Purchases and Sales Made in Q3 2023 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
135K+ 788.39% |
$3.34M - $3.82M
|
153K
$5.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
72.8KNew |
$1.79M - $2.05M
|
72.8K
$2.45M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
43.6K+ 35.88% |
$1.07M - $1.23M
|
165K
$5.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35K+ 10.46% |
$862K - $986K
|
369K
$12.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.8K+ 5.17% |
$858K - $983K
|
709K
$23.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.5K+ 9.74% |
$777K - $889K
|
355K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.4K+ 14.69% |
$750K - $859K
|
238K
$8.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21.3K+ 165.51% |
$524K - $600K
|
34.1K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20KNew |
$492K - $563K
|
20K
$673K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.4K+ 50.6% |
$355K - $407K
|
42.9K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
14.1K+ 258.48% |
$348K - $398K
|
19.6K
$659K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.1K+ 9.25% |
$347K - $397K
|
166K
$5.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.6KNew |
$310K - $355K
|
12.6K
$424K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3K+ 95.48% |
$303K - $347K
|
25.2K
$848K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12KNew |
$297K - $340K
|
12K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.9KNew |
$270K - $309K
|
10.9K
$369K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.7K+ 4.07% |
$265K - $303K
|
275K
$9.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.6K+ 7.08% |
$262K - $301K
|
161K
$5.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.83KNew |
$242K - $277K
|
9.83K
$332K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
9.26KNew |
$228K - $261K
|
9.26K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.5KNew |
$209K - $240K
|
8.5K
$286K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.2KNew |
$202K - $231K
|
8.2K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.18K+ 1.37% |
$152K - $175K
|
457K
$15.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.01K+ 3.14% |
$148K - $170K
|
198K
$6.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.9K+ 17.63% |
$145K - $167K
|
39.4K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.3K+ 6.16% |
$106K - $121K
|
74.1K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.98K+ 10.71% |
$98.2K - $112K
|
41.2K
$1.39M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.9KNew |
$96.1K - $110K
|
3.9K
$131K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3K+ 21.13% |
$74K - $84.7K
|
17.2K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.88K+ 5.52% |
$71K - $81.3K
|
55K
$1.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.56K+ 3.32% |
$63.1K - $72.2K
|
79.6K
$2.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
2.5K+ 15.55% |
$61.6K - $70.6K
|
18.6K
$627K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.37K+ 20.32% |
$58.5K - $67K
|
14.1K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.53K+ 8.88% |
$37.8K - $43.3K
|
18.8K
$634K
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
BUY
|
- |
1.42K+ 6.43% |
$35K - $40.1K
|
23.5K
$792K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.35K+ 3.33% |
$33.4K - $38.2K
|
42K
$1.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.35K+ 100.0% |
$33.3K - $38.2K
|
2.7K
$91.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.27K+ 1.48% |
$31.3K - $35.8K
|
87K
$2.94M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 7.3% |
$30.8K - $35.3K
|
18.4K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.18K+ 5.61% |
$29K - $33.2K
|
22.2K
$747K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.13KNew |
$27.9K - $32K
|
1.13K
$38.2K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.04K+ 5.15% |
$25.5K - $29.2K
|
21.2K
$714K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
580New |
$14.3K - $16.4K
|
580
$19.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
574+ 4.65% |
$14.1K - $16.2K
|
12.9K
$436K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
500+ 15.17% |
$12.3K - $14.1K
|
3.8K
$128K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
440+ 2.77% |
$10.8K - $12.4K
|
16.3K
$551K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
380New |
$9.37K - $10.7K
|
380
$12.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
373+ 62.17% |
$9.19K - $10.5K
|
973
$32.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
370+ 1.51% |
$9.12K - $10.4K
|
24.9K
$838K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
359+ 1.83% |
$8.85K - $10.1K
|
20K
$675K
|