Purchases and Sales Made in Q2 2024 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q2 2024. 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 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 44.31% |
$3.82M - $4.25M
|
487K
$16.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.2K+ 30.97% |
$1.69M - $1.88M
|
280K
$9.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
60.3K+ 8.95% |
$1.54M - $1.71M
|
733K
$24.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.4K+ 9.02% |
$927K - $1.03M
|
439K
$14.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
31.9K+ 51.84% |
$815K - $908K
|
93.6K
$3.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
23.9KNew |
$609K - $679K
|
23.9K
$805K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9K+ 7.45% |
$533K - $595K
|
302K
$10.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19K+ 15.11% |
$484K - $539K
|
144K
$4.87M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
18.9KNew |
$483K - $539K
|
18.9K
$639K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18.2K+ 24.94% |
$464K - $518K
|
91.2K
$3.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18K+ 34.54% |
$460K - $513K
|
70.2K
$2.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.6KNew |
$450K - $502K
|
17.6K
$595K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
17.5KNew |
$445K - $496K
|
17.5K
$589K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.9K+ 8.91% |
$381K - $425K
|
183K
$6.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 39.51% |
$378K - $421K
|
52.3K
$1.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
14.1K+ 9.0% |
$360K - $401K
|
171K
$5.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
13.2K+ 28.83% |
$335K - $374K
|
58.8K
$1.98M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.7K+ 4.39% |
$298K - $332K
|
278K
$9.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11.4KNew |
$289K - $323K
|
11.4K
$383K
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
10.6KNew |
$270K - $301K
|
10.6K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.4K+ 127.06% |
$265K - $295K
|
18.6K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
10KNew |
$256K - $285K
|
10K
$338K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
10K+ 1092.9% |
$255K - $284K
|
10.9K
$368K
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
9.67KNew |
$247K - $275K
|
9.67K
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.44KNew |
$241K - $268K
|
9.44K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9KNew |
$230K - $256K
|
9K
$303K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
8.5K+ 7.5% |
$217K - $242K
|
122K
$4.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
8.43K+ 50.27% |
$215K - $240K
|
25.2K
$850K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.11KNew |
$207K - $231K
|
8.11K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.98KNew |
$204K - $227K
|
7.98K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7.65K+ 41.48% |
$195K - $217K
|
26.1K
$880K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.41K+ 1.43% |
$189K - $211K
|
525K
$17.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.35KNew |
$187K - $209K
|
7.35K
$248K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.21K+ 44.99% |
$184K - $205K
|
23.2K
$784K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.7K+ 9.64% |
$171K - $191K
|
76.2K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.42K+ 0.87% |
$164K - $183K
|
744K
$25.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.42K+ 0.87% |
$164K - $183K
|
744K
$25.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
6KNew |
$153K - $171K
|
6K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.84K+ 3.21% |
$149K - $166K
|
188K
$6.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.82K+ 3.57% |
$148K - $166K
|
169K
$5.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.84K+ 10.72% |
$123K - $137K
|
49.9K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
4.81K+ 7.55% |
$123K - $137K
|
68.4K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.79K+ 2.8% |
$96.6K - $108K
|
139K
$4.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.09K+ 18.7% |
$78.7K - $87.7K
|
19.6K
$660K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.93K+ 5.36% |
$74.8K - $83.4K
|
57.6K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.84KNew |
$72.4K - $80.7K
|
2.84K
$95.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.65K+ 11.36% |
$67.4K - $75.2K
|
25.9K
$875K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$63.8K - $71.1K
|
2.5K
$84.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4KNew |
$61.2K - $68.2K
|
2.4K
$80.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.38K+ 1.17% |
$60.6K - $67.6K
|
206K
$6.94M
|