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 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-660- 5.22% |
$21.5K - $23.4K
|
12K
$395K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-700Closed |
$22.9K - $24.8K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-805Closed |
$26.3K - $28.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-824- 11.04% |
$26.9K - $29.2K
|
6.64K
$219K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-842- 11.95% |
$27.5K - $29.8K
|
6.21K
$204K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-899- 4.78% |
$29.4K - $31.9K
|
17.9K
$590K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.1K- 10.32% |
$36K - $39.1K
|
9.59K
$316K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.16K- 6.0% |
$37.7K - $40.9K
|
18.1K
$596K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.42K- 1.9% |
$46.3K - $50.3K
|
73.1K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.42K- 14.01% |
$46.5K - $50.5K
|
8.74K
$288K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.65K- 15.02% |
$53.9K - $58.5K
|
9.35K
$308K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.68K- 3.71% |
$54.8K - $59.4K
|
43.5K
$1.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.75KClosed |
$57.1K - $62K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-2.16KClosed |
$70.4K - $76.4K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.38KClosed |
$77.5K - $84.2K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.62K- 21.67% |
$85.5K - $92.8K
|
9.47K
$312K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.76KClosed |
$90.2K - $98K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.94K- 4.55% |
$95.8K - $104K
|
61.6K
$2.03M
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.04K- 29.37% |
$99.4K - $108K
|
7.32K
$241K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.17K- 0.79% |
$104K - $112K
|
399K
$13.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.39K- 12.87% |
$111K - $120K
|
23K
$756K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-5.03K- 13.34% |
$164K - $178K
|
32.7K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-6.01K- 2.67% |
$196K - $213K
|
219K
$7.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-7.23K- 41.82% |
$236K - $256K
|
10.1K
$331K
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-7.3KClosed |
$238K - $259K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-8.49KClosed |
$277K - $301K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16K- 28.55% |
$524K - $568K
|
40.1K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.4K- 26.93% |
$568K - $616K
|
47.2K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.5K- 7.28% |
$604K - $656K
|
236K
$7.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-19.8K- 15.16% |
$646K - $701K
|
111K
$3.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-36.6KClosed |
$1.2M - $1.3M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-295KClosed |
$9.63M - $10.5M
|
0
$0
|