Purchases and Sales Made in Q2 2022 in Reaves Utility Income Fund (UTG)

UTG Quotes by TradingView

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
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
764
+ 5.2%
$22.1K - $26.9K
15.5K $509K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
750
New
$21.7K - $26.4K
750 $24.7K
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
702
+ 5.08%
$20.3K - $24.7K
14.5K $478K
Aug 15, 2022 Q2 2022
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
600
+ 11.2%
$17.4K - $21.1K
5.96K $196K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
567
+ 1.42%
$16.4K - $20K
40.5K $1.33M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
548
+ 1.57%
$15.9K - $19.3K
35.4K $1.17M
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

BUY
 -
496
+ 2.76%
$14.4K - $17.5K
18.5K $608K
Jul 21, 2022 Q2 2022
Wedbush Securities Inc

BUY
 -
465
+ 4.5%
$13.5K - $16.4K
10.8K $355K
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
458
New
$13.3K - $16.1K
458 $15.1K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
442
+ 5.08%
$12.8K - $15.6K
9.14K $301K
Aug 02, 2022 Q2 2022
Versant Capital Management, Inc

BUY
 -
360
New
$10.4K - $12.7K
360 $11.9K
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
352
+ 2.32%
$10.2K - $12.4K
15.5K $511K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
300
+ 4.26%
$8.69K - $10.6K
7.35K $242K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
285
+ 3.61%
$8.25K - $10K
8.17K $269K
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

BUY
 -
243
+ 1.27%
$7.03K - $8.56K
19.3K $637K
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
242
+ 22.83%
$7.01K - $8.53K
1.3K $42.9K
Jul 07, 2022 Q2 2022
Lowe Wealth Advisors, LLC

BUY
 -
200
+ 2.65%
$5.79K - $7.05K
7.75K $255K
Aug 12, 2022 Q2 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
150
+ 1.16%
$4.34K - $5.29K
13.1K $430K
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
150
+ 1.03%
$4.34K - $5.29K
14.7K $485K
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
67
New
$1.94K - $2.36K
67 $2.21K
Jul 28, 2022 Q2 2022
West Branch Capital LLC

BUY
 -
52
+ 1.43%
$1.51K - $1.83K
3.7K $122K
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
43
+ 0.65%
$1.24K - $1.52K
6.63K $218K
Aug 12, 2022 Q2 2022
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
39
+ 0.37%
$1.13K - $1.37K
10.7K $352K
Jul 13, 2022 Q2 2022
Soa Wealth Advisors, Llc.

BUY
 -
15
+ 1.38%
$434 - $529
1.1K $36.2K
Aug 11, 2022 Q2 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
10
+ 0.81%
$290 - $352
1.25K $41K
Aug 12, 2022 Q2 2022
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
7
+ 1.62%
$203 - $247
439 $14.5K
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
6
+ 1.89%
$174 - $211
324 $10.7K
Aug 11, 2022 Q2 2022
Avion Wealth

The Woodlands, TX
BUY
 -
0
New
$0 - $0
0 $0
Aug 08, 2022 Q2 2022
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
0
New
$0 - $0
0 $0
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-34
- 50.0%
$984 - $1.2K
34 $1.12K
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-100
Closed
$2.9K - $3.52K
0 $0
Jul 15, 2022 Q2 2022
Atlas Brown,Inc.

SELL
 -
-122
- 0.53%
$3.53K - $4.3K
22.7K $749K
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-200
- 1.53%
$5.79K - $7.05K
12.8K $423K
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

SELL
 -
-227
- 1.74%
$6.57K - $8K
12.8K $421K
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-230
Closed
$6.66K - $8.11K
0 $0
Jul 13, 2022 Q2 2022
Bergan Kdv Wealth Management, LLC

SELL
 -
-241
- 1.58%
$6.98K - $8.49K
15K $494K
Jul 13, 2022 Q2 2022
Allworth Financial LP

SELL
 -
-246
Closed
$7.12K - $8.67K
0 $0
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

SELL
 -
-273
Closed
$7.9K - $9.62K
0 $0
Jul 29, 2022 Q2 2022
Graybill Bartz & Assoc LTD

SELL
 -
-335
- 2.91%
$9.7K - $11.8K
11.2K $368K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-350
Closed
$10.1K - $12.3K
0 $0
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-351
- 4.49%
$10.2K - $12.4K
7.46K $246K
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-400
- 31.37%
$11.6K - $14.1K
875 $28.8K
Aug 08, 2022 Q2 2022
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-413
- 2.76%
$12K - $14.6K
14.5K $479K
Jul 15, 2022 Q2 2022
Destiny Wealth Partners, LLC

SELL
 -
-430
- 43.0%
$12.4K - $15.2K
570 $18.8K
Aug 16, 2022 Q2 2022
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-480
- 0.9%
$13.9K - $16.9K
53K $1.75M
Jul 06, 2022 Q2 2022
Vigilant Capital Management, LLC

SELL
 -
-500
Closed
$14.5K - $17.6K
0 $0
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-500
- 6.68%
$14.5K - $17.6K
6.99K $230K
Aug 05, 2022 Q2 2022
Sound View Wealth Advisors Group, LLC

SELL
 -
-582
- 2.53%
$16.8K - $20.5K
22.4K $737K

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