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 |
---|---|---|---|---|---|---|---|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
350New |
$8.75K - $10.7K
|
350
$11.9K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
350New |
$8.75K - $10.7K
|
350
$11.9K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
339+ 3.89% |
$8.48K - $10.3K
|
9.05K
$308K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
291New |
$7.28K - $8.87K
|
291
$9.9K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
265+ 2.67% |
$6.63K - $8.08K
|
10.2K
$347K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
204New |
$5.1K - $6.22K
|
204
$6.94K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
168New |
$4.2K - $5.12K
|
168
$5.72K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150+ 0.91% |
$3.75K - $4.57K
|
16.7K
$569K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
144+ 43.64% |
$3.6K - $4.39K
|
474
$16.1K
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
106+ 0.48% |
$2.65K - $3.23K
|
22.1K
$753K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
95New |
$2.38K - $2.9K
|
95
$3.23K
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
73+ 0.66% |
$1.83K - $2.23K
|
11.2K
$381K
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
68+ 1.81% |
$1.7K - $2.07K
|
3.82K
$130K
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
49+ 0.46% |
$1.23K - $1.49K
|
10.8K
$366K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 18.67% |
$775 - $945
|
197
$6.7K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26+ 1300.0% |
$650 - $792
|
28
$953
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 1.7% |
$475 - $579
|
1.14K
$38.6K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
16+ 0.07% |
$400 - $488
|
21.7K
$738K
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10+ 0.05% |
$250 - $305
|
21.7K
$740K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
7+ 0.03% |
$175 - $213
|
24.6K
$837K
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 1.34% |
$150 - $183
|
453
$15.4K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2New |
$50 - $61
|
2
$68
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.27% |
$25 - $30.5
|
366
$12.5K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-72- 1.09% |
$1.8K - $2.19K
|
6.54K
$223K
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 1.16% |
$2.5K - $3.05K
|
8.54K
$290K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-116- 1.4% |
$2.9K - $3.54K
|
8.16K
$278K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-178- 0.13% |
$4.45K - $5.43K
|
134K
$4.55M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-288- 3.03% |
$7.2K - $8.78K
|
9.2K
$313K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-428- 0.48% |
$10.7K - $13K
|
89K
$3.03M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-468- 1.38% |
$11.7K - $14.3K
|
33.5K
$1.14M
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
SELL
|
- |
-538- 1.73% |
$13.5K - $16.4K
|
30.5K
$1.04M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-589- 40.56% |
$14.7K - $18K
|
863
$29.4K
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-667- 6.64% |
$16.7K - $20.3K
|
9.38K
$319K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-704- 3.67% |
$17.6K - $21.5K
|
18.5K
$629K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-742- 6.13% |
$18.6K - $22.6K
|
11.4K
$387K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 1.23% |
$26.5K - $32.3K
|
85.3K
$2.9M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.06K- 2.19% |
$26.5K - $32.3K
|
47.3K
$1.61M
|
|
Feb 09, 2023
Q4 2022
|
Reaves W H & CO Inc
|
SELL
|
- |
-1.1K- 1.18% |
$27.6K - $33.6K
|
92.5K
$3.15M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.24K- 6.05% |
$31K - $37.8K
|
19.2K
$655K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.3K- 10.18% |
$32.5K - $39.6K
|
11.5K
$390K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.4K- 8.11% |
$35.1K - $42.8K
|
15.9K
$541K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 8.74% |
$37.4K - $45.6K
|
15.6K
$531K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-1.5K- 5.68% |
$37.5K - $45.7K
|
24.9K
$847K
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 11.79% |
$39.5K - $48.2K
|
11.8K
$403K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.65K- 3.84% |
$41.2K - $50.3K
|
41.3K
$1.41M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.07K- 4.88% |
$51.7K - $63.1K
|
40.3K
$1.37M
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.12K- 3.99% |
$53.1K - $64.7K
|
51.1K
$1.74M
|