Purchases and Sales Made in Q2 2022 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
224KNew |
$6.49M - $7.9M
|
224K
$7.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.6K+ 32.56% |
$2.39M - $2.91M
|
336K
$11.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
58.7KNew |
$1.7M - $2.07M
|
58.7K
$1.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.6K+ 19.99% |
$1.38M - $1.68M
|
286K
$9.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.6K+ 20.85% |
$916K - $1.11M
|
183K
$6.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
31KNew |
$898K - $1.09M
|
31K
$1.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.5KNew |
$853K - $1.04M
|
29.5K
$993K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.8K+ 4.15% |
$835K - $1.02M
|
723K
$24.4M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
27.1KNew |
$785K - $956K
|
27.1K
$914K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.9K+ 5.81% |
$576K - $701K
|
362K
$12.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.6K+ 4.82% |
$567K - $691K
|
427K
$14.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
16.1K+ 214.53% |
$467K - $568K
|
23.6K
$797K
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15.3KNew |
$443K - $539K
|
15.3K
$515K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.5KNew |
$334K - $406K
|
11.5K
$389K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.4K+ 11.07% |
$329K - $400K
|
114K
$3.85M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
10.3KNew |
$298K - $363K
|
10.3K
$347K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
8.21K+ 55.84% |
$238K - $289K
|
22.9K
$772K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.56K+ 14.04% |
$219K - $266K
|
61.4K
$2.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.62KNew |
$192K - $233K
|
6.62K
$223K
|
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
6.49KNew |
$188K - $229K
|
6.49K
$219K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.1KNew |
$177K - $215K
|
6.1K
$206K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.65K+ 3.6% |
$163K - $199K
|
162K
$5.48M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.98K+ 41.5% |
$144K - $175K
|
17K
$572K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.76K+ 5.7% |
$138K - $168K
|
88.3K
$2.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.68K+ 30.85% |
$135K - $165K
|
19.8K
$669K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.63K+ 42.81% |
$134K - $163K
|
15.5K
$521K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.56KNew |
$132K - $161K
|
4.56K
$154K
|
|
|
Aug 03, 2022
Q2 2022
|
Biechele Royce Advisors
|
BUY
|
- |
4K+ 40.61% |
$116K - $141K
|
13.9K
$467K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.53K+ 4.27% |
$102K - $124K
|
86.3K
$2.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.24K+ 4.22% |
$93.7K - $114K
|
79.9K
$2.7M
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.23K+ 10.45% |
$93.4K - $114K
|
34.1K
$1.15M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.73K+ 1.21% |
$78.9K - $96.1K
|
229K
$7.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.65K+ 15.36% |
$76.7K - $93.4K
|
19.9K
$671K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.48K+ 12.07% |
$71.7K - $87.3K
|
23K
$775K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.22KNew |
$64.2K - $78.2K
|
2.22K
$74.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.22K+ 1.75% |
$64.2K - $78.1K
|
129K
$4.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.16KNew |
$62.4K - $76K
|
2.16K
$72.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2KNew |
$57.9K - $70.5K
|
2K
$67.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 17.61% |
$51.1K - $62.2K
|
11.8K
$398K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.7K+ 16.83% |
$49.2K - $59.9K
|
11.8K
$398K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.7K+ 25.89% |
$49.2K - $59.9K
|
8.27K
$279K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.59K+ 3.56% |
$46K - $56K
|
46.3K
$1.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.48K+ 1.6% |
$42.7K - $52K
|
94K
$3.17M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.44KNew |
$41.7K - $50.7K
|
1.44K
$48.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
1.34K+ 9.16% |
$38.7K - $47.1K
|
15.9K
$537K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.23K+ 7.07% |
$35.6K - $43.3K
|
18.6K
$628K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.04K+ 5.6% |
$30.1K - $36.6K
|
19.6K
$661K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
1K+ 13.07% |
$29K - $35.2K
|
8.65K
$292K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1KNew |
$29K - $35.2K
|
1K
$33.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
784New |
$22.7K - $27.6K
|
784
$26.4K
|