Latest Institutional Transactions on Utg Inc (UTGN)
This table provides information on the latest institutional transactions involving Utg Inc (UTGN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
800New |
$20.8K - $30.9K
|
800
$21.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
800New |
$20.8K - $30.9K
|
800
$21.6K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-13- 27.08% |
$299 - $377
|
35
$945
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
126+ 150.0% |
$3.41K - $3.78K
|
210
$5.67K
|
|