R. Rahn & Associates Inc.

BUY
 -
15.4K
New
$479K - $542K
15.4K $523K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
14.2K
+ 1483.4%
$443K - $501K
15.2K $516K
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
13.4K
+ 2.16%
$418K - $472K
635K $21.6M
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
11.4K
+ 24.08%
$354K - $400K
58.6K $1.99M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.7K
+ 7.6%
$334K - $377K
152K $5.16M
May 16, 2022 Q1 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
10.4K
New
$325K - $367K
10.4K $355K
Apr 29, 2022 Q1 2022
Focused Wealth Management, Inc

BUY
 -
10.4K
+ 14.2%
$324K - $366K
83.5K $2.84M
May 09, 2022 Q1 2022
Wellington Shields & Co., LLC

New York, NY
BUY
 -
9.34K
New
$291K - $329K
9.34K $318K
May 16, 2022 Q1 2022
1832 Asset Management L.P.

Toronto, A6
BUY
 -
8.59K
+ 38.58%
$268K - $303K
30.9K $1.05M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
8.11K
+ 5.0%
$253K - $286K
170K $5.79M
Apr 18, 2022 Q1 2022
Hbw Advisory Services LLC

BUY
 -
8.03K
+ 9.28%
$250K - $283K
94.5K $3.22M
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
7.57K
+ 1.89%
$236K - $266K
407K $13.8M
Apr 22, 2022 Q1 2022
Paragon Wealth Strategies, LLC

BUY
 -
7.46K
New
$232K - $263K
7.46K $254K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
6.73K
+ 23.88%
$210K - $237K
34.9K $1.19M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
6.59K
New
$205K - $232K
6.59K $224K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
5.81K
+ 62.09%
$181K - $204K
15.2K $516K
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
5.31K
+ 91.91%
$165K - $187K
11.1K $377K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
5.3K
+ 10.36%
$165K - $187K
56.5K $1.92M
May 04, 2022 Q1 2022
Ifg Advisory, LLC

BUY
 -
5.09K
+ 54.84%
$159K - $179K
14.4K $489K
May 13, 2022 Q1 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
4.73K
+ 37.75%
$147K - $166K
17.2K $587K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
4.06K
+ 11.31%
$126K - $143K
39.9K $1.36M
May 16, 2022 Q1 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
3.72K
New
$116K - $131K
3.72K $126K
May 10, 2022 Q1 2022
Armor Investment Advisors, LLC

BUY
 -
3.21K
+ 20.02%
$100K - $113K
19.2K $655K
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
2.77K
+ 6.36%
$86.2K - $97.4K
46.3K $1.57M
Apr 29, 2022 Q1 2022
Welch Group, LLC

BUY
 -
2.34K
+ 19.05%
$72.8K - $82.2K
14.6K $496K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
2.31K
+ 1.5%
$72K - $81.4K
157K $5.33M
May 12, 2022 Q1 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
2.25K
+ 3.02%
$70K - $79.1K
76.7K $2.61M
May 04, 2022 Q1 2022
Hgk Asset Management Inc

BUY
 -
2.19K
+ 13.32%
$68.1K - $77K
18.6K $633K
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
1.88K
+ 10.06%
$58.4K - $66K
20.5K $698K
May 05, 2022 Q1 2022
Reaves W H & CO Inc

BUY
 -
1.74K
+ 1.59%
$54.2K - $61.3K
111K $3.77M
Apr 20, 2022 Q1 2022
Bank Of New Hampshire

BUY
 -
1.56K
New
$48.6K - $54.9K
1.56K $53.1K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
1.44K
New
$44.9K - $50.7K
1.44K $49K
May 03, 2022 Q1 2022
Future Financial Wealth Managment LLC

BUY
 -
1.33K
+ 5.98%
$41.3K - $46.7K
23.5K $799K
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
1.28K
New
$39.7K - $44.9K
1.28K $43.4K
May 26, 2022 Q1 2022
Gradient Investments LLC

BUY
 -
1.27K
+ 360.62%
$39.7K - $44.8K
1.63K $55.3K
Apr 20, 2022 Q1 2022
Gps Wealth Strategies Group, LLC

BUY
 -
1.25K
New
$39K - $44.1K
1.25K $42.6K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.25K
+ 18.77%
$38.8K - $43.9K
7.89K $268K
Apr 21, 2022 Q1 2022
Destiny Wealth Partners, LLC

BUY
 -
1K
New
$31.2K - $35.2K
1K $34K
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
957
+ 7.44%
$29.8K - $33.7K
13.8K $470K

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