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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.27K+ 7.61% |
$58K - $64.6K
|
32.2K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
BUY
|
- |
2.2K+ 9.93% |
$56.1K - $62.5K
|
24.4K
$828K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.17K+ 5.96% |
$55.2K - $61.6K
|
38.5K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.97K+ 5.42% |
$50.3K - $56.1K
|
38.4K
$1.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.6KNew |
$40.7K - $45.4K
|
1.6K
$54.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.46K+ 50.76% |
$37.2K - $41.5K
|
4.34K
$148K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.42K+ 5.17% |
$36.1K - $40.3K
|
28.8K
$979K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
980+ 3.75% |
$25K - $27.9K
|
27.1K
$922K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
924+ 3.36% |
$23.6K - $26.3K
|
28.4K
$967K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
919+ 3.85% |
$23.4K - $26.1K
|
24.8K
$844K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
563+ 23.12% |
$14.4K - $16K
|
3K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
400+ 5.33% |
$10.2K - $11.4K
|
7.9K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
396+ 4.46% |
$10.1K - $11.3K
|
9.28K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
347+ 1.9% |
$8.85K - $9.87K
|
18.6K
$634K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
324+ 2.73% |
$8.26K - $9.21K
|
12.2K
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
216+ 1.23% |
$5.51K - $6.14K
|
17.8K
$604K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
200+ 2.56% |
$5.1K - $5.69K
|
8.02K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
170+ 29.31% |
$4.34K - $4.83K
|
750
$25.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
128+ 1.67% |
$3.26K - $3.64K
|
7.8K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
100New |
$2.55K - $2.84K
|
100
$3.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
89+ 1.75% |
$2.27K - $2.53K
|
5.17K
$176K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
59+ 0.75% |
$1.5K - $1.68K
|
7.97K
$271K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33+ 1.06% |
$842 - $938
|
3.16K
$107K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 0.33% |
$765 - $853
|
9.07K
$309K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
28+ 1.44% |
$714 - $796
|
1.98K
$67.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25New |
$638 - $711
|
25
$851
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
24+ 0.3% |
$612 - $682
|
8.13K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21New |
$536 - $597
|
21
$714
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17+ 34.0% |
$434 - $483
|
67
$2.28K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17+ 34.0% |
$434 - $483
|
67
$2.28K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 0.72% |
$408 - $455
|
2.25K
$76.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
13+ 1.31% |
$332 - $370
|
1.01K
$34.3K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
12+ 1.55% |
$306 - $341
|
787
$26.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9+ 0.26% |
$230 - $256
|
3.5K
$119K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.01% |
$76.5 - $85.3
|
41.4K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11- 18.33% |
$281 - $313
|
49
$1.67K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-70- 14.89% |
$1.79K - $1.99K
|
400
$13.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-97- 0.59% |
$2.47K - $2.76K
|
16.5K
$560K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-99- 0.48% |
$2.52K - $2.81K
|
20.4K
$695K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 0.76% |
$2.55K - $2.84K
|
13.1K
$446K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-102- 0.98% |
$2.6K - $2.9K
|
10.3K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-200Closed |
$5.1K - $5.69K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-208- 2.37% |
$5.3K - $5.91K
|
8.55K
$291K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-215- 0.29% |
$5.48K - $6.11K
|
75.1K
$2.56M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-350- 4.32% |
$8.93K - $9.95K
|
7.75K
$264K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-366- 34.14% |
$9.33K - $10.4K
|
706
$24K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-400- 3.89% |
$10.2K - $11.4K
|
9.88K
$336K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-508- 69.59% |
$13K - $14.4K
|
222
$7.55K
|