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 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-593Closed |
$17.2K - $20.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-600- 6.42% |
$17.4K - $21.1K
|
8.74K
$297K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-637- 28.36% |
$18.4K - $22.4K
|
1.61K
$54.7K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-666- 2.72% |
$19.3K - $23.5K
|
23.8K
$810K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-670Closed |
$19.4K - $23.6K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1K- 9.59% |
$29K - $35.2K
|
9.42K
$321K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.15KClosed |
$33.2K - $40.4K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 6.08% |
$33.9K - $41.2K
|
18.1K
$615K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.36K- 1.73% |
$39.4K - $48K
|
77.4K
$2.63M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.44KClosed |
$41.7K - $50.7K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.56KClosed |
$45.2K - $55K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.63KClosed |
$47.1K - $57.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.71KClosed |
$49.5K - $60.3K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.15K- 0.61% |
$62.3K - $75.9K
|
352K
$12M
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.37KClosed |
$68.5K - $83.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.14K- 27.32% |
$91K - $111K
|
8.37K
$285K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.25KClosed |
$94.1K - $115K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.29K- 3.48% |
$95.3K - $116K
|
91.2K
$3.1M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.31K- 23.03% |
$95.9K - $117K
|
11.1K
$377K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.4K- 6.03% |
$98.5K - $120K
|
53.1K
$1.81M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.47K- 31.3% |
$100K - $122K
|
7.61K
$259K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.71K- 8.01% |
$107K - $131K
|
42.6K
$1.45M
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-3.72KClosed |
$108K - $131K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.79KClosed |
$168K - $204K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.86KClosed |
$170K - $207K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.95KClosed |
$172K - $210K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.4KClosed |
$185K - $226K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-6.4KClosed |
$185K - $226K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.73KClosed |
$195K - $237K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.29K- 12.44% |
$211K - $257K
|
51.3K
$1.74M
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7.38KClosed |
$214K - $260K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-7.46KClosed |
$216K - $263K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.41K- 47.59% |
$243K - $296K
|
9.26K
$315K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 5.37% |
$316K - $385K
|
192K
$6.54M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-11.2KClosed |
$324K - $394K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.5K- 11.6% |
$333K - $406K
|
87.8K
$2.99M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.4K- 2.11% |
$388K - $472K
|
622K
$21.2M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.4K- 2.11% |
$388K - $472K
|
622K
$21.2M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16K- 9.38% |
$463K - $563K
|
154K
$5.25M
|
|
Aug 05, 2022
Q2 2022
|
Reaves W H & CO Inc
|
SELL
|
- |
-17.7K- 15.98% |
$513K - $624K
|
93.2K
$3.17M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-39.6KClosed |
$1.15M - $1.39M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-41.6KClosed |
$1.2M - $1.47M
|
0
$0
|