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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 2.25% |
$136 - $164
|
227
$7.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5+ 10.2% |
$136 - $164
|
54
$1.84K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.13% |
$109 - $131
|
3K
$102K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3New |
$81.5 - $98.4
|
3
$102
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.5% |
$27.2 - $32.8
|
201
$6.84K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17- 25.37% |
$462 - $558
|
50
$1.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17- 25.37% |
$462 - $558
|
50
$1.7K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-33- 0.09% |
$896 - $1.08K
|
38.3K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-100- 0.43% |
$2.72K - $3.28K
|
23.4K
$795K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-101- 0.24% |
$2.74K - $3.31K
|
41.3K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-155- 0.59% |
$4.21K - $5.08K
|
25.9K
$882K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-202- 40.4% |
$5.49K - $6.63K
|
298
$10.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-241- 0.97% |
$6.55K - $7.9K
|
24.6K
$836K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-250- 6.63% |
$6.79K - $8.2K
|
3.52K
$120K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-331- 35.06% |
$8.99K - $10.9K
|
613
$20.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-350- 21.93% |
$9.51K - $11.5K
|
1.25K
$42.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-391- 1.38% |
$10.6K - $12.8K
|
28K
$954K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-463- 4.08% |
$12.6K - $15.2K
|
10.9K
$370K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-544- 3.14% |
$14.8K - $17.8K
|
16.8K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-617- 3.49% |
$16.8K - $20.2K
|
17.1K
$580K
|
|
|
Nov 05, 2024
Q3 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-773- 0.91% |
$21K - $25.4K
|
84.4K
$2.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-800- 8.82% |
$21.7K - $26.2K
|
8.27K
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-913- 1.3% |
$24.8K - $29.9K
|
69.3K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15K- 1.35% |
$31.1K - $37.6K
|
83.7K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.16K- 7.07% |
$31.6K - $38.2K
|
15.3K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.19K- 14.7% |
$32.4K - $39.2K
|
6.93K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.98K- 15.08% |
$53.7K - $64.8K
|
11.1K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.1K- 10.71% |
$57K - $68.8K
|
17.5K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.49K- 14.12% |
$67.7K - $81.7K
|
15.2K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.54K- 89.44% |
$69K - $83.3K
|
300
$10.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.94K- 13.48% |
$79.9K - $96.4K
|
18.9K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.07K- 5.34% |
$83.5K - $101K
|
54.5K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.5K- 21.6% |
$95.1K - $115K
|
12.7K
$432K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-4.45K- 17.65% |
$121K - $146K
|
20.8K
$706K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.5K- 18.44% |
$122K - $147K
|
19.9K
$676K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-5.22K- 4.28% |
$142K - $171K
|
117K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.3K- 13.75% |
$144K - $174K
|
33.2K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5.31K- 22.23% |
$144K - $174K
|
18.6K
$632K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5.52K- 17.17% |
$150K - $181K
|
26.6K
$906K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.76K- 11.49% |
$238K - $287K
|
67.5K
$2.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.5K- 8.49% |
$475K - $573K
|
188K
$6.41M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.1K- 27.32% |
$520K - $628K
|
50.9K
$1.73M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-102K- 92.71% |
$2.76M - $3.34M
|
8.01K
$272K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-144K- 79.04% |
$3.92M - $4.74M
|
38.3K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-178K- 58.84% |
$4.82M - $5.82M
|
124K
$4.23M
|