Purchases and Sales Made in Q3 2024 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.18K+ 3.4% |
$86.5K - $104K
|
96.7K
$3.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.13K+ 4.06% |
$85.1K - $103K
|
80.2K
$2.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.85K+ 81.48% |
$77.4K - $93.5K
|
6.35K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.78K+ 3.05% |
$75.6K - $91.3K
|
94K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.77K+ 1.96% |
$75.3K - $91K
|
144K
$4.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.68KNew |
$72.8K - $87.9K
|
2.68K
$91.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.5KNew |
$67.9K - $82K
|
2.5K
$85.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.26KNew |
$61.3K - $74K
|
2.26K
$76.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.18K+ 4.36% |
$59.1K - $71.3K
|
52.1K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2KNew |
$54.3K - $65.6K
|
2K
$68K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.83K+ 42.2% |
$49.7K - $60K
|
6.17K
$210K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.79K+ 6.89% |
$48.5K - $58.6K
|
27.7K
$943K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.54KNew |
$41.9K - $50.5K
|
1.54K
$52.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.44K+ 5.3% |
$39K - $47.1K
|
28.5K
$970K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.3K+ 6.86% |
$35.3K - $42.6K
|
20.2K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.24K+ 4.3% |
$33.6K - $40.6K
|
30K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 10.0% |
$33.1K - $40K
|
13.4K
$457K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.15K+ 1.68% |
$31.3K - $37.8K
|
69.6K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.09K+ 5.84% |
$29.5K - $35.7K
|
19.7K
$671K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.01KNew |
$27.3K - $33K
|
1.01K
$34.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
982+ 6.15% |
$26.7K - $32.2K
|
17K
$577K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
940+ 1.42% |
$25.5K - $30.8K
|
67K
$2.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
870+ 8.67% |
$23.6K - $28.5K
|
10.9K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800+ 33.33% |
$21.7K - $26.2K
|
3.2K
$109K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
800+ 7.33% |
$21.7K - $26.2K
|
11.7K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
800+ 1.59% |
$21.7K - $26.2K
|
51K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
800+ 7.07% |
$21.7K - $26.2K
|
12.1K
$412K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
681+ 1.25% |
$18.5K - $22.3K
|
55.1K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
675+ 4.5% |
$18.3K - $22.1K
|
15.7K
$533K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
600New |
$16.3K - $19.7K
|
600
$20.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
500+ 6.25% |
$13.6K - $16.4K
|
8.5K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
425+ 42500.0% |
$11.5K - $13.9K
|
426
$14.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
395New |
$10.7K - $13K
|
395
$13.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
300New |
$8.15K - $9.84K
|
300
$10.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
232+ 4.48% |
$6.3K - $7.61K
|
5.41K
$184K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
143New |
$3.88K - $4.69K
|
143
$4.86K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
138New |
$3.75K - $4.53K
|
138
$4.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
119+ 1.53% |
$3.23K - $3.9K
|
7.92K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
95+ 0.43% |
$2.58K - $3.12K
|
22K
$749K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
79+ 0.59% |
$2.15K - $2.59K
|
13.5K
$461K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
73+ 0.1% |
$1.98K - $2.39K
|
75.2K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
50+ 0.63% |
$1.36K - $1.64K
|
7.95K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$1.09K - $1.31K
|
40
$1.36K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 2.1% |
$760 - $918
|
1.36K
$46.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25+ 100.0% |
$679 - $820
|
50
$1.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17+ 0.17% |
$462 - $558
|
10.3K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17+ 0.21% |
$462 - $558
|
7.99K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
17New |
$462 - $558
|
17
$578
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
13+ 1.29% |
$353 - $426
|
1.02K
$34.7K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
11+ 1.4% |
$299 - $361
|
798
$27.1K
|