Purchases and Sales Made in Q1 2024 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106K+ 296.18% |
$2.73M - $2.92M
|
142K
$4.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
73.3KNew |
$1.88M - $2.01M
|
73.3K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68.5K+ 216.3% |
$1.76M - $1.88M
|
100K
$3.38M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
46.9KNew |
$1.2M - $1.29M
|
46.9K
$1.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
45.6KNew |
$1.17M - $1.25M
|
45.6K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.2K+ 15.06% |
$1.13M - $1.21M
|
338K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.9K+ 9.28% |
$1.13M - $1.2M
|
517K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.5KNew |
$961K - $1.03M
|
37.5K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
33.7K+ 27.41% |
$865K - $925K
|
157K
$5.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31.8KNew |
$816K - $873K
|
31.8K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30K+ 8.05% |
$769K - $823K
|
403K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.8K+ 24.69% |
$686K - $734K
|
135K
$4.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
25.7K+ 67.72% |
$659K - $705K
|
63.6K
$2.15M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.9K+ 9.83% |
$612K - $654K
|
267K
$8.99M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.7K+ 6.07% |
$530K - $567K
|
361K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.2K+ 7.83% |
$519K - $555K
|
279K
$9.4M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19.4K+ 18.25% |
$497K - $531K
|
126K
$4.23M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.1K+ 116.63% |
$360K - $385K
|
26.1K
$880K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
13.6KNew |
$348K - $373K
|
13.6K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
13.6KNew |
$348K - $373K
|
13.6K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.5K+ 62.42% |
$294K - $315K
|
29.9K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.4K+ 81.15% |
$291K - $311K
|
25.3K
$855K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.2K+ 1.54% |
$286K - $306K
|
738K
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.2K+ 1.54% |
$286K - $306K
|
738K
$24.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.9K+ 18.59% |
$279K - $299K
|
69.5K
$2.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$266K - $284K
|
10.4K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.88KNew |
$228K - $244K
|
8.88K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.23K+ 15.42% |
$211K - $226K
|
61.6K
$2.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
8.14KNew |
$209K - $223K
|
8.14K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.1K+ 78.32% |
$208K - $222K
|
18.4K
$622K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.92KNew |
$203K - $217K
|
7.92K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.82KNew |
$201K - $215K
|
7.82K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
7.57KNew |
$194K - $208K
|
7.57K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.43K+ 12.91% |
$165K - $176K
|
56.2K
$1.89M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.9KNew |
$151K - $162K
|
5.9K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.87K+ 12.02% |
$150K - $161K
|
54.7K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.66K+ 14.71% |
$120K - $128K
|
36.4K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.58K+ 6.69% |
$117K - $126K
|
73K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.07K+ 2.69% |
$104K - $111K
|
155K
$5.24M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.75K+ 231.26% |
$96.1K - $103K
|
5.37K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.38K+ 14.1% |
$86.7K - $92.7K
|
27.4K
$923K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.31K+ 9.99% |
$84.8K - $90.7K
|
36.4K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.3K+ 28.15% |
$84.5K - $90.3K
|
15K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.17KNew |
$81.1K - $86.8K
|
3.17K
$107K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.13KNew |
$80.1K - $85.7K
|
3.13K
$105K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.89K+ 3.39% |
$74K - $79.1K
|
88K
$2.97M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.88KNew |
$73.7K - $78.9K
|
2.88K
$97K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.75K+ 13.06% |
$70.5K - $75.5K
|
23.8K
$803K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.63K+ 10.59% |
$67.5K - $72.2K
|
27.5K
$927K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.5K+ 7.82% |
$64.1K - $68.6K
|
34.5K
$1.16M
|