Purchases and Sales Made in Q4 2023 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q4 2023. 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 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
221K+ 1046.51% |
$5.21M - $6.18M
|
243K
$8.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
123KNew |
$2.89M - $3.43M
|
123K
$4.11M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
117KNew |
$2.76M - $3.27M
|
117K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
108KNew |
$2.55M - $3.02M
|
108K
$3.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
76.2KNew |
$1.79M - $2.12M
|
76.2K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56K+ 23.56% |
$1.32M - $1.56M
|
294K
$9.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
51.9KNew |
$1.22M - $1.45M
|
51.9K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49.8KNew |
$1.17M - $1.39M
|
49.8K
$1.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
37.9KNew |
$892K - $1.06M
|
37.9K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.6K+ 41045.45% |
$743K - $881K
|
31.7K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.7K+ 16.68% |
$652K - $773K
|
194K
$6.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.9K+ 48.7% |
$491K - $583K
|
63.8K
$2.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19.3K+ 56.54% |
$454K - $538K
|
53.4K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19.1K+ 21.97% |
$450K - $533K
|
106K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.2K+ 5.12% |
$427K - $506K
|
373K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.8K+ 2.52% |
$420K - $497K
|
727K
$24.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.9K+ 8.6% |
$397K - $470K
|
213K
$7.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.5K+ 3.6% |
$387K - $459K
|
473K
$15.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.9KNew |
$375K - $445K
|
15.9K
$533K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$304K - $361K
|
12.9K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$297K - $352K
|
12.6K
$422K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
12.4K+ 63.41% |
$292K - $346K
|
32K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.7K+ 92.9% |
$275K - $326K
|
24.3K
$811K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.8KNew |
$255K - $302K
|
10.8K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.5KNew |
$248K - $294K
|
10.5K
$352K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$245K - $291K
|
10.4K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.4K+ 4.19% |
$245K - $290K
|
258K
$8.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.54KNew |
$224K - $266K
|
9.54K
$319K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.33K+ 3.4% |
$219K - $260K
|
284K
$9.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.89KNew |
$209K - $248K
|
8.89K
$297K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.96KNew |
$187K - $222K
|
7.96K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
7.85KNew |
$185K - $219K
|
7.85K
$262K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7.55KNew |
$177K - $210K
|
7.55K
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
7.5KNew |
$176K - $209K
|
7.5K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
7.5KNew |
$176K - $209K
|
7.5K
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.5KNew |
$176K - $209K
|
7.5K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.42K+ 40.33% |
$174K - $207K
|
25.8K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.39K+ 65.03% |
$150K - $178K
|
16.2K
$542K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.07K+ 32.26% |
$143K - $169K
|
24.9K
$830K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.49K+ 6.89% |
$129K - $153K
|
85.1K
$2.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.45K+ 2.25% |
$105K - $124K
|
202K
$6.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.84K+ 9.32% |
$90.2K - $107K
|
45K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.78K+ 2.35% |
$89K - $105K
|
165K
$5.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.4KNew |
$80.1K - $94.9K
|
3.4K
$114K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3K+ 55.51% |
$70.6K - $83.6K
|
8.4K
$281K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.59K+ 1.57% |
$60.8K - $72.1K
|
168K
$5.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.2KNew |
$51.7K - $61.3K
|
2.2K
$73.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.18K+ 9.89% |
$51.3K - $60.8K
|
24.2K
$809K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$47.2K - $56K
|
2.01K
$67K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.91KNew |
$44.9K - $53.2K
|
1.91K
$63.7K
|