Purchases and Sales Made in Q2 2025 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q2 2025. 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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.2K+ 36.82% |
$732K - $911K
|
93.6K
$3.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.9K+ 9.02% |
$491K - $611K
|
204K
$7.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.73K+ 16.46% |
$225K - $280K
|
54.7K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7.18K+ 3.88% |
$209K - $260K
|
192K
$7.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
5.66KNew |
$165K - $205K
|
5.66K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.74K+ 3.62% |
$50.5K - $62.8K
|
49.7K
$1.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
850+ 9.71% |
$24.7K - $30.8K
|
9.6K
$350K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
700+ 10.78% |
$20.4K - $25.3K
|
7.2K
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
621+ 73.93% |
$18.1K - $22.5K
|
1.46K
$53.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
617+ 6.01% |
$17.9K - $22.3K
|
10.9K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
375+ 5.22% |
$10.9K - $13.6K
|
7.56K
$276K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
340New |
$9.89K - $12.3K
|
340
$12.4K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
333+ 1.05% |
$9.68K - $12K
|
32.1K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
282+ 1.88% |
$8.2K - $10.2K
|
15.3K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
254New |
$7.39K - $9.19K
|
254
$9.27K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.63% |
$2.91K - $3.62K
|
6.25K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
99+ 0.14% |
$2.88K - $3.58K
|
69.7K
$2.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
68+ 0.1% |
$1.98K - $2.46K
|
69.7K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
10+ 1.22% |
$291 - $362
|
830
$30.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 1.72% |
$291 - $362
|
591
$21.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 0.77% |
$901 - $1.12K
|
4K
$146K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-342- 0.59% |
$9.95K - $12.4K
|
57.6K
$2.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-680- 7.85% |
$19.8K - $24.6K
|
7.98K
$291K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.22K- 5.87% |
$35.5K - $44.2K
|
19.6K
$714K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.44K- 7.98% |
$129K - $160K
|
51.2K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5.96K- 25.1% |
$173K - $215K
|
17.8K
$648K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-18.5K- 6.9% |
$538K - $669K
|
249K
$9.1M
|