Purchases and Sales Made in Q4 2022 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q4 2022. 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 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
125K+ 117.23% |
$3.12M - $3.8M
|
231K
$7.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
74.7KNew |
$1.87M - $2.28M
|
74.7K
$2.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.8K+ 6.83% |
$1.19M - $1.46M
|
747K
$25.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
33.8KNew |
$844K - $1.03M
|
33.8K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.2KNew |
$730K - $891K
|
29.2K
$985K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.7K+ 190.3% |
$667K - $813K
|
40.7K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
26.2K+ 60.91% |
$656K - $800K
|
69.3K
$2.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
21.7KNew |
$542K - $661K
|
21.7K
$732K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20K+ 30.3% |
$501K - $611K
|
86.2K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.3K+ 2.73% |
$433K - $528K
|
652K
$22M
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.7KNew |
$392K - $477K
|
15.7K
$528K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.4K+ 17.92% |
$386K - $471K
|
102K
$3.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.1K+ 25.32% |
$377K - $460K
|
74.6K
$2.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
13.4K+ 78.81% |
$335K - $409K
|
30.4K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12KNew |
$300K - $366K
|
12K
$405K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.42K+ 57.84% |
$235K - $287K
|
25.7K
$867K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.98K+ 7.27% |
$225K - $274K
|
133K
$4.47M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.9KNew |
$222K - $271K
|
8.9K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.66K+ 2.45% |
$217K - $264K
|
362K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.61K+ 50.36% |
$215K - $263K
|
25.7K
$867K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.48K+ 4.9% |
$212K - $259K
|
182K
$6.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.79KNew |
$195K - $237K
|
7.79K
$263K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
7.58KNew |
$189K - $231K
|
7.58K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.99K+ 1.82% |
$175K - $213K
|
392K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.51K+ 70.96% |
$163K - $198K
|
15.7K
$528K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.4KNew |
$135K - $165K
|
5.4K
$182K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.17K+ 6.66% |
$129K - $158K
|
82.8K
$2.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.87K+ 1.7% |
$122K - $148K
|
291K
$9.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
4.62KNew |
$116K - $141K
|
4.62K
$156K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4.23K+ 427.17% |
$106K - $129K
|
5.22K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.21K+ 15.21% |
$80.2K - $97.8K
|
24.3K
$819K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.84K+ 12.16% |
$71K - $86.5K
|
26.2K
$883K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.77K+ 9.73% |
$69.3K - $84.5K
|
31.3K
$1.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
2.73K+ 16.13% |
$68.3K - $83.2K
|
19.7K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.5KNew |
$62.5K - $76.2K
|
2.5K
$84.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.24K+ 8.56% |
$56K - $68.2K
|
28.4K
$957K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.08K+ 9.79% |
$52K - $63.4K
|
23.3K
$786K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 23.64% |
$51.4K - $62.7K
|
10.8K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.61K+ 0.37% |
$40.4K - $49.2K
|
443K
$14.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 0.64% |
$36.7K - $44.7K
|
232K
$7.81M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.2K+ 57.28% |
$30K - $36.6K
|
3.3K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.2K+ 14.34% |
$30K - $36.6K
|
9.57K
$323K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.16K+ 13.22% |
$28.9K - $35.2K
|
9.89K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
874New |
$21.9K - $26.6K
|
874
$29.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
800New |
$20K - $24.4K
|
800
$27K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
521+ 2.28% |
$13K - $15.9K
|
23.4K
$788K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
500New |
$12.5K - $15.2K
|
500
$16.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
461+ 2.9% |
$11.5K - $14.1K
|
16.4K
$552K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
400New |
$10K - $12.2K
|
400
$13.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
364+ 728.0% |
$9.1K - $11.1K
|
414
$14K
|