Purchases and Sales Made in Q1 2022 in Reaves Utility Income Fund (UTG)
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 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
892+ 1.15% |
$27.8K - $31.4K
|
78.8K
$2.68M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
875+ 9.13% |
$27.3K - $30.8K
|
10.5K
$356K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
720New |
$22.4K - $25.4K
|
720
$24.5K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
670New |
$20.9K - $23.6K
|
670
$22.8K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
577+ 4.09% |
$18K - $20.3K
|
14.7K
$500K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
574New |
$17.9K - $20.2K
|
574
$19.5K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
502+ 0.4% |
$15.6K - $17.7K
|
127K
$4.31M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
500New |
$15.6K - $17.6K
|
500
$17K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
461+ 3.26% |
$14.4K - $16.2K
|
14.6K
$496K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
460+ 7.34% |
$14.3K - $16.2K
|
6.73K
$229K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
459+ 2.54% |
$14.3K - $16.2K
|
18.6K
$631K
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
432New |
$13.5K - $15.2K
|
432
$14.7K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
353+ 0.8% |
$11K - $12.4K
|
44.7K
$1.52M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
350New |
$10.9K - $12.3K
|
350
$11.9K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
310New |
$9.66K - $10.9K
|
310
$10.5K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
300+ 4.26% |
$9.35K - $10.6K
|
7.35K
$250K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
300New |
$9.35K - $10.6K
|
300
$10.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
206+ 2.81% |
$6.42K - $7.26K
|
7.53K
$256K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
200+ 2.74% |
$6.23K - $7.04K
|
7.49K
$255K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
163New |
$5.08K - $5.74K
|
163
$5.55K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
152+ 125.62% |
$4.74K - $5.35K
|
273
$9.29K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150+ 2.03% |
$4.67K - $5.28K
|
7.55K
$257K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
148+ 0.65% |
$4.61K - $5.21K
|
22.9K
$778K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
68New |
$2.12K - $2.39K
|
68
$2.31K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
56+ 0.31% |
$1.74K - $1.97K
|
18K
$611K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
50+ 1.39% |
$1.56K - $1.76K
|
3.65K
$124K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
43+ 1.34% |
$1.34K - $1.51K
|
3.25K
$111K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
40+ 0.7% |
$1.25K - $1.41K
|
5.79K
$197K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
39+ 0.37% |
$1.22K - $1.37K
|
10.6K
$362K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
37+ 0.34% |
$1.15K - $1.3K
|
10.8K
$368K
|
|
|
May 12, 2022
Q1 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
34+ 0.3% |
$1.06K - $1.2K
|
11.5K
$392K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
30+ 1.79% |
$935 - $1.06K
|
1.71K
$58.2K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
30+ 0.27% |
$935 - $1.06K
|
11.2K
$380K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 1.4% |
$467 - $528
|
1.09K
$36.9K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8+ 0.03% |
$249 - $282
|
23K
$781K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
5+ 1.6% |
$156 - $176
|
318
$10.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5- 0.05% |
$156 - $176
|
10K
$342K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26- 0.2% |
$810 - $916
|
13K
$444K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-71- 0.81% |
$2.21K - $2.5K
|
8.7K
$296K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-86- 0.58% |
$2.68K - $3.03K
|
14.7K
$500K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$3.12K - $3.52K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-155- 6.15% |
$4.83K - $5.46K
|
2.37K
$80.5K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-200Closed |
$6.23K - $7.04K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-259Closed |
$8.07K - $9.12K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-291Closed |
$9.07K - $10.2K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-300Closed |
$9.35K - $10.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-520Closed |
$16.2K - $18.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-728- 9.98% |
$22.7K - $25.6K
|
6.57K
$223K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.01K- 10.7% |
$31.6K - $35.7K
|
8.45K
$288K
|