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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14+ 0.06% |
$373 - $411
|
24.5K
$833K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
10+ 2.15% |
$266 - $294
|
475
$16.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 2.07% |
$266 - $294
|
493
$16.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 2.14% |
$213 - $235
|
381
$13K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 2.18% |
$160 - $176
|
281
$9.56K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 2.49% |
$133 - $147
|
206
$7.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 1.92% |
$106 - $117
|
212
$7.21K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 3.92% |
$53.2 - $58.7
|
49
$1.67K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-26- 0.11% |
$692 - $763
|
23.2K
$788K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30- 0.32% |
$799 - $881
|
9.46K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37- 1.61% |
$985 - $1.09K
|
2.27K
$77.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-81- 0.05% |
$2.16K - $2.38K
|
150K
$5.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-117- 0.06% |
$3.11K - $3.43K
|
187K
$6.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-125- 1.91% |
$3.33K - $3.67K
|
6.43K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-125- 1.52% |
$3.33K - $3.67K
|
8.11K
$276K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-164- 0.83% |
$4.37K - $4.81K
|
19.5K
$663K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-201- 1.55% |
$5.35K - $5.9K
|
12.7K
$433K
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-442- 3.78% |
$11.8K - $13K
|
11.3K
$383K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-462- 1.12% |
$12.3K - $13.6K
|
40.6K
$1.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-466- 5.07% |
$12.4K - $13.7K
|
8.73K
$297K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-592- 2.51% |
$15.8K - $17.4K
|
23K
$782K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-643- 2.09% |
$17.1K - $18.9K
|
30.1K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-805- 7.66% |
$21.4K - $23.6K
|
9.71K
$330K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-988- 5.85% |
$26.3K - $29K
|
15.9K
$541K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-999- 7.81% |
$26.6K - $29.3K
|
11.8K
$401K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.02K- 1.45% |
$27K - $29.8K
|
69.2K
$2.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.46K- 96.69% |
$38.8K - $42.8K
|
50
$1.7K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.63K- 5.29% |
$43.4K - $47.8K
|
29.2K
$992K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.8K- 16.56% |
$47.9K - $52.8K
|
9.07K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.97K- 20.02% |
$52.3K - $57.7K
|
7.86K
$267K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2K- 0.44% |
$53.3K - $58.8K
|
451K
$15.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-2.11K- 11.6% |
$56.2K - $61.9K
|
16.1K
$547K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.77K- 8.86% |
$73.8K - $81.3K
|
28.5K
$969K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.93K- 10.27% |
$78K - $86K
|
25.6K
$871K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.13K- 3.43% |
$83.4K - $92K
|
88.1K
$3M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-3.16K- 81.04% |
$84.1K - $92.7K
|
739
$25.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-3.58K- 16.25% |
$95.2K - $105K
|
18.4K
$627K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.29K- 18.01% |
$114K - $126K
|
19.5K
$665K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.16K- 5.49% |
$137K - $151K
|
88.7K
$3.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.31K- 4.32% |
$141K - $156K
|
118K
$4.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.59K- 30.27% |
$149K - $164K
|
12.9K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.63K- 38.17% |
$150K - $165K
|
9.12K
$310K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5.79K- 31.13% |
$154K - $170K
|
12.8K
$436K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.93K- 22.76% |
$158K - $174K
|
20.1K
$685K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.04K- 61.4% |
$187K - $207K
|
4.43K
$151K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.24K- 2.67% |
$193K - $213K
|
264K
$8.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.33K- 3.08% |
$195K - $215K
|
230K
$7.84M
|