Purchases and Sales Made in Q4 2024 in Reaves Utility Income Fund (UTG)
This table provides information about the institutional ownership of Reaves Utility Income Fund (UTG) during Q4 2024. 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 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.93K+ 7.45% |
$59.5K - $67.6K
|
27.9K
$941K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.84K+ 6.56% |
$56.6K - $64.3K
|
29.9K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.77K+ 5.47% |
$54.6K - $62K
|
34.1K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 11.5% |
$47.5K - $54K
|
15K
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.34K+ 1.38% |
$41.2K - $46.7K
|
98.1K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
BUY
|
- |
1.33K+ 1.57% |
$40.9K - $46.5K
|
85.7K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.33K+ 4.42% |
$40.9K - $46.4K
|
31.3K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.3K+ 21.08% |
$40.1K - $45.5K
|
7.47K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.2K+ 10.24% |
$37K - $42K
|
12.9K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.17K+ 3.52% |
$36.1K - $41K
|
34.4K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 1.3% |
$33.6K - $38.2K
|
84.8K
$2.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.08KNew |
$33.1K - $37.6K
|
1.08K
$36.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.06K+ 33.45% |
$32.6K - $37.1K
|
4.23K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1K+ 13.33% |
$30.8K - $35K
|
8.5K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
995+ 442.22% |
$30.7K - $34.8K
|
1.22K
$41.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
923+ 2.41% |
$28.4K - $32.3K
|
39.2K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
919+ 1.37% |
$28.3K - $32.2K
|
67.9K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
764+ 11.96% |
$23.5K - $26.7K
|
7.15K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
715+ 0.76% |
$22K - $25K
|
94.7K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
685+ 4.48% |
$21.1K - $24K
|
16K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
651+ 0.41% |
$20.1K - $22.8K
|
158K
$5.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
612+ 3.04% |
$18.9K - $21.4K
|
20.8K
$701K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
590+ 8.91% |
$18.2K - $20.6K
|
7.21K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
501+ 14.23% |
$15.4K - $17.5K
|
4.02K
$136K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
490+ 7.18% |
$15.1K - $17.1K
|
7.31K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
340+ 4.47% |
$10.5K - $11.9K
|
7.95K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
320New |
$9.86K - $11.2K
|
320
$10.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
280+ 4.41% |
$8.63K - $9.8K
|
6.63K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
279New |
$8.6K - $9.76K
|
279
$9.42K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$7.7K - $8.75K
|
250
$8.44K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
250+ 2.06% |
$7.7K - $8.75K
|
12.4K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
245New |
$7.55K - $8.57K
|
245
$8.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
241+ 602.5% |
$7.43K - $8.43K
|
281
$9.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
209New |
$6.44K - $7.31K
|
209
$7.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$6.16K - $7K
|
200
$6.75K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
169+ 1.64% |
$5.21K - $5.91K
|
10.4K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
134+ 0.79% |
$4.13K - $4.69K
|
17.2K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
100New |
$3.08K - $3.5K
|
100
$3.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56+ 0.04% |
$1.73K - $1.96K
|
144K
$4.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
53+ 311.76% |
$1.63K - $1.85K
|
70
$2.36K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 100.0% |
$1.54K - $1.75K
|
100
$3.38K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
47+ 1.75% |
$1.45K - $1.64K
|
2.73K
$92.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47New |
$1.45K - $1.64K
|
47
$1.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28+ 0.18% |
$863 - $980
|
16K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
27+ 1.75% |
$832 - $945
|
1.57K
$53K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 1.91% |
$801 - $910
|
1.39K
$46.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 1.73% |
$739 - $840
|
1.41K
$47.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.11% |
$678 - $770
|
20.8K
$702K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 0.26% |
$431 - $490
|
5.42K
$183K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.57% |
$401 - $455
|
2.28K
$77K
|