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 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2KNew |
$65.3K - $70.9K
|
2K
$67.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.72KNew |
$56K - $60.8K
|
1.72K
$57.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Reaves W H & CO Inc
|
BUY
|
- |
1.66K+ 1.54% |
$54.1K - $58.8K
|
109K
$3.68M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$52.3K - $56.8K
|
1.6K
$54K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.37K+ 0.37% |
$44.6K - $48.4K
|
368K
$12.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.24KNew |
$40.3K - $43.8K
|
1.24K
$41.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.08K+ 3.1% |
$35.2K - $38.2K
|
35.9K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1K+ 8.3% |
$32.7K - $35.5K
|
13.1K
$441K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
971+ 8.16% |
$31.7K - $34.4K
|
12.9K
$434K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
958New |
$31.3K - $34K
|
958
$32.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
933+ 18.24% |
$30.5K - $33.1K
|
6.05K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
717+ 6.07% |
$23.4K - $25.4K
|
12.5K
$422K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
650+ 9.51% |
$21.2K - $23K
|
7.49K
$252K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
616+ 4.74% |
$20.1K - $21.8K
|
13.6K
$459K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
457+ 2.05% |
$14.9K - $16.2K
|
22.7K
$766K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
436+ 5.23% |
$14.2K - $15.5K
|
8.77K
$296K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
420New |
$13.7K - $14.9K
|
420
$14.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
300New |
$9.8K - $10.6K
|
300
$10.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
290+ 126.09% |
$9.47K - $10.3K
|
520
$17.5K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
230New |
$7.51K - $8.15K
|
230
$7.76K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
205+ 1.12% |
$6.69K - $7.27K
|
18.5K
$624K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
200+ 0.69% |
$6.53K - $7.09K
|
29.3K
$989K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
200New |
$6.53K - $7.09K
|
200
$6.74K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
194+ 163.03% |
$6.33K - $6.88K
|
313
$10.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
120+ 1.67% |
$3.92K - $4.25K
|
7.29K
$246K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
100New |
$3.27K - $3.54K
|
100
$3.37K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.27K - $3.54K
|
100
$3.37K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
48+ 1.35% |
$1.57K - $1.7K
|
3.6K
$121K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
46New |
$1.5K - $1.63K
|
46
$1.55K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
43+ 1.36% |
$1.4K - $1.52K
|
3.21K
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
39+ 0.37% |
$1.27K - $1.38K
|
10.6K
$358K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
27+ 1.63% |
$882 - $957
|
1.68K
$56.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
27+ 0.24% |
$882 - $957
|
11.2K
$376K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
18+ 0.08% |
$588 - $638
|
22.3K
$753K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 1.33% |
$457 - $496
|
1.07K
$36.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2+ 1.68% |
$65.3 - $70.9
|
121
$4.08K
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$32.7 - $35.4
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-7Closed |
$229 - $248
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-24- 0.33% |
$784 - $851
|
7.29K
$246K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-36- 1.41% |
$1.18K - $1.28K
|
2.52K
$85K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-107- 0.98% |
$3.49K - $3.79K
|
10.8K
$364K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-169- 0.75% |
$5.52K - $5.99K
|
22.3K
$751K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-260Closed |
$8.49K - $9.21K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$9.8K - $10.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-305Closed |
$9.96K - $10.8K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-430- 2.26% |
$14K - $15.2K
|
18.6K
$628K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-478- 1.1% |
$15.6K - $16.9K
|
43.2K
$1.46M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-516- 32.74% |
$16.8K - $18.3K
|
1.06K
$35.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-640- 3.84% |
$20.9K - $22.7K
|
16K
$541K
|