Purchases and Sales Made in Q3 2023 in Reaves Utility Income Fund (UTG)

UTG Quotes by TradingView

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
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
338
+ 78.79%
$8.33K - $9.54K
767 $25.3K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
280
+ 14.51%
$6.9K - $7.9K
2.21K $72.8K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
280
+ 14.51%
$6.9K - $7.9K
2.21K $72.8K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
219
+ 0.32%
$5.4K - $6.18K
69.4K $2.29M
Oct 10, 2023 Q3 2023
Penbrook Management LLC

BUY
 -
125
+ 1.2%
$3.08K - $3.53K
10.6K $348K
Oct 17, 2023 Q3 2023
Atlas Brown,Inc.

BUY
 -
121
+ 0.54%
$2.98K - $3.41K
22.5K $740K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
116
+ 1.33%
$2.86K - $3.27K
8.84K $291K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
98
New
$2.42K - $2.77K
98 $3.23K
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
30
New
$740 - $847
30 $988
Oct 20, 2023 Q3 2023
West Branch Capital LLC

BUY
 -
12
+ 1.62%
$296 - $339
751 $24.7K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
3
+ 0.01%
$73.9 - $84.7
20.7K $682K
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
0
New
$0 - $0
0 $0
Nov 02, 2023 Q3 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
0
New
$0 - $0
0 $0
Nov 13, 2023 Q3 2023
First Trust Advisors LP

Wheaton, IL
SELL
 -
-27
- 0.08%
$666 - $762
34.9K $1.15M
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-46
Closed
$1.13K - $1.3K
0 $0
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-47
- 0.45%
$1.16K - $1.33K
10.5K $345K
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-89
- 7.78%
$2.19K - $2.51K
1.06K $34.7K
Nov 03, 2023 Q3 2023
Graybill Bartz & Assoc LTD

SELL
 -
-111
- 0.99%
$2.74K - $3.13K
11.2K $367K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

SELL
 -
-215
- 1.1%
$5.3K - $6.07K
19.3K $634K
Nov 08, 2023 Q3 2023
Spire Wealth Management

SELL
 -
-215
- 3.35%
$5.3K - $6.07K
6.21K $205K
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

SELL
 -
-244
- 1.05%
$6.01K - $6.89K
22.9K $755K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-279
- 2.37%
$6.88K - $7.87K
11.5K $379K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-282
- 6.73%
$6.95K - $7.96K
3.91K $129K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-311
- 7.03%
$7.67K - $8.78K
4.12K $136K
Oct 31, 2023 Q3 2023
Semus Wealth Partners LLC

Boca Raton, FL
SELL
 -
-346
- 1.02%
$8.53K - $9.76K
33.7K $1.11M
Oct 20, 2023 Q3 2023
Lowe Wealth Advisors, LLC

SELL
 -
-350
- 3.93%
$8.63K - $9.88K
8.55K $282K
Nov 08, 2023 Q3 2023
Keybank National Association

SELL
 -
-436
- 2.36%
$10.7K - $12.3K
18K $593K
Nov 07, 2023 Q3 2023
Reaves W H & CO Inc

SELL
 -
-449
- 0.47%
$11.1K - $12.7K
94.7K $3.12M
Nov 13, 2023 Q3 2023
Colonial Trust Advisors

Spartanburg, SC
SELL
 -
-500
- 20.0%
$12.3K - $14.1K
2K $65.9K
Nov 14, 2023 Q3 2023
Hollow Brook Wealth Management LLC

SELL
 -
-511
- 5.59%
$12.6K - $14.4K
8.63K $284K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-577
- 0.67%
$14.2K - $16.3K
86.1K $2.83M
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

SELL
 -
-945
- 4.11%
$23.3K - $26.7K
22.1K $726K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-956
- 4.55%
$23.6K - $27K
20.1K $661K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.05K
- 11.11%
$25.9K - $29.6K
8.41K $277K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

SELL
 -
-1.08K
- 3.57%
$26.5K - $30.3K
29K $955K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.11K
- 0.94%
$27.2K - $31.2K
117K $3.84M
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-1.68K
- 13.15%
$41.3K - $47.3K
11.1K $364K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

SELL
 -
-1.7K
- 5.86%
$42K - $48.1K
27.3K $900K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-2K
- 55.52%
$49.3K - $56.4K
1.6K $52.8K
Nov 14, 2023 Q3 2023
Stone X Group Inc.

SELL
 -
-4.41K
- 17.23%
$109K - $124K
21.2K $698K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-4.58K
- 30.18%
$113K - $129K
10.6K $349K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

SELL
 -
-6.8K
- 29.51%
$168K - $192K
16.2K $535K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-7.6K
- 99.0%
$187K - $215K
77 $2.54K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-7.97K
- 9.05%
$196K - $225K
80.1K $2.64M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

SELL
 -
-8.31K
- 9.38%
$205K - $235K
80.4K $2.65M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-16.5K
- 42.7%
$407K - $466K
22.2K $729K
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-17.1K
- 22.78%
$422K - $484K
58.1K $1.91M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-23.2K
- 58.11%
$571K - $654K
16.7K $550K
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-23.2K
- 12.42%
$572K - $654K
163K $5.38M

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