Purchases and Sales Made in Q3 2022 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
106KNew |
$2.9M - $3.6M
|
106K
$3.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
26.4KNew |
$719K - $894K
|
26.4K
$882K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.8K+ 267.27% |
$674K - $838K
|
34K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.7K+ 6.26% |
$618K - $768K
|
385K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.4K+ 11.11% |
$555K - $690K
|
204K
$6.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
17KNew |
$463K - $576K
|
17K
$568K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.2K+ 244.34% |
$441K - $549K
|
22.8K
$763K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.6K+ 3.43% |
$398K - $495K
|
441K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 2.06% |
$348K - $433K
|
634K
$21.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
12.1KNew |
$331K - $411K
|
12.1K
$406K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1K+ 182.24% |
$329K - $409K
|
18.7K
$624K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.6K+ 6.54% |
$289K - $360K
|
173K
$5.78M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.1KNew |
$274K - $341K
|
10.1K
$336K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1K+ 28.37% |
$274K - $340K
|
45.5K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.55K+ 8.37% |
$260K - $323K
|
124K
$4.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.49KNew |
$259K - $321K
|
9.49K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
9.17KNew |
$250K - $310K
|
9.17K
$306K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.9KNew |
$242K - $301K
|
8.9K
$297K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.31K+ 65.0% |
$226K - $281K
|
21.1K
$705K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.05KNew |
$192K - $239K
|
7.05K
$235K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.49K+ 7.11% |
$177K - $220K
|
97.7K
$3.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
5.68K+ 41.01% |
$155K - $192K
|
19.5K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.93K+ 3.83% |
$134K - $167K
|
134K
$4.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.77K+ 7.76% |
$130K - $161K
|
66.2K
$2.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.34KNew |
$118K - $147K
|
4.34K
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.58K+ 3.81% |
$97.4K - $121K
|
97.5K
$3.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.23K+ 4823.88% |
$88K - $109K
|
3.3K
$110K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.03K+ 16.24% |
$82.5K - $103K
|
21.7K
$724K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.77K+ 19.02% |
$75.3K - $93.7K
|
17.3K
$578K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.48K+ 6.11% |
$67.4K - $83.8K
|
43K
$1.44M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.35K+ 9.88% |
$64K - $79.6K
|
26.1K
$873K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.12K+ 4.59% |
$57.9K - $71.9K
|
48.4K
$1.62M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.1KNew |
$57.1K - $71K
|
2.1K
$70K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.03K+ 0.58% |
$55.4K - $68.9K
|
354K
$11.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.64K+ 10.61% |
$44.7K - $55.6K
|
17.1K
$571K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.4K+ 7.08% |
$38.2K - $47.6K
|
21.2K
$709K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.31K+ 12.13% |
$35.7K - $44.3K
|
12.1K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.3K+ 0.57% |
$35.5K - $44.1K
|
230K
$7.69M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.28K+ 6.93% |
$34.8K - $43.3K
|
19.7K
$660K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.22K+ 1.39% |
$33.3K - $41.4K
|
89.5K
$2.99M
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
999+ 6.27% |
$27.2K - $33.8K
|
16.9K
$565K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
990New |
$27K - $33.5K
|
990
$33.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
967+ 4.09% |
$26.3K - $32.8K
|
24.6K
$822K
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
885+ 1.51% |
$24.1K - $30K
|
59.6K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
827+ 5.35% |
$22.5K - $28K
|
16.3K
$544K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
798+ 8.73% |
$21.7K - $27K
|
9.94K
$332K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
766+ 4.94% |
$20.9K - $25.9K
|
16.3K
$544K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
589New |
$16K - $19.9K
|
589
$19.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
583+ 2.93% |
$15.9K - $19.7K
|
20.5K
$684K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
508+ 1.19% |
$13.8K - $17.2K
|
43.1K
$1.44M
|