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
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-250- 4.38% |
$6.62K - $7.59K
|
5.46K
$186K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-251- 1.92% |
$6.65K - $7.62K
|
12.8K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-289- 0.34% |
$7.65K - $8.77K
|
85.9K
$2.92M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-325- 4.32% |
$8.61K - $9.86K
|
7.2K
$245K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-439- 1.55% |
$11.6K - $13.3K
|
27.9K
$951K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-500- 4.16% |
$13.2K - $15.2K
|
11.5K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-570- 5.67% |
$15.1K - $17.3K
|
9.49K
$323K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-798- 91.3% |
$21.1K - $24.2K
|
76
$2.59K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-875- 5.23% |
$23.2K - $26.5K
|
15.8K
$539K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-951- 8.83% |
$25.2K - $28.9K
|
9.82K
$334K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.02K- 4.16% |
$27.1K - $31K
|
23.6K
$803K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.44K- 14.02% |
$38.1K - $43.7K
|
8.82K
$300K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.98K- 6.47% |
$52.3K - $59.9K
|
28.5K
$971K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2.89K- 11.59% |
$76.4K - $87.6K
|
22K
$749K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.27K- 12.74% |
$86.7K - $99.3K
|
22.4K
$763K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.42K- 20.9% |
$90.6K - $104K
|
12.9K
$440K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.21K- 12.56% |
$112K - $128K
|
29.3K
$998K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5.69K- 28.61% |
$151K - $173K
|
14.2K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.38K- 39.91% |
$195K - $224K
|
11.1K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.09K- 2.51% |
$241K - $276K
|
353K
$12M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-16.1K- 40.02% |
$427K - $490K
|
24.2K
$823K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17K- 22.78% |
$450K - $516K
|
57.6K
$1.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.5K- 13.67% |
$516K - $591K
|
123K
$4.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.8K- 6.8% |
$524K - $600K
|
271K
$9.22M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-19.9K- 91.7% |
$527K - $604K
|
1.8K
$61.2K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.9K- 28.5% |
$766K - $878K
|
72.6K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-71.4K- 18.22% |
$1.89M - $2.17M
|
321K
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-140K- 60.45% |
$3.7M - $4.24M
|
91.4K
$3.11M
|