Purchases and Sales Made in Q2 2023 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q2 2023. 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, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
32.5KNew |
$864K - $953K
|
32.5K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.7K+ 293.95% |
$792K - $873K
|
39.9K
$1.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
17.9K+ 37.15% |
$477K - $526K
|
66.2K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.6K+ 30.51% |
$468K - $516K
|
75.2K
$2.54M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.2K+ 15.33% |
$430K - $474K
|
122K
$4.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 7.95% |
$406K - $448K
|
207K
$6.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.6KNew |
$388K - $427K
|
14.6K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.9K+ 1.72% |
$343K - $378K
|
764K
$25.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.8KNew |
$342K - $377K
|
12.8K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.5K+ 55.82% |
$333K - $367K
|
34.9K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11.7KNew |
$311K - $343K
|
11.7K
$394K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 42.49% |
$295K - $325K
|
37.2K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.7K+ 7.58% |
$285K - $315K
|
152K
$5.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
BUY
|
- |
10.5KNew |
$278K - $307K
|
10.5K
$352K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.81KNew |
$208K - $229K
|
7.81K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.6K+ 10005.26% |
$202K - $223K
|
7.68K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.36K+ 13.9% |
$169K - $187K
|
52.1K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5.68K+ 6.12% |
$151K - $167K
|
98.4K
$3.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.18K+ 32.67% |
$138K - $152K
|
21K
$709K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.12K+ 7.91% |
$136K - $150K
|
69.8K
$2.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.44K+ 6.12% |
$118K - $130K
|
77.1K
$2.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.69K+ 1.96% |
$98.3K - $108K
|
192K
$6.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.74K+ 18.87% |
$73K - $80.4K
|
17.3K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.71K+ 0.85% |
$72.2K - $79.6K
|
323K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.58K+ 15.78% |
$68.7K - $75.7K
|
18.9K
$638K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.41KNew |
$64.2K - $70.8K
|
2.41K
$81.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Reaves W H & CO Inc
|
BUY
|
- |
1.75K+ 1.87% |
$46.5K - $51.3K
|
95.1K
$3.21M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.71K+ 19.34% |
$45.4K - $50.1K
|
10.5K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 9.15% |
$38.3K - $42.2K
|
17.1K
$578K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.1K+ 3.93% |
$29.2K - $32.2K
|
29K
$979K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.01K+ 31.86% |
$26.9K - $29.7K
|
4.19K
$141K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
998+ 1.18% |
$26.6K - $29.3K
|
85.8K
$2.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
804New |
$21.4K - $23.6K
|
804
$27.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
737+ 0.86% |
$19.6K - $21.6K
|
86.7K
$2.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
664+ 138.33% |
$17.7K - $19.5K
|
1.14K
$38.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
501+ 2.45% |
$13.3K - $14.7K
|
21K
$707K
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
500+ 2.32% |
$13.3K - $14.7K
|
22.1K
$745K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
384+ 34.13% |
$10.2K - $11.3K
|
1.51K
$50.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
383+ 3.95% |
$10.2K - $11.2K
|
10.1K
$340K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
250+ 2.89% |
$6.66K - $7.34K
|
8.9K
$300K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
200+ 0.97% |
$5.32K - $5.87K
|
20.7K
$699K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
130+ 0.38% |
$3.46K - $3.82K
|
34.1K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
125+ 0.55% |
$3.33K - $3.67K
|
23K
$777K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
115+ 0.52% |
$3.06K - $3.38K
|
22.4K
$754K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
76+ 21.53% |
$2.02K - $2.23K
|
429
$14.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
76+ 0.62% |
$2.02K - $2.23K
|
12.3K
$416K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
55+ 0.74% |
$1.46K - $1.61K
|
7.47K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
46+ 0.65% |
$1.22K - $1.35K
|
7.08K
$239K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
42+ 10.5% |
$1.12K - $1.23K
|
442
$14.9K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
27+ 0.21% |
$719 - $792
|
12.7K
$428K
|