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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.75K- 0.97% |
$116K - $131K
|
385K
$14M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-4.92K- 6.54% |
$151K - $172K
|
70.3K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-5.61K- 28.2% |
$173K - $196K
|
14.3K
$521K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.1K- 10.53% |
$219K - $248K
|
60.4K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-8.05K- 32.86% |
$248K - $282K
|
16.5K
$600K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-10.1K- 45.66% |
$312K - $354K
|
12.1K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.4K- 22.21% |
$474K - $539K
|
53.9K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38.3K- 75.1% |
$1.18M - $1.34M
|
12.7K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.1K- 24.47% |
$1.42M - $1.61M
|
142K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52.1K- 99.9% |
$1.6M - $1.82M
|
54
$1.97K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-85K- 80.24% |
$2.62M - $2.97M
|
20.9K
$763K
|