Purchases and Sales Made in Q1 2025 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q1 2025. 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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 0.5% |
$497 - $551
|
3.22K
$111K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
11+ 1.36% |
$342 - $379
|
820
$28.4K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.22% |
$280 - $310
|
4.03K
$139K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.43% |
$31.1 - $34.4
|
71
$2.46K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.33% |
$31.1 - $34.4
|
301
$10.4K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.25% |
$249 - $275
|
3.21K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-44- 89.8% |
$1.37K - $1.51K
|
5
$173
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-50- 0.29% |
$1.55K - $1.72K
|
17.2K
$595K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-69- 22.77% |
$2.14K - $2.37K
|
234
$8.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 1.52% |
$4.66K - $5.16K
|
9.73K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-173- 2.01% |
$5.38K - $5.95K
|
8.42K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-184- 1.76% |
$5.72K - $6.33K
|
10.3K
$355K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-233- 0.74% |
$7.24K - $8.02K
|
31.1K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-277- 3.71% |
$8.61K - $9.53K
|
7.19K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-295- 5.12% |
$9.17K - $10.2K
|
5.47K
$189K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-299- 1.15% |
$9.29K - $10.3K
|
25.7K
$889K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-350- 4.4% |
$10.9K - $12K
|
7.6K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-380- 2.38% |
$11.8K - $13.1K
|
15.6K
$540K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400- 6.11% |
$12.4K - $13.8K
|
6.15K
$213K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-583- 4.08% |
$18.1K - $20.1K
|
13.7K
$474K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-654- 5.74% |
$20.3K - $22.5K
|
10.7K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-664- 0.94% |
$20.6K - $22.9K
|
69.6K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-700- 10.29% |
$21.8K - $24.1K
|
6.1K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-700- 12.92% |
$21.8K - $24.1K
|
4.72K
$163K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-727- 3.33% |
$22.6K - $25K
|
21.1K
$729K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-815- 11.15% |
$25.3K - $28.1K
|
6.5K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-891- 4.44% |
$27.7K - $30.7K
|
19.2K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-953- 7.5% |
$29.6K - $32.8K
|
11.8K
$407K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-981- 2.87% |
$30.5K - $33.8K
|
33.2K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-982- 0.77% |
$30.5K - $33.8K
|
126K
$4.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.1K- 2.14% |
$34.1K - $37.8K
|
50.1K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.34K- 1.97% |
$41.6K - $46.1K
|
66.6K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.67KClosed |
$51.9K - $57.4K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 8.02% |
$54.6K - $60.4K
|
20.1K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.78K- 2.75% |
$55.3K - $61.3K
|
63.1K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.23K- 10.76% |
$69.4K - $76.9K
|
18.5K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.64K- 10.58% |
$82.2K - $91K
|
22.3K
$773K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3K- 18.07% |
$93.3K - $103K
|
13.6K
$471K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-4.02K- 11.48% |
$125K - $138K
|
31K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.06K- 20.56% |
$126K - $140K
|
15.7K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.1K- 36.81% |
$127K - $141K
|
7.03K
$243K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.39K- 18.84% |
$230K - $254K
|
31.8K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.27KClosed |
$257K - $285K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8K- 7.61% |
$336K - $373K
|
131K
$4.55M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-30.8K- 11.2% |
$956K - $1.06M
|
244K
$8.44M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-151K- 39.22% |
$4.69M - $5.2M
|
234K
$8.09M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-255K- 76.59% |
$7.92M - $8.77M
|
77.9K
$2.69M
|