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 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.5KNew |
$64.1K - $68.6K
|
2.5K
$82.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.37K+ 11.02% |
$60.8K - $65K
|
23.9K
$787K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.05K+ 12.63% |
$52.5K - $56.2K
|
18.3K
$602K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.56KNew |
$40K - $42.8K
|
1.56K
$51.4K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.56KNew |
$40K - $42.8K
|
1.56K
$51.4K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.46K+ 9.04% |
$37.3K - $39.9K
|
17.5K
$578K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.44KNew |
$36.9K - $39.5K
|
1.44K
$47.4K
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
BUY
|
- |
1.4K+ 6.75% |
$35.9K - $38.4K
|
22.2K
$729K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.35K+ 0.67% |
$34.6K - $37K
|
204K
$6.7M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.34KNew |
$34.2K - $36.6K
|
1.34K
$44K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.21K+ 5.48% |
$31K - $33.2K
|
23.3K
$767K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.04K+ 6.08% |
$26.6K - $28.4K
|
18.1K
$596K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
997+ 51.1% |
$25.6K - $27.3K
|
2.95K
$97.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
595+ 5.26% |
$15.2K - $16.3K
|
11.9K
$392K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
590New |
$15.1K - $16.2K
|
590
$19.4K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
523+ 252.66% |
$13.4K - $14.3K
|
730
$24K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
500+ 6.67% |
$12.8K - $13.7K
|
8K
$263K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
476+ 0.22% |
$12.2K - $13.1K
|
214K
$7.03M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
434+ 14.32% |
$11.1K - $11.9K
|
3.46K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
358New |
$9.18K - $9.82K
|
358
$11.8K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
344+ 2.66% |
$8.82K - $9.43K
|
13.3K
$437K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
341+ 0.58% |
$8.74K - $9.35K
|
59.2K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
225New |
$5.77K - $6.17K
|
225
$7.41K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
200New |
$5.13K - $5.48K
|
200
$6.59K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
194+ 2.18% |
$4.97K - $5.32K
|
9.08K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
129+ 1.71% |
$3.31K - $3.54K
|
7.68K
$253K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
118+ 12.37% |
$3.02K - $3.24K
|
1.07K
$35.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.25% |
$2.56K - $2.74K
|
8.1K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
85+ 2.5% |
$2.18K - $2.33K
|
3.49K
$115K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
80+ 0.5% |
$2.05K - $2.19K
|
16K
$528K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
70+ 17.5% |
$1.79K - $1.92K
|
470
$15.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
57+ 1.13% |
$1.46K - $1.56K
|
5.08K
$167K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
41+ 2.15% |
$1.05K - $1.12K
|
1.95K
$64.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17New |
$436 - $466
|
17
$560
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14+ 1.43% |
$359 - $384
|
994
$32.7K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
12+ 1.57% |
$308 - $329
|
775
$25.5K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.05% |
$256 - $274
|
20.3K
$670K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.21% |
$128 - $137
|
2.44K
$80.2K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 11.76% |
$205 - $219
|
60
$1.98K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-80Closed |
$2.05K - $2.19K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-214- 0.88% |
$5.48K - $5.87K
|
24K
$791K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-226- 2.69% |
$5.79K - $6.2K
|
8.18K
$269K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-229- 2.55% |
$5.87K - $6.28K
|
8.76K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-247- 2.42% |
$6.33K - $6.77K
|
9.96K
$328K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-287- 2.81% |
$7.36K - $7.87K
|
9.93K
$327K
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
SELL
|
- |
-300- 2.84% |
$7.69K - $8.23K
|
10.3K
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-402- 29.73% |
$10.3K - $11K
|
950
$31.3K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-547- 4.97% |
$14K - $15K
|
10.5K
$345K
|