Purchases and Sales Made in Q1 2023 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q1 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.3K+ 7.26% |
$1.25M - $1.44M
|
699K
$23.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
17.9K+ 58.68% |
$473K - $542K
|
48.3K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.9K+ 12.63% |
$447K - $512K
|
151K
$5.12M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16KNew |
$424K - $486K
|
16K
$545K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13K+ 4.47% |
$343K - $393K
|
303K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.6K+ 133.58% |
$279K - $320K
|
18.5K
$628K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.85K+ 2.22% |
$261K - $299K
|
453K
$15.4M
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
9.14KNew |
$242K - $277K
|
9.14K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.85K+ 6.68% |
$234K - $269K
|
141K
$4.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.52K+ 9.99% |
$226K - $259K
|
93.8K
$3.19M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.65K+ 7.82% |
$202K - $232K
|
105K
$3.58M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.56KNew |
$200K - $229K
|
7.56K
$257K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
7.41KNew |
$196K - $225K
|
7.41K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.18KNew |
$190K - $218K
|
7.18K
$244K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.1KNew |
$188K - $215K
|
7.1K
$241K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
7.03KNew |
$186K - $213K
|
7.03K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.99K+ 14.77% |
$185K - $212K
|
54.3K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.45K+ 3.55% |
$171K - $196K
|
188K
$6.4M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
6.34K+ 51.71% |
$168K - $192K
|
18.6K
$633K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.14K+ 2.65% |
$162K - $186K
|
238K
$8.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.55K+ 17.36% |
$120K - $138K
|
30.7K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.44K+ 10.73% |
$117K - $135K
|
45.8K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4K+ 37.16% |
$106K - $121K
|
14.7K
$502K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.91KNew |
$104K - $119K
|
3.91K
$133K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.73K+ 4.19% |
$98.7K - $113K
|
92.8K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.64K+ 28.65% |
$96.4K - $110K
|
16.3K
$556K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.6K+ 0.48% |
$95.4K - $109K
|
751K
$25.5M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
3.37K+ 1.84% |
$89.2K - $102K
|
187K
$6.35M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.16K+ 27.83% |
$83.7K - $95.9K
|
14.5K
$494K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.1KNew |
$82.1K - $94.1K
|
3.1K
$105K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.5K+ 2633.68% |
$66.3K - $75.9K
|
2.6K
$88.3K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.36K+ 13.67% |
$62.6K - $71.7K
|
19.6K
$668K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.31K+ 268.02% |
$61.2K - $70.2K
|
3.18K
$108K
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
2.05K+ 10.5% |
$54.3K - $62.2K
|
21.6K
$734K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2KNew |
$53K - $60.7K
|
2K
$68K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2K+ 124.84% |
$53K - $60.7K
|
3.6K
$123K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.98K+ 18.48% |
$52.3K - $59.9K
|
12.7K
$431K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.96K+ 2.37% |
$52K - $59.5K
|
84.8K
$2.88M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.92K+ 6.56% |
$50.9K - $58.4K
|
31.3K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.76K+ 7.23% |
$46.6K - $53.3K
|
26.1K
$887K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.74KNew |
$46.2K - $52.9K
|
1.74K
$59.3K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
1.62KNew |
$42.9K - $49.2K
|
1.62K
$55.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.58K+ 451.43% |
$41.8K - $47.9K
|
1.93K
$65.7K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.58K+ 451.43% |
$41.8K - $47.9K
|
1.93K
$65.7K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.45K+ 6.66% |
$38.3K - $43.9K
|
23.2K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.4K+ 1.56% |
$37.2K - $42.6K
|
91.3K
$3.1M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.3K+ 13.58% |
$34.4K - $39.4K
|
10.9K
$370K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.25KNew |
$33.2K - $38K
|
1.25K
$42.6K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.24K+ 6.43% |
$32.8K - $37.6K
|
20.5K
$697K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.24K+ 5.7% |
$32.7K - $37.5K
|
22.9K
$780K
|