Purchases and Sales Made in Q4 2021 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
295KNew |
$9.63M - $10.5M
|
295K
$9.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.9K+ 8.81% |
$1.56M - $1.7M
|
592K
$19.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35.2K+ 82.52% |
$1.15M - $1.25M
|
77.9K
$2.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
33.2K+ 27.37% |
$1.08M - $1.18M
|
154K
$5.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.9KNew |
$1.01M - $1.1M
|
30.9K
$1.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Hgk Asset Management Inc
|
BUY
|
- |
16.4KNew |
$536K - $582K
|
16.4K
$554K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15.3KNew |
$498K - $541K
|
15.3K
$515K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.9K+ 20.8% |
$486K - $528K
|
86.5K
$2.92M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
14.2K+ 36.79% |
$464K - $503K
|
52.8K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
13.5K+ 120.22% |
$440K - $478K
|
24.7K
$832K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.8K+ 1.97% |
$419K - $455K
|
666K
$22.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
12.6K+ 148.81% |
$412K - $447K
|
21.1K
$711K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7K+ 16.18% |
$349K - $378K
|
76.7K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 21.93% |
$329K - $357K
|
56K
$1.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Biechele Royce Advisors
|
BUY
|
- |
9.85KNew |
$322K - $349K
|
9.85K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
9.29KNew |
$303K - $329K
|
9.29K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
7.99KNew |
$261K - $283K
|
7.99K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
7.6KNew |
$248K - $269K
|
7.6K
$256K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.38KNew |
$241K - $262K
|
7.38K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.09K+ 5.29% |
$231K - $251K
|
141K
$4.75M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.86K+ 3.42% |
$224K - $243K
|
207K
$6.99M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.27KNew |
$205K - $222K
|
6.27K
$211K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.13KNew |
$200K - $217K
|
6.13K
$207K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.95KNew |
$194K - $211K
|
5.95K
$201K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.86KNew |
$191K - $208K
|
5.86K
$198K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.79K+ 3.7% |
$189K - $205K
|
162K
$5.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
5.77KNew |
$188K - $205K
|
5.77K
$195K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.75KNew |
$188K - $204K
|
5.75K
$194K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.29K+ 82.4% |
$173K - $187K
|
11.7K
$395K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.73K+ 11.94% |
$154K - $168K
|
44.3K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.14K+ 45.56% |
$135K - $147K
|
13.2K
$446K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.55K+ 3.66% |
$116K - $126K
|
101K
$3.39M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.4K+ 20.99% |
$111K - $121K
|
19.6K
$662K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.39K+ 36.71% |
$111K - $120K
|
12.6K
$425K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.37K+ 1.5% |
$110K - $119K
|
228K
$7.69M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.37K+ 14.17% |
$110K - $119K
|
27.1K
$915K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.34K+ 25.32% |
$109K - $118K
|
16.5K
$558K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.3K+ 30.49% |
$108K - $117K
|
14.1K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.23K+ 29.67% |
$105K - $115K
|
14.1K
$476K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.95K+ 11.68% |
$96.2K - $104K
|
28.2K
$950K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.92KNew |
$95.3K - $103K
|
2.92K
$98.4K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.55K+ 22.83% |
$83.2K - $90.3K
|
13.7K
$462K
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.27K+ 24.69% |
$74.2K - $80.6K
|
11.5K
$387K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.26K+ 1.83% |
$73.9K - $80.2K
|
126K
$4.26M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.23K+ 17.81% |
$72.9K - $79.2K
|
14.8K
$498K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.09KNew |
$68.2K - $74.1K
|
2.09K
$70.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.06K+ 2.85% |
$67.3K - $73.1K
|
74.4K
$2.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.05K+ 17.62% |
$67K - $72.8K
|
13.7K
$462K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
2.01K+ 19.65% |
$65.7K - $71.3K
|
12.3K
$413K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2K+ 9.92% |
$65.3K - $70.9K
|
22.2K
$747K
|